Adding Field Values to the Invoice Summary Output

Values from custom or standard transaction fields can be added to the invoice summary output.

To Add Field Values to the Invoice Summary Output:

1. Use the saved search you optimized in Defining Filters to Optimize Custom Statement Search, to customize it as a transaction saved search with columns that has fields for values you want to include in the invoice summary output. Ensure that the saved search is set as public.

2. Specify the saved search in the Statement Search field, on the Japan Localization Setup subtab, which you can access from:

   • (With OneWorld) Go to Setup > Company > Subsidiaries. Edit a Japan subsidiary, and then click the subtab.

   • (Without OneWorld) Go to Setup > Company > Company Information, and then click the subtab.

3. Edit the invoice summary template to add new placeholders for the field values that the statement search will return. For more information, see Customizing the Japanese Invoice Summary XML Template.

4. Save the changes. The field values you added will be included when you generate an invoice summary.

Related Topics

• Japanese Invoice Summary
• Japan Localization Setup
• Setting the Invoice Summary Template
• Generating a Japanese Invoice Summary
• Regenerating an Invoice Summary for a Customer
• Invoice Summary Generation Errors
• Customizing the Japanese Invoice Summary XML Template

General Notices