Do not allow PO creation without Indent

YouTube: How to Restrict Purchase Order Creation Without a Purchase Indent?

How to Restrict Purchase Order Creation Without a Purchase Indent?

 

This tutorial explains how to restrict the creation of a Purchase Order without a Purchase Indent in Logic ERP. This feature ensures that every Purchase Order is properly linked with an approved Purchase Indent, improving procurement control and process accuracy.

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Objective of This Feature

• Prevent manual PO creation without Purchase Indent

• Ensure proper procurement workflow

• Maintain document traceability

• Improve control and approval compliance

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Access to Purchase Order Configuration

• Open Configuration Window

• Navigate to Default Settings

• Locate and enable the option labeled as:

“Do not allow PO creation without Indent”

• Click Save

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Verify in Purchase Order

Transaction Process

• Start a New Purchase Order Entry

• Select the Supplier

• Proceed to Item Details Section

• Click on Retrieve Option

• Select the required Purchase Indent

• Once the Purchase Indent is retrieved, the item details will be fetched automatically.

• Items should be fetched through the approved Purchase Indent.

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Attempt Manual Item Entry

Test Scenario

• Try to manually enter an item without retrieving from Purchase Indent

System Behavior

• Software restricts the action

• Displays error message:

  • “Purchase Order Creation without Job Order not allowed........”

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Key Benefits

• Enforces proper procurement workflow

• Prevents unauthorized manual entries

• Improves document linkage and tracking

• Ensures better approval and audit control

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Best Practice Tips

• Always create and approve Purchase Indents before PO generation

• Train users on retrieval-based PO process

• Use this feature for controlled procurement environments

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Final Outcome

• Purchase Orders can only be created through Purchase Indents

• Improved procurement discipline and traceability

• Reduced chances of unauthorized purchasing

• Better operational control and compliance