Do not filter Party for SO / DO Retrieval

YouTube: How to Remove Party Filter while Retrieving Sale Order / Delivery Order in Sale ?

How to Remove Party Filter while Retrieving Sale Order / Delivery Order in Sale?

 In this tutorial, we will learn how to remove the party filter while retrieving a sale order delivery order in Logic ERP.

Access Sales Voucher Configuration

• Open Sales Voucher Configuration in Logic ERP.

• Select the relevant billing series.

• Locate the option and enable: "Do Not Filter Party for SO/DO Retrieval"

Let's enable this feature and observe its impact in Billing

Retrieve Sales Orders Without Party Filtering

• After enabling the feature, the Sales Order search window will display all pending orders from various parties.

• Select and retrieve multiple sales orders into a single bill.

• The Sales Order has been successfully retrieved, allowing seamless processing of multiple orders.

• This feature is beneficial for consolidating B2C orders from various retailers for dispatch to a single distributor.

You can see that multiple orders from different parties are now being displayed.

Observe the Impact of Disabling the Feature

• Keep the feature disabled and proceed with billing.

• The Sales Order search window will filter and display only pending sales orders linked to the selected party in the header.

• This ensures that only relevant data is retrieved during the billing process.

As explained earlier, disabling the option will display only the pending orders of the selected party.

This feature simplifies order management by enabling bulk order retrieval and processing.