Select Fields for the Line Editor

Select line-level fields, group fields, and related record fields in the Display Columns to manage which fields appear in the line editor.

• Line-level fields, such as Quantity, Description, and Total Price, appear as individual columns in the editor.
• Group fields, such as [Quote Line Group] Subtotal or [Order Line Group] Subtotal, appear only when a quote or order includes groups. If a transaction isn’t grouped, these fields don’t appear in the editor.
• Fields from related records, such as [Account] Name, appear as individual columns in the editor. If the related record doesn’t exist, the column shows empty cells that you can’t edit.

Note If you add custom fields to the Transaction Line Editor or Sales Transaction Line Editor columns, add those fields to the context definition used for sales transactions. Otherwise, changes made to those fields in the editor aren’t saved when you save your changes.

If you’re using Transaction Line Editor, select both Discount (Percentage) and Discount (Amount) fields in the Display Columns. When both fields are present, the editor merges them into a single Discount column.

If you’re using Sales Transaction Line Editor, configure the Adjustment Type column. See Adjustment Type column.

Important If you want the product and group names to appear in Sales Transaction Line Editor, add [Product] Product Name and [Quote Line Group] Quote Line Group Name or [Order Line Group] Order Line Group Name fields to the Display Columns. We recommend you to place the [Product] Product Name field as the first column in the editor.