Discussions
Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
NSC | Filtering Sales Order Items to Display Assembly Items Only
Scenario:
A user needs to limit the list of selectable items on a Sales Order to Assembly Items only. By default, the item list includes all item types, which may not be relevant for specific business workflows involving only assembly items.
Solution:
To achieve this, a custom item filter must be created using a Saved Search and applied to a custom Sales Order form.
Follow the steps below:
Step 1: Create an Item Saved Search for Assembly Items
- Navigate to Lists > Search > Saved Searches > New.
- Select Item as the type of saved search.
- Under the Criteria tab, go to the Standard subtab and add the following filter:
Trixie Amora-Oracle|Ask A Guru?️
Learn how to Refer A Member|Earn the Answer Accepter Badge|Be the Content Creator of the Quarter|Vote for the content you want to see!
Expand your NetSuite knowledge by joining this month's Ask A Guru Live aboutSuiteBuilder. RSVP on this event now!
Tagged:
0