Transaction Lists

The Transaction Lists feature lets you configure how you display historical transaction information in the My Account area of your Commerce website.

You can configure the following transaction lists to include specific fields as columns. You can also add custom fields and the order in which each column displays.

• Returns

• Quotes

• Order History

• Open Invoices

• Paid Invoices

Note:

Invoices that are pending approval are not displayed in the My Account area of your Commerce website when the Approval Routing feature is enabled.

To configure transaction columns:

1. Go to Commerce > Websites > Configuration.

2. Select the site that you want to configure from the Select Website list.

3. Select the specific domain that you want to configure from the Select Domain list.

4. Click Configure.

5. Click on the My Account tab and the Transaction List Columns subtab.

6. Enable each type of transaction list you want to configure. You can choose from the following:

   • Return Authorization Columns

   • Quotes Columns

   • Order History Columns

   • Invoice Columns

   Important:

   If you enable column management for a list, the configuration settings on the Transaction List Columns subtab take precedence over any other configuration. For example, if you are integrating SCIS with your site and enable columns management, your My Account transaction columns render according to these settings. To retroactively add any columns from your SCIS integration, you must create them manually.

7. In NetSuite, go to Commerce > Websites > Configuration and choose the site and domain you want to configure.

8. Access the My Account tab and Transaction List Columns subtab and add a line for each field you want to display on your site as a column.

   The list order determines the order in which columns display on your domain (top-to-bottom, left-to-right), as shown in the example below.

   Note:

   Some columns, such as Purchase No. cannot be configured.

   

9. Configure the Transaction List Columns table for each list you enabled:

   1. Add a valid field to the ID property. This property must match the Field ID of the field you want to display.

   2. Add the label you want to display for this field to the Label property.

   Tip:

   Refer to the following Record Browser pages. On each page below, scroll to the Search Columns area for a list of valid fields and their IDs.

   • Sales Order-related fields

   • Invoice-related fields

   • Quote-related fields (Estimate record)

   For more information about these configuration properties, see Transaction List Columns Subtab.

Transactions and Advanced Employee Permissions

If you have enabled the Advanced Employee Permissions feature, your customers may not be able to view their transaction information in the My Account area of your Commerce website.

Note:

To confirm if Advanced Employee Permissions have been enabled, go to Setup > Company > Enable Features. Go to the Employees tab and the Permissions area. If enabled, the Advanced Employee Permissions box will be checked.

Note:

When the "Advanced Employee Permissions" feature is enabled, the customer must be assigned a custom Customer Center Role. See the Account Administration topic Customizing the Customer Center Role.

Follow the steps outlined in the Employee Management help topic, Setting Employee Access for Advanced Employee Permissions, to set access for advanced employee permissions. However, to allow Commerce website customers to view their My Account transactions, you must perform the following extra steps:

• Select Employee Self from the Permission list.

• Select View from the Level list.

• Select Active and Non-Terminated from the Restrictions list.

Related Topics

My Account

Product Lists

Support Cases for Commerce

Save For Later

Quotes for Commerce Websites

Reorder Items

SuiteBilling Subscriptions for Commerce Websites

General Notices