Nada Ahmed
09/13/2024, 3:46 PMCeligo AI
09/13/2024, 3:47 PMAI generated answer (using internal Slack threads):The issue you're experiencing with the action menu not being available while viewing a vendor record using a custom role, even though other roles can see the action menu, could be due to the permissions set for that custom role. In NetSuite, the visibility of certain features or actions is often controlled by the permissions assigned to the role. If the custom role does not have the necessary permissions to view the action menu on the vendor record, it will not be able to see it. Here are a few steps you can take to troubleshoot this issue: 1. Check the permissions of the custom role: Navigate to
Setup > Users/Roles > Manage Roles > [Select Role] > Permissions
. Make sure that the custom role has the necessary permissions to view the action menu on the vendor record.
2. Compare the permissions with another role that can see the action menu: This can help you identify any missing permissions that might be causing the issue.
3. Check the form settings: Navigate to Customization > Forms > Transaction Forms > [Select Form] > Screen Fields
. Make sure that the action menu is enabled and visible on the form.
4. Check the Duplicate Entity Management settings: If you're trying to merge vendors, make sure that the custom role has full permissions for Duplicate Entity Management.
Remember, changes to permissions may require you to log out and log back in, or clear your cache before they take effect.
******
Disclaimer:
This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes.
******Celigo AI
09/13/2024, 3:47 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.828687966
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.826789916
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.818098247
Celigo AI
09/13/2024, 3:47 PM