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Sales Orders are missing or disappear while others still can see

27 Feb

Issues

After creating a SO, you don’t see SOs but others can see SOs.

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Let’s take a look at my current setup why I can’t view my Sales Orders

SETUP

1.  Create a new worker or  use an existing worker

Human resources/Common/Workers/Workers

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2.  Associate current user with worker

System administration/Common/Users/Users

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3. View “My contacts”

Once the Worker is associated with my name. Go check “My contacts”  (Sales and marketing/Common/Contacts/My contacts), I should not see any records because this is a brand new Worker

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4. Associate Customer/Vendor contact to Worker

Attempt to link Contact (Vendor or Customer) to Worker. Pick either Customer or Vendor route

Pick a customer

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Chose the worker I create, select and Save the contact.

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Or Pick a Vendor

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4. View “My contact” to make sure “Customer” was added for this worker

Sales and marketing/Common/Contacts/My contacts

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5.  Now View Sales Order. All the SOs are gone

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BEFORE: There are many SOs

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Conclusion

This issue actually is by designed. The reason for this is because contacts related to customers/vendors are meant to be external. External vendors/customers should not see Sales Order that are created internally.

How to make SOs visible?

1. Delete associated worker

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2.  Delete or Deactivate contacts

In some scenarios, a user needs to be an employee, we can’t delete associated worker. We can  deactivate contact or delete contact

Sales and marketing/Common/Contacts/My contacts
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Posted by on February 27, 2015 in Development

 

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