1. Commerce
  2. Store Front
  3. My Account
  4. Transaction Lists

Transaction Lists

The Transaction Lists feature lets you set up how you show past transaction information in the My Account area of your Commerce website.

You can set up the following transaction lists to include specific fields as columns. You can also add custom fields and choose the display order for each column.

Note:

Invoices pending approval don't show up in the My Account area when the Approval Routing feature is turned on.

To configure transaction columns:

  1. Go to Commerce > Websites > Configuration.

  2. From the Select Website list, choose the site you want to set up.

  3. From the Select Domain list, select the domain you want to set up.

  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 set up. 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 settings on the Transaction List Columns subtab override any other configuration. For example, if you're integrating SCIS with your site and turn on column management, your My Account transaction columns follow these settings. To retroactively add any columns from your SCIS integration, you'll need to create them manually.

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

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

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

    Note:

    Some columns, like the Purchase No. can't be configured.

    Example of Transaction List Columns configuration

  9. Set up 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.

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

Transactions and Advanced Employee Permissions

If you've enabled the Advanced Employee Permissions feature, your customers might 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, your customer must be assigned a custom Customer Center Role. See the Account Administration topic Customizing the Customer Center Role.

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

General Notices