Hi,
May I ask in sales order, my sales person is able to choose from a list of items to sell as shown below, However, I would like to hide some of the items. May I ask is there a way to limit this list of items.
So that it will show only a few of the items I want to sell? How do I hide them, do I hide them via User Personalisation?
Thank you!
Thank you Steve! I'm open to hear from others what they did as well.
Josh,
Sadly this is not possible today. However, I have done this before for customers and had to create a customization that created a Table called "Restricted Items" with fields:
1. Customer No.
2. Item No.
3. Status (Boolean) (Checking means Allow sell)
I also made this table available on the Item Card to populate. You setup this table and add code in the Sales Line entry process that validates against this table if an Item can be Sold to a Customer.
Ask your Partner to create the customization.
Hope this helps.
Thanks,
Steve
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
André Arnaud de Cal... 291,240 Super User 2024 Season 2
Martin Dráb 230,149 Most Valuable Professional
nmaenpaa 101,156