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review comments regard capture trace and party id/record addressed
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support/dynamics-365/supply-chain/procurement/po-so-order-taker-not-auto-filled.md

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@@ -26,14 +26,14 @@ The **Orderer** or **Sales orderer** field is blank when you create a PO or SO.
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## Cause
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The **Orderer** or **Sales orderer** field is autofilled only if the current user account is associated with a **Party ID** property that has the [**Worker** role](/dynamics365/fin-ops-core/dev-itpro/organization-administration/overview-global-address-book#party-roles) in the current legal entity.
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The **Orderer** or **Sales orderer** field is autofilled only if the current user account is associated with a **Party record** that has the [**Worker** role](/dynamics365/fin-ops-core/dev-itpro/organization-administration/overview-global-address-book#party-roles) in the current legal entity.
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> [!NOTE]
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> If a user has multiple Party IDs, only the ID that's set to **Worker** in the current legal entity enables autofill.
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> If a user has multiple Party records, only the record that's set to **Worker** in the current legal entity enables autofill.
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## Solution
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To enable autofill, associate the user account with a Party ID that has the Worker role set in the current legal entity.
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To enable autofill, associate the user account with a Party record that has the Worker role set in the current legal entity.
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### Step 1: Verify the issue
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### Step 2: Check the party record
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1. Navigate to **Organization administration** > **Global address book**.
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1. Search for and open the relevant person or party record.
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1. In the record, check the **Roles** section (or role-specific pages) to verify that this Party ID record has the Worker role assigned for the current legal entity.
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1. If the Worker role isn't assigned to the Party ID, go to [step 3](#step-3-associate-the-party-id-with-the-worker-role). Otherwise, go to [step 4](#step-4-associate-the-user-account-with-the-party-record).
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1. Search for and open the relevant party record.
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1. In the record, check the **Roles** section (or role-specific pages) to verify that this Party record has the Worker role assigned for the current legal entity.
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1. If the Worker role isn't assigned to the Party record, go to [step 3](#step-3-associate-the-party-record-with-the-worker-role). Otherwise, go to [step 4](#step-4-associate-the-user-account-with-the-party-record).
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### Step 3: Associate the Party ID with the Worker role
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### Step 3: Associate the Party record with the Worker role
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1. Navigate to **Human resources** > **Workers** > **Workers**.
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1. Select **New** to create a worker record.
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1. Enter the hire date and any required details.
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This step creates or associates the Party ID with the Worker role in the current legal entity.
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This step creates or associates the Party record with the Worker role in the current legal entity.
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### Step 4: Associate the user account with the party record
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1. Go to **System administration** > **Users** > **Users**.
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1. Open the relevant user account.
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1. In the **Person** (or **Contact**) field, link the user account to the party record that has the Worker role assigned for the current legal entity. If the **Person** field is locked because of a previous association, use the **Maintain versions** option to remove the existing relation. Then, assign the correct worker-linked party.
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1. In the **Person** field, link the user account to the party record that has the Worker role assigned for the current legal entity. If the **Person** field is locked because of a previous association, use the **Maintain versions** option to remove the existing relation. Then, assign the correct worker-linked party.
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### Step 5: Validate the fix
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1. Save the user record
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1. Save the user record.
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1. Create a PO or SO, and verify that the **Orderer** or **Sales orderer** field is autofilled.
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If the issue persists after you verify the Worker role association, try the following steps:
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1. Check for duplicate **Party ID** properties that might be causing conflicts.
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1. Check for duplicate **Party records** that might be causing conflicts.
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1. Investigate potential customizations or extensions that could override the default behavior.
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1. Capture a trace for further analysis, if it's necessary. This trace can help identify any underlying issues that might require technical support.
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1. [Capture a trace for further analysis](/dynamics365/fin-ops-core/dev-itpro/perf-test/trace-trace-tutorial), if it's necessary. This trace can help identify any underlying issues that might require technical support.
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## Related content
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