Company Selection Mandatory

YouTube: How to make Company / Brand Selection Mandatory in Purchase?

How to make Company / Brand Selection Mandatory in Purchase?

In this tutorial, we'll show you how to make company selection mandatory when creating a purchase voucher.

Steps to Enable Mandatory Company Selection

  • Navigate to the "Purchase Voucher Configuration".

  • Locate the option "Company Selection Mandatory".

  • Tick the checkbox to activate this validation.

Let's keep this feature enabled to observe its Impact.
  • After Implementing Configuration.

  • On the left-hand side, click on "Column Locks."

  • Tick the option (COMPANY {TICK TO USE}) for using the company field.

This picture illustrates that you can enable the Company column from here.

Demonstration: Creating a New Purchase Bill:

  • Create a "Purchase Voucher".

  • Once the option is enabled, select a company.

You can select the Company Filter from here.
  • Only items associated with the chosen company will appear in searches.

Now, only the items of the selected company will be displayed.
  • After selecting a company, you can proceed to the item details window.

  • This ensures all purchase transactions are correctly linked, minimizing errors and ensuring precise filtration.

Note:

If you skip company selection, the software will generate an error message.

If you forget to select a company, the software will prompt you with a message like this.

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