Price List Selection Mandatory

YouTube: How to Make Price List Selection Mandatory in Purchase Orders?

How to Make Price List Selection Mandatory in Purchase Orders?

This tutorial explains how to make Price List Selection Mandatory during Purchase Order entry in Logic ERP. This feature ensures that users must select a price list before proceeding with item transactions, helping maintain accurate pricing and controlled procurement processes.

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Objective of This Feature

• Make price list selection compulsory in Purchase Orders

• Ensure accurate rate application during transactions

• Prevent entries without predefined pricing

• Improve pricing consistency and control

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Enable Mandatory Price List Setting

• Open Purchase Order Configuration Window

• Navigate to Default Settings

• Locate and enable the option labeled as:

“Price List Selection Mandatory”

• Enable the option

Unlock Price List Field

• Go to General Options

• Click on Column Locks

• Search for Price List Field

• Unlock the field so it becomes selectable during entry

• Save the configuration

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Create Purchase Order Without Price List

Transaction Process

• Create a New Purchase Order

• Select any Supplier

• Do not select a Price List

Proceed to Item Details

• Enter an item and try to continue

System Restriction

• Software restricts the action and displays:

  • “Price list not selected. Please select the price list from the header to continue.”

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Create Purchase Order With Price List

Action

• Navigate back to the Header Section

• Select the required Price List from the dropdown

System Prompt

• System asks

  • “Update Rates”

Response

• Click Yes to proceed

Verify Functionality

• Once the price list is selected:

  • Software allows you to continue the Purchase Order entry

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Key Benefits

• Ensures proper pricing during procurement

• Prevents transactions without price lists

• Improves pricing accuracy and consistency

• Reduces manual pricing errors

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Best Practice Tips

• Define and maintain updated price lists regularly

• Use appropriate price lists supplier-wise or category-wise

• Keep the Price List field unlocked for required users only

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Final Outcome

• Price List selection becomes mandatory during Purchase Order entry

• Users cannot proceed without selecting a valid price list

• Improved pricing control and procurement accuracy

• Better consistency in purchase transactions