Sales order product filter

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Posted on by jsteelecrm

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When you create a sales order, you have the option to choose an existing product from the catalogue. When you click on this it filters to only show those products associated with the price list you have chosen for the sales order. How can I amend this filter?

I have a custom field on my sales order entity which states which one of our companies we are billing from (trading or charity). We also have a custom field on our product entity which states which company this particular product should be used for.

Therefore, when you choose existing product it should filter to only show those products in the price list you have chosen AND only those products with the company name in the product as you have chosen in the sales order.

Thanks

James

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Bas van de Sande 4,383 on at

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Hi James,

What you want is possible, it requires some javascript coding though

on the Magnetism blog there is a good article that describes how you can achieve this

www.magnetismsolutions.com/.../crm-2013-javascript-lookup-filtering-using-addcustomfilter

The idea is to use javascript to pass the filtering arguments to the view that you use to show the products you need.

I hope this helps you forward

Bas

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