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"
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
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.
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.
