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How to make Page Customization on Transactions page in Collections Work Area?

in Receivables & Collections 2 comments

Summary:

Hi Team,

Our client is looking to make some page customization on the Collections Work Area - Transactions page (refer attached screenshot). The customizations goes as follow -

1. Rename attributes

2. Remove currency code from Original and Current Amount Column (should appear as 100 instead of 100 CAD)

3. Include PO number in detail (PO number is available in details section)

4. Enable multi-select functionality for "Unpaid Reason" coding/flagging, allowing users to apply reasons to multiple lines simultaneously.

These enhancements will greatly improve our efficiency and user experience. Point 1 is achievable using sandbox customization. What about 2,3 and 4. Is there a way to perform these customizations?

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