Setting Fixed Assets Management Permission Levels
If you have custom roles and want those roles to have access to the Fixed Assets Management SuiteApp, you must make sure that each custom role has all the appropriate permission levels to use the Fixed Asset custom record entries. For instructions on customizing roles, see Customizing or Creating NetSuite Roles.
The Fixed Assets Management SuiteApp provides a default role called Fixed Assets Management, which has all the permissions required to use the SuiteApp. You can use this as a template when creating or modifying an existing role for Fixed Assets Management access. Or if you are already using customized roles and want to add permissions to those roles to use Fixed Assets Management, compare your customized role with the Fixed Assets Management role that is provided with the SuiteApp. And then edit your customized role to make sure that it has the same permissions as the Fixed Assets Management role. Go to Setup > Users/Roles > Show Role Differences to open the Show Permission Differences Between Roles page. For more information, see Showing Role Permission Differences.
Record Permissions for Fixed Assets Management
You can set permissions for a role on the Permissions subtab of the Role record in Setup > Users/Roles > Manage Roles.
Permissions are divided into four different types on the Transactions, Reports, Lists, Setup, and Custom Record subtabs.
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To add a permission, do one of the following:
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Click a line in the list, select a permission, and then click Insert.
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Click Add Row at the bottom of the list, select a permission, and then click Add.
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To remove a permission, select a permission from the list, and then click Remove.
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To set the level of access for a permission, click a line in the list, and then select the level of access from the Level column. For information about these access levels, see Access Levels for Permissions.
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For Custom Record permissions, you can select a value in the Restrict column to limit a role's access to custom records. (Each custom record permission provides access to a custom record type.)
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Viewing and Editing — Restricts the role to view or edit only the records (of this type) that they or their subordinates created.
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Editing Only — Restricts the role to edit only the records (of this type) that they or their subordinates created. They can view all records of this type.
Leave this column blank to enable the role to view and edit all records of this type.
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You can use a specialized mass update to add, remove, or change the level of a permission for multiple roles at the same time, instead of editing each role individually. For more information, see Mass Updating a Permission on Custom Roles.
The following table lists the record permissions required to use the Fixed Assets Management features.
Subtab |
Permission |
Level |
Notes |
---|---|---|---|
Transactions |
Make Journal Entry |
Full |
Processes such as Depreciation, Revaluation and Disposal run with client user permissions and need to create Journals |
Transactions |
Bill |
View |
|
Transactions |
Find Transaction |
Full |
|
Transactions |
Invoice |
Full |
|
Custom Record |
FAM Alternate Depreciation |
Full |
|
Custom Record |
FAM Alternate Methods |
Full |
|
Custom Record |
FAM Asset |
Full |
|
Custom Record |
FAM Asset Proposal |
Full |
|
Custom Record |
FAM Asset Reset Data |
Create |
|
Custom Record |
FAM Asset Transfer Accounts |
Full |
|
Custom Record |
FAM Asset Type |
Full |
|
Custom Record |
FAM Asset Usage |
Full |
|
Custom Record |
FAM Asset Values |
Full |
|
Custom Record |
FAM Default Alt Depreciation |
Full |
|
Custom Record |
FAM Depreciation History |
Full |
|
Custom Record |
FAM Depreciation Method |
Full |
|
Custom Record |
FAM Last Proposal Dates |
Full |
|
Custom Record |
FAM Lifetimes |
Full |
|
Custom Record |
FAM Process |
Full |
|
Custom Record |
FAM Proposal Alt Depreciation |
Full |
|
Custom Record |
FAM Repair & Maint Category |
Full |
|
Custom Record |
FAM Repair & Maint Sub A |
Full |
|
Custom Record |
FAM Repair & Maint Sub B |
Full |
|
Custom Record |
FAM System Setup |
Full |
|
Custom Record |
FAM Transaction Field Map |
Full |
|
Custom Record |
BG Process Instance |
Full |
|
Custom Record |
BG Summary Record |
Full |
|
Lists |
Accounts |
View |
|
Lists |
Classes |
View |
|
Lists |
Currency |
View |
|
Lists |
Customers |
View |
|
Lists |
Departments |
View |
|
Lists |
Documents and Files |
View |
You must have read access to the FAM resource folder (src/resource) so that Suitelets load without issue. If you still encounter issues even with the Documents and Files permission, check that your role complies with the restrictions (SCDL or group restrictions) applied on the FAM resource folder. |
Lists |
Items |
View |
|
Lists |
Locations |
View |
|
Lists |
Perform Search |
View |
|
Lists |
Projects |
View |
|
Lists |
Subsidiaries |
View |
|
Lists |
Tax Items |
Create |
|
Setup |
Accounting Book |
View |
|
Setup |
Manage Accounting Periods |
View |
|
Setup |
Setup Company |
View |
|
Form Permissions for Fixed Assets Management
On the Role record, click the Forms subtab, and then click Custom Record. Make sure the required Fixed Assets Management forms are enabled. Check the box in the Enabled column next to the forms you want to make available to users with this role. The following table lists the form permissions required to use the Fixed Assets Management features.
Type |
Name |
Notes |
---|---|---|
FAM Alternate Depreciation |
Standard FAM Alternate Depreciation Form |
|
FAM Default Alt Depreciation |
Standard FAM Default Alt Depreciation Form |
|
FAM Alternate Depreciation |
Standard FAM Alternate Depreciation Form |
|
FAM Alternate Methods |
Standard FAM Alternate Methods Form |
|
FAM Asset |
FAM Asset Form |
Make preferred form for all roles except administrators. |
FAM Asset |
Standard FAM Asset Form |
Only required for Administrators or users who will import asset records |
FAM Asset Proposal |
FAM Asset Proposal |
Make preferred form for all roles except administrators. |
FAM Asset Proposal |
Standard FAM Asset Proposal Form |
|
FAM Asset Transfer Accounts |
Standard FAM Asset Transfer Accounts Form |
|
FAM Asset Type |
Standard FAM Asset Type Form |
|
FAM Asset Usage |
Standard FAM Asset Usage Form |
|
FAM Asset Values |
Standard FAM Asset Values Form |
|
FAM Depreciation History |
Custom FAM Depreciation History Form |
Make preferred form for all roles except administrators. |
FAM Depreciation History |
Standard FAM Depreciation History Form |
|
FAM Depreciation Method |
FAM Depreciation Method |
Make preferred form for all roles except administrators. |
FAM Depreciation Method |
Standard FAM Depreciation Method Form |
|
FAM Last Proposal Dates |
Standard FAM Last Proposal Dates Form |
|
FAM Lifetimes |
Standard FAM Lifetimes Form |
|
FAM Process |
Standard FAM Process Form |
|
FAM Proposal Alt Depreciation |
Standard FAM Proposal Alt Depreciation Form |
|
FAM Recent Diagnosis |
Standard FAM Recent Diagnosis Form |
This permission enables you to view the FAM Diagnostics portlet. |
FAM Repair & Maint Category |
Standard FAM Repair & Maint Category Form |
|
FAM Repair & Maint Sub A |
Standard FAM Repair & Maint Sub A Form |
|
FAM Repair & Maint Sub B |
Standard FAM Repair & Maint Sub B Form |
|
FAM System Setup |
Standard FAM System Setup Form |
|
FAM Transaction Field Map |
Standard FAM Transaction Field Map Form |
|
BG Process Instance |
Standard BG Process Instance Form |
|
BG Summary Records |
Standard BG Summary Records Form |
|
Related Topics
- Fixed Assets Management Overview
- Installing the Fixed Assets Management SuiteApp
- Making the Fixed Assets Tab Available to Custom Roles
- Setting Up the Fixed Assets Management System
- General Ledger Accounts for Fixed Assets Management
- Asset Transfer Accounts
- Depreciation Methods
- Alternate Methods (Tax Depreciation Methods)
- Asset Types
- Creating Asset Records from Transactions
- Creating Asset Records through CSV Import
- Creating Asset Records Manually
- Updating Fixed Assets Management Records
- Managing Assets
-
Fixed Asset Recovery Script
- Fixed Assets Saved Searches
- Asset Reports
- Background Processing of Fixed Assets