Warehouse Management Permissions
The following tables contain the list of standard NetSuite and WMS permissions for inbound, inventory, and outbound processing:
Use these tables as a guide when you want to manually add WMS permissions to your custom roles. The permissions allow roles to perform WMS tasks on both the NetSuite user interface and on a mobile device.
Add permissions based on your business requirements. For example, if you do not process work orders in your warehouse, you do not need to assign the Work Order permission. If you want your custom role to perform inbound and outbound processing tasks, you can combine the permissions from their corresponding tables.
To assign permissions, you can edit your custom role by going to Setup > Users/Roles > User Management > Manage Roles. On the Role page, you can set each permission and access level on the Permissions subtab. All minimum access levels for WMS permissions are set to Full, unless otherwise indicated in the table. For detailed instructions, see Setting Permissions.
For information about NetSuite permissions, view the following topics:
-
For more information about permission levels, see Access Levels for Permissions.
-
For the complete list of NetSuite permissions, see Permissions Documentation.
Inbound Processing Permissions
Inbound processing permissions enable the following tasks:
-
Receiving purchase orders, transfer orders, and customer returns
-
Posting of item receipts
-
Bin putaway and cart moves
-
Reversal of item receipts
The following roles are preset with these permissions: WMS Inbound Manager, WMS Inbound Operator, and WMS Warehouse Manager.
|
Transactions |
Reports |
Lists |
Setup |
Custom Record |
|---|---|---|---|---|
|
Access Payment Audit Log (View level) |
Inventory |
Accounts (View level) |
(Optional for custom roles) Accounting Preferences |
WMS Open Task |
|
Adjust Inventory |
SuiteAnalytics Workbook |
Bins |
Bulk Manage Roles |
WMS Process Status Flag |
|
Audit Trail (View level) |
|
Custom Record Entries |
Custom Entry Forms |
WMS Putaway Strategies |
|
Bin Putaway Worksheet |
|
Customer Profile (View level) |
Custom Lists |
WMS System Rules |
|
Bin Transfer |
|
Customers (View level) |
Custom Record Types |
WMS Task Type |
|
Find Transaction |
|
Departments (View level) |
Custom Transaction Fields |
|
|
Fulfill Orders |
|
Documents and Files |
Custom Transaction Forms |
|
|
Inventory Status Change |
|
Employee Record |
Publish Dashboards |
|
|
Invoice |
|
Employees (View level) |
SuiteScript (View level) |
|
|
Item Fulfillment |
|
Inventory Status |
SuiteScript Scheduling |
|
|
Item Receipt |
|
Item Process Family |
|
|
|
Purchase Order |
|
Item Process Group |
|
|
|
Receive Order |
|
Item Templates |
|
|
|
Receive Returns |
|
Item/Category Layouts |
|
|
|
Return Auth. Approval |
|
Items |
|
|
|
Return Authorization |
|
Locations |
|
|
|
Transfer Order |
|
Perform Search |
|
|
|
Transfer Order Approval |
|
Record Custom Field |
|
|
|
|
|
Tax Schedules |
|
|
|
|
|
Units |
|
|
|
|
|
Vendors (View level) |
|
|
|
|
|
Zone |
|
|
|
|
|
Pick Task (View level) |
|
|
Inventory Processing Permissions
Inventory processing permissions enable the following tasks:
-
Inventory search, creation, transfer
-
Inventory cycle counts and replenishment
-
Bin transfer
-
Picking and building assembly items for work orders
The WMS Warehouse Manager role is preset with these permissions.
|
Transactions |
Reports |
Lists |
Setup |
Custom Record |
|---|---|---|---|---|
|
Access Payment Audit Log (View level) |
Inventory |
Accounts (View level) |
(Optional for custom roles) Accounting Preferences |
WMS Open Task |
|
Adjust Inventory |
SuiteAnalytics Workbook |
Bins |
Bulk Manage Roles |
WMS Pick Strategies |
|
Audit Trail (View level) |
|
Custom Record Entries |
Custom Entry Forms |
WMS Putaway Strategies |
|
Bin Transfer |
|
Documents and Files |
Custom Lists |
WMS Task Type |
|
Count Inventory |
|
Employee Record |
Custom Record Types |
|
|
Create Inventory Counts |
|
Employees (View level) |
Custom Transaction Fields |
|
|
Find Transaction |
|
Inventory Status |
Custom Transaction Forms |
|
|
Inventory Status Change |
|
Item Process Family |
Publish Dashboards |
|
|
Invoice |
|
Item Process Group |
SuiteScript (View level) |
|
|
Item Receipt |
|
Item Templates |
|
|
|
Transfer Inventory |
|
Items |
|
|
|
Work Order |
|
Locations |
|
|
|
|
|
Perform Search |
|
|
|
|
|
Record Custom Field |
|
|
|
|
|
Tax Schedules |
|
|
|
|
|
Units |
|
|
|
|
|
Vendors (View level) |
|
|
|
|
|
Zone |
|
|
Outbound Processing Permissions
Outbound processing permissions enable the following tasks:
-
Mobile picking of sales and transfer orders
-
Pick task reversals
-
Packing and shipping of orders
The following roles are preset with these permissions: WMS Outbound Manager, WMS Outbound Operator, WMS Inbound Operator, and WMS Warehouse Manager.
|
Transactions |
Reports |
Lists |
Setup |
Custom Record |
|---|---|---|---|---|
|
Access Payment Audit Log (View level) |
Inventory |
Accounts (View level) |
(Optional for custom roles) Accounting Preferences |
WMS Open Task |
|
Adjust Inventory |
Sales Order Fulfillment Reports |
Bins |
Bulk Manage Roles |
WMS Pick Strategies |
|
Audit Trail (View level) |
Sales Order Reports |
Custom Record Entries |
Custom Entry Forms |
WMS System Rules |
|
Count Inventory |
Sales Order Transaction Report |
Customers (View level) |
Custom Lists |
WMS Task Type |
|
Find Transaction |
SuiteAnalytics Workbook |
Departments (View level) |
Custom Record Types |
|
|
Fulfill Orders |
|
Documents and Files |
Custom Transaction Fields |
|
|
Inventory Status Change |
|
Employee Record |
Custom Transaction Forms |
|
|
Invoice |
|
Employees (View level) |
SuiteScript (View level) |
|
|
Item Fulfillment |
|
Inventory Status |
SuiteScript Scheduling |
|
|
Sales Order |
|
Item Process Family |
|
|
|
Sales Order Approval |
|
Item Process Group |
|
|
|
Transfer Order |
|
Item Templates |
|
|
|
Transfer Order Approval |
|
Item/Category Layouts |
|
|
|
Wave |
|
Items |
|
|
|
|
|
Locations |
|
|
|
|
|
Perform Search |
|
|
|
|
|
Pick Strategy |
|
|
|
|
|
Pick Task |
|
|
|
|
|
Shipping Items |
|
|
|
|
|
Tax Schedules |
|
|
|
|
|
Units |
|
|
|
|
|
Vendors (View level) |
|
|
|
|
|
Zone |
|
|