Creating or Customizing Roles and Permissions to Use FEFO Lot Assignments

If you are an administrator, you can create new roles or customize roles for using the FEFO Lot Assignments 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 permissions required to use the FEFO Lot Assignments SuiteApp:

Subtab	Permission	Minimum Access Level	Purpose
Transactions	Find Transaction	Edit	Required for the following pages: Add Lot Assignments Remove Lot Assignments Assign and Fulfill Orders CSV Import – Assign and Fulfill Orders
Item Fulfillment	Edit	Required for Assign and Fulfill Orders page and CSV Import – Assign and Fulfill Orders page.
Sales Order	Edit	Required for the following pages: Add Lot Assignments Remove Lot Assignments Assign and Fulfill Orders CSV Import – Assign and Fulfill Orders
Cash Sale	Edit	Required for CSV Import – Cash Sale page
Lists	Documents and Files	View	Required for all pages.
Locations	View	Required for all pages.
Items	View	Required for all pages.
Subsidiaries	View	Required for all pages.
Customers	View	Required for all pages.
Setup	SuiteScript	Edit	Required for all pages.
Order Allocation Strategy	View	Required for all pages.
Import CSV File	Edit	Required for the following pages: CSV Import – Assign and Fulfill Orders CSV Import – Cash Sale
Custom Records	Commit Group	View	Required for Commit Group custom record.
Shelf Life Group	View	Required for Shelf Life Group custom record.
Customer Shelf Life Group	View	Required for Customer Shelf Life Group custom record.
FEFO Lot Assignment Preferences	View	Required for all pages.
CSV Import – Cash Sale Report	Edit	Required for CSV Import – Cash Sale Report page.
CSV Import – Assign and Fulfill Orders	Edit	Required for CSV Import – Assign and Fulfill Orders page.

Subtab

Permission

Minimum Access Level

Purpose

Transactions

Find Transaction

Edit

Required for the following pages:

Add Lot Assignments
Remove Lot Assignments
Assign and Fulfill Orders
CSV Import – Assign and Fulfill Orders

Item Fulfillment

Edit

Required for Assign and Fulfill Orders page and CSV Import – Assign and Fulfill Orders page.

Sales Order

Edit

Required for the following pages:

Add Lot Assignments
Remove Lot Assignments
Assign and Fulfill Orders
CSV Import – Assign and Fulfill Orders

Cash Sale

Edit

Required for CSV Import – Cash Sale page

Lists

Documents and Files

View

Required for all pages.

Locations

View

Required for all pages.

Items

View

Required for all pages.

Subsidiaries

View

Required for all pages.

Customers

View

Required for all pages.

Setup

SuiteScript

Edit

Required for all pages.

Order Allocation Strategy

View

Required for all pages.

Import CSV File

Edit

Required for the following pages:

CSV Import – Assign and Fulfill Orders
CSV Import – Cash Sale

Custom Records

Commit Group

View

Required for Commit Group custom record.

Shelf Life Group

View

Required for Shelf Life Group custom record.

Customer Shelf Life Group

View

Required for Customer Shelf Life Group custom record.

FEFO Lot Assignment Preferences

View

Required for all pages.

CSV Import – Cash Sale Report

Edit

Required for CSV Import – Cash Sale Report page.

CSV Import – Assign and Fulfill Orders

Edit

Required for CSV Import – Assign and Fulfill Orders page.

Note:

Assigning and fulfilling lots through web services integration require the same permissions as the Assign and Fulfill Orders page.

To access different pages in the SuiteApp, add the roles as audience to the script deployments as listed in the table below:

Page Name	Script Deployment
Add Lot Assignments	customdeploy_fefo_sl_add_alloc_commits
Remove Lot Assignments	customdeploy_fefo_sl_rem_alloc_commits
CSV Import – Assign and Fulfill Orders	customdeploy_fefo_sl_csv_import
CSV Import -Cash Sale	customdeploy_fefo_sl_csv_cashsale
Messages Report	customdeploy_fefo_sl_reportpage
Assign and Fulfill Orders	customdeploy_fefo_sl_allocate_n_fulfill

Page Name

Script Deployment

Add Lot Assignments

customdeploy_fefo_sl_add_alloc_commits

Remove Lot Assignments

customdeploy_fefo_sl_rem_alloc_commits

CSV Import – Assign and Fulfill Orders

customdeploy_fefo_sl_csv_import

CSV Import -Cash Sale

customdeploy_fefo_sl_csv_cashsale

Messages Report

customdeploy_fefo_sl_reportpage

Assign and Fulfill Orders

customdeploy_fefo_sl_allocate_n_fulfill

For more information, see Defining Script Audience.

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