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How to: Customized employee center role - select preferred Purchase Order Form

edited Jun 23, 2023 1:55AM in Ask A Guru 9 comments

Hi

I customised the employee center role to select the preferred Purchase order - Inventory Form to use by this role for entering a Purchase Request. After logging out and going back in as the employee center role, I clicked on the Enter Purchase Request button on the dashboard. The preferred purchase order - inventory form did not come up, instead the old Purchase Request form. the main difference is on the Expense tab- where I expect to see the Account field , the first column is category and the expense account is not nominal code but just the expense name . we are not using categories for expenses at the moment . Please advice.

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