Do Not Allow Entry W/O Sales Order
YouTube: How to Prevent Packing Slip Entry Without a Sales Order?
How to Prevent Packing Slip Entry Without a Sales Order?
In this tutorial, we will learn how to use the "Do Not Allow Entry W/O Sales Order" option in Logic ERP to ensure that a Packing Slip cannot be created without selecting a Sales Order.
Objective of This Feature
Make Sales Order selection mandatory
Prevent Packing Slip entry without a Sales Order
Ensure proper order-based delivery processing
Avoid manual item allocation without an order
Improve transaction control and accuracy
Observe the Default Behavior
Initiate a New Packing Slip entry.
Select the required customer.
Do not select any Sales Order.
Proceed to the Item Details section.
Manually scan the required items.
Result
By default, the software allows you to complete and save the Packing Slip without selecting a Sales Order.
Access to the Packing Slip Configuration
Open the Packing Slip Configuration window.
Navigate to the Other Options 2 section.
Locate and enable the option labeled as:
"Do Not Allow Entry W/O Sales Order"
Save the configuration changes.
Implement the Restriction
Initiate a New Packing Slip entry.
Select the required customer.
Do not select a Sales Order.
Try to proceed with the entry.
Result
The software restricts the transaction and displays the message:
"Please select sales order to continue."
This means the Packing Slip cannot be processed until a Sales Order is selected.
Select the Required Sales Order
Go to the Header Details section.
Select the required Sales Order.
Proceed with the Packing Slip entry.
Complete the required item details.
Result
Once the Sales Order is selected, the software allows you to continue with the Packing Slip entry successfully.
Key Benefits
Mandatory Order Reference: Ensures every Packing Slip is linked to a Sales Order.
Better Control: Prevents unauthorized delivery processing.
Improved Accuracy: Reduces the possibility of creating deliveries without an order.
Order Traceability: Makes it easier to track deliveries against Sales Orders.
Streamlined Processing: Ensures proper order-based packing and delivery.
Important Note
When "Do Not Allow Entry W/O Sales Order" is enabled, selecting a Sales Order becomes mandatory before continuing with the Packing Slip entry.
Final Outcome
After enabling "Do Not Allow Entry W/O Sales Order", Logic ERP prevents users from creating a Packing Slip without a Sales Order. Once the required Sales Order is selected, the user can proceed with the transaction successfully.
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