Issue Reason Selection Mandatory
Last updated
YouTube: How to Make Issue Reason Selection Mandatory in the Issue Register?
In this tutorial, we will learn how to make Issue Reason Selection mandatory while creating an Issue Register entry in Logic ERP. This feature ensures that every issue transaction is recorded with a valid issue reason, improving inventory tracking and audit accuracy.
Make Issue Reason selection mandatory.
Prevent saving Issue Register entries without a reason.
Improve inventory tracking and accountability.
Standardize issue transactions.
Ensure accurate reporting and audit compliance.
Go to the Issue Register module.
Open the Configuration window.
Navigate to the Other Settings section.
Locate and enable the option labeled as:
"Issue Reason Selection Mandatory"
Next:
Open Column Locks.
Ensure the Reason field is unlocked so that users can select an Issue Reason during voucher entry.
Save the configuration.
Initiate a New Issue Register entry.
Result
The Issue Reason field is now available in the Header Details section.
The dropdown displays all the Issue Reasons defined in the system.
Define Issue Reasons
To review or manage Issue Reasons.
Go to the Setup Reasons for Issue Receipt module.
From this window, you can:
Create new Issue and Receipt Reasons.
Modify existing reasons.
Manage the complete list of available reasons.
Return to the Issue Register module.
Leave the Issue Reason field blank.
Complete the remaining voucher details.
Click Save.
Result
The software restricts the transaction and displays an error message indicating that Issue Reason selection is mandatory.
The voucher cannot be saved until a valid Issue Reason is selected.
Return to the Header Details section.
Select the appropriate Issue Reason from the dropdown.
Save the voucher.
Result
Once a valid Issue Reason is selected, the software successfully saves the Issue Register entry.
Ensures every issue transaction has a valid reason.
Improves inventory traceability.
Prevents incomplete voucher entries.
Supports audit and compliance requirements.
Enhances reporting accuracy.
Maintain a standardized list of Issue Reasons in the Setup Reasons for Issue Receipt module.
Keep the Reason field unlocked when this validation is enabled.
Select the most appropriate Issue Reason for every transaction to ensure meaningful reporting.
Periodically review and update Issue Reasons based on business requirements.
After enabling Issue Reason Selection Mandatory, Logic ERP prevents users from saving an Issue Register entry without selecting a valid Issue Reason. This ensures complete transaction records, improves inventory accountability, and enhances the accuracy of inventory reports and audits.
Last updated