Roles and Permissions for Engineering Change Order

By default, the prebuilt custom forms and records for Engineering Change Order are enabled for the following roles:

• Accountant (View)

• CEO

• CFO

• Warehouse Manager

• Administrator

Note:

Administrator role is not available for selection in approval matrices. For more information, see Setting Up SuiteApprovals Workflow for Engineering Change Order.

Other roles need additional permissions to use the feature. The table below outlines the permissions required for using Engineering Change Order and SuiteApprovals. For information about customizing roles, see Customizing or Creating NetSuite Roles.

Permission	Level
To allow a custom role to set up approval rules:
Approval Rule record	Full
Approval Matrix record	Full
To allow a custom role to set up approval information and delegation:
Lists > Employees	Edit
To allow a custom role to set up roles, departments, or groups:
Setup > Bulk Manage Roles	Full
Lists > Departments	Full
Lists > CRM Groups	Full
To allow a custom role to set up Department Approvers:
Department Approver record	Full
Lists > Custom Record Entries	Full
Lists > Departments	Full
Lists > Subsidiaries	Full
Lists > Employees	Full
To allow a role to create engineering change order types:
Engineering Change Order Type	Full
To allow a role to create, view, or edit engineering change orders:
Engineering Change Order Type	View
Engineering Change Order	Full
Custom Record Entries	View
To allow a role to access ECO implementation status:
ECO Implementation Log record	View

After you customize a role to access SuiteApprovals and Engineering Change Order lists and records, an administrator must add the role to script deployments.

Related Topics

Adding Approval Rule Access to Custom Roles

Prerequisite for Engineering Change Order

Installing the Supply Chain Management SuiteApp

Set Up the SuiteApprovals SuiteApp for Engineering Change Order

Enabling Engineering Change Order

Setting Engineering Change Order Preference

Setup Requirements for Engineering Change Order

General Notices