1,941 results total
Browse the knowledge base by search, topic, audience, and difficulty.
Answer
To restrict date entry in NetSuite, configure Accounting Preferences to disallow Date and Period mismatches. Additionally, enable the Period Window setting within Accounting Preferences to ensure only the…
Read answer→Answer
While custom fields for document uploads do not directly control file destination or properties, access can be restricted by applying view/edit permissions to the custom field based on…
Read answer→Answer
Directly restricting an employee's view to only their own email communications via standard NetSuite roles or permissions is not natively supported. The 'Track Messages' permission offers granular levels…
Read answer→Answer
To restrict entity selection in NetSuite Journal Entries to employees, a custom column field should be created to list only employees. Users will select employee names in this…
Read answer→Answer
Restricting item pricing edits on a NetSuite customer record while allowing general record modifications is not directly possible with standard permissions. Solutions include creating two customer forms, one…
Read answer→Answer
To separate administrator responsibilities by subsidiary in NetSuite, implement a small scripted solution. This involves nominating specific users for role allocation per subsidiary, associating these administrators with applicable…
Read answer→Answer
NetSuite allows menu option restriction only at the center tab level, not by center category. To achieve role-based menu visibility, administrators can create duplicate center tabs—one with the…
Read answer→Answer
To restrict NetSuite sales order access by the transaction's sales representative, rather than the customer record's, activate the 'Restrict by Transaction Sales Rep Only' preference. This setting, located…
Read answer→Answer
To restrict Project Task assignees in the Employee Center to see only their own tasks, create a saved search with "Assignee Me" criteria. Mark it as public and…
Read answer→Answer
NetSuite workflows can be configured to selectively display 'Approve' and 'Reject' buttons based on the user's assigned role. This ensures that only authorized roles, such as AP Clerk…
Read answer→Answer
Yes, NetSuite allows restricting supervisor access to employees through various methods. These include configuring role permissions to department and sub-department levels, removing employee list access, or implementing a…
Read answer→Answer
Access to print checks and forms via Transactions > Management > Print Checks & Forms is controlled by permissions for the specific underlying transactions, such as Pay Bills…
Read answer→No answers match those filters.
We use only optional tools to measure site usage and manage HubSpot forms. You can accept, reject, or choose category by category.
Optional tools are off by default. You can change your choice at any time.
Always on. These only remember your consent choice and support site security. No analytics or marketing tool runs in this category.