Retrieve Header Details while Retrieving Purchase Indent in PO
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How to Retrieve Header Details from Purchase Indents in Purchase Orders?
This tutorial explains how to automatically retrieve header details from a Purchase Indent into a Purchase Order in Logic ERP. This feature ensures consistency by carrying forward important information like remarks, payment terms, and other header details.
Objective of This Feature
Auto-fetch header details from Purchase Indent
Reduce manual data entry
Maintain data consistency across documents
Improve efficiency in Purchase Order creation
Access to Configuration
Open Configuration Window
Go to General Options
Locate and enable the option labeled as:
"Retrieve Header Details while Retrieving Purchase Indent in PO"
Click OK to apply changes
Initiate Purchase Order
Open Purchase Order Window
Select the Supplier Name
Check Initial Header Details
Before retrieving Indent:
Open Header Details / Other Details Section
Observe:
Fields like Remarks, Payment Terms, etc. are blank
Retrieve Purchase Indent
Click on Retrieve Button
Select the required Purchase Indent
Verify Retrieved Header Details
After retrieval:
Go back to Header Details Section
Observation
The system automatically fetches:
Open Other Details
Remarks
Payment Terms
Other defined header information
Key Benefits
Eliminates repetitive manual entry
Ensures uniform data across documents
Reduces chances of missing important details
Speeds up Purchase Order processing
Best Practice Tips
Always verify Purchase Indent details before retrieval
Ensure configuration is enabled before starting entry
Cross-check header details after retrieval
Final Outcome
Header details from Purchase Indent are automatically populated in Purchase Order
Data consistency is maintained across transactions
Purchase workflow becomes faster and more accurate
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