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 Plugin (NetSuite).
Customizable filters give you more flexibility to personalize the vendor bill payment experience. You can easily add, rearrange, and remove the filters you see on the Pay Vendor Bills page. You can select standard fields from the Bill and Vendor records, as well as any custom entity fields on the Bill record, to use as a filter.
Just like with columns, any filter customizations you make are saved only for you (user level). Your personalized filter setup won't affect the Pay Vendor Bills page for any other user.
Enabling Customizable Filters requires additional permissions for user roles. Please check the Required Permissions section on this page for the details.
Accessing the Customization Page
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, 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 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.
NOTE: Any filter customizations made to 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 the 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 number 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 selected filters on the Pay Vendor Bills page.
- Move filters (denoted by the dotted icon):
- Users can rearrange filters by dragging the dotted icon or by using the up and down arrows at the top right of the page after clicking a filter.
- All filters can be moved/reordered, unlike columns.
- Remove certain filters (denoted by NO lock icon):
- Filters that can be deleted will show a Remove button on hover. Clicking Remove will prompt the user to confirm the action.
- Filters that display a lock icon cannot be removed.
There are a number of filters that cannot be removed. They are all denoted with a lock icon.
Making Changes to Filters
To create a personalized view of your vendor bills, use the Customization feature by following these steps.
Locate Customize Option
Navigate to KeyBank → Payments → Vendor Bills.
To make customizations to filters on the Pay Vendor Bills page, click on the Customize button.
Finding Available Filters
In 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 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 the 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:
- KeyBank Pay Vendor Bills
- KeyBank 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 KeyBank Pay Vendor Bills Suitelet script in order for employees to access the page where the “Customize” button is located, as well as the KeyBank 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 KeyBank Pay Vendor Bills and KeyBank 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 KeyBank 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.
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 Subsidiaries Permission
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 Setup 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 permissions:
- 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.
- Set Up Company (Level: View): Ideal, but not required for Customizable Filters to function. It is only required for a user to see the dropdown options on the Country filter.
- Manage Accounting Periods (Level: View): Ideal, but not required for Customizable Filters to function. It is only required for a user to see the dropdown options on the Accounting Periods filter.
Click Save to save your changes.
NOTE: If a Role is not granted Custom Fields (Level: View) permissions, the Customize: 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 the location, affected user(s), and cause of the error.
A similar email notification will be sent to the Administrator when a user without Subsidiaries (Level: View) permissions adds and saves the Subsidiary column to their list. In this case, the user will also experience the Pay Vendor Bills page becoming stuck on loading.
NOTE: If a Role lacks Set Up Company (Level: View) permissions, users in that role won't see the drop-down options for the Country filter on the Pay Vendor Bills page. This only applies if the Country has been added as a Selected Filter on the Customize: Pay Vendor Bills page.
NOTE: If a Role lacks Manage Accounting Periods (Level: View) permissions, users in that role won't see drop-down options for the Accounting Periods filter on the Pay Vendor Bills page. This only applies if Accounting Periods have been added as a Selected Filter on the Customize: Pay Vendor Bills page.