CDL Role Restrictions on Account...

Starting with this update, Class, Department, and Location (CDL) role restrictions within NetSuite on Account records include unassigned values when set to either 'Own and Subordinates Only' or 'Own, Subordinates, and Unassigned.' This change improves data consistency and visibility in analytics by preventing empty datasets in cases where unassigned values exist.

What Changed?

Historically, selecting 'Own and Subordinates Only' for Account records excluded unassigned Account entries. This led to potential inconsistencies in data sets, particularly when viewed in analytical contexts. By ensuring that both restriction options now behave equivalently, users benefit from improved data integrity and easier access to all relevant account records.

Important Note

The updated behavior exclusively applies to Account records; other record types, such as Sales Orders and Journal Entries, remain unaffected.

Setting CDL Role Restrictions

To adjust CDL restrictions for user roles, navigate to:
Restrictions subtab. Here’s a breakdown of restriction options available:

Segment	Restrictions Type
Class	Select Class for access restrictions
Department	Select Department for access restrictions
Location	Select Location for access restrictions
Restrictions	Affected records field must select a restriction level
none	Default access; no restrictions apply
own, subordinate, and unassigned	Access to own, subordinate, and unassigned records
own and subordinates only	Access limited to own and subordinate records

This flexibility allows users to manage permissions effectively based on role needs.

Who This Affects

Administrators: Key in maintaining role permissions and user access.
Developers: Ensuring that applications are in sync with updated data access rules.
Accountants: Day-to-day usage of account records will be enhanced with better visibility of data.

Key Takeaways

CDL role restrictions on Account records now include unassigned values.
This update prevents empty datasets in Analytics, improving data visibility.
The change ensures consistency with the behavior of the Chart of Accounts.
The adjusted behavior is specific to Account records only.

Source: This article is based on Oracle's official NetSuite documentation.

Frequently Asked Questions (4)

Does the updated CDL role restrictions feature apply to all record types in NetSuite?

No, the updated CDL role restrictions specifically apply only to Account records. Other record types, such as Sales Orders and Journal Entries, remain unaffected.

How do I configure CDL role restrictions for Account records?

To configure CDL role restrictions for Account records, navigate to the 'Restrictions' subtab and select the desired restriction level for Class, Department, or Location.

What is the benefit of including unassigned values in CDL role restrictions?

Including unassigned values in CDL role restrictions prevents empty datasets and improves data visibility in analytics, ensuring better data consistency and integrity.

Are there any settings to enable for this CDL role restriction update to take effect?

No additional settings are required to enable this update as it automatically applies to Account records with the role restrictions set to 'Own and Subordinates Only' or 'Own, Subordinates, and Unassigned.'

CDL Role Restrictions on Account Records in NetSuite