Retrieve Document Type
YouTube: How to Enable Assembling Using Sales Orders / Sales Bills?
How to Enable Assembling Using Sales Orders / Sales Bills?
In this tutorial, we will learn how the Retrieve Document Type feature works in the Assembling Module of Logic ERP. This feature allows you to control whether users can retrieve data from Sale Bills, Sale Orders, or both while creating an Assembling entry.
Objective of This Feature
Control the document source for Assembling entries.
Simplify the retrieval process.
Prevent unwanted document selection.
Improve workflow efficiency.
Provide flexibility based on business requirements.
Access to the Assembling Configuration
Go to the Assembling Module.
Open the Configuration window.
Locate the option labeled as:
"Retrieve Document Type"
This option provides three parameters that determine which document types can be retrieved during Assembling entry.
Note: The Retrieve Plan option is not affected by the Retrieve Document Type setting and remains available under all parameters.
Option 1: Default
Configuration
Set Retrieve Document Type to Default.
Save the configuration.
Observe the Functionality
Initiate a new Assembling entry.
Open the Retrieve menu.
Result
Retrieve Bill is available.
Retrieve Sale Order is hidden.
You can now retrieve the required Sale Bill into the Assembling entry.
Option 2: Sale Order
Configuration
Return to the configuration window.
Set Retrieve Document Type to Sale Order.
Save the changes.
Observe the Functionality
Create a new Assembling entry.
Open the Retrieve menu.
Result
Retrieve Sale Order is available.
Retrieve Bill is hidden.
Retrieve Plan remains available.
You can now retrieve the required Sale Order into the Assembling entry.
Option 3: Sale Order and Sale Bill
Configuration
Return to the configuration window.
Select Sale Order and Sale Bill.
Save the configuration.
Observe the Functionality
Initiate a new Assembling entry.
Open the Retrieve menu.
Result
Retrieve Bill is available.
Retrieve Sale Order is available.
Retrieve Plan remains available.
You can retrieve either a Sale Bill or a Sale Order based on your business requirement.
Key Benefits
Controls available retrieval options.
Simplifies the user interface.
Prevents retrieval from unwanted document types.
Supports different business workflows.
Provides greater flexibility in the Assembling process.
Best Practice Tips
Use Default when Assembling entries should be created only from Sale Bills.
Use Sale Order when production or assembling is based on customer orders.
Use Sale Order and Sale Bill when both retrieval methods are required.
Remember that the Retrieve Plan option is always available regardless of the selected parameter.
Final Outcome
The Retrieve Document Type feature in the Assembling Module allows you to control which source documents can be retrieved during Assembling entry. Depending on the selected configuration, users can retrieve Sale Bills, Sale Orders, or both, while the Retrieve Plan option remains available in all scenarios, ensuring a flexible and streamlined assembling workflow.
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