Start a conversation

How To - Add fields to inquiry, review invoice (DNP)


Overview:
When customer selects Billing, Billing Inquiry, 2. Review Invoices/Specific Customer, they would like to see additional fields.

Steps:

  1. Select Tools, Customizer
  2. Double Click on Freight Billing Files
  3. Look down the list and find Invoice Review and click on it.
  4. Click on Contents.  This will open up some information on the right.  This is a list of fields that will appear in the window. You may change or add fields there.
  5. If you want to add fields, use the up arrow to increase the number of columns.
  6. Then you must define the columns that you want to see.
  7. Click on one of the new columns in the column definition box.  
  8. In the expression box, you must enter the field name that you want to see.  
  9. Right click and select  Expression Builder to get a list of available fields in the file.  
  10. Select the field that you want.  
  11. Select Add to Expression and Apply.
  12. You may change the heading if you want to see other verbiage in the column heading.
  13. When you have completed the changes that you want, click Apply and then Preview.

Choose files or drag and drop files
Was this article helpful?
Yes
No
  1. Bob Hogan

  2. Posted

Comments