> For the complete documentation index, see [llms.txt](https://kb.logicerp.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://kb.logicerp.com/logic-erp-learning-hub-tutorials-and-best-practices/production/production-vouchers/job-order/job-order-configuration/doc-process-group.md).

# Doc Process Group

**YouTube:** [How to Configure Process Group Selection in Job Orders?](https://youtu.be/i-sIeHZI2D8)

## How to Configure Process Group Selection in Job Orders?

In this tutorial, we will learn how to configure the **"Doc Process Group"** option in Logic ERP to control whether a Process Group is optional or mandatory in a Job Order. This feature also ensures that the appropriate Process Group is saved with the Job Order.

***

### Objective of This Feature

* Control Process Group selection in Job Orders
* Make Process Group selection optional or mandatory
* Automatically save the linked Process Group with the Job Order
* Prevent saving items without a required Process Group
* Restrict items belonging to different Process Groups in the same Job Order

***

### Access to the Job Order Configuration

* Open the **Job Order Configuration** window.
* Navigate to the **Other Settings** section.
* Locate the option labeled as:

> **"Doc Process Group"**

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FJV65g8L2kjK0rjjYJbdA%2FCNF.png?alt=media&amp;token=1758bb75-8502-4a28-b23c-37b0c7c88733" alt=""><figcaption></figcaption></figure>

#### Available Options

This option provides three choices:

* **Not Applicable** – No Process Group is saved with the Job Order.
* **Process Group is Optional** – The Process Group is saved if available, but its selection is not mandatory.
* **Process Group is Mandatory** – Items must be linked to a Process Group before the Job Order can be saved.

***

### &#x20;Observe Process Group Optional

* Select **"Process Group is Optional"**.
* Save the configuration changes.
* Initiate a **New Job Order**.
* Navigate to the **Item Details** section.
* Transact the required item.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FRwKfMGgq5xhF5Pryr47V%2FPrompt%201.png?alt=media&amp;token=e883ca72-a99e-4749-9d51-5bbbe911f03d" alt=""><figcaption></figcaption></figure>

**Result**

If the item is not linked to any Process Group, the software still allows the Job Order to be saved successfully because Process Group selection is optional.

***

### Observe Process Group Mandatory

* Return to the **Job Order Configuration**.
* Set **Doc Process Group** to **"Process Group is Mandatory"**.
* Save the configuration.
* Initiate another Job Order using the same item.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FqVFBm84dF9mVDWrIEqkb%2FPrompt%202.png?alt=media&amp;token=c0ff4d9c-2fd9-4f88-b700-dbd229161100" alt=""><figcaption></figcaption></figure>

**Result**

When you try to save the Job Order, the software restricts the transaction because the selected item is not linked to any Process Group.

***

### Link Process Group with Item

* Go to the **Production Setup** module.
* Open **Process Plus Item Linking**.
* Select the required item.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FsFbkgOOJEXAWrrgKCmhd%2FProcess%20%2B%20Item%20Linking.png?alt=media&amp;token=94c2b234-27f0-468a-adf7-9eaa9a098c00" alt=""><figcaption></figcaption></figure>

* Click **Refresh**.
* Select the required pack.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FLVdcyKvZNCd1CL1TZKdM%2FRefresh.png?alt=media&amp;token=804153ec-c055-4c99-9234-9e2e09703dd9" alt=""><figcaption></figcaption></figure>

* Click **Add**.
* Assign the appropriate **Process Group**.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FzLTk3DwVNWlrq4khAODA%2FAdd.png?alt=media&amp;token=88a78705-869d-41e2-b998-f08af2bed3b3" alt=""><figcaption></figcaption></figure>

* Repeat the same process for all required pack sizes.
* Save the changes.

***

### Save the Job Order with Process Group

* Return to the **Job Order Entry** window.
* Open or create the Job Order using the linked item.
* Save the Job Order.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FckPSiHTggnfzyxnr2fS6%2FYes.png?alt=media&amp;token=554129b6-fec3-45fd-83ce-73eea4c142fa" alt=""><figcaption></figcaption></figure>

**Result**

Since the required Process Group is now linked with the item, the software successfully saves the **Process Group with the Job Order**.

***

### Prevent Different Process Groups in One Job Order

* Keep **Doc Process Group** set to **"Process Group is Mandatory"**.
* Initiate a new Job Order.
* Add two items that are linked to **different Process Groups**.
* Try to save the Job Order.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FIgbp1eBOvhbLkQ5KAzeM%2FError.png?alt=media&amp;token=b87a7a8d-819b-411c-811e-b8a90c06bb22" alt=""><figcaption></figcaption></figure>

**Result**

The software restricts the transaction and displays the message:

**"This document contains items belonging to different process groups."**

This means items linked to different Process Groups **cannot be saved in the same Job Order**.

***

### Key Benefits

* **Process Control:** Ensures required Process Groups are defined for Job Orders.
* **Better Production Management:** Maintains proper process group allocation.
* **Validation:** Prevents Job Orders from being saved without required Process Groups.
* **Data Consistency:** Ensures all items in a Job Order belong to the same Process Group.
* **Flexible Configuration:** Choose between optional and mandatory Process Group validation.

***

### Important Note

When **Process Group is Mandatory**, all items in the Job Order must have a Process Group assigned, and items belonging to different Process Groups cannot be included in the same Job Order.

***

### Final Outcome

By configuring **"Doc Process Group"**, Logic ERP allows you to control how Process Groups are handled in Job Orders. You can keep the selection optional or make it mandatory, ensuring that valid Process Group information is saved with the Job Order and preventing incompatible Process Groups from being combined in a single document.


---

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