Do not filter Purchase Indents/Job Order Retrieval on basis of Supplier

YouTube: How to Disable Supplier Filter During Indent / Job Order Retrieval in Purchase Orders?

How to Disable Supplier Filter During Indent / Job Order Retrieval in Purchase Orders?

This tutorial explains how to disable Supplier-Based Filtering while retrieving Purchase Indents in a Purchase Order in Logic ERP. This feature allows users to view and retrieve all pending Purchase Indents regardless of the selected Supplier.

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Objective of This Feature

• Disable supplier-wise filtering of Purchase Indents

• Display all pending indents during retrieval

• Improve flexibility in Purchase Order creation

• Simplify cross-supplier indent management

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Understand Default Behavior

Transaction Process

• Create a New Purchase Order.

• Select a Supplier.

• Move to the Item Details Section.

Retrieve Purchase Indents

• Click on Retrieve Option.

• Select Purchase Inder or Job Order

Default System Behavior

• Only the Purchase Indents related to the selected Supplier.

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Disable Supplier Based Filtering

• Open the Purchase Order Configuration Window

• Navigate to Default Settings

• Locate and enable the option labeled as:

“Do not filter Purchase Indents/Job Order Retrieval on basis of Supplier”

• Click Save

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Implement Functionality

Transaction Process

• Create a New Purchase Order again

• Select any Supplier

• Proceed to the Item Details Section

Retrieve Purchase Indents

• Click on Retrieve Indents

System Behavior

• System now displays:

  • All pending Purchase Indents.

  • Irrespective of the selected Supplier.

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Key Benefits

• Greater flexibility during Purchase Order creation

• Easy access to all pending indents

• Simplifies centralized procurement processes

• Reduces dependency on supplier-wise filtering

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Best Practice Tips

• Use this feature carefully in multi-supplier environments

• Verify Supplier details before finalizing the Purchase Order

• Maintain proper indent tracking for accurate procurement management

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Final Outcome

• Supplier-based filtering for Purchase Indent retrieval is disabled

• Users can view and retrieve all pending indents regardless of Supplier

• Improved flexibility and efficiency in Purchase Order processing

• Better control over procurement workflows