ANS-1299 · ROLES, PERMISSIONS & SECURITY
How to Grant Custom Roles Access to Avatax Transaction History on NetSuite Invoices?
Learn how to configure the Avatax GetTaxHistory script deployment to enable custom roles to view transaction details on NetSuite invoice records.
Short answer
To enable custom roles to view Avatax Transaction Details on NetSuite invoices, navigate to the `customdeploy_gettaxhistory` script deployment. Ensure all relevant custom roles have access and add their Internal IDs to the Parameters tab. This configuration grants the necessary permissions for users to access the Avatax transaction history.
Scenario
Users operating under custom roles in NetSuite encounter an issue where they are unable to view the Avatax Transaction Details on the Avatax tab of an Invoice record. Despite needing access to this information, the custom roles lack the necessary permissions to display the transaction history.
Solution
The Avatax bundle does not provide default access to the Transactions Details page for custom roles. To resolve this, the Avatax GetTaxHistory (customdeploy_gettaxhistory) script deployment must be configured.
Navigate to the script deployment in Edit mode.
Ensure all roles requiring access are granted permission.
Add the Role(s) Internal ID to the Parameters Tab of the script deployment.Once these steps are completed, users assigned to the configured custom role(s) will be able to view the Avatax Transaction Details page on NetSuite invoice records.
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