Lead Not Copying From PM to Work Order On Generation
If your site does not use the Person Group on the work order screen.
One site uses a PM that has both the Person Group and lead fields filled in.
When you generate the PM, the lead craft field is not filled in which is a problem since that is a required field. This causes the first user who updates that screen to manually enter a value.
For other sites that do not have person groups filled in, the lead is
copied over when the PM is generated. Why won’t the lead be copied
over from PMs when the Person Group is also filled in?
This is working as designed.
PM Work Order generation overwrites the Person Group first and then the
Lead if it is supplied by the generating PM.