Give access to exchange rate field on payment transaction without setting List:Currency to Edit.

A user wants to have access to override the exchange rate on the payment transaction, but their current permission is “List: Currency = View”.

I am able to fix it by changing that to “Edit”, but we would like avoid giving them access to the entire currency rate table.

We just want to give them rights to the exchange rate field on that specific payment form.

Rookie Asked on October 11, 2019 in Administration.
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1 Answer(s)

this is a catch 22 issue, without the currency permission user cannot edit the fx rate and you want them to edit it in certain forms. There is a convoluted way to do this –

  1. set edit for list > currency for that user’s role,
  2. Create copies of all the transactions forms you have – set the FX rate field to inline text or disabled – then make all the new copied forms preferred for that role. Results even with currency = edit permission user would not be able to edit it.
  3. Now only in your copied targeted/specific form (created above) make that field NORMAL, that means user should be able to edit it without any issues due to permission level, since this is already preferred for that role it should work out.
Advanced Answered on October 12, 2019.

Thanks, but I think I am looking for something different.

What they want is to give them the ability to adjust the exchange rate on the payment transaction, but disallow them from changing data on:

“page: Currency Exchange Rates”
“page: Currency”

Not entirely sure if this is possible, but was thinking it might be if I created a custom center. Although not sure if that would stop them from just using global search to find it.

on October 14, 2019.

I spoke with Netsuite support and they told me that this isn’t possible, but a potential workaround is what I mentioned.

Create a custom center with custom tabs (disabling Currency and Currency Exchange Rates pages). The one issue is that users could still use the global search to find those pages.

on October 14, 2019.
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