How to Restrict Printing of Unapproved Sales Orders?
In this tutorial, we will learn how to restrict the printing of Unapproved Sales Orders in Logic ERP. By enabling the Do Not Allow Printing of Un-Approved Documents option, the system ensures that only approved Sales Orders can be previewed or printed.
Objective of This Feature
Prevent printing of unapproved Sales Orders.
Enforce the document approval process.
Improve document security and control.
Ensure only authorized documents are shared or printed.
Reduce the risk of using incomplete or unapproved orders.
Access to the Configuration
Open the Sales Order Configuration window.
Navigate to the Print Options section.
Locate and enable the option labeled as:
"Do Not Allow Printing of Un-Approved Documents".
Save the configuration.
Create a New Sales Order
Initiate a New Sales Order.
Enter the required customer and item details.
Complete the transaction.
Attempt to Print the Sales Order
Click the Print button before saving or approving the document.
Result
The software restricts the printing process and displays a message indicating that only approved documents can be printed.
Save and Approve the Sales Order
Save the Sales Order.
The saved document must then be approved by an authorized user or administrator through the approval process.
Print the Approved Sales Order
Open the approved Sales Order in Modify Mode.
Click the Print button again.
Result
Since the Sales Order has been approved, the software allows you to preview and print the document successfully.
Key Benefits
Prevents unauthorized printing of Sales Orders.
Ensures compliance with approval workflows.
Improves document security and accountability.
Reduces the risk of processing unapproved transactions.
Maintains better control over business documents.
Best Practice Tips
Enable this feature if your organization follows an approval workflow for Sales Orders.
Ensure that only authorized users have permission to approve documents.
Verify the approval status before attempting to print.
Use document approvals to maintain accurate and controlled business records.
Final Outcome
After enabling Do Not Allow Printing of Un-Approved Documents, Logic ERP prevents users from printing Sales Orders until they have been approved by an authorized user. Once approved, the document can be previewed and printed normally, ensuring a secure and controlled document approval process.
