Sunday, May 5, 2019

Display Additional Information from Bill Payments in a Bill Record

In the Bill record > Related Records > Payments, it is not possible to customize the sublist. This is currently logged under Enhancement 198451: Transaction > Purchases/Vendors > Enter Bills > Have a customize view button on the payment history sublist.

An alternative is to create a saved search that will show the needed fields and attach it to the Bill record using a custom Sublist.

Steps to resolve are as follows:

A. Create a saved search to show the additional information from Bill Payments.
1. Navigate to Lists > Search > Saved Searches > New > Transaction.
2. Provide a Search Title.
3. Mark Public and Available as Sublist View boxes.
4. Set the following under the Criteria Tab:
         > Main Line = False.
         > Type is Bill Payment
5. Under the Results Tab, mark the Show Totals check box and add the following:
    > Date
    > Type
    > Number
    > Amount
         *Note: If the user wants to display a positive figure, add the following field instead: 
             Formula (Currency) > {totalamount} * -1
    > Account
5. Under the Available Filters Tab:
        > Select Applied To Transaction Fields... > Internal ID
6. Save.
B. Attach the Search created to a Bill record via a Sublist.
1. Navigate to Setup > Customization > Sublists.
2. Under the Transactions tab, select the Saved Search created.
3. Set a Label for the Sublist being created.
4. Select the Tab you want to show this sublist in (i.e. "Related Records").
5. Mark the Purchase checkbox to make it available in a Bill.
6. Save

C. Customize the Bill form to hide the standard Payment sublist.
1. Navigate to Setup > Customization > Transactions Forms.
2. Edit the custom form used or customize the Standard Vendor Bill form.
3. In the Lists > Related Records subtab, uncheck Show column for Payments.
4. Save.

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