--- title: Customizing Columns (NetSuite) slug: svb/customizing-columns-netsuite description: Learn how to update your Bundle to version 2023.9.0 and unlock the powerful Customizable Columns feature with this helpful document. Find step-by-step instructions and ensure you maximize your productivity. docTags: bSho0M8HRjDvZq9EBIWDy createdAt: 2023-09-20T00:31:06.466Z --- :::hint{type="info"} Bundle version 2023.9.0 is required to use the Customizable Columns feature. To learn how to update, refer to [Updating the Bundle (NetSuite)](docId\:FI73-KHdQQCjpiL1PBcQg). ::: 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. ::::WorkflowBlock :::WorkflowBlockItem ### Locate Customize Option The customization page is accessible from the Pay Vendor Bills page by clicking on the **Customize** button. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/DHim5TlRP110RWB5DvKov_image.png" size="70" width="3722" height="1990" position="center" caption="Customize Button Located on the Right of the Pay Vendor Bills Screen" showCaption="true"} 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. ::: :::WorkflowBlockItem ### 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. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/0xp_aLQ8CFpBAuZMRbKpC_image.png" size="70" width="2870" height="1394" position="center" caption="The Customize page for the Open Bills tab of the Pay Vendor Bills page" showCaption="true"} 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.** ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/UX6bPjlXjFIEVLDpue0KA_image.png" size="70" width="2870" height="1394" position="center" caption="The Customize page for the Open Bills tab of the Pay Vendor Bills page" showCaption="true"} ### 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 columns on the Pay Vendor Bills page. Additionally, users can 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. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/X05NrtTp0Ec1vquRbRx0k_image.png" size="60" width="792" height="242" position="center" caption="Selected Columns behavior" showCaption="true"} *** ## Making Changes to Columns To create a personalized view of your vendor bills, use the Customization feature by following these steps. ::::WorkflowBlock :::WorkflowBlockItem ### Locate Customize Option Navigate to SVB Go Link** → Payments → Vendor Bills**. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/zgwzGfsIx9usdle9xGBxN_image.png" size="40" width="428" height="296" position="center" caption="Navigate to the Vendor Bills page" showCaption="true"} To make customizations to columns on the Open Bills tab of the Pay Vendor Bills, click on the **Customize** button. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/vkJ0dirmiyBOx7sJwXH_A_image.png" size="50" width="702" height="294" position="center" caption="Customize Button on the Pay Vendor Bills Page" showCaption="true"} 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. ::Image[]{src="https://app.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/lXTLgb7B_rjKVqdVfig4a_image.png" size="80" width="724" height="269" position="center" caption="The Failed Bills Tab of the Pay Vendor Bills Page" showCaption="true"} ::: :::WorkflowBlockItem ### 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. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/QzHyFtkcA1YZHR_Iz6r0A_image.png" size="80" width="1412" height="470" position="center" caption="Option 1: Using the Search Bar to Find a Column" showCaption="true"} ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/bZ1IWcPD1Z_wvl2el_Nx7_image.png" size="80" width="1386" height="877" position="center" caption="Option 2: Scrolling Through the Available Columns List to Find a Column" showCaption="true"} ::: :::WorkflowBlockItem ### 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. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/xdgF5qv4ANMXCEWrkce_8_option-1-gif.gif" size="80" width="600" height="290" position="center" caption="Option 1: Click to add a column and re-arrange using arrows" showCaption="true"} Alternatively, you can click and drag a column from the **Available Columns** section to the desired position in the **Selected Columns** section. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/dO96jImzEb_3-X3a5UDyk_option-2-gif.gif" size="80" width="600" height="290" position="center" caption="Option 2: Click and drag a column to the desired position" showCaption="true"} ::: :::WorkflowBlockItem ### 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. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/gtnfsQrtSwr_C8Y0kElqF_remove-gif.gif" size="80" width="600" height="290" position="center" caption="Click “Remove” and confirm removal by clicking “Yes, Remove Item”" showCaption="true"} Upon clicking **Yes, Remove Item**, the column will reappear within the **Available Columns** section. ::: :::WorkflowBlockItem ### 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**. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/3GgUEeCflzfCQY2AMWHxB_image.png" size="50" width="758" height="582" position="center" caption="Changes Applied confirmation window" showCaption="true"} The Open Bills tab of the **Pay Vendor Bills** page will now reflect column customizations. ![](https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/UVKFAPquti8yz1HSAeJJx_image.png "“Vendor: Category” now appears as a column in the specified position") ::: :::WorkflowBlockItem ### 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. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/S3P464aLz0i4Lz6Ayj4oT_image.png" size="70" width="1416" height="652" position="center" caption="Click “Reset to Default”" showCaption="true"} 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. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/Q6Y9tDDnmKShLuRiC0NGf_image.png" size="58" width="722" height="482" position="center" caption="Click “Yes, Reset to Default” to confirm the reset" showCaption="true"} 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: - SVB Go Link Pay Vendor Bills - SVB Go Link 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 **SVB Go Link Vendor Bills** Suitelet script in order for employees to access the page where the “Customize” button is located, as well as the **SVB Go Link 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** ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/XXRD5qo2IYqWx2YuPFZ3W_image.png" size="72" width="2876" height="584" position="center" caption="Pay Vendor Bills and User Customization Suitelets" showCaption="true"} Click "Edit" beside both **SVB Go Link Pay Vendor Bills **and **SVB Go Link 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**. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/BpFQqcNAi1A1fCxlPS92m_image.png" size="70" width="2306" height="688" position="center" caption="Select the appropriate roles, employees, etc. In this example, AP Clerks and Controllers have permissions" showCaption="true"} Without enabling a user permissions to the **SVB Go Link 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. :::::WorkflowBlock :::WorkflowBlockItem **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. ** ::: :::WorkflowBlockItem **Assign Subsidiaries 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. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/6G0e2I-n0AEbsHfgOX68__image.png" size="70" width="800" height="452" position="center" caption="Subsidiaries (Level: View) found on the Permissions tab → List tab" darkWidth="800" darkHeight="452" showCaption="true"} ::: ::::WorkflowBlockItem **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. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/5eNUDT7QCLZy991ZjDvSB_image.png" size="72" width="800" height="298" position="center" caption="Custom Fields (Level: View) found on Permissions tab → Setup tab" darkWidth="800" darkHeight="298" showCaption="true"} Click **Save** to save your changes. :::hint{type="info"} **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 :::ExpandableHeading **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. ::: :::ExpandableHeading **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 product-feedback\@fispan.com or on the FISPAN Feature Request Portal . ::: :::ExpandableHeading **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. ::: :::ExpandableHeading **Do the customizations I make to the Pay Vendor Bills page impact anyone else?** No, all customizations are saved on the user level. ::: :::ExpandableHeading **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. ::: :::ExpandableHeading **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 fixed left or right upon horizontal scroll for a better user experience. ::: :::ExpandableHeading **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 FISPAN 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**). ::: :::ExpandableHeading **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.” ::: :::ExpandableHeading **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. ::: :::ExpandableHeading **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. :::