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When a new line is added to the order it could be needed to filter items by attributes. There are several ways how the item(s) can be added to the order.
Note that the same functionality exists for the purchase order, sales quotation, purchase requisition and many other forms. The sales order form is used as an example, the search by attributes feature is implemented for all orders.
Let’s review all of them in the Sales order form:
Add line
The Product attribute search is embedded in the Item lookup form. When adding new line User can filter products by hierarchy, category and attributes.
Open the All sales orders form, select any sales order. The Sales order details form opens. Click the Add line button and lookup the Item number field:
To disable the Product attribute search feature for the ItemId lookup use the InventItemIdLookupSimple configuration on the Parameters form.
Add lines
The Product attribute search is embedded in the Add lines form. This form shows products with on-hand quantity.
Open the All sales orders form, select any sales order. The Sales order details form opens. Click the Add line button.
Add products
The Product attribute search is embedded in the Add products form. This form shows products per hierarchy.
Open the All sales orders form, select any sales order. The Sales order details form opens. Click the Add products button.
The Add products form is called from different forms. It means that filtering products by attributes is available when new lines are created for different entities:
- Sales order, Sales quotation, Purchase order, Purchase requisitions
- Modes of delivery, Trade agreement journals, Rebate agreements, Item requirements, Funds, Trade allowance agreements, Royalty agreements
- Counting, Transfer orders
- Retail and Commerce module: Buyer’s push, Mass update worksheet, Product packages, Print product labels, Product kit, Assortments, Commerce product hierarchy, View product recommendations, All discounts, etc