This works in our AX 2012 R2 setup.
The user cannot create a new purchase requisition …
a. In one of the purchase requisitions list pages, the Purchase Requisition button in the New group of the action pane is disabled.
b. In the Purchase Requisitions details page, the user clicks Purchase Requisition (on the Purchase Requisition tab of the action pane) and enters their name in the dialog that appears, but when they click OK an Infolog warning appears saying “Field ‘Preparer’ must be filled in”.
In order to perform certain functions in AX (such as creating a new purchase requisition), being setup as an AX user with sufficient privileges is not enough – the user also has to be linked to an existing worker (employee or contractor).
First, make sure that a worker exists for the user (if one does not already, then create one)
1. Human Resources > Common > Workers > Workers
- In the grid of the list page, try to find the user
If a worker does exist for the user, you are done here: proceed to the 2nd set of steps
a. Click Hire New Worker (in the New group of the action pane)
b. Enter information (First Name, Last Name, Legal Entity, Worker Type, etc.)
c. Click the Hire New Worker button on the Create New Worker form
d. In the Worker details page, finish setting up the worker
Second, link the user to the corresponding worker
- System Administrator > Users > Users
2. In the grid of the list page, find the user of interest and double-click that row
Click Relations (in the Set Up group of the action pane of the User details page)
Click New (in the action pane strip of the User Relations page)
In the right pane (not the grid), select the user in the mandatory Person dropdown list
Click Close to close the User Relations form