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.