NetSuite Admin Tips | Unable to Create a Bill from a Vendor Record Using a Custom Role.

Allowing sales representatives to create bills directly from vendor records can significantly streamline the purchasing workflow, improve accuracy in financial records, and strengthen vendor management.

Reasons a Sales Rep Might Need to Create a Bill from a Vendor Record:

1. Direct Purchases for Vendor Orders – Simplifies the purchasing process.
2. Expedited Processing – Reduces time by allowing immediate bill creation.
3. Accountability and Record-Keeping – Ensures accurate and traceable financial records.

To grant access for creating a Bill record, ensure you add the "Financial History" permission within the custom role settings by navigating to Permissions > Lists.

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