Scenario
Users may want to exclude or include only a set of Items when generating Price Lists. The feature is currently not available in NetSuite and it is currently filed under Enhancement 161370.
Note: To search and vote for Enhancement, see 10054 Voting for Enhancements.
Solution
Users may use the alternate solution of creation a custom field and filtering a price list.
1. Create a Custom field on the Item record
a. Navigate to Customization > List, Records, & Fields > Item Fields > New
b. Label: Enter a Label
c. Type: Select Check Box
Note: Users may optionally set Type to List and create a List to create a set of selections
d. Show in List checkbox: Place a check
e. Click Applies To > check the forms where the field should appear
f. Click Display tab
g. Subtab: Select Main
h. Click Save
2. Perform a Mass Update
a. Navigate to Lists > Mass Update > Mass Updates
b. Expand General Updates
c. Select the Item Type to update
d. Click Criteria tab
e. Select the Custom field > Set to No
f. Click Mass Update Fields tab
g. Mark the check boxes for the created Custom Field
h. Click Preview
i. Select all the items to be include in the Price List
j. Click Perform Update
k. Repeat the process for other Item Types
3. Filter the Price List
a. Navigate to Transaction > Management > Print Checks and Forms
b. Select Price Lists
c. Click the Items tab
d. Click Customize button
e. Click Additional Filters tab
f. Select the created Custom Field
g. Click Save
h. Upon routing back to the Generate Price List form, click the Items subtab
i. Filter for the Custom Field: Set to Yes
The generated price list will include those items with a marked check box for the custom field.