Country-Specific FeaturesRelease NotesNew Feature

Roles and Permissions for LATAM File Builder in NetSuite 2026.1

The Roles and Permissions feature for LATAM File Builder in NetSuite 2026.1 allows user access management for custom records, ensuring compliance and...

·3 min read·NetSuite 2026.1·View Oracle Docs

TL;DR Opening

Starting in NetSuite 2026.1, the LATAM File Builder SuiteApp introduces specific roles and permissions required to access custom records, enhancing user management and ensuring compliance with regional business and legal requirements.

Overview of LATAM File Builder SuiteApp

The LATAM File Builder SuiteApp provides organizations operating in Latin America with the ability to create dynamic file layouts. These layouts are essential for generating and importing electronic data files that meet local business and legal standards, such as those for accounting reports and bank payment files.

Roles and Permissions Configuration

To effectively use the LATAM File Builder SuiteApp, specific roles must have the necessary permissions to access its custom records. By default, the Administrator role is granted full permissions to all relevant records. However, additional roles may also need various access levels depending on their interactions with the SuiteApp. Here’s a breakdown of the default permissions:

Default Administrator Permissions

RoleCategoryPermissionAccess Level
AdministratorCustom RecordFile LayoutFull
AdministratorCustom RecordFile Layout Clone RequestFull
AdministratorCustom RecordFile Layout ParameterFull
AdministratorCustom RecordFile Processing RequestFull
AdministratorCustom RecordData Source for File Layout ParameterFull
AdministratorCustom RecordFeature for File Layout ParameterFull
AdministratorCustom RecordFile Processing Request TypeFull
AdministratorCustom RecordTemporary File for Section SourceFull
AdministratorCustom RecordLayout SectionFull
AdministratorCustom RecordLayout Section Clone RequestFull
AdministratorCustom RecordRelated Section SourceFull
AdministratorCustom RecordRelated Source FieldFull
AdministratorCustom RecordSection SourceFull
AdministratorCustom RecordSection Source Clone RequestFull
AdministratorCustom RecordSection Source ProcessingFull
AdministratorCustom RecordSource FieldFull

Permissions for Other Roles

For roles tasked with generating or importing files, the following permissions should be granted:

CategoryPermissionAccess Level
Custom RecordData Source for File Layout ParameterFull
Custom RecordFeature for File Layout ParameterFull
Custom RecordFile Layout ParameterFull
Custom RecordFile Processing RequestFull
Custom RecordSection Source ProcessingFull
ListsSubsidiariesView
SetupCustom FieldsView
SetupSuiteScriptFull
SetupSuiteScript SchedulingFull

Important Note: If any roles are required to clone file layout records, ensure to grant them the custom record entries permission under the Lists category with Full access.

Conclusion

By organizing roles and permissions effectively, organizations can ensure that their users have the right access to utilize the LATAM File Builder efficiently. This not only facilitates compliance with legal requirements but also improves operational workflows.

Who This Affects

This update primarily impacts the following roles in NetSuite:

  • Administrators: who configure permissions.
  • Developers: who may create custom scripts related to file processing.
  • Finance Teams: who generate or manage financial reporting and transactional data.

Key Takeaways

  • The LATAM File Builder in NetSuite 2026.1 requires specific roles and permissions for effective usage.
  • Administrators have full default permissions, ensuring they can manage file layouts and associated records.
  • Other roles will need tailored permissions based on their responsibilities in file generation and importing tasks.
  • Proper permission management fosters compliance with local regulations and enhances data integrity for electronic files.

Frequently Asked Questions (4)

What roles have default permissions to access all custom records in the LATAM File Builder SuiteApp?
By default, the Administrator role is granted full permissions to access all custom records related to the LATAM File Builder SuiteApp.
What specific permissions should be assigned to roles involved in generating or importing files using LATAM File Builder?
Roles involved in generating or importing files should be granted full access to the following categories: Data Source for File Layout Parameter, Feature for File Layout Parameter, File Layout Parameter, File Processing Request, and Section Source Processing, along with view access for Lists - Subsidiaries, and Setup - Custom Fields. They should also have full access to SuiteScript and SuiteScript Scheduling.
Do roles that need to clone file layout records require additional permissions?
Yes, roles that need to clone file layout records must be granted the custom record entries permission under the Lists category with Full access.
How does managing roles and permissions in the LATAM File Builder help compliance?
Proper management of roles and permissions ensures users have appropriate access, enabling compliance with local business and legal standards while maintaining data integrity for electronic files.

Weekly Update History (1)

Country-Specific Featuresupdated

Updated the Roles and Permissions for LATAM File Builder help topic with additional permissions required for custom roles that generate and import files.

View Oracle Docs
Source: Roles and Permissions for LATAM File Builder Oracle NetSuite Help Center. This article was generated from official Oracle documentation and enriched with additional context and best practices.

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