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.

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.

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.

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.

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.

Observation:

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

• 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