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NetSuite ERP for Administrators
book

NetSuite ERP for Administrators

by Anthony Bickof
June 2018
Beginner to intermediate
360 pages
8h 9m
English
Packt Publishing
Content preview from NetSuite ERP for Administrators

Restrictions

Now that we have given Brian permission to see sales orders, we need to determine which sales orders he should be able to see. He presumably needs to see sales order #10, as he is the assigned sales rep, but what about order #11 and #12? Should he be able to review order #11, which is assigned to his direct report, Jason, and sales order #12, which is assigned to Kathy, who is a member of another team?

While permissions provide access to the Sales Order record, restrictions determine the specific sales orders the role can access:

  • NoneNo Default: The first selection in the Employee Restriction is NoneNo Default. In this case, Brian would be able to view, edit, and delete Sales Orders #10, #11, and #12.
  • NoneDefault to Own
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ISBN: 9781788628877