Filter Purchase Indents Retrieval on basis of Department

YouTube: How to Filter Purchase Indent Retrieval by Department in Purchase Orders?

How to Filter Purchase Indent Retrieval by Department in Purchase Orders?

This tutorial explains how to filter Purchase Indents in a Purchase Order based on the selected Department in Logic ERP. This feature ensures that users can retrieve only department-specific indents, improve accuracy and simplify the procurement process.

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Objective of This Feature

• Filter Purchase Indents department-wise

• Display only relevant indents during retrieval

• Improve procurement accuracy

• Simplify Purchase Order creation process

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Observe Default Indent Retrieval

• In the header section, you will find the:

  • Department Field.

  • If Department Field is Not Visible.

    • Enable it using Column Lock Option.

Transaction Process (Without Department)

• Create a New Purchase Order.

• Proceed without selecting any Department.

• Select the Supplier.

• Move to the Item Details Section.

Retrieve Purchase Indent

• Click on Retrieve Option.

• Select Purchase Indent.

Default System Behavior

• While searching for Indents:

  • System displays all Purchase Indents related to the selected Supplier.

  • Regardless of Department.

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Enable Department-Based Indent Filter

• Open the Purchase Order Configuration Window

• Navigate to Default Settings

• Locate and enable the option labeled as:

“Filter Purchase Indents Retrieval on basis of Department”

• Click Save

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Verify Department-Based Filtering

Transaction Process

• Create a New Purchase Order again

• Select the:

  • Department

  • Supplier

Retrieve Purchase Indents

• Go to the Item Details Section

• Click on Retrieve Indents

System Behavior

• System now displays:

  • Only the Purchase Indents related to the selected Department and Supplier

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Key Benefits

• Faster Purchase Indent retrieval

• Improved procurement accuracy

• Reduced confusion during indent selection

• Better department-wise control and management

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Best Practice Tips

• Ensure Departments are properly configured in the system

• Assign Purchase Indents to correct Departments

• Use department-wise filtering for better workflow management

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Final Outcome

• Purchase Indents are filtered based on the selected Department

• Users can retrieve only relevant department-specific indents

• Improved efficiency and accuracy in Purchase Order processing

• Better procurement control across departments