Update po-so-order-taker-not-auto-filled.md

Edit review per CI 7560

Author: przlplx

support/dynamics-365/supply-chain/procurement/po-so-order-taker-not-auto-filled.md

@@ -1,6 +1,5 @@
----
 title: Order Taker Not Auto-Filled When Creating Purchase or Sales Orders
-description: Learn how to troubleshooting issues preventing the orderer or sales orderer field from being automatically populated when creating a purchase or sales order in Microsoft Dynamics 365 Supply Chain Management.
+description: Troubleshoot issues that prevent automatic field population when creating a purchase or sales order in Dynamics 365 Supply Chain Management.
 author: vermayashi
 ms.date: 09/12/2025
 ms.search.form: PurchTable, PurchTablePart, PurchCreateOrder, SalesTable, SalesCreateOrder
@@ -13,63 +12,62 @@ ms.dyn365.ops.version: 10.0.13
 ms.custom: sap:Purchase order procurement and sourcing\Issues with Purchase order or sales order auto-fill
 ms.topic: troubleshooting-problem-resolution
 
-#customer intent: As a developer or system administrator, I want to fix an issue with the order taker not being autofilled when creating a purchase or sales order so that the order taker field doesn't need to be entered manually.
+#customer intent: As a developer or system administrator, I want to fix an issue that prevents the order taker field from being autofilled when I create a purchase or sales order. This feature enables me to avoid having to complete field manually.
 ---
 # Order taker field not autofilled when creating purchase or sales orders
 
-When you [create a purchase order](/dynamics365/supply-chain/procurement/tasks/create-purchase-order) (PO) or sales order (SO) in Microsoft Dynamics 365 Supply Chain Management, the *order taker* (referred to as the **Orderer** in a PO and the **Sales orderer** in an SO) might fail to automatically populate when expected to. This article provides guidance for troubleshooting the required configurations to enable autofill.
+When you [create a purchase order](/dynamics365/supply-chain/procurement/tasks/create-purchase-order) (PO) or sales order (SO) in Microsoft Dynamics 365 Supply Chain Management, the *order taker* (referred to as the **Orderer** in a PO and the **Sales orderer** in an SO) might not automatically populate when you expect it to. This article provides guidance for troubleshooting the required configurations to enable autofill.
 
 ## Symptoms
 
-The **Orderer** or **Sales orderer** field is blank when creating a new PO or SO, even though it should be autofilled.
+The **Orderer** or **Sales orderer** field is blank when you create a PO or SO. You expect the field to be autofilled in the order form.
 
 ## Cause
 
-The **Orderer** or **Sales orderer** field are autofilled only if the current user account is associated with a **Party ID** that has the [Worker role](/dynamics365/fin-ops-core/dev-itpro/organization-administration/overview-global-address-book#party-roles) in the current legal entity.
+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.
 
 > [!NOTE]
-> If a user has multiple **Party IDs**, only the one with the **Worker** role in the current legal entity enables autofill.
+> If a user has multiple Party IDs, only the ID that's set to **Worker** in the current legal entity enables autofill.
 
 ## Solution
 
-To enable autofill, associate the user account with a **Party ID** that has the **Worker** role in the current legal entity. Follow these steps:
+To enable autofill, associate the user account with a Party ID that has the Worker role set in the current legal entity. 
 
-### Step 1: Confirm the issue
+### Step 1: Verify the issue
 
-In the target legal entity, create a new PO or SO and verify that the **Orderer** / **Sales orderer** field isn't autofilled.
+In the target legal entity, create a PO or SO, and then verify that the **Orderer** or **Sales orderer** field isn't autofilled.
 
 ### Step 2: Check the party record
 
 1. Navigate to **Organization administration** > **Global address book**.
 1. Search for and open the relevant person or party record.
-1. In the record, check the **Roles** section (or role-specific pages) to confirm if this **Party ID** has the **Worker** role assigned for the current legal entity.
-1. If the **Worker** role isn't assigned to the **Party ID** proceed to [step 3](#step-3-associate-the-party-id-with-the-worker-role), otherwise skip to [step 4](#step-4-associate-the-user-account-with-the-party-record).
+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.
+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).
 
 ### Step 3: Associate the Party ID with the Worker role
 
 1. Navigate to **Human resources** > **Workers** > **Workers**.
 1. Select **New** to create a worker record.
 1. Enter the hire date and any required details.
 
-This step creates or associates the **Party ID** with the **Worker** role in the current legal entity.
+This step creates or associates the Party ID with the Worker role in the current legal entity.
 
 ### Step 4: Associate the user account with the party record
 
 1. Go to **System administration** > **Users** > **Users**.
 1. Open the relevant user account.
-1. In the **Person** (or **Contact**) field, link the user account to the party record that has the **Worker** role for the current legal entity.
-   1. If the **Person** field is locked due to a previous association, use the **Maintain versions** option to remove the existing relation. Then assign the correct worker-linked party.
+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.
 
 ### Step 5: Validate the fix
 
 1. Save the user record
-1. Create a new PO or SO and validate that the **Orderer** / **Sales orderer** field is autofilled.
+1. Create a PO or SO, and verify that the **Orderer** or **Sales orderer** field is autofilled.
 
-If the issue persists after confirming the **Worker** role association, try the following:
+If the issue persists after you verify the Worker role association, try the following steps:
 
-1. Check for duplicate **Party IDs** that might be causing conflicts.
-1. Investigate potential customizations or extensions that could override default behavior.
-1. Capture a trace for further analysis if needed. This trace can help identify any underlying issues requiring technical support.
+1. Check for duplicate **Party ID** properties that might be causing conflicts.
+1. Investigate potential customizations or extensions that could override the default behavior.
+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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