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.

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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

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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.

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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

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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

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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

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Key Benefits

• Helps in identifying and fulfilling shortages quickly

• Improves supplier-specific ordering

• Reduces stock-outs and delays

• Enhances inventory planning

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Best Practice Tips

• Use Supplier Basis for targeted purchasing

• Regularly update shortage entries

• Validate shortages before retrieval

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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