Restricting Items

You can limit the visibility of items for employees and partners using class, department, location, or subsidiary restrictions.

Note:

Items can be restricted by subsidiary only if you use NetSuite OneWorld.

For example, you could associate an item with a location and then customize a role to restrict access to that location. Then, any employee using the custom role would not have access to the item.

The employee assigned to the restricted role must have a class, department, or location specified on the Info subtab of their employee record.

To restrict item visibility:

  1. Associate the item – Go to Lists > Accounting > Items. Click Edit next to an item to associate a class, department, location, or subsidiary on the item record.

  2. Customize a role – To customize a role, go to Setup > Users/Roles > Manage Roles.

  3. Assign the role – Go to Lists > Employees > Employees. Assign the restricted custom role to an employee.

Related Topics

General Notices