Job Order Selection Mandatory

YouTube: How to Make Job Order Selection Mandatory in Journal Vouchers?

How to Make Job Order Selection Mandatory in Journal Vouchers?

In this tutorial, we will learn how to restrict Journal Voucher entry saving if a Job Order is not selected in Logic ERP. This feature ensures that every Journal Voucher is properly linked with a Job Order for accurate tracking and reporting.

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Objective of This Feature

• Make Job Order selection mandatory in Journal Vouchers

• Prevent incomplete accounting entries

• Improve Job Order tracking

• Ensure accurate cost allocation

• Maintain transaction discipline

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Access to Journal Voucher Configuration

• Go to Menu Bar → Configuration.

• Open Journal Voucher Configuration.

• Select Required Configuration from the dropdown list.

• Navigate to Other Options Tab

• Locate and enable the option labeled as:

“Job Order Selection Mandatory”.

Unlock the Job Order Field

• Open Column Locks Settings.

• Search for Job Order Field.

• Tick the option to Unlock the field.

• The Job Order field becomes visible during voucher entry.

• Save the Configuration.

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Create a New Journal Voucher Entry

Process

• Open Journal Voucher Entry Screen.

• Click New Voucher.

• The Job Order selection field is now visible.

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Observe Restriction Behavior

Transaction Scenario

• Select Supplier

• Continue Voucher Entry Process

• Intentionally Skip Job Order Selection

• Define Accounting Entries

• Click to Save.

System Response

• The software Restricts the action.

• Displays: Error message stating that Job Order Selection is mandatory

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Select the Required Job Order

Action

• Return to Header Details Section.

• Select Required Job Order.

Final Result

• Once the Job Order is selected:

  • The Journal Voucher is saved successfully.

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Key Benefits

• Ensures Job Order-wise accounting accuracy

• Prevents incomplete voucher entries

• Improves project and job tracking

• Maintains accounting consistency

• Simplifies reporting and auditing

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Best Practice Tips

• Keep the Job Order field visible for relevant voucher types

• Verify Job Order selection before saving entries

• Use proper Job Order naming conventions

• Regularly review Job Order-linked transactions

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Final Outcome

• Journal Voucher entries cannot be saved without selecting a Job Order

• Proper Job Order linkage is enforced automatically

• Accounting and reporting accuracy improve significantly in Logic ERP