Prompt Item Selection before Purchase Indent Retrieval

YouTube: How to Prompt for Item Selection Before Indent Retrieval in Purchase Orders?

How to Prompt for Item Selection Before Indent Retrieval in Purchase Orders?

This tutorial explains how to enable the Prompt Item Selection before Purchase Indent Retrieval feature in Logic ERP. This functionality allows users to select specific items from a Purchase Indent instead of retrieving all items together into the Purchase Order.

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Objective of This Feature

• Enable selective item retrieval from Purchase Indents

• Allow partial retrieval of required items only

• Improve flexibility during Purchase Order creation

• Avoid unnecessary item retrieval

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Understand Default Behavior

Transaction Process

• Initiate a New Purchase Order

• Click on:

  • Retrieve Option

• Select a Purchase Indent

Default System Behavior

• All items from the selected Purchase Indent are:

  • Automatically retrieved together

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Enable Prompt Item Selection Feature

• Open the Purchase Order Configuration Window

• Navigate to Default Settings

• Locate and enable the option labeled as:

“Prompt Item Selection before Purchase Indent Retrieval”

• Click Save

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Create a New Purchase Order

Transaction Process

• Create a New Purchase Order

• Select the Supplier

• Proceed to the Item Details Section

Retrieve Purchase Indent

• Click on Retrieve Option

• Select the required Purchase Indent from the list

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Observe Item Selection Prompt

System Behavior

• After selecting the Purchase Indent:

  • A window appears displaying all items available in that Indent

Functionality

• Users can:

  • Select only the required items

  • Perform partial retrieval instead of retrieving all items together

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Key Benefits

• Greater flexibility during Purchase Order creation

• Avoids unnecessary item retrieval

• Simplifies partial procurement processes

• Improves accuracy and control in Purchase Orders

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Best Practice Tips

• Retrieve only required items to avoid excess ordering

• Review selected items before finalizing retrieval

• Use partial retrieval for phased procurement processes

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Final Outcome

• Users can select specific items before retrieving a Purchase Indent

• Partial item retrieval becomes possible

• Improved flexibility and control in Purchase Order processing

• More efficient and accurate procurement workflow