Sometimes a user can open the “Purchase by Vendor Summary” report in NetSuite but runs into an error when trying to drill down into vendor details. In other words, the summary works fine, but the user can’t see the underlying vendor records. Why does this happen? This usually happens because the role assigned to the… Continue reading How to Fix Purchase by Vendor Summary Report Drill Down Access Issues
Tag: permission
SuiteQL Access Issue for Custom Record – Troubleshooting and Solution
Issue Summary: A user is unable to access the custom record customrecord_jj_intercompany_invoice via SuiteQL API, despite having the necessary permissions granted in their role. The user can access the record through the NetSuite UI, but SuiteQL returns no results. This article explores the potential causes and the solution for this issue. Root Cause Analysis: Upon… Continue reading SuiteQL Access Issue for Custom Record – Troubleshooting and Solution
How to set permission to access file cabinet
Users with the Administrator role and users with the Documents and Files permission can access File Cabinet files. When you edit your files in the File Cabinet, you can check the following boxes:
Error: Custom Role Is Unable to Use Email Under Actions on Transaction Records
Scenario When the user of the Custom role is trying to use the Email function under Actions on Transaction Record, nothing happens, and no email is being sent. Also, when navigating to Communications > Email there is no message being recorded. Solution Log in as administrator Navigate to Setup > User/Roles > Manage Roles Custom Role: Click Edit Click Lists Permissions: Select Track Messages Level: Select Edit… Continue reading Error: Custom Role Is Unable to Use Email Under Actions on Transaction Records
Change in Custom Record Types with “No Permission Required” Access Type
Currently, authorized users can set the access type of a Custom Record Type to “No Permission Required”. This setup makes the Custom Record Type public, granting full access to its entries to any user, including external users and unauthenticated users over the Internet. In order to provide more control over who may access your custom… Continue reading Change in Custom Record Types with “No Permission Required” Access Type
Quickly figure out missing permissions
If you’re ever trying to figure out the permissions required to access a certain screen perform the following: First, navigate to that screen as a user who can access it (like an Administrator), then save that URL. Next, try to access the same URL with a user you’re trying to give the permissions to. NetSuite… Continue reading Quickly figure out missing permissions
Permission to Make a Saved Search Public
Scenario Create a Saved Search available to Public but the option to mark the Public field is missing. Solution 1. Navigate to Setup > Users/Roles > Manage Roles 2. Click Edit beside the Role 3. Click Permissions 4. Go to Lists > Permissions 5. Add Publish Search Level: Full 6. Click Save button
Post Journal Entry to a Closed Period using Custom Role
Scenario User would like to record a journal entry using a custom role but not able to see options to select a closed period. Solution User may perform below steps to select a closed period in posting period. Using Administrator role, add permission for custom role. Go to Setup > User/Roles > Manage Roles Click Edit to Custom role Under Permissions tab, go… Continue reading Post Journal Entry to a Closed Period using Custom Role
Resolve “Content on this page is missing crucial information…” error when signing into SMT using a Custom Employee Role
SuiteApp/Bundle: SuiteCommerce Standard SuiteCommerce Advanced SMT Core Content Types | Bundle ID 190323 | Version 1.0.6 Scenario Error “Content on this page is missing crucial information. This can happen if you manually edit or delete content records in NetSuite. To correct the problem, in NetSuite, delete the CMS content record with ID x and use Site… Continue reading Resolve “Content on this page is missing crucial information…” error when signing into SMT using a Custom Employee Role
Permissions for Searches
Five Lists type permissions determine your ability to run, export, and email searches, and to create, run, export, email, and share saved searches: Perform Search – This permission has two possible levels, View and Full. If you have View level for the Perform Search permission, you can run searches and saved searches, for record types to… Continue reading Permissions for Searches