Customizing Roles for Work Instructions in NetSuite 2026.1
In NetSuite 2026.1, administrators can create and customize roles for using the Work Instructions and Traveler SuiteApp, enhancing manufacturing workflows.
TL;DR Opening
Starting in NetSuite 2026.1, administrators have the ability to create and customize new roles specifically for utilizing the Work Instructions and Traveler SuiteApp. This feature is crucial for enhancing user access and ensuring proper permissions are set for seamless operation in manufacturing workflows.
What's New
With the release of NetSuite 2026.1, businesses can now tailor user roles to effectively use the Work Instructions and Traveler SuiteApp. This customization allows for precise permission settings tailored to distinct manufacturing tasks, ensuring that team members can access necessary functionalities without unnecessary overreach in permissions.
Key Features of Role Customization
- Creation and Customization: Administrators can create entirely new roles or modify existing ones to meet specific operational needs.
- Granular Permissions: A detailed table outlines minimum access levels for different permissions required to use the SuiteApp.
- Access Levels Required:
- Transactions: Users need permission for Work Orders (View) to access essential features like the Print Traveler button and Generate Traveler page.
- Lists: Access to Documents and Files (View) is mandatory for printing travelers. Other lists such as Items and Locations also require the View permission.
- Manufacturing Routing: This permission (View) is essential for utilizing the Work Instructions subtab effectively.
- Custom Records: Different levels of access are detailed, including Edit permissions required for Work Instructions.
Table of Minimum Access Levels
| Subtab | Permission | Minimum Access Level | Purpose |
|---|---|---|---|
| Transactions | Work Orders | View | Required for Print Traveler button and Generate Traveler page |
| Transactions | Find Transaction | View | Necessary for Generate Traveler page |
| Lists | Documents and Files | View | Required for Print Traveler button |
| Lists | Traveler Preferences | View | Required for Generate Traveler page |
| Lists | Items | View | Necessary for Generate Traveler page |
| Lists | Locations | View | Needed for Generate Traveler page |
| Lists | Manufacturing Routing | View | Required for Work Instructions subtab |
| Custom Record Entries | Work Instructions | Edit | Required for Work Instructions subtab |
| Setup | SuiteScript | View | Required across all pages |
| Custom Records | Traveler Preferences | View | Required for all pages |
| Custom Records | Traveler Template | View | Required for Generate Traveler page |
| Custom Records | Additional Work Instructions | Full | Required for Additional Work Instructions subtab on the work order record |
Who This Affects
- Administrators: Primarily responsible for creating or customizing roles.
- Manufacturing Personnel: Employees in manufacturing roles who will utilize the Work Instructions and Traveler SuiteApp need proper access.
Best Practices
- Review Permissions Carefully: Ensure the correct permissions are assigned to avoid functional limitations or security risks.
- Document Role Customizations: Keep a record of changes made to role permissions for audit and reference purposes.
- Regularly Update Roles: As business processes evolve or new features are introduced, revisit and update role customizations to ensure they align with user needs.
Key Takeaways
- NetSuite 2026.1 introduces enhanced role customization specifically for the Work Instructions and Traveler SuiteApp.
- Administrators can set detailed permissions to control access to essential manufacturing functionalities.
- Understanding the minimum access levels is crucial for effective role management in the manufacturing environment.
Frequently Asked Questions (4)
What are the minimum permissions required to access the Print Traveler button in NetSuite 2026.1?
Can existing roles be modified to work with the Work Instructions and Traveler SuiteApp?
What permissions are required for the 'Work Instructions' subtab in NetSuite 2026.1?
How should administrators keep track of changes made to role customizations?
Weekly Update History (1)
Updated Creating or Customizing Roles and Permissions to Use Work Instructions and Traveler SuiteApp to include the new Custom Record Entries permission in the Lists section, change the minimum access level for SuiteScript in the Setup section to View, and remove the WOIT Work Instructions Subtab and Work Instructions permissions.
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