Customizing the Search Filters and Sublist Columns for Bulk Process Change Order

With the SuiteBilling Enhancements SuiteApp, you can customize the search filters that you want to use on the Bulk Process Change Order page. You can also customize the columns that you want to include in the record sublist for the search results.

When you run a search that returns at least one record, a Customize button appears on the record sublist. Click this button to open the page where you can select additional filters and columns.

Important:

Using a select type custom field as an additional filter will not work if it is dependent on another field. For example, a custom field is an Employee list and has a filter of Employee’s Subsidiary = Subscription’s Subsidiary. When you add the custom field as an additional filter, no options will be shown in that field because it is dependent on a field that does not exist on the Bulk Process Change Order page.

To customize the search filters and sublist columns:

1. Run a subscription or subscription line record search on the Bulk Process Change Order page. For more information, see Processing Subscription Billing Bulk Changes Orders.

2. When the search results are returned, click the Customize button on the record sublist.

   Note:

   The Customize button is available only if the search returned at least one record.

3. On the Customize Sublist page, the following subtabs are available:

   • Additional Columns – This subtab shows the list of fields available to the record type used in the search. To include a field as a column in the sublist for search results, check the Include box for the field. The default columns that should always be included in the sublist remain dimmed.

   • Additional Filters – This subtab shows the list of fields available to the subscription record, regardless of the record type used in the search. To include a field as an additional search filter on the page, check the Include box for the field. The primary filters that are already available on the page remain dimmed.

4. When you have finished selecting additional columns and filters, click Save.

On the Bulk Process Change Order page, the custom filters that you included are shown in the Additional Filters section. When you run a search, the additional columns are listed after the default columns in the sublist.

Related Topics

• Processing Subscription Billing Bulk Changes Orders
• Permissions for Bulk Process Change Order
• Subscription Billing Bulk Operations
• Performing Subscription Billing Bulk Operations Using Mass Update
• Viewing the Bulk Operations Summary Page and Audit Trail Records

General Notices