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?

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.

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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"

• Click Save to apply the changes.

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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."

• Click Save.

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

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Create a Sale Order (Optional)

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

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

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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.

• Select all items and click OK.

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Observation:

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

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

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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.

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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