Owner field in Purchase Orders screen is always empty

Have you created employee record(s) for your user(s) and ensure you link the Employee record to the user record then you will see this field will auto populate with the employee and you can change it if needed.

I think the employee/user needs to be in the Internal User Role too.

Laura

Hi Dermot and Laura,

Thank you both for your responses. The images below show how the Employee has been set up. I have added the Internal Employee role, but it still doesn't seem to show up in the Owner field.

I have also added them to the Company Tree, as shown below, and nothing appeared after this change either.

Do you have any other suggestions?

Kind regards,

Andrew

Have you linked the User record to the Employee record on the User screen.

Hi Dermot,

Yes I have linked the user record to the employee record, as shown below. 

Do I need to enable any other settings for the user or employee record?

Kind regards,

Andrew

Hello,

Is the employee in the Internal User role?  I see you’ve added them to Internal Employee (which is a different role).

Laura

Are your employees on the company tree?
https://help.acumatica.com/(W(7))/Help?ScreenId=ShowWiki&pageid=32ee0de4-1261-415f-8803-bb9dbcdf7d14 

Hi Laura and Megan,

Thanks for your responses. The user is now in the Internal User role but unfortunately still no luck.

Here is a snippet of the Company Tree configuration. As you can see, the employee has been added to the Manufacture part of the tree.

Is there something in here that needs to be set up differently?

Kind regards,

Andrew

@AndrewA Very strange check that the employee records are all in the same Workgroup?

Hi Dermot,

Thanks for your response. Could you please clarify what you mean by having all employee records in the same Workgroup?

This is how the field is set up in the DAC. Is there anything in here that provides some insight into why nothing is being populated in the Owner field?

Kind regards,

Andrew

Thank you for sharing your solution with the community @AndrewA!

Please update the linked entity under the users screen and then try to process the document