RE: Sales Order Default Template Changes to Diff Template When Saved/Edited
Anyone had an issue with a Sales Order Template assigned to a role switches to a different Sales Order Template when it’s saved or edited? I have a client who has a SO template assigned to a role and the template is correct when new SO is selected, but when saved/edited the template saves as a different template for a different role.
“Store Form With Record” is not an option on Sales Orders because the default is to always store and cannot be changed. Role is assigned as preferred on each template; however, it does appear the Sales Administrator role has multiple SO forms listed with permissions. I’ll double check she needs all of them and change restrictions to the one she needs to default.
Thanks for the help!