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Create records and transactions for a particular subsidiary only using an Administrator Role

edited Sep 2, 2022 3:07PM in Accounting / ERP

Scenario:

An employee is assigned a task to create multiple exclusive records and transactions for a particular child subsidiary. However, when creating records, the employee have difficulties in selecting the subsidiaries as all the subsidiaries are present in creating records.

Solution:

Currently, when creating records such as Customers, Vendors, department records using Administrator role, users will see all the subsidiaries in the Subsidiary dropdown field. Administrators can create a role with access to these record with a limitation to a particular subsidiary or can limit the subsidiary when they log in to NetSuite if the task is only temporary by following the steps below:

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