--- title: Customizing Filters (NetSuite) slug: svb/customizing-filters-netsuite docTags: bSho0M8HRjDvZq9EBIWDy createdAt: 2023-11-15T21:38:16.034Z --- :::hint{type="info"} Bundle version 2023.11.0 is required to use the Customizable Filters feature. To learn how to update, refer to [Updating the Bundle (NetSuite)](docId\:FI73-KHdQQCjpiL1PBcQg). ::: 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. ::::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://app.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/DHim5TlRP110RWB5DvKov_image.png" size="80" 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, 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 filters that are displayed on the Pay Vendor Bills page. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/8uLXHGZVCZjp-fg3fnmJi_image.png" size="70" width="2698" height="1307" position="center" caption="Customize: Pay Vendor Bills page on the Filters sub-tab" showCaption="true"} 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**. ::Image[]{src="https://app.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/GOR0PYxOFMJWN4V0ldXmt_image.png" size="80" width="2874" height="1392" position="center" caption="Customize: Pay Vendor Bills page on the Filters sub-tab" showCaption="true"} :::hint{type="info"} **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. ::Image[]{src="https://app.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/EYTeWICDYPJU2fScBAL5Q_image.png" size="80" width="791" height="177" position="center" caption="Selected Filters behavior" showCaption="true"} *** ## Making Changes to Filters 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://app.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/zgwzGfsIx9usdle9xGBxN_image.png" size="50" width="428" height="296" position="center" caption="Navigate to the Vendor Bills page" showCaption="true"} To make customizations to filters on the **Pay Vendor Bills **page, 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"} ::: :::WorkflowBlockItem ### 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. ::Image[]{src="https://app.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/ZobvPfeIDNaJ08WjVJNqm_image.png" size="80" width="1420" height="434" position="center" caption="Option 1: Using the Search bar to find a filter" showCaption="true"} ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/j9xf_VvyhlhgQcPTgBF8i_image.png" size="80" width="1432" height="780" position="center" caption="Option 2: Scrolling through the Available Filters list to find a filter" showCaption="true"} ::: :::WorkflowBlockItem ### 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. ::Image[]{src="https://app.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/IZaXskDTZZUBhbGccyoPo_option-1-filters.gif" size="80" width="600" height="289" position="center" caption="Option 1: Click to add a filter and re-arrange using arrows" showCaption="true"} Alternatively, you may click and drag a filter from the **Available Filters** section to the desired position in the **Selected Filters** section. ::Image[]{src="https://app.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/R6UFyoJYk8iS-Q2Tni6R2_option-2-click-and-drag-filters.gif" size="80" width="600" height="289" position="center" caption="Option 2: Click and drag a filter to the desired position" showCaption="true"} ::: :::WorkflowBlockItem ### 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. ::Image[]{src="https://app.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/uIYoo4sp-aB7fcuMSvRvE_delete-filter.gif" size="80" width="600" height="289" position="center" caption="Click “Remove” and confirm removal by clicking “Yes, Remove Item”" showCaption="true"} ::: :::WorkflowBlockItem ### 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. ::Image[]{src="https://app.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/t5UoBr_OzTI4MZ74RAtsW_image.png" size="80" width="2698" height="1309" position="center" caption="“Country” now appears as a filter in the specified order" showCaption="true"} ::: :::WorkflowBlockItem ### 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. ::Image[]{src="https://app.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/ILIB-w6Yd4Ry_-0Vxvkak_image.png" size="80" width="1428" height="554" 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 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: - 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”*. ### 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. :::::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 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. ::Image[]{src="https://app.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/6G0e2I-n0AEbsHfgOX68__image.png" size="80" width="2124" height="1201" position="center" caption="Subsidiaries (Level: View) found on the Permissions tab → List tab" darkWidth="2124" darkHeight="1201" showCaption="true"} ::: ::::WorkflowBlockItem **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. ::Image[]{src="https://app.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/5eNUDT7QCLZy991ZjDvSB_image.png" size="80" width="2798" height="1043" position="center" caption="Custom Fields (Level: View) found on Permissions tab → Setup tab" darkWidth="2798" darkHeight="1043" showCaption="true"} Click **Save** to save your changes. :::hint{type="info"} **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. ::: :::hint{type="info"} **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. ::: :::hint{type="info"} **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. ::: :::: ::::: *** ## FAQs :::ExpandableHeading **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. ::: :::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 and Filters. 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 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. ::: :::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?** This depends on whether customizations were made to filters or columns. For columns, all customizations are isolated to the specific tab. The Customize: Pay Vendor Bills page title will indicate whether you are customizing columns on the Open Bills tab or the Failed Bills tab. For filters, there's no impact on the distinction between Open Bills and Failed Bills. Any changes made to filters on one tab are automatically copied over to the other. ::: :::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 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 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. ::: :::ExpandableHeading **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 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. ::: :::ExpandableHeading **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 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. :::