> For the complete documentation index, see [llms.txt](https://kb.logicerp.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://kb.logicerp.com/logic-erp-learning-hub-tutorials-and-best-practices/accounts/configuration/journal-voucher-configuration/doc-series-filter.md).

# Doc Series Filter

**YouTube:** [How to Filter Document Series Using Configuration in Journal Vouchers?](https://youtu.be/Nw-kEdh3B54)

## How to Filter Document Series Using Configuration in Journal Vouchers?

In this tutorial, we will learn how to apply a **Document Series Filter** in Journal Voucher Entry using the **Doc Series Filter** option in Logic ERP. This feature allows you to restrict the available document series and display only the specific series required for voucher entry.

***

### Objective of This Feature

* Restrict the list of available document series.
* Display only relevant series during Journal Voucher entry.
* Improve user convenience and accuracy.
* Prevent selection of incorrect document series.
* Standardize voucher creation processes.

***

### Understand the Default Behavior

**Default Scenario**

* All available Journal Voucher Document Series are displayed in the **Series Dropdown List**.
* Users can select any series available in the system.

***

### Access to Journal Voucher Configuration

* Go to the **Menu Bar**
* Open **Journal Voucher Configuration** from the **Configuration Menu**
* Select the required Journal Voucher Configuration.
* Navigate to the **Other Options** section.
* Locate the option labeled as:

> **"Doc Series Filter"**

<figure><img src="/files/MoPRw9UrBuYmYvewq2Rd" alt=""><figcaption></figcaption></figure>

* This field allows you to specify which document series should be available during Journal Voucher entry.

***

### Define the Required Document Series

* Enter the document series that you want to allow.
* If multiple series are required:
  * Separate them using commas.
    * Example : JV,JV

<figure><img src="/files/x4ejv1sYMnH4FGS2HXvz" alt=""><figcaption></figcaption></figure>

* In this example, only the specified document series will be available during voucher entry.
* Save the configuration changes.

***

### Verify the Functionality

* Open the **Journal Voucher Entry** window.
* Create a **New Journal Voucher**.
* Open the **Document Series Dropdown List**.

<figure><img src="/files/TuPiieY7nbjTJa3OMy3F" alt=""><figcaption></figcaption></figure>

**Result**

You will observe that:

* Only the document series defined in the **Doc Series Filter** field are displayed.
* All other document series are hidden from the dropdown list.

***

### Key Benefits

* Simplifies document series selection.
* Reduces user errors.
* Prevents incorrect series usage.
* Improves process standardization.
* Enhances control over Journal Voucher entries.

***

### Best Practice Tips

* Configure only the document series relevant to the selected voucher configuration.
* Review document series filters periodically as business requirements change.
* Use meaningful and standardized document series naming conventions.
* Restrict unnecessary series to improve user efficiency.

***

### Final Outcome

The **Doc Series Filter** feature allows you to control which document series are available during Journal Voucher entry. Once configured, Logic ERP displays only the specified document series in the dropdown list, helping users select the correct series and ensuring greater consistency in voucher management.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://kb.logicerp.com/logic-erp-learning-hub-tutorials-and-best-practices/accounts/configuration/journal-voucher-configuration/doc-series-filter.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.