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When an employee, such as a sales rep, transitions to a new manager and the Employee record is updated, NetSuite manages approvals and workflows based on the configuration of the approval routing and workflow settings. In the context of expense approvals, even if the employee record is updated immediately to reflect a new manager, the existing expense approvals that are already in the queue remain with the previous supervisor. This is because these approvals are typically associated with the manager at the time the expense was submitted. Changes in supervisor assignments generally do not retroactively affect approvals already in process unless specifically configured to do so. Regarding commissions, these are usually calculated based on sales attribution and territory assignments as of the sales transaction date and do not typically shift due to changes in management unless explicitly re-assigned or recalculated.

References:

• NetSuite Help Center: Employee Management and Record Updates
• NetSuite Help Center: Approval Workflows

When an employee record is deactivated in NetSuite, it does not automatically lead to the deletion or alteration of their login credentials. The deactivation of an employee record primarily affects the employee's visibility and active status within the NetSuite system, impacting areas such as assignments, visibility in lists, and other active engagements within the system. However, the deactivation process does not inherently deactivate their saved searches (Option A), delete their calendar events (Option C), nor does it automatically save their report schedules (Option B). The intention behind keeping the login credentials intact (Option D) is to allow for the possibility of reactivating the employee's account in the future without the need to recreate login details, reflecting a separation of concerns between account management and user authentication processes.References: NetSuite Help Documentation on Managing Employee Records.

The "Allow UI Access" setting in a custom record type determines whether users can create or edit records of that type through the NetSuite user interface (UI). If this option is not selected (i.e., it is unchecked), users are prevented from accessing the form associated with the custom record in the UI, which means they cannot create new records or edit existing ones in the UI. This setting is crucial for controlling the accessibility of sensitive or specialized records that should not be modified directly by users through the standard NetSuite interface, ensuring data integrity and compliance with business processes.

References:

• NetSuite Help Center: Custom Record Types
• NetSuite Developers Guide: Creating and Managing Custom Records

The option "none - no default" under Employee Restrictions allows a user the highest visibility of data within NetSuite. This setting implies that there are no restrictions placed on the user regarding visibility into employee-related records and data. They can view information beyond their own and their subordinates', encompassing the entire organization without default limitations. This option is typically reserved for roles requiring comprehensive access to all levels of employee data for administrative or management purposes.References: NetSuite's official documentation on setting up user roles and permissions, focusing on the nuances of Employee Restrictions to ensure appropriate access levels are granted based on the role's requirements.