For each custom transaction type, you can specify which roles can work with instances of the transaction type. When users create a new custom transaction type, NetSuite automatically adds full-level permission for the role of the current user. The permission is added so that users can use the global search to find and work with the new custom transaction type.
When you grant a role access to transaction-type instances, you can choose from several access levels. These levels are View, Create, Edit, and Full.
The ability of a role to interact with custom transaction instances can be further refined by restricting the role’s access to particular forms for the transaction type.
By default, only account administrators have permission to create custom transaction types. However, account administrators can grant access to other roles.
To grant a role permission to manage custom transaction types:
- Go to Setup > Users/Roles > Manage Roles.
- Locate the role you want to modify, and click Edit or Customize.
- On the Permissions subtab, click the Setup subtab.
- Do one of the following:
- To grant the role access, add a line to the sublist. In the Permission column, set the list to Custom Transaction Types. In the Level column, select the appropriate access level, and then click Add.
- To make changes to the role’s existing access, locate the Custom Transaction Types permission and edit the corresponding value in the Level column. Then click OK.
- To remove a role’s access, locate the Custom Transaction Types permission and click it to enable a series of buttons. Then click Remove.
Then, Click Save.