RE: How to Update Item list on Sale order ?

HI.. I have created a custom field Multi select type on Sale order. filter it type quotation/estimate. On sale order i want to update my that custom field on the basis of customer. when customer is selected it will show only quotation numbers/estimate in custom list field related to that customer. How ill apply this filter. Second when quotation numbers/estimate are updated in custom list, I want to update Item list on the basis of quotation selected/estimate. I.e. items only shows list related to items added to that specific quotation/estimate selected.

Seemal616 Rookie Asked on August 10, 2020 in Accounting.
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1 Answers

You can filter by customer by using the Source List and Source Filter By fields on your custom field. You can do something similar by using the Compare to Field for your filter.

You will probably have a much harder time with the item list filtering. You can’t really filter the native item dynamically, so you probably only have a suitescript option that adds or remove select options on a custom field created via scripting. I would expect that to be slow and complicated. Keep in mind that there will be no link betwen the sales order and the estimates, it will not behave like the native link between sales orders and estimates

Intermediate Answered on August 10, 2020.

I have done that thing to add filter to custom field. But now i am stuck how to apply filter to item list. i.e. i have to get item list filtered on the base of custom field that created.

on August 11, 2020.

Nothing native will get you what you want. Get started on a scripting solution.

on August 11, 2020.
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