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Re-Configuring NetSuite Permissions
Re-Configuring NetSuite Permissions
Courtney Hara avatar
Written by Courtney Hara
Updated over a year ago

After connecting your NetSuite account to Settle, you might encounter an error banner after initiating a two-way sync.

Missing permissions are preventing your sync from fully completing

Settle’s sync is unable to import/export all information because the role used for the integration does not have all required permissions. To fix:

  1. Click here to go to your NetSuite roles page

  2. Click “Edit” on the role you used to connect NetSuite with Settle (the default is “Settle Sync Role”)

  3. Add the permission specified in the Settle error message with “Full” permission and hit “Save

A NetSuite configuration error is preventing your sync from fully completing

Settle’s two-way sync isn’t exporting all bills because the role used to connect NetSuite with Settle is misconfigured.

If using the Settle Sync Role

Update to the latest version of the “Settle Sync Role” by completing the following steps:

  1. Update the Settle NetSuite bundle

    • Click here to go to your installed bundles

    • Find “Settle Sync Role Bundle” and hover over the setting icon to the far left

    • Click "Update", then "Update Bundle"

  2. Click here to go to your NetSuite roles page, then click “Edit” beside “Settle Sync Role”

  3. Re-configure your transaction permissions to ensure all transaction types are enabled (step 5 of the onboarding doc)

  • If you have any custom transaction types, click here to ensure these are available for your new role.

  • Under the new role’s "Transactions" permissions, add the following permissions if available. These are not included in the default role and must be selected (if available to your account):

    • Likely Available

      • Bin Putaway Worksheet, Bin Transfer, Build Assemblies, Unbuild Assemblies, Work Order

    • Possibly Available

      • Blanket Purchase Order, Charge, Close Work Orders, Count Inventory, Customer Payment Authorization, Employee Commission Transaction, Enter Completions, Enter Year-To-Date Payroll Adjustments, Individual Paycheck, Inventory Status Change, Issue Components, Pay Tax Liability, Payroll Liability Payments, Purchase Contract, Request for Quote, Requisition, Revenue Arrangement, Revenue Commitment, Revenue Commitment Reversal, Revenue Contracts, Tegata Payable, Tegata Receivable, Vendor Request For Quote, Wave

If using a custom role

  1. Click here to go to your NetSuite roles page, then click “Edit” beside the role you used to connect NetSuite with Settle

  2. Under the “Forms” tab, ensure the “Standard” form is checked as “Preferred” for each of the following:
    ​

  • Transaction

    • Bill

    • Bill Credit

    • Bill Payment

    • Credit Memo

    • Invoice

    • Journal

    • Payment

    • Purchase Order

  • Entity

    • Customer/Lead/Prospect

    • Vendor

    3. Click "Save"

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