Filter Bills on Basis of Agents

YouTube: How to Filter Bills by Agent in Bills Receivable / Payable Adjustment in Cash / Bank Vouchers?

How to Filter Bills by Agent in Bills Receivable / Payable Adjustment in Cash / Bank Vouchers?

This tutorial explains how to filter Bills based on selected Agents in Payment and Receipt Vouchers in Logic ERP. This feature helps users display only relevant bills associated with the selected agent, making bill adjustment more accurate and efficient.

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Objective of This Feature

• Filter bills agent-wise during voucher entry

• Display only relevant receivable/payable bills

• Simplify bill adjustment process

• Improve accuracy in Payment and Receipt Vouchers

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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 the option labeled as:

“Filter Bills on Basis of Agents”

Current Status

• Feature is currently disabled

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Observe Default Behavior (Feature Disabled)

Transaction Process

• Open the Bank Receipt Module

• Select the relevant configuration

• Proceed with voucher generation

Select Agent

• Choose the required Agent Name.

Open Bill Adjustment Window

• Click on BR/BP Option

Default System Behavior

• The Adjust Bills Receivable & Payable Window opens

Result

• Since Agent-based filtering is disabled:

  • System displays unadjusted bills for all agents

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Enable Agent-Based Bill Filter

Action

• Return to the Cash/Bank Voucher Configuration Window

• Enable: “Filter Bills on Basis of Agents”

• Save the configuration

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Verify Filter Functionality

Transaction Process

• Generate the voucher again

• Select the relevant Agent Name

Open BR/BP Window

• Click on: BR/BP Option.

System Behavior

• The Adjust Bills Receivable & Payable Window now displays:

  • Only bills related to the selected Agent

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Key Benefits

• Faster bill adjustment process

• Improved accuracy in receivable/payable adjustments

• Reduced confusion caused by unnecessary bill visibility

• Better agent-wise transaction management

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Best Practice Tips

• Ensure bills are properly linked with agents

• Use agent-wise filtering for large transaction volumes

• Regularly review agent mappings for accurate filtering

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Final Outcome

• Bills are filtered based on the selected Agent during voucher entry

• Only relevant bills are displayed for adjustment

• Improved efficiency and accuracy in Payment & Receipt Vouchers

• Better control over agent-wise bill management