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Items views control

Posted on by 39
hi there,
 
is there a way that control views on items screen?
 
for example, I like to display only finished products on Items screen to sales people. other categories shouldn't be displayed.
currently all items have Item category Code.
 
I can apply filters to achieve this but user can cancel filters.
 
one more thing, while creating sales orders, is it possible to display only finished products (or not Sales Blocked under Prices & Sales section on item card) on item selection?
 
Thank you.
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 72,941 Super User 2024 Season 2 on at
    Items views control
    Hi, For the first question, it can be done through customization.
    How to make some filters mandatory on the list page (users can not change or remove)
     
    Or try Security Filter. This does not require customization and allows for the functionality of your second question.
     
    Hope this helps.
    Thanks.
    ZHU
  • Suggested answer
    StephPearson Profile Picture
    StephPearson 43 on at
    Items views control
    Could you not use the "Sales Blocked" feature on the component Item record cards?  And leave this disabled on finished goods?
     

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