Customizing Roles for Engineering Change Order
The following roles can access the custom forms and records for Engineering Change Order (ECO):
-
Accountant
-
CEO
-
CFO
-
Warehouse Manager
-
Administrator
Other roles for Engineering Change Order need additional permissions to use the feature. The following table shows the permissions you need to use ECO. For information about customizing roles, see Customizing or Creating NetSuite Roles.
Subtab |
Permissions |
Level |
Description |
---|---|---|---|
Custom Record |
Engineering Change Order Type |
Full |
Lets you create engineering change order types. |
Engineering Change Order Type |
View |
Lets you create, view, or edit engineering change orders. |
|
Engineering Change Order |
Full |
||
List |
Custom Record Entries |
View |
|
Custom Record |
ECO Implementation Log |
View |
Lets you access the engineering change order implementation status. |
Setup |
SuiteScript |
View |
Lets you implement approved engineering change orders. |
SuiteScript Scheduling |
Full |
Setting Up Script Deployments for Engineering Change Order
After you customize a role to access Engineering Change Order lists and records, the Administrator needs to add the new custom roles to script deployments.
The following script deployments let you access and implement engineering change order records:
-
ECO Implement SU
-
ECO Implement Log SU
If you'd like to use the SuiteApprovals workflow for ECO, add the new custom roles to these script deployments:
-
SAS Approval Delegation SU
-
SAS Approval Rule Assistant
-
SAS Approval Rule List SU
-
SAS Approval Rule SU
For more information about the custom role setup for SuiteApprovals, see Creating or Customizing Roles for SuiteApprovals.
To add custom roles to a script deployment:
-
Go to Customization > Scripting > Script Deployments.
-
Click Edit next to the script deployment you want to update.
-
On the Audience subtab, in the Roles field, select the roles you want to have access to the records used by this script deployment.
You can select multiple roles by holding down the Ctrl button while selecting each role.
-
When you're done, click Save.