Customizing Columns (NetSuite)

bundle version 2023 8 0 is required to use the customizable columns feature to learn how to update, click https //support fispan com/cnb/updating the bundle netsuite customizable columns give you more flexibility to personalize the vendor bill payment experience you can easily add, rearrange, and remove the columns you see on the open bills and failed bills tabs of the pay vendor bills page you can select standard fields from the bill and vendor records, as well as any custom transaction body fields on the bill record, to display as a column all customizations you make are saved at the user level this means your personalized column layout won't affect the pay vendor bills page for any other user keep in mind that enabling customizable columns requires additional permissions for user roles please check the required permissions section on this page for details accessing the customization feature follow these steps to access the customization feature on the pay vendor bills page locate customize option the customization page is accessible from the pay vendor bills page by clicking on the customize button when you click the customize button while viewing the open bills tab, it will take you to the customize pay vendor bills open bills page customize pay vendor bills page here, you can add, rearrange, or remove columns that are displayed on the open bills tab of the pay vendor bills page by default, the columns sub tab appears first available and selected columns on the columns tab of either customize pay vendor bills open bills or customize pay vendor bills failed bills pages, users can see two main sections available columns, selected columns available columns the available columns section, located on the left half of the screen, allows the user to do the following search for available columns by typing into the search bar see the total number of available columns to be selected click, or click and drag, available columns to be added to the selected columns section of the page reset columns back to default this feature allows users to choose from the standard fields available on both the bill and vendor records to display and rearrange as columns on the pay vendor bills page additionally, users are able to choose any custom fields available on the bill record, but not any custom fields available on the vendor record selected columns the selected columns section is on the right side of your screen here you can do the following with the columns selected view all the columns currently visible on the pay vendor bills page rearrange columns look for the dotted icon if a column has this, you can drag and drop it, or select it and use the up/down arrows to change its order columns without the dotted icon cannot be rearranged remove columns columns that do not have a lock icon can be removed hover over the column and click the remove button that appears you'll be asked to confirm the removal columns with a lock icon cannot be deleted making changes to columns to create a personalized view of your vendor bills, use the customization feature by following these steps locate customize option navigate to {{productname}} → payments → vendor bills to make customizations to columns on the open bills tab of the pay vendor bills, click on the customize button to make customizations to columns on the failed bills or open bills tab of the pay vendor bills page, click first on the failed bills or open bills tab, then the customize button finding available columns in the available columns section of the page, begin typing in the search bar to find the column of your choice, or scroll through the full list to see what column options are available adding and rearranging columns to add a column, click on a column in the available columns section to move it to the selected columns section this will place it in the highest possible position within the selected columns section, which is third, just below the columns for due date and bill number , as these two columns cannot be repositioned you can utilize the arrows at the top right to further adjust the column's placement alternatively, you can click and drag a column from the available columns section to the desired position in the selected columns section removing selected columns to remove a column, simply click on the column in the selected columns section of the page to bring up the remove button it will prompt you to confirm that you wish to remove this column upon clicking yes, remove item , the column will reappear within the available columns section saving customizations when you are happy with your changes, click save changes at the bottom of the screen to save your customizations you may either return to the pay vendor bills page by clicking on go back to pay bills page, or you may remain on the current page by clicking close the open bills tab of the pay vendor bills page will now reflect column customizations resetting columns to default to reset your columns back to default, click on the customize pay vendor bills page, and click on the reset to default button a dialog box will appear, prompting you to confirm whether you really want to reset your column customizations back to default click on yes, reset to default to continue after clicking yes, reset to default , all column customizations, including any additions, rearrangements, and removals, have been reset to the default selection and position of columns you may continue to make more changes from here, or click save changes to proceed with the default columns required permissions a number of permissions are required for a user to fully access and make customizations to columns and filters access to the following suitelet scripts cnb pay vendor bills cnb user customization access to the below netsuite user/role permission custom fields (level view) subsidiaries (level view) accounting lists (level view) set up company (level view) optional, but ideal for customizable filters manage accounting periods (level view) optional, but ideal for customizable filters suitelet script access after updating the plugin, a netsuite administrator is required to grant employees permissions to the cnb pay vendor bills suitelet script in order for employees to access the page where the “customize” button is located, as well as the cnb user customization suitelet script in order for the “customize” button to work suitelet script permissions can be accessed by navigating to customization → scripting → script deployment use the following filters on the type dropdown select suitelet on the api version dropdown select 2 1 click "edit" beside both cnb pay vendor bills and cnb user customization under the audience sub tab, select the appropriate employees, departments, and roles to which you would like to assign permissions then, click save without enabling a user permissions to the cnb user customization script, a user who clicks the “customize” button on the pay vendor bills page will be directed to an error page, stating “ you do not have privileges to view this page” assign user/role permissions a netsuite administrator will also need to grant users permissions to subsidiaries (level view) and custom fields (level view) so the customize page can pull in subsidiaries and any custom fields available on the bill record locate user/role permissions navigate to setup → user/roles → manage roles click edit beside the role of choice after selecting edit , go to the permissions tab → list tab assign subsidaries permissions click on the dropdown in the last row of the permissions table scroll through the list or begin typing to find the following permission subsidiaries (level view) required to add and view subsidiaries as a column option when customizing the pay vendor bills page assign custom fields permissions next, click on the permissions tab → setup tab click on the dropdown in the last row of the permissions table scroll through the list, or begin typing to find the following permission custom fields (level view) required to pull in custom fields on the bill record to be used as a part of customizable columns on the pay vendor bills page click save to save your changes note if custom fields (level view) permissions are not granted to a role, the customize pay vendor bills page will be stuck on loading and the netsuite administrator will receive an email titled “suitescript error summary” or “a user error has occurred” that highlights where the error occurred, which user(s) experienced it, and the cause the netsuite administrator will also receive a similar email notification when a user who is not granted permissions for subsidiaries (level view) adds and saves the subsidiary column to their selected columns list the user will see that their pay vendor bills page will be stuck loading faqs what column options do i have? users can choose from standard fields available on the bill and vendor records, alongside any custom transaction body fields on the bill record why can’t i choose from custom entity fields on the vendor record? this is currently out of scope for our first release of customizable columns if this is something that interests you, please send along any feedback you have to {{productfeedback}} can i make customizations to columns on any of these pages payments history, positive pay, positive pay history, balances & transactions? no, only the pay vendor bills page is in scope for this feature do the customizations i make to the pay vendor bills page impact anyone else? no, all customizations are saved on the user level do any customizations i make on the open bills tab of the pay vendor bills page impact what i see on the failed bills tab? no, all customizations are isolated to the specific tab the customize pay vendor bills page will also say whether you are customizing columns on the open bills tab or on the failed bills tab in the page title why am i not able to remove or rearrange certain columns from my selected columns list? these columns are considered essential information for a bill payment and cannot be removed some cannot be rearranged as they are “stickied” left or right upon horizontal scroll for a better user experience why is the pay vendor bills page stuck loading? this can be caused by various reasons and is typically related to a suitescript error, that which the netsuite administrator will receive an email when a user encounters this problem there are currently two known causes cause #1 the user is missing a netsuite permission on their role for custom field (level view) fix grant custom field (level view) netsuite permissions for the user’s role cause #2 the user is missing a netsuite permission on their role for subsidiaries (level view) fix grant subsidiaries (level view) netsuite permissions for the user’s role if neither of the above fixes works, please reach out to support with any recent suitescript errors corresponding to your bank bundle that may have been sent to the netsuite administrator’s email inbox, or are visible from the script execution logs page ( customization→ scripting → script execution logs ) why do i need to grant or be granted access to the user customization suitelet script? a suitelet is a page, in netsuite terms without access to this suitelet script, a user cannot access the customize pay vendor bills page the customize button will still appear on the pay vendor bills page, but clicking it will result in an error page, stating “you do not have privileges to view this page ” why do i need to grant or be granted access to the netsuite user/role permission custom fields (level view)? if custom fields (level view) permissions are not granted to a role, the customize pay vendor bills page will be stuck on loading, and the netsuite administrator will receive an email titled “suitescript error summary” or “a user error has occurred” that highlights where the error occurred, which user(s) experienced it, and the cause why do i need to grant or be granted access to the netsuite user/role permission subsidiaries (level view)? this is a required netsuite user/role permission if a user wishes to add a column for subsidiary on the pay vendor bills page if this permission is not granted, the customizable columns feature will remain usable, except that the role/user will not be able to add subsidiary to their selected columns list and save their changes if subsidiaries (level view) permissions are not granted to a role, if a user in that role adds the subsidiary column to their selected columns and saves their changes, the pay vendor bills page will be stuck on loading the netsuite administrator will receive an email titled “suitescript error summary” or “a user error has occurred” that highlights where the error occurred, which user(s) experienced it, and the cause