Permissions
How Retainage grants access to its custom transaction types and admin utilities.
The challenge with custom transactions
Retainage registers six custom transaction types (AR Retainage Invoice, AR Retainage Invoice Credit, AR Retainage Withheld, AP Retainage Bill, AP Retainage Bill Credit, AP Retainage Withheld). NetSuite custom roles do not automatically inherit permissions for newly installed custom transactions — they have to be granted explicitly. Out of the box, only the Administrator role and the bundled FC Retainage Admin role can use the new transaction types.
The bundled FC Retainage Admin role
A sample administrator role ships with the SuiteApp:
- Full access to all six FC Retainage custom transactions
- Edit on Invoice, Credit Memo, Vendor Bill, Purchase Order, Customer Payment, Vendor Payment
- Edit on Projects (Jobs) and Vendors
- View on Items, Units of Measure, Accounting Lists
- View on AR, AP, Balance Sheet, Cash Flow and Account Detail reports
- Full access to the Retainage custom records (Configuration, Information, Rename Records)
Use this role as a reference for what permissions your retention-handling users need, or assign it directly if it matches your organisation's segregation-of-duties model.
Granting access to your own custom roles
For custom roles in your account (such as a project-manager role that includes retention claim authority), use the Assign Permissions utility:
- Navigate to FullClarity → Retainage → Assign Permissions.
- Select the custom role to grant access to.
- Submit. The role is granted the appropriate retainage custom-transaction permissions, and a record of the grant is stored in the FC Retainage Information record so the SuiteApp can track which roles have been granted access.
If a role is deleted, run the same utility and remove its Information record to keep the registry clean.
Author input needed
A clean standard-NetSuite-role to FC-Retainage-custom-permission mapping table would belong here — for example, which standard FullClarity / Project Financials roles should be granted Retainage access by default, and which retention permissions match the standard NetSuite AR Clerk, AP Clerk and Controller roles. Confirm with the implementation team and update this page in Phase 5.