ANS-0455 · CUSTOM FIELDS, RECORDS & FORMS
How to Customize the Preferred Purchase Request Form for Employee Center Users?
NetSuite administrators can configure the default purchase request form presented to users within the Employee Center role by adjusting role settings.
Short answer
To customize the preferred purchase request form for Employee Center users in NetSuite, navigate to Setup > User/Roles > Manage Roles. Select the 'Employee Center' role, then access the 'Forms' tab. Within this tab, administrators can specify which form is designated as the preferred form for this role, ensuring users see the correct form.
Scenario
NetSuite users operating within the Employee Center role may require a specific purchase request form to be set as their default. When multiple custom purchase request forms exist, it becomes necessary to designate one as the preferred option for these users. This ensures consistency and streamlines the procurement process by presenting the correct form automatically.
Solution
To determine and set the preferred purchase request form for the Employee Center role, follow these steps:
Navigate to Setup > User/Roles > Manage Roles.
Locate and select the 'Employee Center' role.
Access the 'Forms' Tab within the role configuration.
Within the 'Forms' Tab, identify and set the preferred form for purchase requests.
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