Price List Selection Mandatory

YouTube Link: How to Make Price List Selection Mandatory in Sale Bill ?

How to Make Price List Selection Mandatory in Sale Bill ?

 How to Ensure Accurate Pricing and Smoother Transactions in Logic ERP

Configuring the Feature

• Navigate to the "Sales Voucher Configuration".

• Select Relevant Billing Series.

• Activate the option "Price List Selection Mandatory"

Keep this feature Enable to observe its Impact Billing.

• Enabling the price list selection option ensures mandatory price list selection, thereby enhancing transaction accuracy.

• Save Changes: Make sure to save the modifications.

• Note: If you can't find the Price List Column in the Sales header, enable it via Column Locks under Other Settings 1.

Steps to Implement in Sale Bill:

1. Create a "Sale Bill" and Fill Out the Header details.

2. Press space key over the Price List Column and chose Price List Accordingly,

3. If you fail to select the price list in the Header Detail, a pop-up notification will appear, as shown in the image below.

Here, you can observe that the software has prompted an error indicating that selecting a price list is mandatory.

Revisit and Review

• Open the sale bill window to review its functionality.

• Select the respective party, and the software will automatically fetch the associated price list.

• Select the customer for whom you want to link the price list.

You can Improve this by linking the price list to the Customer.

• Navigate to the Setup > Party-wise Settings > Set Part-wise Price List.

• Select the account name and choose the appropriate price list.

Link the Price List with Customer as shown in Above Picture.

• Once the setup is complete, create a new Sales Bill.

• When you select the linked customer, the corresponding price list will be applied automatically.