Roles and Permissions for Grid Order Management
Read the following topics for information on the roles and permissions for Grid Order Management:
Grid Order Management Custom Roles
After you install the Grid Order Management SuiteApp, the following custom roles become available:
-
CEO - Grid Order Entry
-
CFO - Grid Order Entry
-
Sales Manager - Grid Order Entry
-
Sales Vice President - Grid Order Entry
-
Sales Administrator - Grid Order Entry
-
Sales Person - Grid Order Entry
These roles are preconfigured with a default set of permissions required to use Grid Order Management. Administrators can assign the roles. The grid custom roles can also be used as templates for creating new roles or modifying existing ones. For more information, see Assigning Roles to an Employee and Customizing or Creating NetSuite Roles.
NetSuite center views can vary depending on your role. The following are role-specific views of the NetSuite center for Grid Order Management:
-
Administrator – Lists > Grid Order Entry
-
Executive – Sales/Marketing > Grid Order Entry
-
Sales or Accounting – Customer > Grid Order Entry
The following list shows the different navigation paths to create a grid template, depending on the role:
|
Role |
Navigation |
|---|---|
|
Administrator |
Lists > Grid Order Entry > Grid Templates |
|
CEO - Grid Order Entry |
Sales/Marketing > Grid Order Entry > Grid Templates |
|
CFO - Grid Order Entry |
Customers > Grid Order Entry > Grid Templates |
|
Sales Manager - Grid Order Entry |
Customers > Grid Order Entry > Grid Templates |
|
Sales Vice President - Grid Order Entry |
Customers > Grid Order Entry > Grid Templates |
|
Sales Administrator - Grid Order Entry |
Customers > Grid Order Entry > Grid Templates |
|
Sales Person - Grid Order Entry |
Customers > Grid Order Entry > Grid Templates |
Grid Order Management Permissions
Instead of editing roles individually, you can use the Mass Update feature to add, remove, or change the level of permission for multiple roles. For more information, see Mass Updating a Permission on Custom Roles.
To view the default permissions assigned to these roles, go to Setup > Users/Roles > Manage Roles and click the link for the role.
The following table lists the record permissions required to use Grid Order Management:
|
Permission |
Subtab |
Minimum Permission Level |
|---|---|---|
|
Apply Attribute |
Custom Record |
Full |
|
GOE - Grid Item |
Custom Record |
Full |
|
GOE - Grid Item Template |
Custom Record |
Full |
|
GOE - Grid Matrix |
Custom Record |
Full |
|
GOE - Grid Matrix Template |
Custom Record |
Full |
|
GOE - Grid Order Item |
Custom Record |
Full |
|
GOE - Grid Order Template |
Custom Record |
Full |
|
GOE - Preferences |
Custom Record |
Full |
|
Grid Attribute |
Custom Record |
Full |
|
Grid Attribute - Value |
Custom Record |
Full |
|
Grid Template |
Custom Record |
Full |
|
Custom Record Types |
Setup |
Edit |
|
Custom Item Fields |
Setup |
Edit |
|
Custom Record Entries |
Lists |
Edit |
|
Location |
Lists |
View |
|
Subsidiaries* |
Lists |
View |
|
Accounting Lists |
Setup |
View |
* For OneWorld accounts only.
To use grid print templates, the role must have access to the NetSuite File Cabinet.
|
Permission |
Subtab |
Minimum Permission Level |
|---|---|---|
|
Documents and Files |
Lists |
Full |
On the role record of the Forms subtab, click the Custom Record subtab. In the Enabled column, verify that all Grid Order Entry forms are set to Yes. See the following table for the complete list of forms:
|
Type |
Form Name |
Notes |
|---|---|---|
|
Apply Attribute |
Standard Apply Attribute Form |
- |
|
Apply Attribute |
GOE - Apply Attribute Form |
Set as preferred |
|
GOE - Grid Item |
Standard GOE - Grid Item Form |
- |
|
GOE - Grid Item Template |
Standard GOE – Grid Item Template Form |
- |
|
GOE - Grid Matrix |
Standard GOE – Grid Matrix Form |
- |
|
GOE - Grid Matrix Template |
Standard GOE – Grid Matrix Template Form |
- |
|
GOE - Grid Order Item |
Standard GOE – Grid Order Item Form |
- |
|
GOE - Grid Order Template |
Standard GOE – Grid Order Template Form |
- |
|
GOE - Grid Template |
Standard GOE - Grid Template Form |
- |
|
GOE - Preferences |
Standard GOE - Preferences Form |
- |
|
GOM Apply Attribute Log |
Standard GOM Apply Attribute Log Form |
- |
|
GOM Background Process Request Log |
Standard GOM Background Process Request Log Form |
- |
|
Grid Attribute |
Standard Grid Attribute Form |
- |
|
Grid Attribute |
GOE - Grid Attribute Form |
Set as preferred |
|
Grid Attribute - Value |
Standard Grid Attribute - Value Form |
- |
|
Grid Attribute - Value |
GOE - Grid Attribute - Value Form |
Set as preferred |