Using Multiple Forms

Segregation of duties is a major concern for accounting and finance departments of companies, not only to comply with audit requirements for internal controls, but to mitigate the underlying risks of financial statement misstatements due to management override, errors, and fraudulent acts.  One way to address this concern in NetSuite is by using multiple forms.  Implementing multiple forms by role will prevent users from seeing irrelevant data for their role, prevent erroneous entries (by removing or hiding fields unrelated to the user), and prevent misusing of company data by restricting level of access.  Each user, who is associated with one or more roles, will have user interface that is relevant to their role.  NetSuite allows creation of multiple forms with user-friendly form customization feature.  When a user logs in, the preferred/restricted forms assigned to the user’s role are the standard views for the user.  Using multiple forms also gives a better user experience, avoiding confusion with irrelevant information.

Here is an example of a customer record view of Retail Clerk role:

Here is an example of a customer record view of Sales Rep role:

Tip:

If the user should only have one view of certain screens, make the form Preferred and Restricted to the role.

If you would like more insights into NetSuite and information how we can assist you with your NetSuite needs, please contact the RSM NetSuite practice.

By: Kei Mou

RSM Staff