Default Doc Prefix
YouTube: How to Set the Default Document Prefix in Job Orders?
How to Set the Default Document Prefix in Job Orders?
In this tutorial, we will learn how to define a Default Document Prefix in Job Order using the "Default Doc Prefix" option in Logic ERP. This feature allows you to define one or multiple document prefixes and select the required prefix while creating a Job Order.
Objective of This Feature
Define a default document prefix for Job Orders
Allow multiple document prefixes as per business requirements
Simplify document numbering during Job Order entry
Maintain organized and consistent document numbering
Provide flexibility in selecting document prefixes
Observe the Default Document Prefix
Initiate a New Job Order entry.
Observe the Document Number field.
As you can see, the system automatically displays the default document prefix "JO" in the Document Number field.
Access to the Job Order Configuration
Open the Configuration window.
Navigate to the Other Settings section.
Locate the option labeled as:
"Default Doc Prefix"
Define the Document Prefix
The default prefix "JO" is currently configured.
To define multiple document prefixes, enter the required prefixes separated by commas.
For example: JO, PRO, JOB
Save the configuration changes.
Select the Required Document Prefix
Initiate a New Job Order entry.
Open the Document Prefix field.
Result
The Document Prefix field now displays a dropdown list containing the configured prefixes.
You can select the required prefix while creating the Job Order.
Key Benefits
Simplifies Job Order document numbering.
Allows multiple prefixes to be configured.
Provides flexibility during document entry.
Helps organize Job Orders using different numbering series.
Reduces manual effort in defining document prefixes.
Best Practice Tips
Define prefixes according to your business or transaction requirements.
Use meaningful and easily identifiable prefixes.
Separate multiple prefixes using commas.
Review the configured prefixes before saving the configuration.
Final Outcome
By using the "Default Doc Prefix" option, Logic ERP allows you to define and manage document prefixes for Job Orders. Once multiple prefixes are configured, the system provides them in a dropdown list, allowing users to select the appropriate prefix during Job Order entry.
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