Creating and Customizing Roles to Use Static Route Management
If you are an administrator, you can create new roles or customize roles for using Static Route Management. For more information, see Assigning Roles to an Employee and Customizing or Creating NetSuite Roles.
Refer to the following sections for the operations, permissions, and minimum access levels required for different record types for using the Static Route Management SuiteApp.
Location Record
|
Operation |
Permission |
Minimum Access Level |
|---|---|---|
|
Edit |
Lists > Locations |
Edit |
Route and Truck Record
|
Operation |
Permission |
Minimum Access Level |
Navigation Access |
Comments |
|---|---|---|---|---|
|
View |
Lists > Custom Record Entries |
View |
Route Management > Routes |
|
|
Route Management > Trucks |
|
|||
|
Create |
Lists > Custom Record Entries |
Create |
Route Management > Routes > New |
|
|
Route Management > Routes > Search |
|
|||
|
Route Management > Trucks > New |
|
|||
|
Route Management > Trucks > Search |
|
|||
|
Lists > Customers |
View |
|
Required only for Route |
|
|
Edit |
Lists > Custom Record Entries |
Edit |
Route Management > Routes > New |
|
|
Route Management > Routes > Search |
|
|||
|
Route Management > Trucks > New |
|
|||
|
Route Management > Trucks > Search |
|
|||
|
Lists > Customers |
View |
|
Required only for Route |
|
|
Delete |
Lists > Custom Record Entries |
Full |
Route Management > Routes > New |
|
|
Route Management > Routes > Search |
|
|||
|
Route Management > Trucks > New |
|
|||
|
Route Management > Trucks > Search |
|
|||
|
Lists > Customers |
View |
|
Required only for Route |
Route Delivery Subtab in Customer Record
|
Operation |
Permission |
Minimum Access Level |
|---|---|---|
|
View |
Lists > Customers |
View |
|
Lists > Custom Record Entries |
View |
|
|
Edit |
Lists > Custom Record Entries |
Edit |
|
Lists > Customers |
Edit |
|
|
Lists > Locations |
View |
Route Settings in Sales Order
|
Permission |
Minimum Access Level |
|---|---|
|
Transaction > Sales Order |
Edit |
|
Lists > Locations |
View |
|
Setup > Accounting Preference |
Full |
|
Lists > Custom Record Entries |
View |
Manage Route Shipments Page
|
Permission |
Minimum Access Level |
|---|---|
|
Transactions > Find Transaction |
View |
|
Transactions > Sales Order |
View |
|
Lists > Currency |
View |
|
Lists > Custom Record Entries |
Full |
|
Lists > Customers |
View |
|
Lists > Documents and Files |
View |
|
Lists > Items |
View |
|
Lists > Locations |
View |
|
Lists > Subsidiaries |
View |
|
Setup > Accounting Preferences |
Full |
|
Setup > Custom Entity Fields |
Full |
|
Setup > SuiteScript |
View |
|
Setup > SuiteScript Scheduling |
Full |
|
Setup > Enable Features |
Full |
|
Setup > Set Up Company |
View |
|
Custom Record > Route |
Full |
|
Custom Record > Truck |
Full |
|
Custom Record > Stop |
Full |
|
Custom Record > Address-Location Mapping |
Full |
|
Custom Record > Route Shipment Record |
Full |
|
Custom Record > Shipment Record Bulk Update |
Full |
Adding Center Category and Center Types
For the custom role, add the Route Management center category and links for Routes and Trucks. Use the following information when creating the center category:
-
Center category label – Label the center category as Route Management.
-
Center Type – Select the desired center type.
-
Center Tab – Select the desired center tab.
-
Add the following links:
-
Route – Label the link as Routes.
-
Truck – Label the link as Trucks.
-
Shipment Report – Label the link as Manage Route Shipments.
-
For more information, see Creating Center Categories and Creating Center Links.