Setting Up the NetSuite Chargeback Workflow SuiteApp
To set up the Chargeback Workflow SuiteApp, you must perform the following tasks:
-
ensure prerequisites are in place
-
install the NetSuite Chargeback Workflow SuiteApp
-
set up roles and permissions
In addition to setting up the NetSuite Chargeback Workflow SuiteApp, you can also configure the default accounts to be used by your subsidiaries. To configure the chargeback workflow, see Configuring NetSuite Chargeback Workflow.
Prerequisites
Make sure that the following features are enabled in your account prior to installing Chargeback Workflow:
-
Inline Editing (Company subtab)
-
File Cabinet (Company subtab)
-
Accounting (Accounting subtab)
-
A/R (Accounting subtab)
-
Credit Card Payments (Transactions subtab)
-
Custom Records (SuiteCloud subtab)
-
Client SuiteScript (SuiteCloud subtab)
-
Server SuiteScript (SuiteCloud subtab)
To enable features, go to Setup > Company > Enable Features.
Installing the NetSuite Chargeback Workflow SuiteApp
Go to Customization > SuiteBundler > Search&Install Bundles, and install the bundle below.
Bundle Name: Chargeback Workflow
Bundle ID: 127355
Location: Production
Availability: Public
For information on installing bundles, see Installing a Bundle.
The NetSuite Chargeback Workflow SuiteApp is a managed bundle and is automatically updated whenever there are updates. Issue fixes and enhancements are available after the bundle is updated in your account.
Setting Up Roles and Permissions
The NetSuite Chargeback Workflow SuiteApp does not require custom roles to manage the chargeback workflow. The following standard roles are recommended:
-
Administrator
-
A/R Clerk
-
Accountant
-
Accountant (Reviewer)
-
Bookkeeper
-
CEO
-
CEO (Hands Off)
-
CFO
-
Sales Administrator
-
Sales Manager
-
Sales Vice President
-
Support Administrator