Pick Department Auto where Employee is Chosen

YouTube: How to Auto-Select Department Based on Employee in Purchase Orders?

How to Auto - Select Department Based on Employee in Purchase Order?

This tutorial explains how to automatically pick the Department Name when an employee is selected in a Purchase Order in Logic ERP. This feature helps streamline transaction entry by automatically fetching department details from the Employee Master.

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Objective of This Feature

• Automatically fetch department based on selected employee

• Reduce manual department entry

• Improve transaction accuracy

• Save time during Purchase Order creation

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Enable Auto Department Feature

• Open Purchase Order Configuration Window

• Navigate to Default Options

• Locate and enable the option labeled as:

“Pick Department Auto where Employee is Chosen”

• Verify that the Worker/Employee Name Field is enabled

If Field is Not Visible

• Go to General Options

• Click on Column Locks

• Search for Worker’s Name Column

Action

• Unlock the column

• Save the configuration

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Verify Auto Department Picking

• Initiate a New Purchase Order Entry

• Select the Supplier

• Choose the Employee Name

System Behavior

• As soon as the employee is selected:

  • System automatically picks the Department Name linked with the employee

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Review Employee Department Mapping

• Navigate to Payroll Setups

• Open Setup Employee Window

Purpose

• Here you can:

  • View

  • Define

  • Update the employee’s department name

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Key Benefits

• Eliminates manual department selection

• Improves accuracy in transaction records

• Speeds up Purchase Order entry process

• Ensures proper employee-department mapping

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Best Practice Tips

• Ensure departments are properly defined in Employee Master

• Keep employee records updated regularly

• Enable only required fields through column settings

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Final Outcome

• Department is automatically picked when employee is selected

• Faster and more accurate Purchase Order entry

• Reduced manual effort and errors

• Improved workflow efficiency and data consistency