ANS-0468 · ACCOUNTING & FINANCIAL CONFIGURATION
How to Create Memorized Transactions with View-Only Permissions in NetSuite?
Memorizing transactions in NetSuite requires 'Create' permission, as it involves record creation, with options for custom restriction via scripting or workflows.
Short answer
Memorizing transactions in NetSuite requires 'Create' permission for the relevant transaction type, such as Cash Sales. 'View' permission is insufficient because this action is equivalent to creating a new record. For tighter control, scripting or workflows can be implemented to ensure only memorization occurs.
Scenario
A NetSuite user attempts to memorize a transaction, such as a Cash Sale, while only having 'View' permissions for that transaction type. This scenario prevents the user from successfully memorizing the transaction, prompting an investigation into the necessary access levels for this functionality.
Solution
To enable a user to memorize transactions in NetSuite, they must be granted at least 'Create' permission for the specific transaction type (e.g., Cash Sales). Memorizing a transaction is functionally equivalent to creating a new record within NetSuite, an action that 'View' permissions do not permit. This is not a standard configuration for users with only 'View' access. For organizations requiring stricter control, Scripting or Workflows could be implemented to further refine this access, ensuring that users can only perform the memorization action without full 'Create' capabilities for other record types.
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