why is my preferred form not defaulting for my transaction?

AI generated answer (using internal Slack threads):

The preferred form might not be defaulting for your transaction due to several reasons: 1. Linked Forms: If your transaction is generated from another transaction (like a Return Authorization from a Cash Sale), the form might be overridden by the linked form setting on the original transaction. You can check this on the LINKED FORMS tab on the original transaction form. 2. Subsidiary Settings: If you have different subsidiaries, there might be subsidiary-specific settings that are overriding the preferred form. This is especially true for forms related to printing checks. 3. Role Settings: If you want to assign a preferred form to a specific role, you might not be able to do so for all form types. However, you can set a preferred form for all roles by going to Customization -> Forms -> Transaction Forms and checking the box next to the form you want to be preferred. Remember to check these settings and ensure they are properly configured to use your preferred form. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******