Mr. Boseman, a Sales Manager, wants to select another team’s sales rep in the Customer record, but he sees only his own subordinates in the list. Which option in the Custom Role page does he need to enable to select a sales rep outside his team?

In NetSuite, roles are often configured with hierarchical restrictions by default. This means a manager, like Mr. Boseman, can only see and select employees who are their direct or indirect subordinates in fields like 'Sales Rep'. The "Do Not Restrict Employee Fields" option on the custom role's main configuration page is specifically designed to override this default behavior. Enabling this checkbox removes the hierarchical filtering from all employee lists, allowing the user to view and select any employee in the system, not just those within their own team or supervisory chain.

A. Allow All Records: This is a permission level for a specific record type (e.g., Customers), not a general role setting. It grants access to all customer records, but does not affect employee field filtering.
B. Do Not Restrict This Role by Device ID: This setting is related to security and controls whether a role's access is limited to specific registered devices. It is unrelated to data visibility within records.
C. Allow Cross-Subsidiary Record Viewing: This option is for NetSuite OneWorld accounts and permits users to view records (like customers or transactions) from subsidiaries other than their own. It does not affect employee selection lists.

1. Oracle NetSuite Help Center. (2023). Setting Role Restrictions. SuiteAnswers ID: 9913.

Section: "Do Not Restrict Employee Fields"

Content: This document explicitly states

"Check this box to remove restrictions on viewing employee names in lists. By default

users can only view employees in the hierarchy below them. For example

a sales manager can only select from their subordinates for the sales rep on a sales order. Checking this box removes this restriction." This directly validates option D as the correct answer for the scenario.

2. Oracle NetSuite Help Center. (2023). Customizing or Creating NetSuite Roles. SuiteAnswers ID: 10031.

Section: "Role Page Fields" > "Restrictions"

Content: This guide details the various settings on a role record. It describes "Do Not Restrict Employee Fields" as the control for lifting hierarchical limitations on employee lists. It also describes "Allow Cross-Subsidiary Record Viewing" as a control for intercompany data access in OneWorld

confirming why option C is incorrect.