Shortages Retrieval
YouTube: How to Configure Shortage Retrieval Filters in Purchase Orders?
How to Configure Shortage Retrieval Filters in Purchase Orders?
This tutorial explains how to apply Shortages Retrieval filters in a Purchase Order in Logic ERP. It helps users efficiently retrieve shortage items based on supplier or item criteria, ensuring accurate and targeted procurement.
Objective of This Feature
Retrieve shortage items efficiently
Filter shortages based on Supplier or Item
Improve purchase accuracy and planning
Avoid unnecessary or incorrect ordering
Access to Configuration Settings
Open Configuration Window
Go to General Options
Locate the option labeled as:
"Shortages Retrieval"
Available Options
Supplier/Item Filter Basis
Supplier Basis
Let’s discuss both options one by one.
Option 1: Supplier/Item Filter Basis
Configuration
Select Supplier/Item Filter Basis
Click Ok.
Implementation:
Open Purchase Order
Select Supplier
Click:
Retrieve → Shortages
Result
System displays:
All shortages across all suppliers
Option 2: Supplier Basis
Configuration
Select Supplier Basis
Click OK.
Implementation:
Initiate Purchase Order Entry
Select Supplier
Click:
Retrieve → Shortages
Result
System displays:
Only shortages related to selected supplier
Add Shortages (Two Methods)
Method 1: From Order Processing Module
Go to Order Processing Module
Open Enter Short Items for Purchase Order
Process
Select Item
Enter Supplier Details
Save entry
Method 2: From Sales Bill
Open Sales Bill Window
Go to Item Details Section
Shortcut
Press:
Alt + F9
Action
Enter Short Items in the popup window
Key Benefits
Helps in identifying and fulfilling shortages quickly
Improves supplier-specific ordering
Reduces stock-outs and delays
Enhances inventory planning
Best Practice Tips
Use Supplier Basis for targeted purchasing
Regularly update shortage entries
Validate shortages before retrieval
Final Outcome
Shortages are retrieved based on selected filter criteria
Purchase Orders are more accurate and relevant
Inventory gaps are efficiently managed
Procurement process becomes streamlined and effective
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