ANS-0814 · ROLES, PERMISSIONS & SECURITY
Why Does Global Search Fail for Sales Orders in NetSuite for Specific Roles?
Incorrect Employee Restrictions on NetSuite Sales Center roles can unexpectedly block Global Search results for sales orders.
Short answer
Global Search failures for sales orders in NetSuite, particularly for Sales Center roles, often stem from the 'EMPLOYEE RESTRICTIONS' setting. Roles with 'OWN, SUBORDINATE, AND UNASSIGNED' restrictions can block search results, while 'NONE - NO DEFAULT' allows them. This subtle difference is not shown in role comparison tools.
Scenario
A user with a specific NetSuite role, associated with the Sales Center, may find that Global Search fails to return expected sales order results (e.g., order:SO0001). This occurs even when another, seemingly identical role, also associated with the Sales Center, successfully retrieves the same sales order via Global Search. The discrepancy arises despite both roles appearing to have similar permissions.
Solution
The discrepancy in Global Search results for sales orders between similar NetSuite roles, particularly those associated with the Sales Center, is resolved by adjusting the "EMPLOYEE RESTRICTIONS" setting.
Identify the role that is unable to return sales order results via Global Search.
Navigate to the role's definition and examine the "EMPLOYEE RESTRICTIONS" setting.
The role failing to search will likely have "EMPLOYEE RESTRICTIONS" set to
OWN, SUBORDINATE, AND UNASSIGNED.The role that successfully performs Global Search for sales orders will typically have "EMPLOYEE RESTRICTIONS" set to
NONE - NO DEFAULT.To enable Global Search for sales orders, ensure the "EMPLOYEE RESTRICTIONS" for the affected Sales Center role is set to
NONE - NO DEFAULT.Important Considerations:* This specific setting is not displayed when using the "SHOW ROLES DIFFERENCES" tool, making it difficult to identify through standard comparison methods.* This behavior is particularly relevant for roles associated with the Sales Center, where the "SALES ROLE" checkbox is pre-checked.* It is believed that roles with identical permissions but associated with a different Center Type might not experience this Global Search limitation. This is a common oversight when configuring Sales roles.
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