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Coordinator is not auto populating on Customer Agreement

  • June 11, 2024
  • 2 replies
  • 73 views

CindyH
Hero (Customer)
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  • Hero (Customer)
  • 37 replies

When are working in 23R1. All of our users have a default coordinator in sites per user. The coordinators are populating in customer order but not on the customer agreement.

Is this core functionality?

If it is can someone explain the logic behind it?

Best answer by Kithmini Gamage

Hi @CindyH 

Customer agreement header is created at company level and also a customer agreement can be used to create customer orders in multiple sites. (note: Valid for sites tab)

Hence the coordinator field will not get updated with the default info from sites per user record. 

2 replies

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  • Hero (Employee)
  • 37 replies
  • Answer
  • June 12, 2024

Hi @CindyH 

Customer agreement header is created at company level and also a customer agreement can be used to create customer orders in multiple sites. (note: Valid for sites tab)

Hence the coordinator field will not get updated with the default info from sites per user record. 


CindyH
Hero (Customer)
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  • Author
  • Hero (Customer)
  • 37 replies
  • June 12, 2024

Thank you Kithmini. That makes sense.