Adjusting Permissions for Aging fields on Customer...
# ask-stanley-ai
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Adjusting Permissions for Aging fields on Customer - Financial - Balance Information to allow viewing for a role
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AI generated answer (using internal Slack threads):
To adjust permissions for Aging fields on Customer - Financial - Balance Information to allow viewing for a specific role, you would need to modify the permissions associated with that role. However, it seems that these fields are not directly accessible for permission changes or through saved searches. A workaround suggested in the threads is to store the values in custom fields using a script or workflow. These custom fields can then be made accessible via search, analytics workbook, etc. For a custom aging report, NetSuite will put any numeric/currency field into the aging columns. A workaround is to create a free-form text field referencing the native overdue balance field. This field needs to be updated via a script or workflow as the AR report won't allow you to display calculated fields from memory. For sensitive financial information like ACH/Credit Card Information on Vendors and Customers, you can restrict access by modifying the permissions on the custom record associated with Entity Bank Details. If the sensitive information is still visible, you can try hiding the sub tab for the role using a custom form assigned to the role. ****** 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: 0.830419898
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.818311572
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.817413
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