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Sales Order entry issue

edited Dec 3, 2019 3:03PM in General 2 comments

Hi all,

I've been trying to create a custom Sales Order entry role and have hit a small hurdle:

The Customer field on a new Sales Order does not find matches for previous customers. Matches for those same customers ARE found in Global Search. Further, if I enter a customer record and click New Sales Order, I am correctly given a new sales order with the customer field pre-populated.

The role has been given View level permission to Lists > Customers and Full Perform Search; are there some other permissions needed? Or, is this a bug?

Thanks,
Eli

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