Overview

We’ve introduced new flexibility in Custom Form settings and Purchase Order workflows, making it easier for users to manage company selection and vendor assignments without manual intervention.

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What’s New

1. New Setting: “Allow Selecting the Current Company in the Customer Office”

• A new toggle has been added to Custom Form Settings.
• When enabled (True): Users can select the current company in the Customer Office dropdown
• When disabled (False): The current company cannot be selected.
• If the flag is changed after a company has already been unselected, the record remains unaffected and continues to function correctly.

2. Vendor Self-Selection for Purchase Orders

• Users can now select their own company as a Vendor when creating Purchase Orders.
• This enhancement simplifies internal vendor linking and removes dependency on admin intervention.

Why This Matters

• Reduces setup friction by allowing companies to manage their own vendor relationships.
• Increases flexibility and transparency when configuring Customer Office settings.

How It Works

1. Go to Settings → Custom Form Settings.
2. Locate the new “Allow selecting the current company in the Customer Office” toggle.
3. Enable or disable it as needed.
4. In the Purchase Orders section, users can now select their own company as a Vendor if the new rule allows it.