NSC | Invoice Billable Customer Page Filtering by Department

Scenario

A user wanted to filter the Invoice Billable Customer page by Department or Project. While customizing the page through Transactions > Customers > Invoice Billable Customer > Customize > Additional Filter, the user could not find the Department field available as a filter option.

The user needed a way to associate Department information with customer records so it could be used in the Invoice Billable Customer page filters.

Solution

Fields available under Additional Columns and Additional Filters on the Invoice Billable Customer page are sourced from the Customer sublist. This means only fields available on the Customer record can be used as filters.