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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:
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