Branch/Party/Item Wise Default
YouTube: How to Retrieve Branch , Party , and Item -Wise Default Discounts in Purchase Orders?
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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