Marc
03/30/2026, 9:31 AMCeligo AI
03/30/2026, 9:31 AMAI generated answer (using internal Slack threads):To restrict vendors by user roles in NetSuite, you can use a combination of custom fields and saved searches. Here's a step-by-step guide: 1. Create a custom field for vendors to categorize them. You can do this by navigating to Customization > Lists, Records, & Fields > Entity Fields > New. In the new entity field, you can specify the label (for example, "Vendor Category"), type (Select), and the options (for example, "Product Vendor", "Landlord", "Cleaning Company", etc.). Make sure to apply this field to the Vendor record type. 2. Assign the appropriate category to each vendor. You can do this by editing each vendor record and selecting the appropriate category in the custom field you created. 3. Create saved searches for each user role that should have access to a specific category of vendors. For example, you can create a saved search that only shows vendors with the category "Product Vendor" for the "Buyer" role, and another saved search that only shows vendors with the category "Landlord" or "Cleaning Company" for the "Accountant" role. You can do this by navigating to Reports > Saved Searches > All Saved Searches > New. In the new saved search, specify the criteria to match the vendor category and the audience to match the user role. 4. Assign the saved searches to the appropriate roles. You can do this by editing each role and adding the saved search to the "Tabs" section. Please note that this method only restricts the visibility of vendors in the saved searches. Users with the appropriate permissions can still access the vendor records directly. If you need to completely restrict access to certain vendors for certain roles, you may need to use SuiteScript to implement more complex access control logic. ****** 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
03/30/2026, 9:32 AMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
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Slack thread 2: here (available only if the original thread was posted in the last 90 days)
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Slack thread 3: here (available only if the original thread was posted in the last 90 days)
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Celigo AI
03/30/2026, 9:32 AM