Summary: This article guides NetSuite administrators through the process of configuring roles and permissions to enable Estimated Landed Cost functionality for different user roles. It explains how to enable Estimated Landed Cost for various standard roles and provides steps to set up permissions and forms for other roles that require access to this feature.
Requirements:
- Access to a NetSuite administrator account with appropriate permissions.
- Familiarity with NetSuite’s role and permission management.
Solution:
Configuring roles and permissions for Estimated Landed Cost in NetSuite is essential to ensure that the right users have access to this functionality. Follow these steps to set up roles and permissions:
1. Enable Estimated Landed Cost for All Roles:
- Navigate to Setup > Users/Roles > Manage Roles.
- On the role record, check the Enable Estimated Landed Cost box:By default, the prebuilt custom forms and records for Estimated Landed Cost are enabled for the following standard roles:
- CEO and CFO
- Accountant and Accountant (Reviewer)
- Warehouse Manager
2. Enable Estimated Landed Cost for Other Roles: To enable other roles to use Estimated Landed Cost, you need to set up the required permissions and forms.
On the Permissions subtab:
| Subtab | Record | Level |
|---|---|---|
| Setup | Set Up Company | View |
| Custom Record | Landed Cost Template | Full |
| Custom Record | Landed Cost Template Detail | Full |
| Custom Record | Landed Cost Template Mapping | Full |
On the Forms subtab:
| Subtab | Type | Form Name | Enabled |
|---|---|---|---|
| Custom Record | Landed Cost Template | SCM Landed Cost Template Form | Yes |
| Custom Record | Landed Cost Template | Standard Landed Cost Template Form | Yes |
| Custom Record | Landed Cost Template Detail | Standard Landed Cost Template Detail Form | Yes |
| Custom Record | Landed Cost Template Mapping | Standard Landed Cost Template Mapping Form | Yes |
| Item | Group/Kit/Assembly | SCM Assembly Item – Landed Cost | Yes |