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Restrict ability to generate a Cash refund or credit memo from an RMA
HI, I want to restrict a role from creating a cash refund or credit memo specifically from an RMA. However they do need to create a credit memo and cash refunds in other scenarios. I want to restrict this ability JUST from the RMA record. Is this even possible?
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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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How to publish a dashboard for specific users in specific roles?
I want to publish a new dashboard for specific users only, in specific roles. So far, I have created a new custom center tab, and in audience I only included the users that should see it in a Group. However, this way, even though when publishing the dashboard made in that tab I select only a specific role, the tab still…
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Restricting Access to Records by Department
HI In the NetSuite help, the following is stated: Are the two red underlined sentences contradicting each other? i.e. isn't this sentence, "your role has access to department A, you can only see accounts in department A, as well as its children or unassigned accounts." suggesting that if a user's role has department…
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Prevent a Vendor from Appearing in Saved Search Results
Is there a way to have a vendor NOT appear in any saved search results? One that works 'out of the box' without having to try to do any customization or scripting or NetSuite magic? Basically, corporate wants only certain people/roles to be able to view data about a particular set of vendors—whether that be in reports,…
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[Role Permissions] Editing Customer Data
Hi All, We are in the process of reviewing our Role permissions and are looking to clarify whether it is possible restrict certain roles (specifically our Sales Team roles) to be able to edit only certain parts of a customer's record. For example, they should be able to edit customer contact details, but not customer class…
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Attachment size Restriction
Hi, I have created a custom field for upload files in a record. At the time of creating a record, I have to upload file in custom field. My query is i want to restrict if file size exceeds 4 mb, system won't allow to add that file. How do we achieve this functionality?
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Restrict roles to only see department results
I have a legal secretary that needs to be able to access certain legal bills in any of our 130 subsidiaries. The Accounts Payable account is not restricted to that department. The expense went to her department. She needs to be able to enter vend: lawyer XX and see if a vendor bill was entered or not and determine if it…
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New to NetSuite, but users can effectively look at all data regardless of restrictions
Howdy. Been using this about a month, pretty good learning curve. Have submitted a couple of support cases but never got any replies other than they will look at it. We have users set with roles and they should be restricted by department. User A is restricted to department TX for example. User A runs an income statement…