Anyone know what the permission is to add the New Purchase Order option to the new bar on a Vendor record? I have it as Admin, but don't know what to give the customized role so they can see it.
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Netsuite Tragic
06/28/2021, 6:26 PM
I think the Role would already have this permission being Transactions > Purchase Order > Create Allows usage of the Enter Purchase Orders task.
The Create New > Personalize doesn't have it?
k
Kristy Kapsner
06/28/2021, 6:27 PM
No, create New -> personalize doesn't... And yes, they can create purchase orders the other way. Just looking for that added shortcut.
Kristy Kapsner
06/28/2021, 6:29 PM
currently has transactions > purchase order > full
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Netsuite Tragic
06/28/2021, 9:07 PM
My concept model is that the available options are driven by the user's permissions. I just read SA18399 which implies it has another requirement to do with choice of a custom form assuming they have used Opportunity as an example.
Netsuite Tragic
06/28/2021, 9:09 PM
My reading of this in your case might be that the custom Vendor Record form may not be displaying POs.
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Kristy Kapsner
06/29/2021, 2:56 PM
Thanks. That's where I was heading as well, but I use the same form as Administrator as they do for Purchasing... just a different role.