# Filter SO/DO/Challan Retrieval for Party-Item Group Links

**YouTube:** [How to Apply Party + Item Group Filters to SO / DO / Challan Retrieval in Sale Bill?](https://www.youtube.com/watch?v=3CrWNgdFzaI)

## How to Apply Party + Item Group Filters to SO / DO / Challan Retrieval in Sale Bill?

This tutorial explains how to enable and use the **"Filter SO/DO/Challan Retrieval for Party–Item Group Links"** feature in Logic ERP to ensure that only relevant orders or documents are retrieved during billing, based on specific party and item group associations.

***

### **Access Sale Voucher Configuration**

* Open **Sale Voucher Configuration**.
* Select the appropriate **Billing Series**.
* Locate and enable the option labeled as:

> **"Filter SO/DO/Challan Retrieval for Party–Item Group Links"**

<figure><img src="/files/YoYQG6wrB8xDA77KiOc5" alt=""><figcaption></figcaption></figure>

* Click **Save** to apply the changes.

***

### **Link Party with Item Group**

* Navigate to the "Setup" and then expand "Party Wise Settings"
* Click to **"Set Party Wise Item Group Filter for Sale"**
* Select the relevant **Party**.
* Choose the appropriate **Item Groups** to be linked.

> "For demonstration purposes, we have shown it in entry mode."

<figure><img src="/files/w1DkZs9obsYNM98vcXXk" alt=""><figcaption></figcaption></figure>

* Click **Save**.

> This mapping ensures only orders containing items from the linked item group are available during retrieval.

***

### **Create a Sale Order (Optional)**

* Create a **Sale Order** with items from different item groups\
  (e.g., *Shirts* and *Jeans*).

<figure><img src="/files/BrTCrB7hPqDM76eFMAMO" alt=""><figcaption></figcaption></figure>

* This will help demonstrate how the system filters out unlinked groups during retrieval.

***

### **Retrieve the Order During Billing**

* Open the **Sale Bill** screen.
* Click on **Retrieve Order**.
* The system displays a list of items from the selected order.

<figure><img src="/files/ORqY3ggIFrAg2gl5VNNx" alt=""><figcaption></figcaption></figure>

* Select all items and click **OK**.

***

### **Observation:**

* Only items from **linked item groups** (e.g., *Shirts*) are retrieved.

<figure><img src="/files/1qDnercoGJCwmgXoIUhs" alt=""><figcaption></figcaption></figure>

* Items from unlinked groups (e.g., *Jeans*) are automatically filtered out.

***

### **Also Works for DO and Challan Retrieval**

* The same behavior applies when retrieving:
  * **Delivery Orders (DO)**
  * **Sale Challans**
* Only documents linked to the selected **Party + Item Group** will be shown for retrieval.

***

### **Summary of Key Benefits**

| Feature            | Description                                           |
| ------------------ | ----------------------------------------------------- |
| Targeted Retrieval | Ensures that only relevant orders and items are shown |
| Controlled Access  | Prevents incorrect item groups from being billed      |
| Easy Linking       | Simple party-to-item-group setup                      |
| Improves Accuracy  | Reduces chances of billing or delivery mismatches     |


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