SOLUTION: These two issues are due to one and the same configuration issue. See below Figure 2 for the solution.
Figure 1 - Create New Purchase Requisition button is greyed out (disabled)
Figure 2 - The error 'Field 'Preparer' must be filled in.
The solution to this is just a setup issue involving the actual user who is encountering the issue. The user logging into the system must be linked to an AX worker.
AX has the concept of 'Workers' and actual AX users. AX users are directly linked with Active Directory accounts and Workers are just setup in AX. A user can be both, an AX user and not be a worker, and a worker and not an AX user. If the user will never log into AX, why make them an AX user? The reason that these users are split up is that there will be many users doing things where they will never access AX but still need to be labeled in transactions (e.g. creating orders in AX for Retail POS or through external applications).
Here is how to fix the issue:
- Navigate to the System Administration -> Common -> Users -> 'Users' form (Figure 3)
- Highlight the AX user who is having this problem and click on 'Relations' in the ribbon. This must be the user that is hitting the issue as their AX user needs to be linked to a worker. (Figure 4)
- Select the HRM Worker setup for that user in AX in the field 'Person'. The 'User Id' field will already be populated with the user selected in the AX user list. Make sure the 'Effective dates are for before today's date and sometime in the future. If the dates don't encompass the current date, the user won't be able to create purchase requisitions. (Figure 5)
Figure 3 - Navigate to the System administration 'Users' form
Figure 4 - The 'Relations' setup in the AX ribbon
Figure 5 - Setup the link between the HRM Worker and the selected AX user
thank you so muchReplyDelete
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Thank you VERY much! I had forgotten about this solution. Perfect!ReplyDelete
Thanks, its vary very helpful.ReplyDelete
hi, in my case it was ok but new purchase requisition filled not enabledReplyDelete
kindly provide other solution for it.
Is a purchase order a contract I think this is an informative post and it is very useful and knowledgeable. therefore, I would like to thank you for the efforts you have made in writing this article.ReplyDelete