Discussions
SuiteWorld is the largest annual gathering of the NetSuite community! It will be held in Las Vegas on October 6-9, 2025. Our customers and partners look forward to SuiteWorld every year as a place to hear the latest from NetSuite, get hands-on learning, and connect with each other. Register now!
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:
- Direct Purchases for Vendor Orders – Simplifies the purchasing process.
- Expedited Processing – Reduces time by allowing immediate bill creation.
- 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.
Do you have additional insights on Custom Role? Share them in the
Expand your NetSuite knowledge by joining this month'sAsk A Guru Live about SuiteCloud.RSVPon this event now!
🏆️ Earn Community badges for Refer a Member | Answer Accepter | Content Creator
_______________________________________________________________________________
Michelle Jabanes | NetSuite Support Community Administrator