Pick Default Values from PO Calculation Config while Retrieving PI
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YouTube: How to Pick Calculation Configuration Defaults on Purchase Indent Retrieval in Purchase Orders?
In this tutorial, we will learn how to automatically apply default values from the PO Calculation Configuration while retrieving a Purchase Indent in a Purchase Order. This feature allows the system to override the default values coming from the Purchase Indent and instead use the values defined in the PO Calculation Configuration.
Automatically apply default values from PO Calculation Configuration.
Override values retrieved from the Purchase Indent.
Maintain consistency in Purchase Order calculations.
Reduce manual corrections after retrieval.
Standardize discounts, charges, and other calculation parameters.
Open the Purchase Order Configuration window.
Navigate to the General Options section.
Locate the option labeled as:
"Pick Default Values from PO Calculation Config while Retrieving PI"
By default, this option is disabled.
Before enabling the option, let's review the existing setup.
In the PO Calculation Configuration
Default Discount Value of 15% has already been defined.
Action
Initiate a New Purchase Order.
Retrieve a Purchase Indent.
Result
Since the option is currently disabled:
The system picks the default Discount Value defined in the Purchase Indent Configuration.
The Discount Value configured in the PO Calculation Configuration is ignored.
In other words, the Purchase Indent values take precedence.
Return to the Purchase Order Configuration window.
Enable the option:
"Pick Default Value from PO Calculation Config While Retrieving PI"
Save the configuration.
Initiate a New Purchase Order.
Retrieve the Purchase Indent once again.
Result
Upon retrieval:
The system automatically applies the default values defined in the PO Calculation Configuration.
Corresponding values coming from the Purchase Indent are overridden.
For example:
PO Calculation Configuration Discount = 15%
Purchase Indent Discount = Different Value
After retrieval, the system applies the 15% Discount from the PO Calculation Configuration.
Ensures standardized Purchase Order calculations.
Automatically applies company-defined calculation rules.
Reduces manual editing after Purchase Indent retrieval.
Maintains consistency across Purchase Orders.
Improves operational efficiency.
Configure standard discounts and calculation values in the PO Calculation Configuration.
Enable this feature when Purchase Orders should always follow centralized calculation policies.
Review calculation settings periodically to ensure accuracy.
Test the retrieval process after modifying PO Calculation Configuration values.
When "Pick Default Value from PO Calculation Config While Retrieving PI" is enabled, Logic ERP automatically applies the default values defined in the PO Calculation Configuration during Purchase Indent retrieval. These values override the corresponding defaults from the Purchase Indent, ensuring consistent and standardized Purchase Order calculations across the organization.
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