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Expression For Other Details

YouTube: How to Configure Expressions / Formulas for Other Details in Sales Orders?

How to Configure Expressions / Formulas for Other Details in Sales Orders

In this tutorial, we will learn how to create and use Expressions for the Other Details section in Sales Orders. This feature allows you to automatically calculate field values based on predefined formulas, reducing manual calculations and ensuring consistency during order entry.


Objective of This Feature

  • Automate calculations in the Other Details section.

  • Eliminate manual data entry.

  • Ensure consistent field values.

  • Reduce calculation errors.

  • Improve Sales Order entry efficiency.


Access to the Sales Order Configuration

  • Go to the Sales Order Module.

  • Click Configuration.

  • Select the required Sales Order Configuration.

  • Locate the option labeled as:

"Expression For Other Details"

  • This screen allows you to create expressions using the available field list.

Example

  • Let's create an expression for TD%.

  • Configure the expression as:

    • TD% = CD% − 2

  • This means the system will automatically calculate the TD% by subtracting 2 from the entered CD% value.

  • After defining the expression, save the configuration.


Observe the Functionality

  • Click New Order to refresh the Sales Order window.

  • Create a new Sales Order.

  • Open the Other Details section.

  • Enter a value in the CD% field.

For example:

  • CD% = 5

Click OK to save the details.

Result

Open the Other Details section again.

The TD% field is automatically populated based on the configured expression.

In this example:

  • CD% = 5

  • Expression: TD% = CD% − 2

  • TD% = 3

The system automatically performs the calculation and updates the TD% field, confirming that the expression has been successfully applied.


Key Benefits

  • Automates field calculations.

  • Reduces manual effort during order entry.

  • Ensures consistent business rule implementation.

  • Minimizes calculation errors.

  • Improves data accuracy and productivity.


Best Practice Tips

  • Verify the expression logic before saving the configuration.

  • Use the available field list to build accurate formulas.

  • Test expressions with sample transactions before deploying them in production.

  • Keep expressions simple and aligned with your business requirements for easier maintenance.


Final Outcome

The Expression For Other Details feature enables Logic ERP to automatically calculate values in the Other Details section based on predefined formulas. By configuring expressions such as TD% = CD% − 2, the system performs calculations automatically during Sales Order entry, improving accuracy, consistency, and overall efficiency.

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