Setting Fixed Assets Management Permission Levels

If you have custom roles and want those roles to have access to the Fixed Assets Management SuiteApp, you must make sure that each custom role has all the appropriate permission levels to use the Fixed Asset custom record entries. For instructions on customizing roles, see Customizing or Creating NetSuite Roles.

The Fixed Assets Management SuiteApp provides a default role called Fixed Assets Management, which has all the permissions required to use the SuiteApp. You can use this as a template when creating or modifying an existing role for Fixed Assets Management access. Or if you are already using customized roles and want to add permissions to those roles to use Fixed Assets Management, compare your customized role with the Fixed Assets Management role that is provided with the SuiteApp. And then edit your customized role to make sure that it has the same permissions as the Fixed Assets Management role. Go to Setup > Users/Roles > Show Role Differences to open the Show Permission Differences Between Roles page. For more information, see Showing Role Permission Differences.

Record Permissions for Fixed Assets Management

You can set permissions for a role on the Permissions subtab of the Role record in Setup > Users/Roles > Manage Roles.

Permissions are divided into four different types on the Transactions, Reports, Lists, Setup, and Custom Record subtabs.

To add a permission, do one of the following:
- Click a line in the list, select a permission, and then click Insert.
- Click Add Row at the bottom of the list, select a permission, and then click Add.
To remove a permission, select a permission from the list, and then click Remove.
To set the level of access for a permission, click a line in the list, and then select the level of access from the Level column. For information about these access levels, see Access Levels for Permissions.
For Custom Record permissions, you can select a value in the Restrict column to limit a role's access to custom records. (Each custom record permission provides access to a custom record type.)
- Viewing and Editing — Restricts the role to view or edit only the records (of this type) that they or their subordinates created.
- Editing Only — Restricts the role to edit only the records (of this type) that they or their subordinates created. They can view all records of this type.
Leave this column blank to enable the role to view and edit all records of this type.

You can use a specialized mass update to add, remove, or change the level of a permission for multiple roles at the same time, instead of editing each role individually. For more information, see Mass Updating a Permission on Custom Roles.

The following table lists the record permissions required to use the Fixed Assets Management features.

Subtab	Permission	Level	Notes
Transactions	Make Journal Entry	Full	Processes such as Depreciation, Revaluation and Disposal run with client user permissions and need to create Journals
Transactions	Bill	View
Transactions	Find Transaction	Full
Transactions	Invoice	Full
Custom Record	FAM Alternate Depreciation	Full
Custom Record	FAM Alternate Methods	Full
Custom Record	FAM Asset	Full
Custom Record	FAM Asset Proposal	Full
Custom Record	FAM Asset Reset Data	Create
Custom Record	FAM Asset Transfer Accounts	Full
Custom Record	FAM Asset Type	Full
Custom Record	FAM Asset Usage	Full
Custom Record	FAM Asset Values	Full
Custom Record	FAM Default Alt Depreciation	Full
Custom Record	FAM Depreciation History	Full
Custom Record	FAM Depreciation Method	Full
Custom Record	FAM Last Proposal Dates	Full
Custom Record	FAM Lifetimes	Full
Custom Record	FAM Process	Full
Custom Record	FAM Proposal Alt Depreciation	Full
Custom Record	FAM Repair & Maint Category	Full
Custom Record	FAM Repair & Maint Sub A	Full
Custom Record	FAM Repair & Maint Sub B	Full
Custom Record	FAM System Setup	Full
Custom Record	FAM Transaction Field Map	Full
Custom Record	BG Process Instance	Full
Custom Record	BG Summary Record	Full
Lists	Accounts	View
Lists	Classes	View
Lists	Currency	View
Lists	Customers	View
Lists	Departments	View
Lists	Documents and Files	View	You must have read access to the FAM resource folder (src/resource) so that Suitelets load without issue. If you still encounter issues even with the Documents and Files permission, check that your role complies with the restrictions (SCDL or group restrictions) applied on the FAM resource folder.
Lists	Items	View
Lists	Locations	View
Lists	Perform Search	View
Lists	Projects	View
Lists	Subsidiaries	View
Lists	Tax Items	Create
Setup	Accounting Book	View
Setup	Manage Accounting Periods	View
Setup	Setup Company	View

Form Permissions for Fixed Assets Management

On the Role record, click the Forms subtab, and then click Custom Record. Make sure the required Fixed Assets Management forms are enabled. Check the box in the Enabled column next to the forms you want to make available to users with this role. The following table lists the form permissions required to use the Fixed Assets Management features.

Type	Name	Notes
FAM Alternate Depreciation	Standard FAM Alternate Depreciation Form
FAM Default Alt Depreciation	Standard FAM Default Alt Depreciation Form
FAM Alternate Depreciation	Standard FAM Alternate Depreciation Form
FAM Alternate Methods	Standard FAM Alternate Methods Form
FAM Asset	FAM Asset Form	Make preferred form for all roles except administrators.
FAM Asset	Standard FAM Asset Form	Only required for Administrators or users who will import asset records
FAM Asset Proposal	FAM Asset Proposal	Make preferred form for all roles except administrators.
FAM Asset Proposal	Standard FAM Asset Proposal Form
FAM Asset Transfer Accounts	Standard FAM Asset Transfer Accounts Form
FAM Asset Type	Standard FAM Asset Type Form
FAM Asset Usage	Standard FAM Asset Usage Form
FAM Asset Values	Standard FAM Asset Values Form
FAM Depreciation History	Custom FAM Depreciation History Form	Make preferred form for all roles except administrators.
FAM Depreciation History	Standard FAM Depreciation History Form
FAM Depreciation Method	FAM Depreciation Method	Make preferred form for all roles except administrators.
FAM Depreciation Method	Standard FAM Depreciation Method Form
FAM Last Proposal Dates	Standard FAM Last Proposal Dates Form
FAM Lifetimes	Standard FAM Lifetimes Form
FAM Process	Standard FAM Process Form
FAM Proposal Alt Depreciation	Standard FAM Proposal Alt Depreciation Form
FAM Recent Diagnosis	Standard FAM Recent Diagnosis Form	This permission enables you to view the FAM Diagnostics portlet.
FAM Repair & Maint Category	Standard FAM Repair & Maint Category Form
FAM Repair & Maint Sub A	Standard FAM Repair & Maint Sub A Form
FAM Repair & Maint Sub B	Standard FAM Repair & Maint Sub B Form
FAM System Setup	Standard FAM System Setup Form
FAM Transaction Field Map	Standard FAM Transaction Field Map Form
BG Process Instance	Standard BG Process Instance Form
BG Summary Records	Standard BG Summary Records Form

Record Permissions for Fixed Assets Management

Form Permissions for Fixed Assets Management

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