Drill-down results show the transaction lines behind a balance. You can use Drill Down Customization to add NetSuite fields to the final transaction-line sheet. Required columns remain included.
Default Drill-Down Transaction Sheet
By default, each transaction-line drill-down sheet includes the columns below.
Column | Description |
Transaction Number | Document Number |
Date | Transaction date |
Type | Transaction type, such as Invoice, Bill, or Journal Entry |
Entity ID | Internal ID of the customer, vendor, employee, or other entity |
Entity Name | Name of the entity associated with the transaction |
Memo | Header line description or memo |
Amount (Required) | Individual transaction-line amounts |
Line Memo | Transaction description or memo |
Record ID (Required) | Transaction number; select it to open the record in NetSuite |
Customize Drill-Down Transaction Sheet
Use Drill Down Customization to choose which additional NetSuite fields appear in the final transaction-line results. Mandatory columns remain included.
In the task pane, open the menu.
Select Drill Down Customization.
Select the additional NetSuite fields you want to see.
Click Apply to save changes.
Your selection is saved for each NetSuite connection and applied automatically to future drill-downs using that connection. If you switch connections, configure the columns for that connection as well.
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