how to restrict user from using default invoice li...
# ask-stanley-ai
y
how to restrict user from using default invoice list
c
AI generated answer (using internal Slack threads):
To restrict a user from using the default invoice list, you can use a combination of role-based permissions and form customizations in NetSuite. Here's a step-by-step guide: 1. Role-Based Permissions: You can set up role-based permissions to limit the user's access to certain records or transactions. For example, you can restrict the user's role to only view invoices that are related to their department or subsidiary. This can be done by navigating to Setup > Users/Roles > Manage Roles > Edit > Permissions > Lists. From there, you can adjust the permissions for the 'Invoices' list. 2. Form Customizations: You can also customize the invoice form to limit what the user can see or do. For example, you can hide certain fields or tabs, or disable them so the user can't change them. This can be done by navigating to Customization > Forms > Transaction Forms. From there, you can edit the invoice form and adjust the settings under the 'Fields' and 'Sublists' tabs. 3. Item Filter: If you want to restrict the items that appear on the invoice form, you can create a public item search to filter the items. Then, in the custom invoice form, you can select the created public item search in the 'Item Filter' field of the 'Sublist Fields' subtab. 4. Default Billing Checkbox: If you want to prevent users from accidentally changing the default billing address, you can customize the order entry form to remove the default billing checkbox. This can be done by navigating to the new order form and clicking 'Customize' > 'Customize Form' in the top right-hand corner, then find that checkbox under 'Fields' (make sure to navigate to the 'Shipping Address' tab) and uncheck the 'show' box. Please note that these steps may vary slightly depending on your specific NetSuite setup and version. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.823767483
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.814044237
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.801617086
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