Restricting Items on the NetSuite Sales Order Form


This tip shows how to restrict the view of specific list items on sale order forms.
To be able to restrict items to a form we need to do the following:

Step 1

Create a saved search: Create a saved search with appropriate criteria’s to show the list of selected items under a sales order form.

Step 2
Customize the form: We need to customize the sales order form by clicking on the customize button under Setup -> Customization -> Transaction Forms.

Tip Image 1
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Step 3

Once the form has been customized to meet your needs please select a saved search under the item filter as shown below.

Tip Image 2
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You are now ready to test.