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.

Rookie Asked on January 7, 2020 in SuiteBuilder.

UPDATE:  The issue was related to a random workflow that no one seems to know why it was added.  Changed the status to Not Initiating and it solved the problem.  Thanks!

on January 10, 2020.
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2 Answer(s)

Is “store form with record” checked on the form definition?

Or are one of the roles restricted to a specific form?

Advanced Answered on January 7, 2020.
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“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!

Rookie Answered on January 7, 2020.
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