The scenario was basically where some of the Inventory Item were needed to be restricted to the Purchase Order only and should not appear on the Sales Order.
To solve this problem you can add an item filter on a custom sales order form. You need to create a saved search first and then add the search as an item filter.
To solve this problem you can add an item filter on a custom sales order form. You need to create a saved search first and then add the search as an item filter.
Please follow the steps below:
A. Create a saved item search
1. Navigate to Lists > Search > Saved Searches > New > Item
2. Under Criteria subtab, add the required filters.
3. Under Results subtab, add or remove fields depending on your preference.
4. Enter a Search Title.
5. Hit Save.
B. Add the item filter on custom sales order form
1. Open the sales order form to be customized.
2. Navigate to Screen fields > Columns.
3. Under Item Filter dropdown, select the item saved search you want to determine which items are shown in the Items dropdown on this transaction form.
4. Hit Save.
You can also consider using Non-Inventory for Purchase if you don't really intend to sell them.
If you are creating new inventory items, under the Accounting tab, just leave the Income Account blank to prevent the items from showing up on sales transactions.
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