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NSC | Send Email Action Not Working on Sales Order for Custom Role
Scenario: A user with a custom role was unable to send an email to a customer from the Actions menu on a Sales Order. When clicking Actions > Email, nothing occurred. Additionally, the user did not see the standard icon to the left of the Actions menu, which typically allows users to create a new email, letter, or PDF.…
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NSC | Troubleshooting 'Price Level' Field Access Issues in NetSuite
Scenario: A user with the Administrator role encountered an issue where the "Price Level" field on a Customer record appeared as read-only and could not be edited. This was unexpected, as administrators typically have full permissions across all standard records and fields in NetSuite. Upon investigation, it became clear…
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Audit Trial login and out
Hi All Our Client has given Netsuite access to our auditors during the audit period. Is there a way to generate a report by role and/or by log in details on when they logged in and how long the spent on Netsuite for a specific date range? Kedalene Chong
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How to Perform Mass Update to Include a Custom Role as a Script Audience?
Hey there Community, Wondering if there's a way to do a mass update for all the Smart Count scripts to add onto a custom role, as there are 22 plus the 2 single application scripts. Appreciate any guidance!
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What permission is needed to view the Planned Standard Cost Roll Up Status?
We are configuring roles, and with Lists: Planned Standard Cost and Standard Cost Version set to Full, the role cannot see the planned standard cost roll up status. What needs to be added to the role permissions to allow that view?
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Why the Invoice pdf file will not open with Accountant Role?
Hi all, We have an issue when we use the Accountant role in a non-OneWorld account. The user (who did the entry) cannot open the links under the Communication tab on the Invoices that are sent to the customers. When we replicate this scenario in a OneWorld account the link is active and the user, under the same role, can…
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Can I block the button to close a sales order
I want to block the close button on the sales order form, but still allow the other buttons, such as order fulfillment. Is that possible through modifying the role access?
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How to remove permission to view financial report from a role with project center?
How to remove permission to view financial report from a role with project center?
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NSC | Custom Role > Customer > Transaction Subtab Missing
When logged in as Administrator, buttons such as 'New Quote', 'New Invoice', and 'New Cash Sale' can be seen; however, these buttons are unavailable when switched to Custom Role. 'Financial History' permission should be provided on the Custom Role to be able to see the Transaction subtab. Here are the steps to be followed:…