Creating or Customizing Roles to Use in Bill of Lading
If you are an administrator, you can create new roles or customize roles for using the Bill of Lading SuiteApp. For more information, see Assigning Roles to an Employee and Customizing or Creating NetSuite Roles.
Refer to the following table for minimum access levels for different record types required to use Bill of Lading:
Subtab |
Permission |
Minimum Permission Level |
---|---|---|
Transactions |
Find Transaction |
View |
Fulfill Orders |
Edit |
|
Item Fulfillment |
Edit |
|
Sales Order |
View |
|
Transfer Order |
View |
|
Vendor Return Authorization |
View |
|
Lists |
Documents and Files |
View |
Items |
View |
|
Locations |
View |
|
Shipping Items |
View |
|
Units |
View |
|
Setup |
SuiteScript |
Edit |
SuiteScript Scheduling |
Full |
|
Customer Record |
Bill of Lading Preferences |
View |
Master Record Type |
View |
|
Standalone Record Type |
View |
Adding Center Category and Center Types
For custom roles, add the Bill of Lading center category to the Lists tab. Use the following information when creating the center category:
-
Center category label – Bill of Lading
-
Add the following links:
-
Bill of Lading Preferences
-
Bill of Lading
-
Bill of Lading Template
-
For more information, see Creating Center Categories and Creating Center Links.