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 Assembly Items Sales Orders Return Authorizations Inbound Shipments Purchase Orders	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 Work Orders Inbound Shipments Transfer Orders Purchase Orders Return Authorizations	View	User must have the corresponding feature and role permission.
6	Outbound Transactions	Enable Sales Orders and Work Orders.	Select Sales Orders Work Orders Transfer Orders	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 Assembly Items Sales Orders Return Authorizations Inbound Shipments Purchase Orders	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.

Related Topics

Installing Item 360 Dashboard

Prerequisites for Installing Item 360 Dashboard

Supported Browsers for Item 360 Dashboard

Creating or Customizing Roles and Permissions to Use Item 360 Dashboard

General Notices