Salesperson Does Not Automatically Default Into the Quote in Forms Quoting

(Doc ID 1520027.1)

Last updated on SEPTEMBER 02, 2016

Applies to:

Oracle Quoting - Version 12.1.3 and later
Information in this document applies to any platform.


Salesperson is not automatically defaulting onto the Quote Header in Forms Quoting.

Profile ASO: Enable Defaulting Rule is set to Yes

The same test case in HTML Quoting, the Primary Salesperson defaults correctly as expected.


 This was working correctly. The Salesperson was defaulting as expected on the Quoting forms header, however after making changes to the resource record in Resource Manager it no longer defaults as expected in Forms.

Changes made to the Resource record Receivables(SubTab) are as follows


Operating Unit: Vision Operations
Sales Person Number: 1475896321
Start Date: 3 May 2012
End Date:   03-DEC-2020 -- this line is end dated with a FUTURE date

This second line was added for a different OU
Operating Unit: Vision Corporation
Sales Person Number: 1475896321
Start Date: 03-DEC-2020
End Date: null


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