ANS-1786 · SALES ORDER PROCESSING
How to Limit Items on Sales Orders by Customer in NetSuite
Streamline item restriction on NetSuite sales orders by customer using client-side scripts and saved searches.
Short answer
To restrict items on NetSuite sales orders for specific customers, implement a client-side script. This script populates a custom list field with items from a saved search, dynamically filtered by customer criteria. The selected item then sets the standard item field, eliminating the need for multiple custom forms.
Scenario
Organizations often need to control which items are available for selection on sales order forms, depending on the specific customer. This requirement prevents customers from ordering unauthorized products or simplifies the ordering process by presenting only relevant items. Creating separate custom forms for each customer or role can be cumbersome and difficult to maintain.
Solution
To restrict items available on a sales order form for certain customers, implement a client-side script. This script should perform the following actions:
- Populate a custom list field with the results of a saved search.
- The saved search should include specific criteria and filters to retrieve only the appropriate items for the current customer.
- Once a value is selected from this custom list field, the script should then set the value of the real item field.
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