How to Configure Mandatory Job Order Selection in Delivery Notes?
In this tutorial, we will learn how to make Job Order Selection mandatory while creating a Delivery Note in Logic ERP. When this feature is enabled, the system restricts item retrieval unless a valid Job Order is selected.
Objective of This Feature
Make Job Order selection mandatory.
Prevent Delivery Note creation without a Job Order.
Ensure accurate Job Order-wise dispatch.
Improve document traceability.
Minimize incorrect item retrieval.
Access to the Configuration
Open the Delivery Note Configuration window.
Navigate to the Other Settings section.
Locate and enable the option labeled as:
"Job Order Selection Required"
Next:
Click Column Locks.
Unlock the Job Order field so it is available during voucher entry.
Save the configuration.
Create a New Delivery Note
Initiate a New Delivery Note entry.
Select the Supplier.
Enter the required header details.
Click Next.
Result
The Job Order field is now available in the Purchase Order retrieval section.
Observe the Functionality
Scenario 1: Job Order Not Selected
Select only the Purchase Order.
Leave the Job Order field blank.
Search and select the required Purchase Order.
Click Refresh.
Result
The software restricts the transaction and displays an error message indicating that Job Order selection is mandatory.
Scenario 2: Job Order Selected
Select the appropriate Job Order.
Click Refresh again.
Result
The system successfully retrieves the items from the selected Purchase Order and allows you to continue with the Delivery Note entry.
Key Benefits
Ensures Delivery Notes are linked to the correct Job Order.
Prevents accidental retrieval without Job Order selection.
Improves document accuracy and traceability.
Supports Job Order-based inventory management.
Reduces manual errors during dispatch.
Best Practice Tips
Enable the Job Order field through Column Locks before using this feature.
Always select the correct Job Order before retrieving a Purchase Order.
Use this validation in businesses where dispatches are processed against Job Orders.
Verify the linked Job Order before completing the Delivery Note.
Final Outcome
After enabling Job Order Selection Required, Logic ERP ensures that a valid Job Order is selected before items can be retrieved into a Delivery Note. If the Job Order is left blank, the system blocks the transaction, ensuring accurate Job Order-based processing and improved inventory control.
