NSC | Filtering Sales Order Items to Display Assembly Items Only

Trixie Amora-Oracle

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

1. Navigate to Lists > Search > Saved Searches > New.
2. Select Item as the type of saved search.
3. Under the Criteria tab, go to the Standard subtab and add the following filter:
   • Type is Assembly Item
4. Check the Public checkbox so the saved search is available for form customization.
5. Click Save & Run.

Step 2: Customize the Sales Order Form

1. Go to Customization > Forms > Transaction Forms.
2. Find the Standard Sales Order form and click the Customize link.
3. Navigate to the Sublist Fields subtab.
4. In the Item Filter dropdown, select the item saved search created in Step 1.
5. Click Save to save the customized form.

Step 3: Use the Custom Form When Entering Sales Orders

1. Navigate to Transactions > Sales > Enter Sales Orders.
2. In the Custom Form field, select the customized Sales Order form.
3. Choose a customer in the Name field.
4. Go to the Items tab and select from the list—only Assembly Items will now be available.

Note: A customer must be selected first in order for the custom item filter to function.

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