Can anyone help me out in checking why the owner field is not getting updated with the employee ID who has been creating a PO? So who ever is creating the PO, the owner field should automatically insert the Employee ID/Contact ID or the person should only be able to view his name in the list, whereas at the moment he’s able to see all the employees’ name in the list.
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Hi @Harshita
With Acumatica's default setup. When creating a new PO > Owner field will automatically display the Employee ID according to the logged in User.
User needs to link to the Employee at "Linked Entity"
You create Access Right to disallow selecting the Owner field on the PO screen for Users who you do not want them to edit this field.
Best Regards,
NNT
Hi @Harshita
With Acumatica's default setup. When creating a new PO > Owner field will automatically display the Employee ID according to the logged in User.
User needs to link to the Employee at "Linked Entity"
You create Access Right to disallow selecting the Owner field on the PO screen for Users who you do not want them to edit this field.
Best Regards,
NNT
hello @nhatnghetinh , thanks for your prompt response. I checked out the employee has already been linked as per the screenshots shared by you.
Check have you got any customisations on this screen. As @nhatnghetinh says if you link the employee to the user this works out of the box
Hello,
Please try adding PO Owners in the Company Tree.
Laura
@Harshita Additionally, Please refer to the below links and hope this info helps