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.
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
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.
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
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
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
Key Benefits
Ensures correct account selection
Reduces data entry errors
Improves workflow efficiency
Provides flexibility based on business needs
Best Practice Tips
Use Customer Only for standard sales processes
Use Customer + Supplier when interlinked transactions exist
Use Supplier Only for specific operational scenarios
Final Outcome
Account selection is filtered as per configuration
Sales order process becomes faster and more accurate
System ensures better data control and consistency
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