Reference Party As
YouTube: How to Configure Reference Party in Sales Orders?
How to Configure Reference Party in Sales Orders?
In this tutorial, we will learn how the Reference Party As feature works during Sales Order generation in Logic ERP. This feature allows you to define the Reference Party either as a Cash Customer or Patient Details, making it easier to manage and retrieve Sales Orders based on the selected reference party.
Objective of This Feature
Configure the Reference Party type in Sales Orders.
Create and link Cash Customer or Patient records.
Generate Sales Orders against the selected Reference Party.
Retrieve Sales Orders using the Reference Party filter.
Improve customer and patient-specific order tracking.
Open Sales Order Configuration
Go to the Sales Order Module.
Click on Configuration.
Select the required Sales Order Configuration.
Locate the option labeled as:
"Reference Party As"
This option provides two parameters:
Cash Customer
Patient Details
Option 1: Cash Customer
Select Cash Customer as the Reference Party As option.
Before proceeding:
Open Column Locks.
Ensure that the Reference Customer column is unlocked.
Save the configuration.
Create a New Sales Order
Click New Order to refresh the Sales Order window.
The Reference Party field is now visible.
Press the Space Bar in the Reference Party field.
Result
The Reference Party search window opens and displays Cash Customer records.
Create a New Cash Customer
Press F2.
The Setup Cash Customer window opens.
Create a new Cash Customer record.
Save the record.
The newly created Cash Customer is automatically populated in the Reference Party field.
Now complete and save the Sales Order.
Retrieve Sales Order in Sales Bill
To retrieve the Sales Order:
Open the Sales Bill Module.
Click Retrieve Order.
Select Sales Order.
Here, you will find the Reference Party filter.
Select the required Cash Customer.
Result
The system filters and displays only the Sales Orders associated with the selected Cash Customer.
Option 2: Patient Details
Return to the Sales Order Configuration.
Set Reference Party As to Patient Details.
Save the configuration.
Create a New Sales Order
Click New Order to refresh the Sales Order window.
Proceed with creating a new Sales Order.
Press the Space Bar in the Reference Party field.
Result
The search window now displays Patient-specific records.
Create a New Patient
Press F2.
The Setup Patient window opens.
Create a new Patient record.
Save the details.
The newly created Patient is automatically populated in the Reference Party field.
Now complete and save the Sales Order.
Retrieve Patient-Specific Sales Orders
To retrieve the Sales Order:
Open the Sales Bill Module.
Click Retrieve Order.
Select Sales Order.
Use the Reference Party filter.
Select the required Patient.
Result
The system displays only the Sales Orders associated with the selected Patient, making retrieval quick and accurate.
Key Benefits
Supports both Cash Customer and Patient-based workflows.
Simplifies Reference Party management.
Enables quick creation of new Reference Party records.
Improves Sales Order retrieval using Reference Party filters.
Enhances customer and patient-specific order tracking.
Best Practice Tips
Unlock the Reference Customer column before using this feature.
Choose the appropriate Reference Party As option based on your business process.
Use F2 to create new Cash Customer or Patient records directly during Sales Order entry.
Use the Reference Party filter while retrieving Sales Orders to quickly locate relevant transactions.
Final Outcome
The Reference Party As feature in Logic ERP enables businesses to manage Sales Orders using either Cash Customers or Patient Details. It allows users to create and assign reference parties during order entry and efficiently retrieve related Sales Orders in the Sales Bill module using the Reference Party filter, improving transaction tracking and operational efficiency.
Last updated