Customizing Filters (NetSuite)

bundle version 2024 1 0 is required to use the customizable filters feature to learn how to update, refer to updating the bundle (netsuite) docid\ anndw 9bdbqumwx61dm4x enabling customizable filters requires additional permissions for roles please refer to the "required permissions" section on this page netsuite customizable filters provide users with greater flexibility to add, rearrange, and remove filters visible on the pay vendor bills page, to better personalize the payment run experience users have the option of selecting standard fields on the bill and vendor record, alongside any custom entity fields on the bill record to be added as a filters like with column customizations, any filter customizations made are saved on the user level any customizations a user makes will not affect the pay vendor bills page for other users accessing the customization page the customization page is accessible from the pay vendor bills page by clicking on the customize button when you click the customize button it will take you to the customize pay vendor bills open bills page here, you can add, rearrange, or remove filters that are displayed on the pay vendor bills page by default, the columns sub tab appears first click the filters sub tab to view available filters and selected filters available and selected filters on the filters tab of either customize pay vendor bills open bills or customize pay vendor bills failed bills pages, users can see two main sections available filters, selected filters please note that any filter customizations made to either the customize pay vendor bills open bills page will also be applied to the customize pay vendor bills failed bills page it does not matter which of these pages the user makes filter customizations from as customizations are shared between those two customize pages available filters the available filters section located on the left half of the screen allows the user to do the following search for available filters by typing into the search bar see the total of available filters to be selected click, or click and drag available filters to be added to the selected filters 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 filters on the pay vendor bills page additionally, users are also able to choose any custom entity fields available on the bill record, but not any custom fields available on the vendor record selected filters the selected filters section is located on the right half of the screen here, users can do the following view all filters that have been selected and are viewable on the pay vendor bills page move filters (denoted by the dotted icon) users can click and drag filters with the dotted icon to rearrange them, or by clicking on a filter and then using the up and down arrows located at the top right of the page all filters can be moved/reordered, unlike with columns delete certain filters (denoted by no lock icon) filters that can be deleted will show a “remove” button on hover clicking on the “remove” button will prompt the user one more time to confirm the removal filters that display a lock icon cannot be removed there are number of filters that cannot be removed they are all denoted with a lock icon making and saving changes to filters navigate to your bank → payments → vendor bills to make customizations to filters on the pay vendor bills page, click on the customize button finding available filters on the available filters section of the page, begin typing in the search bar to find the filter of your choice, or scroll through the full list to see what filter options are available adding and rearranging filters click on a filter in the available filters section to add it to the selected filters section this will add it to the top of on the selected filters section alternatively, you may click and drag a filter from the available filters section to the desired position in the selected filters section removing selected filters to remove a filter, simply click on the filter in the selected filters section of the page it will prompt you to confirm that you wish to remove this filter upon clicking yes, remove item , the filter will reappear within the available filters section saving customizations when you are happy with your changes, click save changes at the bottom of the screen to save your customizations a dialog will appear to confirm that changes were made successfully you may either return to the pay vendor bills page by clicking on go back to pay bills page button or you may remain on the current page by clicking the close button the pay vendor bills page will now reflect filter customizations resetting filters to default to reset your filters back to default, click on the customize button, then the filters tab, and finally click on the reset to default button a dialog box will appear, prompting you to confirm whether you really want to reset your filter customizations back to default click on yes, reset to default to continue after clicking yes, reset to default , all filter customizations including any additions, rearrangements, and removals have been reset to the default selection and position of filters you may continue to make more changes from here, or click save changes to proceed with the default filters 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 j p morgan pay vendor bills j p morgan 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 j p morgan pay vendor bills suitelet script in order for employees to access the page where the “customize” button is located, as well as the j p morgan 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 j p morgan pay vendor bills and j p morgan 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 j p morgan 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” netsuite 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 navigate to setup → user/roles → manage roles click “edit” beside the role of choice after selecting edit, go to the permissions tab → list tab click on the drop down in the last row of the permissions table scroll through the list, or begin typing to find the following permission subsidiaries required to add and view subsidiaries as a column option when customizing the pay vendor bills page (level view) next, click on the permissions tab → setup tab click on the drop down in the last row of the permissions table scroll through the list, or begin typing to find the following permission custom fields 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 (level view) set up company ideal, but not required for customizable filters to function it is only required for a user to see drop down options on the country filter (level view) manage accounting periods ideal, but not required for customizable filters to function it is only required for a user to see drop down options on the accounting periods filter (level view) click save to save your changes 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 if set up company (level view) permissions are not granted to a role, a user in that role will not be able to see drop down options on the country filter on the pay vendor bills page this is only relevant if country has been added as a selected filter on the customize pay vendor bills page if manage accounting periods (level view) permissions are not granted to a role, a user in that role will not be able to see drop down options on the accounting periods filter on the pay vendor bills page this is only relevant if accounting periods has been added as a selected filter on the customize pay vendor bills page faqs what column or filter 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 and filters if this is something that interests you, please send along any feedback you have to product feedback\@fispan com mailto\ product feedback\@fispan com or through our feedback portal https //portal productboard com/fispan/4 fispan product portal/tabs/10 fispan seeking feedback can i make customizations to columns or filters 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 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? this depends on whether or not there were customizations made to filters or columns for columns, 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 when it comes to filters, there is no impact on open bills vs failed bills any changes made to filters on the open bills page are copied over to the failed bills page, and vice versa 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 the netsuite administrator will receive an email for 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 work, 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 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 why do i need to grant or be granted access to the netsuite user/role permission set up company (level view)? this user/role permission is optional, and only required if a user wishes to add 'country' as a customizable filter to the pay vendor bills page if set up company (level view) permissions are not granted to a role, the pay vendor bills page and customize page will still remain accessible and users are still able to process payments or make customizations the user will just be unable to see drop down options for 'country', if added and saved as a customizable filter why do i need to grant or be granted access to the netsuite user/role permission manage accounting periods (level view)? this user/role permission is optional, and only required if a user wishes to add 'account period' as a customizable filter to the pay vendor bills page if manage accounting periods (level view) permissions are not granted to a role, the pay vendor bills page and customize page will still remain accessible and users are still able to process payments or make customizations the user will just be unable to see drop down options for 'account period', if added and saved as a customizable filter