Please follow the steps below:
1. Create a Saved Item Search.
- Go to Reports > Saved Searches > All Saved Searches > New then select Item.- Under the Criteria tab > Standard subtab, add a Filter = Internal ID | any of / none of | Select the Internal ID of Item/(s) to be included / excluded.- Click Done, then Set.- Mark the Public checkbox.- Edit the Search Title and then click Save & Run.
2. Customize a Sales Order or Purchase Order Form.
- Go to Customization> Forms> Transaction Forms.- Click Edit/Customize beside the Sales Order Form or Purchase Form currently in use.- Under Sublist Fields sub tab, choose the Saved Item Search created in Step 1 on the drop-down list for the Item Filter.- Edit the Name of the Custom Form.- Make sure the to mark the Form is Preferred checkbox and then Save.