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Ver 2008.2 -- Customize Item List on Transactions

edited Dec 13, 2019 11:43PM in General 7 comments

Ver 2008.2 -- Customize Item List on Transactions

Does this new feature provide the capability to filter the selection of Items on a Sales Order to just those Items that are on the Price Level associated with the Customer?

The followng from the 2008.2 Platform SneakPeek is not quite clear on this:

Customize Item List on Transactions
Custom transaction forms now allow you to restrict line items displayed in the transaction item list, based on a saved search criteria. You select a public item saved search to provide filter criteria from a dropdown on the custom transaction form. When creating or editing the transaction, only line items that meet the saved search criteria are displayed.

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