Scenario: The user doesn’t want certain items to be hidden or doesn’t want to list the item whenever a sales order is being created
Step1: Create a saved search
- Go to Reports and select Saved Searches, then choose All Saved Searches and click New.
- Select Item and click Criteria.
- Choose Standard and select Internal ID as the field.
- For Internal ID, choose none of and select the Internal ID of the item(s) to exclude.
- Click Add
- Check the Public checkbox.
- Provide a Search Title and click Save & Run.
- To customize a Sales Order or Purchase Order Form, do the following:
- Navigate to Customization, then Forms and Transaction Forms.
- Click Edit/Customize next to the Sales Order Form or Purchase Form in use.
- Click Sublist Fields and select Item Filter.
- From the dropdown menu, choose the Item Saved Search created in Step 1.
- Edit the Custom Form’s name.
- Mark the Form is Preferred checkbox and click Save.
Result: The results from the saved search will only display in the item list while creating a sales order