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:
Create a saved search: Create a saved search with appropriate criteria’s to show the list of selected items under a sales order form.
Customize the form: We need to customize the sales order form by clicking on the customize button under Setup -> Customization -> Transaction Forms.
Once the form has been customized to meet your needs please select a saved search under the item filter as shown below.
You are now ready to test.