> For the complete documentation index, see [llms.txt](https://kb.logicerp.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://kb.logicerp.com/logic-erp-learning-hub-tutorials-and-best-practices/order-processing/purchase-order/po-configuration/branch-party-item-wise-default.md).
# Branch/Party/Item Wise Default
**YouTube:** [How to Retrieve Branch , Party , and Item -Wise Default Discounts in Purchase Orders?](https://www.youtube.com/watch?v=mon0Np4cFp4)
## How to Retrieve Branch, Party, and Item -Wise Default Discounts in Purchase Orders?
In this tutorial, we will learn how to configure Logic ERP to automatically pick **Discount or Excise** from **Branch, Party, or Item-Wise Defaults** while creating Purchase Orders. We will also learn how to make the Discount or Excise field mandatory and how these defaults can be applied during Purchase Indent retrieval.
***
### Objective of This Feature
* Automatically apply predefined Discount or Excise values.
* Eliminate manual discount entry.
* Ensure pricing consistency across Purchase Orders.
* Make Discount or Excise entry mandatory when required.
* Apply default values during Purchase Indent retrieval.
***
### Open Purchase Order Configuration
* Open the **Purchase Order Configuration** window.
* Navigate to the **Defaults** section.
* Locate the option labeled as:
> **"Branch/Party/Item Wise Default"**
This option provides multiple settings for applying predefined Discount or Excise values.
***
### Option 1: Not Applicable (Default)
* When the option is set to **Not Applicable**, the system does not apply any predefined Discount or Excise values.
* The Discount or Excise must be entered manually during Purchase Order entry.
**Make Discount or Excise Mandatory**
* Enable the option to make the **Discount** field mandatory.
* Save the configuration.
**Example**
* Create a **New Purchase Order**.
* Enter the required Supplier and Item details.
* Leave the Discount field blank.
* Attempt to save the Purchase Order.
**Result**
The software restricts the transaction and displays a message indicating that the Discount is not defined for the selected item and must be entered in the **Other Details** section.
After entering the required Discount, the Purchase Order can be saved successfully.
***
### Option 2: Pick Discount or Excise
When this option is selected, the software automatically picks the predefined Discount or Excise from the configured Branch, Party, or Item-Wise Defaults.
**Configuration**
* Select **Pick Discount or Excise**.
* Save the configuration.
**Example**
* Create a **New Purchase Order**.
* Select the Supplier.
* Proceed to the **Item Details** section.
* Enter or scan an Item.
**Result**
The predefined Discount or Excise is automatically applied.
For example, the system automatically applies a **10% Discount** based on the configured defaults.
#### Where are these Defaults Defined?
* Go to the **Main Menu**
* Open the **Setup Module**
* Navigate to:
* **Party Wise Settings**
* **Party + Item Wise Defaults**
**Verification**
* Switch to **Entry Mode**.
* Select the same Party and Item used in the Purchase Order.
* Click **Refresh**.
**Result**
You can view the predefined Discount or Excise configured for the selected Party and Item combination.
For example, a **10% Discount** has been defined for that Supplier and Item.
***
### Option 3: Pick Defaults During Purchase Indent Retrieval
This option automatically applies the predefined Discount or Excise when a Purchase Order is created by retrieving a Purchase Indent.
**Configuration**
* Select the option to **Pick Defaults During Purchase Indent Retrieval**.
* Save the configuration.
**Example**
* Create a **New Purchase Order**.
* Select the same Supplier.
* Click **Retrieve**.
* Choose **Purchase Indent**.
* Search for and retrieve the required Purchase Indent.
**Result**
* The system automatically applies the predefined Discount or Excise while retrieving the Purchase Indent into the Purchase Order.
For example, the configured **15% Discount** is automatically reflected in the retrieved Purchase Order.
***
### Key Benefits
* Automates Discount and Excise application.
* Eliminates repetitive manual entry.
* Maintains pricing consistency.
* Ensures mandatory Discount or Excise validation when required.
* Applies defaults seamlessly during Purchase Indent retrieval.
***
### Best Practice Tips
* Configure Party + Item Wise Defaults before enabling automatic Discount or Excise selection.
* Use mandatory validation to prevent incomplete Purchase Orders.
* Periodically review default Discount and Excise values to ensure pricing accuracy.
* Enable Purchase Indent retrieval defaults to maintain consistency across procurement transactions.
***
### Final Outcome
The **Branch/Party/Item Wise Default** feature in Logic ERP allows you to automatically apply predefined Discount or Excise values during Purchase Order creation. It also supports mandatory Discount validation and automatic application of these defaults during Purchase Indent retrieval, ensuring accurate, consistent, and efficient procurement processes.
---
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