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Dynamic Item List on Sales Order

edited Aug 27, 2020 2:36AM in Ask A Guru 5 comments

Hi Guys,

I have a need to restrict the item list on Sales order form based on the customer that I have picked. We have certain items that are specific to a customer and only those should be shown on the Item pick list.

I know that I can assign a custom saved search (SS) to change the default Item list but that does not solve the problem because the SS is a static list and I need the list to change depending on the customer picked.

let me know if this is possible. Thanks.

PS: Also is there a way to show both Item number and Item Name on the Item picklist on Sales Order?

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