The user needs to display special item to the specific customer center role
A custom list field called “special customer” will be added to item record and it include the special customer list. such that during item creation user must specify the special customer from this list . User can only select a single customer in that field for an item. This data will pass to the website, such they could identify the item belongs to which special customer group
Solution:
- Created the custom list field in item record and named it as “Special Customer”
- Created a Saved search for the item record and named it as “JJ special Customer Item Search”
- Search Type: Item
- Click Criteria
- Click Filter
- Type is any of Assembly, Inventory Item, Item Group, Kit/ Package, Non-inventory item
- Formula (Numeric) : is 1 – case when {user.id}={custitem_jj_special_customer.id} then 1 end
- Public: Enter Checkmark
3. Customize the Custom Transaction Form for Sales order(External) and under sublist field id, click Item filter dropdown and choose the above saved search for item record
4. Created a custom Customer Center Role and under the form subtab we need to select the type and Form
5. Grant acess to the Custom customer center role
6. Need to edit the customer and click access checkbox under the system information
7. To view, we need to Login to the customer role and created the sales order and Under the sales order, special item will be listed