Sarah
02/12/2025, 6:42 PMCeligo AI
02/12/2025, 6:43 PMAI generated answer (using internal Slack threads):Based on the conversations, it seems like you want to filter items on a sales order based on a specific condition. You can achieve this by creating a saved search that only shows the items you want to be selectable. Here's how you can do it: 1. Create a saved search to only show the items you want to be selectable. 2. Go to the sales order form customization screen. 3. Navigate to Sublist Fields. 4. There is a select box called "item filter" where you'd select the saved search you created. For a more complex condition, such as only pulling line items on a fully committed order, you can use summary criteria in your saved search. For example, you can set a condition where
{quantity}-{quantitycommitted}
equals zero for the whole order.
If you want to create a saved search for sales order transactions that contain only two specific SKUs and filter out any other orders with other items on it, you can use a summary search filter. Here's a sample formula you can use:
case {item} when 'X' then 1 when 'y' then 1 else 0 end
Replace 'X' and 'y' with your specific SKUs. This formula will return 1 for orders with either of the two SKUs and 0 for any other orders, effectively filtering out the undesired orders.
******
Disclaimer:
This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes.
******Celigo AI
02/12/2025, 6:43 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.79576546
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.78543061
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.785133779
Celigo AI
02/12/2025, 6:43 PM