Default Worker/Party
YouTube: How to Configure the Default Worker or Party in Job Orders?
How to Configure the Default Worker or Party in Job Orders?
In this tutorial, we will learn how to specify a Default Worker or Party for Job Order entries in Logic ERP. This feature automatically selects the configured Worker or Party while creating a new Job Order, reducing manual data entry.
Objective of This Feature
Automatically select a Default Worker or Party
Reduce repetitive data entry
Speed up Job Order creation
Simplify outsourced Job Order processing
Minimize manual selection errors
Access to the Job Order Configuration
Open the Configuration window.
Navigate to the Default Settings section.
Locate the option labeled as:
"Default Worker/Party".
Open the dropdown list.
Select Worker.
Next:
Locate the next option labeled as:
Default Worker
Select the required Worker from the dropdown list.
Save the configuration changes.
Verify the Default Worker
Initiate a New Job Order entry.
Result
The Worker option is automatically selected, and the Worker Name field is populated with the Worker defined in the configuration.
This eliminates the need to manually select the Worker for every Job Order.
Set Default Party
For outsourced Job Orders, you can configure a Party as the default instead of a Worker.
Return to the Job Order Configuration window.
Navigate to Default Settings.
Set Default Worker/Party to Party.
Select the required Party in the Default Party option.
Save the configuration changes.
Verify the Default Party
Initiate a New Job Order entry.
Result
The Party option is automatically selected, and the Party Name field is populated with the Party defined in the configuration.
Key Benefits
Faster Job Order entry
Eliminates repetitive Worker or Party selection
Simplifies outsourced Job Order processing
Improves data entry efficiency
Reduces manual errors
Ensures consistent transaction setup
Best Practice Tips
Select Worker when Job Orders are assigned to internal workers.
Select Party when Job Orders are outsourced.
Ensure the required Worker or Party is defined before configuring the default.
Review the default configuration whenever the Job Order process changes.
Final Outcome
After configuring Default Worker/Party, Logic ERP automatically selects the appropriate Worker or Party and populates the corresponding name field during Job Order entry. This makes the process faster, more consistent, and easier to manage.
Last updated