NSC | How to add Department, Class, or Location as a filter on the Invoice Billable Customers page

Scenario

The finance team requires enhanced filtering capabilities on the Invoice Billable Customer page to streamline billing processes. Currently, users are unable to filter invoice billable records by Department, making it difficult to isolate transactions related to specific Departments.

Solution

The fields under Additional Columns and Additional Filters on the Invoice Billable Customer page are all from the Customer sublist, which means they are fields available from the Customer record.

Under Enhancement 15880, By default, Department, Class, and Location fields are not available in the Customer records.

Since the Department field is not available on the Customer record by default, you need to create a