How to Allow Purchase Order Retrieval from Any Branch in Delivery Notes?
In this tutorial, we will learn how to enable the Allow Retrieval for PO from Any Branch feature while creating a Delivery Note in Logic ERP. This option allows users to retrieve Purchase Orders created in any branch, instead of being limited to the currently logged-in branch.
Objective of This Feature
Retrieve Purchase Orders from any branch.
Simplify inter-branch operations.
Improve document accessibility.
Reduce branch-specific retrieval limitations.
Streamline Delivery Note creation.
Understand the Default Behavior
Before enabling the feature, let's review the default behavior.
Initiate a New Delivery Note.
Open the Purchase Order search window.
Result
By default, the software displays only those Purchase Orders that were created in the currently logged-in branch.
Purchase Orders from other branches are not available for retrieval.
Enable Retrieval from Any Branch Option
Open the Configuration window.
Navigate to the Other Settings section.
Locate and enable the option labeled as:
"Allow Retrieval for PO from Any Branch"
Save the configuration.
Create a New Delivery Note
Initiate a New Delivery Note entry.
Select the Supplier.
Enter the required header details.
Click Next.
Retrieve the Purchase Order
Click on the Purchase Order field.
Open the Search window.
Result
The search window now displays Purchase Orders from all branches, instead of only those created in the current branch.
You can retrieve a Purchase Order created in any branch, regardless of the branch in which you are currently logged in.
Key Benefits
Enables cross-branch Purchase Order retrieval.
Simplifies inter-branch procurement workflows.
Improves operational flexibility.
Reduces the need to switch branches for document retrieval.
Speeds up Delivery Note creation.
Best Practice Tips
Enable this feature only if users are authorized to access Purchase Orders across branches.
Verify the branch details before retrieving a Purchase Order.
Ensure branch-level access permissions are configured according to your organization's policies.
Regularly review cross-branch transactions for accurate inventory and audit control.
Final Outcome
After enabling Allow Retrieval for PO from Any Branch, Logic ERP allows users to retrieve Purchase Orders created in any branch while creating a Delivery Note. This improves operational efficiency, supports inter-branch transactions, and provides greater flexibility in document retrieval.
