Giving Access to the Transactions Subtab on Entity Records

If a user cannot see the Transactions subtab on customer or vendor records, an administrator can make this subtab visible by adding the Financial History permission to a role assigned to the user.

The Financial History permission gives a role access to the Transactions subtab. Additionally, the role must be given access to the specific types of transactions shown on the Transactions subtab.

For examples of where to find the Transactions subtab, see Transactions Subtab on Entity Records.

To create a custom role with access to the Transactions subtab:

1. Go to Setup > Users/Roles > Manage Roles.

2. Click Customize next to the name of the role you want to customize.

3. In the Name field, enter the name for this new role.

   This name is selected in employee records on the Access subtab.

4. On the Permissions tab, click the Lists subtab.

5. In the Role column, select Financial History.

6. In the Level column, select View (or higher).

7. Click Add.

8. Click the Transactions subtab.

9. Select the name of the type of transaction you would like this role to view.

10. In the Level field, select View.

    This level of access allows employees to view the transaction but not edit it.

11. Click Add.

12. Repeat these steps for each type of transaction you want this role to view.

13. Click Save.

Now, users assigned this customized role can view the Transactions subtab on entity records and click the links to view those transactions.

To assign employees this custom role:

1. Go to Lists > Employees > Employees.

2. Click Edit beside the employee you want to assign the role.

3. Click the Access subtab.

4. Select the new role in the Role field, and click Add/Edit.

5. Click Save.

When the employee logs in again, they will see the Transactions subtab on entity records.

Transactions Subtab on Entity Records

On Customer records, the Transactions subtab is located on the Sales subtab.

On Vendor records, the Transactions subtab is located on the Financial subtab.

Related Topics

• NetSuite Permissions Overview
• Permissions and Restrictions
• Reviewing Permissions Assigned to Roles
• Access Levels for Permissions
• Permissions Documentation
• Core Administration Permissions
• Feature Permissions Documentation
• Using the Global Permissions Feature
• Giving Access to Financial Statements
• Hiding Employee Information on Financial Reports
• Setting Permissions for Custom Records
• Permissions for Inbound Single Sign-on Methods

General Notices