Agent Selection Mandatory

YouTube: How to Make Agent Selection Mandatory in Cash / Bank Vouchers?

How to Make Agent Selection Mandatory in Cash / Bank Vouchers?

This tutorial explains how to make Agent Selection Mandatory while creating Payment and Receipt Vouchers in Logic ERP. This feature ensures that users must select an Agent or Salesman before proceeding with voucher entry, improving tracking and accountability.

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Objective of This Feature

• Make Agent selection compulsory during voucher entry

• Improve agent-wise transaction tracking

• Prevent incomplete voucher entries

• Enhance accountability and reporting accuracy

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Access to Cash/Bank Voucher Configuration

• Navigate to Accounts and then Configurations

• Open Cash/Bank Voucher Configuration

• Choose the required Voucher Configuration

  • Example: Bank Receipt Voucher Configuration

• Locate and enable the option labeled as:

“Agent Selection Mandatory”

• Click Save

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Enable Agent Name Column

Important Setup

• Ensure the Agent Name Column is visible during voucher entry.

• Go to Setup Column Attributes.

Action

• Enable the Agent Name Column.

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Create Voucher Without Selecting Agent

Transaction Process

• Open the Bank Receipt Module.

• Select the relevant configuration.

• Proceed with voucher generation without selecting the Agent Name.

• Upon proceeding to the next line:

  • Software restricts the action.

Error Message

• Displays message indicating:

  • Agent/Salesman selection is required... Please Select Agent....

Action

• Select the required Agent Name.

Result

• Voucher is saved successfully after Agent selection.

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Key Benefits

• Ensures proper agent-wise transaction tracking.

• Prevents incomplete voucher entries.

• Improves accountability and reporting.

• Enhances operational accuracy.

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Best Practice Tips

• Ensure Agent master records are properly maintained.

• Enable Agent selection only for relevant voucher types.

• Regularly verify agent mappings and assignments.

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Final Outcome

• Agent selection becomes mandatory during Payment & Receipt Voucher entry.

• Users cannot proceed without selecting an Agent.

• Improved tracking, accountability, and reporting accuracy.

• Better control over voucher transactions.