Customer Statement Report – Grouping Transactions by Site Name Prefix

Summary:

Hi Team,

We have a requirement in the customer statement where we need to group all transactions based on the site name prefix FIN/PDR.

Currently, the report is generating data as per Oracle's standard format, but this customization is critical to meeting the client's requirements.

Example:
Our customer, Transport Accident Commission, has multiple sites, but the site names contain only two unique prefixes: FIN or PDR. Instead of using the Bill-to Site Number, they want transactions to be grouped by FIN and PDR site name prefixes.

Content (please ensure you mask any confidential information):

Version (include the version you are using, if applicable):