Default Challan Series

YouTube: How to Apply Series Based Filter for Sale Challan Retrieval in Sale Bill?

How to Apply Series Based Filter for Sale Challan Retrieval in Sale Bill?

In this tutorial, you’ll learn how to configure a default Challan series in Logic ERP, which helps streamline the billing process by automatically filtering and displaying only the relevant Challans during sales voucher creation.

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Access Sales Voucher Configuration

• Open the Sales Voucher Configuration module.

• Select the relevant Billing Series for which you want to set the default Challan series.

• Navigate to the "Other Settings – 1" section.

• Click on the “Other Settings” button.

• Move to the “Defaults – 2” tab.

• Locate the option labeled: "Default Challan Series".

• Click the field to open a list of all configured Challan Series in the system.

• Select the Challan series you want to set as default.

• Click Save to apply the changes.

This setting ensures that during billing, only Challans from the selected default series are displayed, simplifying the selection process for users.

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Implement Without Default Challan Series

• Go to the Billing screen and attempt to generate a bill using the Sales Challan option.

• Click to retrieve pending Challans.

You’ll observe that the system displays pending Challans from multiple series, since no default was previously set. This can potentially cause confusion or result in incorrect selections.

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Implement With Default Challan Series

• Return to the Sales Voucher Configuration.

• Set the desired Default Challan Series as described earlier.

• Now, go back to the Billing screen and again try to retrieve a Sales Challan.

This time, the system displays only the pending Challans associated with the selected default Challan series, ensuring a more focused and error-free billing experience.

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Conclusion:

Setting a Default Challan Series helps streamline operations by filtering out irrelevant Challans during billing. It reduces manual filtering, minimizes errors, and improves the efficiency of the billing process in Logic ERP.