Retrieve Valid Purchase Indent Only

YouTube: How Enable Retrieval of Valid Purchase Indents by Validity Date in Purchase Orders?

How Enable Retrieval of Valid Purchase Indents by Validity Date in Purchase Orders?

This tutorial explains how to restrict Purchase Order retrieval to only valid Purchase Indents in Logic ERP. It demonstrates how enabling this option ensures that only indents within their validity period are available for selection, improving accuracy and control.

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Objective of This Feature

• Restrict retrieval to valid Purchase Indents only

• Avoid selection of expired indents

• Improve accuracy in procurement process

• Ensure compliance with validity rules

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Understanding Default Behavior (Feature Disabled)

Retrieve Purchase Indent

• Click on Retrieve Button

• Select Purchase Indent

System Behavior

• Displays all Pending Indents

• Includes:

  • Valid Indents

  • Expired Indents

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Enabling Valid Indent Restriction

• Navigate to Header Details Section

• Open Configuration Window

• Navigate to General Options

• Locate and enable the option labeled as:

“Retrieve Valid Purchase Indent Only”

• Click Ok.

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Implement After Enabling Feature

• Initiate a New Purchase Order

• Click Retrieve → Purchase Indent

System Behavior

• Displays only: Indents within validity period

Restricted

• Expired indents are not shown

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Key Benefits

• Prevents selection of outdated indents

• Ensures accurate procurement planning

• Reduces manual verification effort

• Improves process reliability

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Best Practice Tips

• Always define validity period for indents

• Enable this feature in strict procurement environments

• Regularly review pending indents

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Final Outcome

• Only valid Purchase Indents are available for retrieval

• Procurement process becomes controlled and accurate

• Errors due to expired indents are eliminated

• Workflow becomes more efficient and reliable