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.
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
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
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
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
Key Benefits
Faster supplier search and selection
Reduced clutter in supplier list
Improved transaction accuracy
Better control over supplier visibility
Best Practice Tips
Configure account groups department-wise or business-wise
Regularly review supplier group mappings
Use meaningful account group structures for better filtering
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
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