Wednesday, May 22, 2019

Custom Role: Memorized Transaction > No Option to Delete

The Delete option of a Memorized Transaction is on More Actions dropdown when in Edit mode. If on the Memorized Transaction page, a user using a Custom role cannot see More Actions beside Reset, then the role does not have permission to delete memorized transactions.

An Administrator can provide the role permission to delete memorized transactions.

To do this:
1) Navigate to Setup > Users/Roles > Manage Roles
2) Click Edit on the custom role to be updated
3) Navigate to Permissions > Lists
4) Locate Memorized Transactions and change Level to Edit
5) Click Save

Note: After applying changes, the user must log out of NetSuite and log back in for the update to take effect.

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