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.
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
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
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
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
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
Key Benefits
Greater flexibility during Purchase Order creation
Avoids unnecessary item retrieval
Simplifies partial procurement processes
Improves accuracy and control in Purchase Orders
Best Practice Tips
Retrieve only required items to avoid excess ordering
Review selected items before finalizing retrieval
Use partial retrieval for phased procurement processes
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
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