Configuring Permissions for Vendor Prepayments

When you enable the Vendor Prepayments feature, the system creates two new permissions:

• Vendor Prepayment – Grants the user or role permissions to work with vendor prepayment transactions.
• Vendor Prepayment Application – Grants the user or role permissions to work with the vendor prepayment applications.

The following table lists the required permission levels for working with vendor prepayment transactions:

Permission Level	Permissions
VIEW	View only
CREATE	View Enter new transactions
EDIT	View Enter new transactions Edit existing transactions
FULL	View Enter new transactions Edit existing transactions Delete transactions

To access and work with vendor prepayments, the administrator must assign these permissions to roles. By default, the A/P Clerk role has the edit permission level for vendor prepayment transactions.

Note : If you only apply vendor prepayments to your bills using Auto-Apply, you do not need permission to work with vendor prepayments. With Auto-Apply, NetSuite works in the background using the system account credentials for the vendor prepayment application.

In addition to permissions, NetSuite restrictions can limit your access to certain records. These restrictions may include subsidiary, department, class, or location restrictions. Consider the following example. Lisa, who works in Purchasing, belongs to a role with no restrictions. She creates different vendor prepayment transactions in different locations. Later, the administrator updates Lisa’s role to include the location restriction own and subordinates only. After this change, Lisa can access prepayment transactions on her location and subordinates’ locations only. Lisa cannot access prepayment transactions created for other locations, even when these transactions were created by herself.

To configure permissions for vendor prepayments:

1. Go to Setup > User / Roles > User Management > Manage Roles.
2. Locate the role you want to modify, and click Edit or Customize.
3. On the Permissions subtab, click Transactions.
4. In the Permission list, select the corresponding permission:
   • Vendor Prepayment – To authorize the user or role to work with vendor prepayment transactions.
   • Select Vendor Prepayment Application – To authorize the user or role to work with vendor prepayment applications.
5. In the Level list, select the required access level.
6. Click Add to add the new permission, or click OK to modify the existing permission.
7. Click Save.