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AE: Is it possible to restrict items that can be sold to a customer's project?

edited Jun 2, 2025 2:27PM in Ask A Guru 4 comments

Hi


I have the scenario where I want customer ABC's project: project 1 to only purchase certain items.

For example, to set up the project so that there is a list of items that can be added to a sales order or invoice for that customer project


Is this possible?


This would be the case for a number of different customer projects with each having their own list of items that they can purchase from.


Is there any way to restrict the item drop down list in such a way?


Please note: the project is not at the header level of the transaction. It is at the line level.

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