ANS-1768 · ROLES, PERMISSIONS & SECURITY
How to Display the Transactions Subtab on a NetSuite Customer Record
Ensure users can view all relevant transaction data directly from customer records by correctly configuring role permissions.
Short answer
To display the 'Transactions' subtab on the 'Sales' tab of a NetSuite customer record, the user's role must have the 'Lists > Financial History' permission. This permission needs to be assigned with at least 'View' access. Proper configuration ensures users can access critical financial history directly from customer records.
Scenario
Users attempting to view a customer record in NetSuite may find that the 'Transactions' subtab is missing from the 'Sales' tab. This prevents them from quickly accessing a customer's financial history and related transactions directly from the customer record interface, hindering efficient data review.
Solution
To ensure the 'Transactions' subtab appears on the 'Sales' tab of a customer record, the user's assigned role must have the appropriate permission:
Navigate to Setup > Users/Roles > Manage Roles.
Edit the specific role that requires access to the 'Transactions' subtab.
Go to the 'Permissions' subtab, then select the 'Lists' sublist.
Add the Lists > Financial History permission.
Set the access level for this permission to at least View.
Save the role.
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