Roles and Permissions for Fulfillable Items with SuiteBilling
There are no custom roles included with the Fulfillable Items with SuiteBilling SuiteApp. An administrator must customize standard roles and set the permissions for those roles.
To set permissions for Fulfillable Items with SuiteBilling:
-
Go to Setup > Users/Roles > Manage Roles.
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Click Customize beside the role and set permissions for the role.
For a role to execute the entire process flow for using this SuiteApp, you must customize a role to have the following minimum permissions.
Subtab
Permission
Permission Level
Purpose
Transactions
Sales Order
Edit
To enter and approve sales orders.
Sales Order Approval
Edit
Item Fulfillment
Edit
To create item fulfillment records and enter additional item information for fulfillable items.
Fulfill Orders
Edit
Return Authorization
Edit
To facilitate the return and replacement of fulfillable items.
Return Auth. Approval
Edit
Receive Returns
Edit
Item Receipt
Edit
Charge
View
To view charges.
Find Transaction
View
To validate items in an item fulfillment record.
Lists
Items
View
To view items.
Subscription Change Orders
Edit
To activate or modify the status of a subscription.
Subscriptions
Edit
To create a subscription.
Subscription Plan
Edit
To create a subscription plan.
Price Plan
Edit
Price Book
Edit
Custom Record Entries
View
To view the subscription line splitting event record.
Perform Search
View
To execute the saved search that displays subscriptions that are pending activation.
Setup
Import CSV File
Full
To create a sales order through CSV.
Control SuiteScript and Workflow Triggers per CSV Import
Full
Custom Record Types
View
To view the SuiteApp's custom records.
Custom Record
FIS Item Lines Data Map
View
To access the SuiteApp's custom records.
Item Field Mappings
View
Subscription Line Splitting Event
View
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Click Save.
Related Topics
- Fulfillable Items with SuiteBilling
- Required Features and Module for Fulfillable Items with SuiteBilling
- Installing Fulfillable Items with SuiteBilling
- Supported Item Types for Fulfillable Items with SuiteBilling
- Process Flow of Fulfillable Items with SuiteBilling
- (Optional) Linking a Fulfillable Item to a Subscription Item
- Additional Item Information for Fulfillable Items
- Linking a Fulfillable Item to a Subscription
- Best Practices When Creating a Sales Order for use with Fulfillable Items with SuiteBilling
- Entering Additional Item Information in an Item Fulfillment Record
- Additional Item Information in the Subscription
- Setting Dashboard Reminders for Subscriptions Pending Activation
- Setting up a Subscription Activation Email Reminder
- Merging Same Items in the Printed Invoice
- Returning and Replacing Fulfillable Items
- Fulfillable Items with SuiteBilling Support for CSV Import
- Viewing the Subscription Line Splitting Event Record
- Limitations of Fulfillable Items with SuiteBilling