Default Account Groups

YouTube: How to Set Default Account Groups for Supplier Filtering in Purchase Orders?

How to Set Default Account Groups for Supplier Filtering in Purchase Orders?

This tutorial explains how to specify Default Account Groups for supplier filtering in Purchase Orders in Logic ERP. This feature helps display only relevant supplier accounts during Purchase Order entry, making the selection process faster and more organized.

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Objective of This Feature

• Filter supplier accounts based on Account Groups

• Display only relevant suppliers in Purchase Orders

• Reduce search time and confusion

• Improve accuracy during supplier selection

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Understand Default Behavior

Default Process

• Open Purchase Order Entry

• Press the Space Key in the Supplier Name Field

System Behavior

• Suppliers from all account groups are displayed

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Enable Default Account Group Filter

• Open Configuration Window

• Navigate to Default Settings

• Locate the option labeled as:

“Default Account Groups”

• Account Group selection window will appear automatically

• Select the required Account Group from the dropdown

• Confirm the selection

• Click Save

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Verify Supplier Filtering

Transaction Process

• Create a New Purchase Order

• Press the Space Key in the Supplier Field

System Behavior

• Only supplier accounts belonging to the selected account group are displayed

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Key Benefits

• Faster supplier search and selection

• Reduced clutter in supplier list

• Improved transaction accuracy

• Better control over supplier visibility

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Best Practice Tips

• Configure account groups department-wise or business-wise

• Regularly review supplier group mappings

• Use meaningful account group structures for better filtering

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Final Outcome

• Supplier list is filtered based on selected Account Groups

• Purchase Order process becomes more focused and efficient

• Users work only with relevant supplier accounts

• Improved accuracy and productivity during transactions