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Coordinator is not auto populating on Customer Agreement

  • 11 June 2024
  • 2 replies
  • 26 views

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?

2 replies

Userlevel 4
Badge +9

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. 

Userlevel 2
Badge +7

Thank you Kithmini. That makes sense.

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