Skip to main content
Solved

Owner field not working in PO


Forum|alt.badge.img+3

Hello all,

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.
 

 

Best answer by Laura02

Hello,

Please try adding PO Owners in the Company Tree.

Laura

View original
Did this topic help you find an answer to your question?

5 replies

nhatnghetinh
Captain II
Forum|alt.badge.img+11
  • Captain II
  • 521 replies
  • July 17, 2024

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


Forum|alt.badge.img+3
  • Author
  • Captain II
  • 317 replies
  • July 17, 2024
nhatnghetinh wrote:

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.


dcomerford
Captain II
Forum|alt.badge.img+15
  • Captain II
  • 633 replies
  • July 17, 2024

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


Laura02
Captain II
Forum|alt.badge.img+19
  • Captain II
  • 3132 replies
  • Answer
  • July 17, 2024

Hello,

Please try adding PO Owners in the Company Tree.

Laura


Naveen Boga
Captain II
Forum|alt.badge.img+19
  • Captain II
  • 3404 replies
  • July 19, 2024

@Harshita  Additionally, Please refer to the below links and hope this info helps

 


Reply


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings