Do not allow PO creation without Job Order

YouTube: How to Restrict Purchase Order Creation Without Job Order Selection?

How to Restrict Purchase Order Creation Without Job Order Selection?

This tutorial explains how to restrict Purchase Order creation without a Job Order in Logic ERP. This feature ensures that Purchase Orders can only be created against authorized Job Orders, helping maintain process control and procurement accuracy.

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Objective of This Feature

• Restrict Purchase Orders without Job Orders

• Ensure procurement is linked with authorized Job Orders

• Prevent unauthorized manual item entries

• Improve process control and tracking

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Enable Restriction Setting

• Open Purchase Order Configuration Window

• Navigate to Default Settings

• Locate and enable the option labeled as:

“Do not allow PO creation without Job Order”

• Click Save

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Verify in Purchase Order

Transaction Process

• Create a New Purchase Order

• Select any Supplier

• Proceed to the Item Details Section

Retrieve Job Order

• Click on Retrieve

• Choose Job Order

• Search and select the required Job Order.

Attempt Manual Item Entry

• Try adding an Item manually that is not linked to the selected Job Order

• Save the document.

Error Message

• Displays message stating:

Purchase Order creation without a Job Order is not allowed.

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Key Benefits

• Ensures controlled procurement process

• Prevents unauthorized item additions

• Maintains linkage between Job Orders and Purchase Orders

• Improves tracking and operational discipline

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Best Practice Tips

• Ensure Job Orders are properly created before PO generation

• Use this feature where procurement approval workflows are required

• Regularly verify retrieved Job Order details before saving

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Final Outcome

• Purchase Orders cannot be created without Job Orders

• Manual item entries outside Job Orders are restricted

• Improved procurement control and process accuracy

• Better workflow compliance and inventory tracking