Creating or Customizing Roles for Deduction and Chargeback Management
If you are an administrator, you can create new roles or customize roles for using the Deduction and Chargeback Management SuiteApp. For more information, read Assigning Roles to an Employee and Customizing or Creating NetSuite Roles.
Refer to the following table for minimum access levels for different permissions required to use the Deduction and Chargeback Management SuiteApp:
Subtab |
Permission |
Minimum Access Level |
---|---|---|
Transactions |
Credit Memo |
Full |
Customer Payment |
Edit |
|
Find Transaction |
Full |
|
Invoice |
Full |
|
Lists |
Customers |
View |
Items |
View |
|
Subsidiaries |
View |
|
Documents and Files |
View |
|
Tax Records |
View |
|
Custom Record Entries |
View |
|
Setup |
Custom Record Types |
View |
SuiteScript Scheduling |
Full |
|
SuiteScript |
View |
|
Custom Records |
Deduction & Chargeback Type |
View |
Deduction Management |
Edit |
|
Deduction Management Setup |
View |
|
Deduction Management Task |
Create |
|
Deduction Management Task Detail |
Create |
|
Write Off Limits |
View |
Adding Center Tab and Center Category
You can add the Deduction Management tab to the navigation bar of a custom role. For a custom role, add the Deduction Management tab to the navigation bar and menu within the tab. Use the following information when creating the center tab and center category:
-
Center tab – Label the center tab as Deduction Management
-
Center Category -In the Categories sublist of the Content subtab, add labels Setup and Records
-
Add the following links to the Setup center category:
-
Deduction and Chargeback Type
-
Deduction Management Setup
-
Write Off Limits
-
-
Add a link Review Records to the Records center category
For more information, read Creating Center Categories and Creating Center Links.