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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


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.


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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