Generate Price List > Exclude/Hide Discontinued Items

To exclude discontinued items from the generated print-out of the Price List, there are two options: 

Option 1: 
Set the discontinued items as Inactive

1. Lists > Accounting > Items
2. Select an Item that is discontinued and click Edit
3. Go to System Information subtab and Check the box for Inactive
4. Click Save
5. Repeat same steps above for all other discontinued items
6. Generate the Price List (it should no longer include the items that are set inactive).
    

Option 2:
Create a custom field in the Item record and filter the price list.

1. Create a custom field on the Item record
   Navigate to Customization > List, Records, & Fields > Item Fields > New
   Label: Enter a Label
   Type: Select Check Box
          *Note: Users may optionally set Type to List and create a List to create a set of selections
   Show in List checkbox: Place a check
   Click Applies To
          *Forms where the field should appear: Enter Checkmark
   Click Display tab
   Subtab: Select Main
   Click Save
    
2. Perform a Mass Update
   Navigate to Lists > Mass Update > Mass Updates
   Expand General Updates
   Select the Item Type to update
   Click Criteria tab
   Select the Custom field
   Set to No
   Click Mass Update Fields tab
   Mark the check boxes for the created Custom Field
   Click Preview
   Select all the items to be include in the Price List
   Click Perform Update
   Repeat the process for other Item Types
   

    

3. Filter the Price List
   Navigate to Transaction > Management > Print Checks and Forms
   Select Price Lists
   Click the Items tab
   Click Customize button
   Click Additional Filters tab
   Select the created Custom Field
   Click Save
   Upon routing back to the Generate Price List form, click the Items subtab
   Filter for the Custom Field: Set to Yes