Issues

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

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

2. Associate current user with worker

System administration/Common/Users/Users

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

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

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

Or Pick a Vendor

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

Sales and marketing/Common/Contacts/My contacts

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

BEFORE: There are many SOs

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

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