Saturday, November 17, 2018

Customize Inventory Part Form to Hide the Vendors List

User created a custom Inventory Part Form. Form has not be upgraded (Form Layout Enhancement). This form is restricted to a role (e.g. Advanced Partner Role). The user does not want the role to see information related to the Vendors set on the Item record. Settings below:

 a. Multiple Vendor Feature is enabled (Setup > Company > Enable Features > Items & Inventory tab > Items section > Multiple Vendors.

 b. Custom Entry Form (Inventory Part Form) is not yet upgraded.

When customizing the Inventory Part Form, user is not able to hide the Vendors List (Lists tab > Basic subtab) because the Show check box is greyed out.

To resolve this, perform the following steps:

1. Navigate to Customization > Forms > Entry Forms.

2. Edit the Inventory Part Form.

3. Click Move Elements Between Subtab.

4. Click Lists tab.

5. In the Basic tab, select Vendors then set Subtab to Custom.

Note: If there are fields set on the Custom tab, select another Tab that you don't use.

6. Click Save.

7. In the Custom Entry Form page, click the Subtabs then un-check Show for Custom tab.

8. Click Save.

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