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.
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