Exception Management Roles and Permissions

Important:

Exception Management (EM) is currently a limited release feature that’s not available to all customers. Eligibility depends on data volume and model training readiness; accounts with a large amount or insufficient historical data may be restricted. If you can’t access Exception Management, contact your NetSuite Account Manager for guidance and next steps.

Additionally, Exception Management is a production‑only feature and can't be enabled in Sandbox Accounts because those environments typically lack the required historical transaction data (approximately 18 months) needed for model training and inference.

To enable the Exception Management feature, you must have the Administrator role.

To access the Exception Management page in NetSuite, you must have the Financial Exception Management permission. This permission has two access levels:

Further, visibility of exceptions depend on your role's Subsidiary and Transaction Type permissions. You'll only see exceptions for subsidiaries and transaction types your role has access to.

For more information about roles and permissions, see: Customizing or Creating NetSuite Roles.

Related Topics:

General Notices