Overview
Customize supported lists and navigate between linked business documents.
Before you begin
Open a supported transaction or GL list. Saved layouts can be private or shared according to their available controls.
Main task
- Use search and list filters to narrow the working set.
- Open customization to choose columns, filters, and sort order.
- Save or select a layout; check whether you are editing a shared view.
- Open a document and use Related Records to follow its source and downstream documents.
- Use CSV/Excel export where supported, reviewing the selected scope before download.
Check the result
List customization changes presentation rather than business records. Related links preserve explicit order, receipt, bill, shipment, credit, payment, and journal relationships where available.
If something goes wrong
An apparently missing row may be hidden by a saved filter or subsidiary access. Check its actual status and source rather than changing the list to imply a different workflow outcome.