Customizing a Transaction Sublist
On most pages where you run bulk operations on a list of transactions, you can customize the list displayed. For example, on the Approve Sales Orders page, you can change the default column, filter, and sorting options. If a transaction list can be customized, a Customize button is available in the upper left corner of the sublist. For more information, see Customizing Sublist Views.
The Customize button is useful for displaying information that 's captured by a custom field defined in your account. Custom fields aren't included in the transaction sublist by default.
To customize a transaction sublist:
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On the transaction page, click Customize.
For example, go to Transactions > Sales > Mark Orders Shipped. Click Customize.
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On the Additional Columns subtab, check any fields that you want to display as columns in the sublist.
You can add columns to the list, but you can't remove any of the default columns.
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On the Additional Filters subtab check any fields that you want to add as filters for the sublist.
In the Adjust Inventory Worksheet and Print Item Labels pages, the available column and filter fields are taken from the item record rather than from transactions.
For an example of customizing a transaction sublist to filter and sort bill payments using a custom On Hold field, see Filtering and Sorting Bills by Custom On Hold Field Example.