Discussions
Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here to watch and learn more!
Customer Profitability Restriction - DEADLINE MONDAY!
Good evening all!
I am facing quite the dilemma.
I am working on custom roles for my company, and the owner has asked that we remove 'Customer Profitability' access
(Reports>Customer/Receivables->Customer Profitability)
I have discovered that if I remove Sales Force Automation from the sales person role, (in manage roles: removing 'Reports-->Sales Force Automation'), it removes this, but it also removes critical information such as quotas and forecasting, etc...This is a big big problem.
As only an intermediate level user currently, is there any way that this report can be removed? I am supposed to have this rolled out on Monday...so it may be a long weekend!
0