If the Return Authorizations page is not available for Custom Role ,we can follow the below steps Login in as an Administrator Navigate to Setup > User/Roles > Manage Roles Custom Role: Click Edit Click Permissions Click Transactions Permission: Select Return Authorization Click Save
Tag: custom role
Custom Role That Can Only Create and Edit Item Records
An Administrator would like to create a custom role that only has the ability to create and edit item records. Solution: A. Create a Custom Center for the role Navigate to Customization > Centers and Tabs > Centers > New Label: Enter a Center nameExample: Custom Accounting Center Click Save B. Create a Custom Center Tab for Custom Center Navigate to Customization > Centers and Tabs > Center Tabs > New Label: Enter custom Center Tab nameExample: Custom Lists On… Continue reading Custom Role That Can Only Create and Edit Item Records
Make Copy on Item Record Does Not Work for Custom Role.
When viewing an Item record and clicking Make Copy, a custom role is not routed to the create new item creation page. Solution: 1. Navigate to Setup > Users/Roles > Manage Roles2. Custom Role: Click Edit3. Navigate to Permissions4. Click Lists5. Permission: Select Items6. Level: Select Edit7. Click OK8. Click Save
Change the default Customer Center role
When we edit the Customer Centre role in NetSuite, a new role is created with the updates. If we want all of our customers who register on the website to be assigned the new role by default, we need to change the preference in Netsuite. Setup > Company > General Preferences
Login access for Auditor
Requirement: The client would like to create a guest login access for the role of Auditor. We can either create or assign guest access to one of the NetSuite ID The access should only have permission to view the Reports, Saved Searches, and Workbook. Solution: Create a new Center tab: Auditor Center Create a new… Continue reading Login access for Auditor
Custom Sales Person Roles Are Able to View other Customers Who are not Assigned to them
Scenario: How to restrict the sales reps from viewing other customer’s which are not assigned to them Solution: First identify whether the sales rep has custom role. Then login as administrator 1 Go to Setup>Users/Roles>Manage Roles 2 Edit the custom role 3 In Employee restrictions drop down field set Own and subordinates only . If you want them to see Unassigned … Continue reading Custom Sales Person Roles Are Able to View other Customers Who are not Assigned to them
Core Administrator Permission
Core Administrator Permission
Missing Related Record Tab on Transactions/Records Using Custom Role
The Related Records tab is not a default permission to some roles/customer roles, this privilege needs to be added on the role so that all transaction records/history of a record being viewed using several roles will show the ‘Related Records’ tab, like the one that an administrator can access. To set that, using administrator role, go to : 1) Setup>User/Roles>Manage… Continue reading Missing Related Record Tab on Transactions/Records Using Custom Role
Custom Role is missing in View All Roles page
Custom Role is missing in View All Roles page
Vendor center access
For vendors restricted the purchase order permission to view level. Created custom tab for vendors.