List Accounts

YouTube: How to Filter Accounts by Type (Customers, Suppliers, or Both) in Sales Orders?

How to Filter Accounts by Type (Customers, Suppliers, or Both) in Sales Orders?

This tutorial explains how to use the “List Accounts” feature in Logic ERP. It demonstrates how to control and filter account selection (Customer/Supplier) during Sales Order creation, ensuring accurate and efficient data entry.

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Objective of This Feature

• Filter account selection based on business requirements

• Improve accuracy during Sales Order entry

• Reduce selection errors

• Enhance data control and efficiency

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Accessing Sales Order Configuration

• Navigate to Sales Order Module

• Click on Configuration

• Select the relevant Sales Order Configuration

• The List Accounts feature provides three parameters to control account visibility.

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Option 1: List Customer Accounts Only

Functionality

• Displays only customer accounts

System Behavior

• Press Spacebar in Customer Name field

• Account search list opens

Result

• Only Customer Accounts are available for selection

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Option 2: List Customer & Supplier Accounts

Functionality

• Displays both customer and supplier accounts

System Behavior

• Press Spacebar in Customer Name field

Result

• Both Customer + Supplier Accounts appear in the list

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Option 3: List Supplier Accounts Only

Functionality

• Displays only supplier accounts

System Behavior

• Press Spacebar in Customer Name field

Result

• Only Supplier Accounts are available for selection

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Key Benefits

• Ensures correct account selection

• Reduces data entry errors

• Improves workflow efficiency

• Provides flexibility based on business needs

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Best Practice Tips

• Use Customer Only for standard sales processes

• Use Customer + Supplier when interlinked transactions exist

• Use Supplier Only for specific operational scenarios

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Final Outcome

• Account selection is filtered as per configuration

• Sales order process becomes faster and more accurate

• System ensures better data control and consistency