Salesperson / Owner for quote>order>Invoice not flowing through

I am having trouble getting my personal account to for salesperson/owner to flow through the different stages of an order. Our other CETEC accounts don’t seem to be having the same issue. Is this a setup problem as I am set up as an Admin and Salesperson?


Good Morning Joe,

Having both Admin and Sales user roles assigned to your user profile shouldn’t be impacting the flow of the ‘owner’ field from quote to order to invoice. I’m going to get started testing this on my end to see if I can get the ‘owner’ field to flow through those objects as intended and get back to you with an update as soon as I can.

Thanks for letting us know you’re having this issue & I’ll be in touch as soon as I’ve got some additional information here for you!

Cetec ERP Support

Are there any updates on this?