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.

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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

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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

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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

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Retrieve Purchase Indent

• Click on Retrieve Button

• Select the required Purchase Indent

Verify Retrieved Header Details

• After retrieval:

  • Go back to Header Details Section

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Observation

• The system automatically fetches:

  • Open Other Details

  • Remarks

  • Payment Terms

  • Other defined header information

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Key Benefits

• Eliminates repetitive manual entry

• Ensures uniform data across documents

• Reduces chances of missing important details

• Speeds up Purchase Order processing

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Best Practice Tips

• Always verify Purchase Indent details before retrieval

• Ensure configuration is enabled before starting entry

• Cross-check header details after retrieval

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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