Set Default View for the Location Sublist For All User

Scenario

To set a default view for the Location Sub list for All users

Solution:

1. The Advanced Item Location Configuration feature must be enabled.

To enable Advanced Item Location Configuration:

1. Go to Setup > Company > Setup Tasks > Enable Features (Administrator).

2. Click the Items & Inventory subtab.

3. In the Inventory section, verify that the Multi-Location Inventory feature is enabled. Check this box if it is not.

4. In the Items section, check the Advanced Item Location Configuration box.

   Enable this feature for advanced management of item attribute information that is associated with each location. This helps you filter to access only the data you need for specific locations.

5. Click Save.

2. Create a Custom View for the Item Location Map Search and make it Public.

1. Navigate to List > Accounting > Items

2. Click Edit Item

3. Navigate to the Item Record under Purchasing/Inventory tab > Locations sub tab > click Customize View

4. On the Customize Item Location Map Search page, click More Options

5. Mark Public 

6. Under the Results tab, add the desired fields you wanted to show up

7. Under the Roles tab, mark the Preferred Sublist View and also choose the Roles that you wanted this view to be associated

8. Name the Search Title: Enter Title where Search

9. Click Save

Once the sub list view is saved, you will be routed to the Item Record, make sure that it is the current View set on the Item Entry Form


B. Make the current Item Entry View the default view for all the Users
     

1. Navigate to List > Accounting > Items
2. Click Edit Item
3. Hover your mouse to Customize
4. Click Customize Form
5. On the Custom Entry Form, click Roles tab then mark the Preferred check box for the Roles that you wanted this Item Entry Form to be preferred.
6. Click Save