Assigning a Role for Generating a PT SAF-T File
You can choose a role, besides the SuiteApp-supported standard roles, that is permitted to generate, view, and download the SAF-T for Billing and SAF-T for Accounting reports provided by the Portugal Localization SuiteApp. This role must not have restrictions to general ledger (GL) accounts.
To assign SAF-T generation permissions to a role:
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Go to Setup > Tax Reporting > Manage Tax Reporting Framework Roles.
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Click Assign Tax Reporting Framework Permissions to a Role.
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In the Role field, select a non-Administrator role to whom you want to grant permissions for generating the PT SAF-T file.
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Next to the Country Tax Report permission, select the level Full.
Next to the Country Tax Reports Preferences permission, select the level Full or View.
Note:These permissions enable the role to generate, view, and export tax reports. For information about other permissions you can grant to a role, see Roles and Permissions in Tax Reporting Framework.
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Click Save.
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Go to Setup > Users/Roles > Manage Roles.
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Click Customize (if the role is a standard Netsuite role) or Edit next to the role that you assign tax reporting framework permissions.
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On the Restrictions subtab, see what segments to which this role is restricted.
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Verify which accounts are restricted to the mentioned segment on the Restrictions subtab: class, location, or department.
You can use saved searches to audit roles. For more information, see Use Searches to Audit Roles.
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Clear or adjust the restrictions as necessary.
The role you have chosen must not have restrictions to all GL accounts.