Do not allow Modification in PO created from Indent

YouTube: How to Restrict Item Editing in Purchase Orders from Purchase Indents?

How to Restrict Item Editing in Purchase Orders from Purchase Indents?

This tutorial explains how to restrict modifications in a Purchase Order created from a Purchase Indent in Logic ERP. This feature ensures that item details retrieved from approved indents cannot be altered, maintaining procurement accuracy and process control.

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Objective of This Feature

• Prevent modifications in PO created from Purchase Indent

• Maintain integrity of approved indent data

• Improve procurement control and traceability

• Avoid unauthorized quantity changes

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Enable Restriction Setting

• Open Configuration Window

• Navigate to Default Settings

• Locate and enable the feature labeled as:

“Do not allow Modification in PO created from Indent”

• Click Save

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Create Purchase Order from Indent

• Start a New Purchase Order Entry

• Select the Supplier

• Proceed to Item Details Section

Retrieve Indent

• Click on Retrieve Button

• Select the required Purchase Indent

• Since the required option is already enabled, the system will automatically protect the original quantities defined in the Purchase Indent.

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Understanding Quantity Protection

Scenario

• Suppose you manually increase the quantity in the Purchase Order.

System Behavior

• As soon as you click again on the Quantity Field,

• the system automatically reverts the value back to the original quantity defined in the Purchase Indent.

Purpose

• Ensures the Purchase Order remains aligned with indent quantities

• Prevents accidental or unauthorized quantity modifications

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Verify Restriction

Modify Mode Check

• Open the same Purchase Order again in Modify Mode

System Behavior

• Item quantities remain unchanged

• Software does not allow modifications because of the enabled restriction

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Key Benefits

• Protects approved indent data

• Prevents unauthorized quantity changes

• Improves procurement accuracy

• Ensures proper audit and tracking control

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Best Practice Tips

• Use this feature in approval-based procurement workflows

• Ensure Purchase Indents are verified before retrieval

• Restrict modification rights for better control

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Final Outcome

• Purchase Orders created from Indents remain protected from modifications

• Better control over procurement transactions

• Improved data consistency and traceability

• Reduced risk of unauthorized changes