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.
Objective of This Feature
Prevent manual PO creation without Purchase Indent
Ensure proper procurement workflow
Maintain document traceability
Improve control and approval compliance
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
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.
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........”
Key Benefits
Enforces proper procurement workflow
Prevents unauthorized manual entries
Improves document linkage and tracking
Ensures better approval and audit control
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
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
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