Required Features and Permissions for Portlets
To view the information in all portlets, it is necessary to provide access to required features and permissions.
To enable the required features, read Enabling Features. To update required role permissions, read Customizing or Creating NetSuite Roles and Assigning Roles to an Employee.
S No |
Portlet Name |
Features Required |
Permissions Required for Role |
Minimum Access Level for Permissions |
Note |
---|---|---|---|---|---|
1 |
Item Alerts |
For Supply Allocation alerts, enable Supply Allocation. |
For Supply Allocation alerts, enable Allocate Orders. |
View |
User must have the corresponding feature and role permission. |
For Supply Planning alerts, enable Materials Requirements Planning. |
For Supply Planning alerts, enable Materials Requirements Planning. |
View |
|||
2 |
Item Information |
Follow prerequisites of the SuiteApp. |
Follow prerequisites of the SuiteApp. |
|
|
3 |
Inventory by Location |
Follow prerequisites of the SuiteApp. |
Follow prerequisites of the SuiteApp. |
|
|
4 |
Projected On Hand |
Enable
|
Follow prerequisites of the SuiteApp. All transactions details will be populated using a custom role from backend irrespective of role permission. |
|
Role must have the corresponding transaction permission (Minimum access is View permission). |
5 |
Inbound Transactions |
Enable Assembly Items and Inbound Shipments. |
Select
|
View |
User must have the corresponding feature and role permission. |
6 |
Outbound Transactions |
Enable Sales Orders and Work Orders. |
Select
|
View |
User must have the corresponding feature and role permission. |
7 |
Inventory by Status |
Enable Inventory Status. |
Follow prerequisites of the SuiteApp. |
|
|
8 |
Inventory by Lot |
Enable Lot Tracking. |
Follow prerequisites of the SuiteApp. |
|
Enable Inventory Status feature to display data in the Status column. |
9 |
Inventory by Bin |
Enable Bin Management |
Follow prerequisites of the SuiteApp. |
|
Enable Inventory Status feature to display data in the Status column. |
10 |
Open Transfer Orders |
Follow prerequisites of the SuiteApp. |
Select Transfer Order. |
View |
|
11 |
Open Inter Company Transfer Orders |
Follow prerequisites of the SuiteApp. |
Select Transfer Order. |
View |
|
12 |
Planned Transfer Orders |
Enable Materials Requirements Planning. |
Select Materials Requirements Planning. |
View |
|
13 |
Open Purchase Orders |
Follow prerequisites of the SuiteApp. |
Select Purchase Order. |
View |
|
14 |
Open Inbound Shipments |
Enable Inbound Shipments |
Select Inbound Shipments |
View |
|
15 |
Planned Re-Order Item Purchases |
Follow prerequisites of the SuiteApp. |
Follow prerequisites of the SuiteApp. |
|
|
16 |
3 Way Match |
Follow prerequisites of the SuiteApp. |
Select Purchase Order. |
View |
|
17 |
Planned Purchase Orders |
Enable Materials Requirements Planning. |
Select Materials Requirements Planning. |
View |
|
18 |
Open Blanket Purchase Orders |
Enable Blanket Purchase Orders |
Select Blanket Purchase Orders |
View |
|
19 |
Open Work Orders (Assembly) |
Enable Assembly Items. |
Select Work Orders. |
View |
Enable Manufacturing Work In Process to display data in the WIP column. Enable Advanced Bill Of Materials feature to display data in the Bill of Materials and Revision columns. |
20 |
Open Work Orders (Components) |
Enable Assembly Items. |
Select Work Orders. |
View |
|
21 |
Reorder Point Work Orders |
Enable Assembly Items. |
Follow prerequisites of the SuiteApp. |
View |
|
22 |
Planned Work Orders |
Enable Materials Requirements Planning. |
Select Materials Requirements Planning. |
View |
|
23 |
Open Sales Orders |
Enable Sales Order. |
Select Sales Order. |
View |
|
24 |
Open Quotes |
Enable Estimates. |
Select Estimates. |
View |
|
25 |
Gross Item Volume & Sales |
Follow prerequisites of the SuiteApp. |
Follow prerequisites of the SuiteApp. |
|
You must select a subsidiary for the data to display gross sales in the chart. |
26 |
Net Item Volume & Sales |
Follow prerequisites of the SuiteApp. |
Follow prerequisites of the SuiteApp. |
|
You must select a subsidiary for the data to display net sales in the chart. |
27 |
Inventory by History |
Enable
|
Follow prerequisites of the SuiteApp. All transactions details will be populated using a custom role from backend irrespective of role permission. |
|
Role must have the corresponding transaction permission (Minimum is View permission). |
28 |
Open Quote Requests |
Enable Request for Quote. |
Select Request for Quote. |
View |
|
29 |
Open Purchase Contracts |
Enable Purchase Contracts. |
Select Purchase Contracts. |
View |
|
30 |
Open Requisitions |
Enable Requisitions. |
Select Requisitions. |
View |
|
31 |
Return Material Authorization |
Enable Return Authorizations. |
Select Return Authorizations. |
View |
|
32 |
Open Opportunities |
Enable Opportunities. |
Select Opportunities. |
View |
|
33 |
Item Demand Plans |
Enable Demand Planning. Enable Materials Requirements Planning. |
Select Item Demand Plan. |
View |
|
34 |
Kit Sales |
Follow prerequisites of the SuiteApp. |
Follow prerequisites of the SuiteApp. |
|
|
35 |
Open Quality Inspections |
|
Quality Data (custom record) |
View |
This portlet is visible only when the Quality Management bundle is installed in the account, and Quality Data (custom record) has View permission. |
Other features and permissions:
-
You can see units in the portlet only if the Multiple Units of Measure feature and permission is enabled in your account.
-
The Currency symbol in the charts portlet appears only if the Multiple Currencies feature is enabled in your account.