In this article we will walk through how to view and customize your document list view in the Transactions tab.
This is part two of the Transactions tab series. The Transactions tab is where you can search, view, and action on all documents you have received, saved, or sent from your SPS Commerce account. Go to other parts of this series with the links below.
Transactions tab series:
Viewing Search Results in Fulfillment
Customize Your View
Click the Column Settings icon in the top right to open the Manage Table Columns window.
In the Manage Table Columns window you can select what information will be visible in your document list. Fields in the left column will be visible while fields in the right column will be hidden. Move fields between columns by clicking the X to the right of the field name. Click and drag the 8 dots to the left of the field name to reorder the fields.
Possible Fields to View in your Document List
Document Type: What kind of document this is such as Order or Invoice.
Document ID: The document's identifier such as Order # or Invoice #. This is a clickable field which will open the business view of the document.
Status: The document's status with your account such as Open or In Transit.
Sender: The account that sent the document. For inbound documents, like an Order, this will be the name of your Trading Partner. For outbound documents you are sending, like an Invoice, this will be your account name.
Receiver: The account that received the document. For inbound documents, like an Order, Receiver will be your account name. For outbound documents, like an Invoice, Receiver will be the name of your Trading Partner.
Source ID: The original document from which a return document is sourced. For example, if you are displaying Advanced Ship Notices that have been sourced off Orders, the Order # will display in the Source ID column.
Date: For an inbound documents, Date displays the date and time the document posted to your account. For outbound documents, Date displays the date and time you last saved or sent it.
Alerts: An icon will display here if there are errors or alerts with the document. Alerts are clickable to receive additional information related to the alert.
Document Tag: Displays the customized keywords you have attached to a document. See the article Actioning on Documents in Fulfillment to learn how to edit tags.
ID 2-4: Additional document identifiers included in the document data. For example, if an Order you receive has both an Order # and a Distribution Center #.
Originator: The account that initiated the workflow. Most often, the Originator will be the same as your Trading Partner.
Viewing Your Results
Once your view settings have been saved, you can view your documents list. Depending on what fields you have chosen to be visible, your view may look different than the screenshot below.
Click any column header, such as Date, to sort your document list by that column. Clicking a second time will reverse the order of the sort.
Select: Use the check boxes on the left to select documents. An actions panel will appear on the bottom of the screen allowing you to act on the selected documents. See the list of available actions in the next section in our Transactions tab series: Actioning on Documents.
Favorite: The star icon will mark the document as a favorite. This is for internal reference only. Your Trading Partner will not receive a notification that the document has been favorited.
Actions: Click the ellipses on the right side of the document to take action on that single document. See the list of available actions in the next section in our Transactions tab series: Actioning on Documents.
More Information
Learn how to action on documents from the Transactions tab in the next sections of our Transactions tab series: Actioning on Documents in Fulfillment
Check out our Fulfillment Collection to see all Fulfillment articles.
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