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:

  1. Go to Setup > Users/Roles > Manage Roles.

  2. 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

  3. Click Save.

Related Topics

General Notices