You must enable Item Substitution for all standard and custom roles who are going to use the feature. Go to Setup > Users/Roles > User Management > Manage Roles. Edit or customize the role to set up the following:
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On the role record, under the Authentication section, check the Enable Item Substitution box.
NoteAdministrators can access Item Substitution records.
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For standard and custom roles that need to be able to set up item substitution on item records, set up the following permission on the role record:
On the Permissions subtab:
Subtab
Record
Level
Custom Record
Item Substitute
Full
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For standard and custom roles that should be able to use item substitution on item records, set up the following permission on the role record:
On the Permissions subtab:
Subtab
Record
Level
Custom Record
Item Substitute
View
When you have finished setting up the permissions, an administrator must also add the role to the Item Substitute Transactions CS script deployment.
To add access to item substitution records for a role:
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Go to Customization > Scripting > Script Deployments.
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Locate the Item Substitute Transactions CS script.
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Click the Edit link for the script.
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On the Audience subtab, in the Roles field, select the roles you want to have access to item substitution records.
You can select multiple roles by holding down the Ctrl button while selecting each role.
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When you have finished, click Save.