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How to restrict vendor visibility by category for a custom role in NetSuite?
Hi everyone, I’m working with a customer who has a specific requirement around vendor access, and I’m looking for advice or ideas. They’ve created a custom role for a subset of their team that should only be able to make purchases from vendors where Vendor Category = Supplier (they’re using three categories total). The…
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NetSuite Admin Tip| Resolve Error:“Clear Failed. One Or More Account Transact..." in Match Bank Data
Clearing NetSuite account transactions is a valuable feature provided by Match Bank Data, enabling users to manage transactions that lack corresponding imported bank data. Users have the option to mark these account transactions as cleared, bypassing the matching process. Similar to matched transactions, user-cleared…
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Cash 360 dashboard error
Hi, One of our users encounters this error while trying to access the Cash 360 dashboard. We have tried removing and re-providing access to sandbox, removing and re-providing cash 360 access to the role, and reinstalling the Cash 360 suiteapp but none have worked. User error: It looks different from the usual error I get…
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New to NetSuite | Custom Role with Full Access Unable to Select Account in Match Bank Data
The article 'NSC | Match Bank Data > Not all Bank Accounts are available for selection' highlights a challenge users face when using the Match Bank Data feature. Now, let's explore another common issue encountered by users, particularly those with custom roles. Scenario: The user with a custom role is unable to select an…
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NetSuite Admin Tip | Comprehensive Permissions Required for Full Bank Feed Access by a Custom Role
NetSuite's Bank Feeds SuiteApp is a powerful tool that streamlines the process of transferring your financial data. It securely connects your financial institution accounts to NetSuite, utilizing the Financial Institution Connectivity Plug-In and an authorized account information service provider. This automation ensures…
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Add new role to a user
Hi, I have created a new user role, but I can't find how to apply this new role to a user. When I go to the 'User' page, there is no option to edit current users
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Custom role permissions
Hi Guys! We have created a custom role for a client's commercial team department. We have also created a Custom Record (Header) and Sublist Record (Lines) and a script for this client. And we are trying to give access to this customization to the client but the user can only view the header part of the customization even…
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Custom Role Cannot Approve Time Entries
I've created two custom roles, each with its own custom center. One role (Engagement Manager) mimics the standard NetSuite Project Manager role and the other role (Executive) mimics the standard NetSuite Administrator role. When I use the Engagement Manager role, I can approve time entries, but when I use the Executive…
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How to remove section from Customer dashboard
Hello I want to remove this section because it does not belong to the subsidiary where the customer log in
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Unable to Delete Custom Role
I am unable to delete the custom role; when I attempt to do so, an error occurs: 'This record cannot be deleted because it has dependent records.' Please advise if there are any options available for deleting the custom role. Since the role is not used by any employees.