Filter Items available on Sales Order Form

1. Create an item saved search first.

a. Navigate to Lists > Search > Saved Searches > New

 

b. Click Item

c. Under Criteria tab> Standard sub tab> Filter

- set the preferred item criteria

d. Check Public box.

e. Hit Save & Run

2. Customize a sales order form.

a. Navigate to Customization > Forms > Transaction Forms

b. Hit Customize link of Standard Sales Order form

c. Navigate to Sublist Fields sub tab

d. Select the item saved search in the Item Filter drop down.

e. Click Save.

3. Enter a sales order

a. Navigate to Transactions > Sales > Enter Sales Order

a. Select the custom sales order form in the Custom Form field

b. Select a customer first in the Name field

* It is mandatory to select a customer name first to trigger the operation of the custom item drop down list.

c. Select an item in the Items tab> Items