Tuesday, May 21, 2019

Add a Column in Transaction View of the Customer Record Which is not on the Main Line of the Transaction

When customize the view of the transaction subtab, it is limited to adding columns that are on the mainline of the transaction. To do other columns, like Item, follow the steps below.

1. Navigate to  Reports > Saved Searches > All Saved Searches > New
2. Select Transaction
3. Settings of the Search:
    Criteria tab > Standard subtab
        - Main Line is No
        - Tax Line is No
    Results tab > Columns subtab, added:
        - Select the column you would like to see from the transaction that is not on the main line
    Available Filters tab
        - Name (Show in Footer: No)
        - Type (Show in Footer: Yes)
4. After saving the search, go to Setup > Customization > Sublists
    On Entity tab
     -select the search
     -provide a label
     -select the tab
     -check Customer
5. Open the Customer record, go to Sales tab.  Here the subtab should appear with the label that was given to the sublist its should show the results of the search and the column you added.

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