Discussions
Here are some examples to get your creative juices flowing.
"Did I pay vendor John Doe last month?"
"Take me to my largest sales order for this month."
"What invoices haven't been paid yet?"
How to restrict access to only the summary financial reports when using a custom center and role?
We have created a custom center and a custom role using the custom center for dashboard viewing purposes only.
One of the requirements is that the role should be able to view financial statements but not drill down on the details (i.e., IS and BS - detailed). However, there is no separate permission for the detailed reports.
As a workaround, we have customized a financial report and specifically granted access to the role and user in the custom report while the role has no FS report permission. However, this is a role which is using a standard center in NetSuite (i.e., sales center).
Leaderboard
Community Whiz
Quarter 1 (Jan-Mar 2025)
1
Divya Unnikrishnan
5 Points
2
Hormese Paul
5 Points
3
Diniya A J
5 Points
4
Vairamuthu M
4 Points
5
Mel H
3 Points
6
Angela Bayliss
3 Points
7
Honey Soe
3 Points
8
Manu Antony Vadassery
3 Points
9
Vernita
3 Points
10
Chelsea Jacobs
2 Points
11
Able Wilson
2 Points
12
OliverOO
1 Point
13
Amanda Edwards
1 Point
14
Veda chalam Mahadevan
1 Point
15
Alexis Atrizco
1 Point
16
Jordon F
1 Point