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Two Sales order forms

edited Jun 2, 2025 2:24PM in Ask A Guru 5 comments

Hi,

We have two Sales order forms :

  • Form 1 - Sales Person role
  • Form 2 - Other role with additional fields

When a SO is entered with a Sales Person role (Form 1) and then is opened with a different role

the form that it is opened with is the Sales Person form (Form 1).

Is it possible for it to open with the preferred form of the role (Form 2) ?

When a different role create a SO it creates a SO with  Form 2.

Thanks

Asher

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