Understanding Subsidiary Restrictions on Role Records in NetSuite
Explore NetSuite subsidiary restriction options, learn how to configure role access, and control which subsidiaries users can view or edit.
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NetSuite Consultant
Jordan lives by his core values of faith, family, honesty, and consistency. He appreciates that Anchor Group is a place where he can do the work he loves while growing as a whole person—an environment where family life is supported and the culture encourages order, balance, and purpose. His favorite part of the work is the chance to solve problems for clients and help them strengthen the systems they rely on. Before joining Anchor Group, Jordan spent more than eight years in roles as a consultant, business analyst, and business systems analyst. He has worked within wholesale distribution and supply chain organizations and has supported technologies across procurement, inventory management, order fulfillment, customer pricing, and warehouse management. That background gives him a strong foundation for understanding how companies operate and what they need from their systems. Outside of work, Jordan enjoys reading—he even hosts his own book club—playing with his two sons, taking family day trips to small towns in Minnesota, and staying involved at his church.
Explore NetSuite subsidiary restriction options, learn how to configure role access, and control which subsidiaries users can view or edit.
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A gap in NetSuite's Inbound Shipment functionality is the inability to close a partially received inbound shipment. Here's how to create a workaround.
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A client requested a field in project task records to auto-populate with the project manager for new tasks and allow overwriting. Here's how we accomplished this.
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To solve this problem for our client, we implemented a NetSuite workflow to set the field values for new contacts to blank. Here is how we did it.
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The solution outlined here locks down the NetSuite dashboard so a user with the custom role can NOT use the Quick Search portlet.
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At a high level, the NetSuite workflow sets the value of the custom field to the value of the field you need. Then, you can access the custom field in your saved search.
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Let's look at how to deactivate ONLY the sub-customer record in NetSuite, without deactivating either the parent record or other sub-customer records when there are multiple.
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