{"id":1316,"date":"2019-12-18T09:45:38","date_gmt":"2019-12-18T09:45:38","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagebusinesscloud\/?p=1316"},"modified":"2019-12-18T09:45:38","modified_gmt":"2019-12-18T09:45:38","slug":"customize-field-placement-on-line-item-table-in-sage-intacct","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2019\/12\/18\/customize-field-placement-on-line-item-table-in-sage-intacct\/","title":{"rendered":"Customize field placement on line item table in Sage Intacct"},"content":{"rendered":"\n<p>In Sage Intacct if you look at any transaction entry screen\nsuch as Sales Order, AR Invoice, AP Bills not all the fields are visible in the\nline item table.&nbsp; Say you frequently\nrequire Projects to be entered while entering AP Bills but it is not visible on\nline item table and to use it you need to expand the details tab which can be\ntime consuming. <\/p>\n\n\n\n<p>Sage Intacct provides option to customize line item tab as per your viewing needs for speeding up data entry. You being an administrator can customize the file placement on the line item table by moving the field from detail tab to line item table or vice versa.<\/p>\n\n\n\n<p>Let\u2019s take an example of AP Bill entry screen. <\/p>\n\n\n\n<p>Here I frequently used Project filed but it is not available\non line item table.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/www.greytrix.com\/blogs\/sagebusinesscloud\/wp-content\/uploads\/2019\/12\/scrAPBill-1-1024x584.jpg\" alt=\"\" class=\"wp-image-1319\"\/><figcaption>AP Bills without Project field<\/figcaption><\/figure>\n\n\n\n<p>To change the layout of this screen click <strong>More Actions &gt; Edit Entries Layout<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/www.greytrix.com\/blogs\/sagebusinesscloud\/wp-content\/uploads\/2019\/12\/scrAPBilllayout-1024x631.jpg\" alt=\"\" class=\"wp-image-1322\"\/><figcaption>Project field placement<\/figcaption><\/figure>\n\n\n\n<p>From the details tab; I will drag the Project field and place before Department.&nbsp; And click <strong>Save Layout<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/www.greytrix.com\/blogs\/sagebusinesscloud\/wp-content\/uploads\/2019\/12\/scrAPBillChanged-1024x588.jpg\" alt=\"\" class=\"wp-image-1321\"\/><figcaption>AP Bills changed layout<\/figcaption><\/figure>\n\n\n\n<p>Now as can be seen here the Project field is available on\nline item table and I don\u2019t have to use the detail tab.<\/p>\n\n\n\n<p>Please note; in order to edit the layout of any screen you must be an administrator.&nbsp; Any changes made to the line item layout of the screen will affect all users of that particular screen.<\/p>\n\n\n","protected":false},"excerpt":{"rendered":"<p>In Sage Intacct if you look at any transaction entry screen such as Sales Order, AR Invoice, AP Bills not all the fields are visible in the line item table.&nbsp; Say you frequently require Projects to be entered while entering AP Bills but it is not visible on line item table and to use it\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2019\/12\/18\/customize-field-placement-on-line-item-table-in-sage-intacct\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[134,20],"tags":[34,23,170],"class_list":["post-1316","post","type-post","status-publish","format-standard","hentry","category-sage-business-cloud","category-sage-intacct","tag-sage-intacct","tag-sage-intacct-customization","tag-screen-layout"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Customize field placement on line item table in Sage Intacct<\/title>\n<meta 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