How to Enable Prompt for Sale Return Approval Document Linking in Sale Return?
This tutorial guides you through the process of activating and using the "Prompt for Approval Document in case of Sale Return" feature in Logic ERP. This functionality adds an essential layer of control, validation, and authorization before a sale return is finalized.
Access Sale Voucher Configuration
Go to Sale Voucher Configuration.
Select the Sale Return Series relevant to your business.
Locate and enable the option labeled as:
“Prompt for Approval Document in case of Sale Return”
Click Save to apply changes.
Purpose: Ensures that no sale return is processed without a pre-approved document, minimizing errors and unauthorized returns.
Create a Sale Return Approval Document
Navigate to the Sale Return Approval Document module.
Generate a new Approval Document with the required return item details.
Save the document.
This document acts as a pre-approved authorization for returning items.
Mark the Approval Document as Cleared
Go to the Mark Clearing of Sale Return Approval Documents module.
Select the recently created Approval Document.
Mark it for Clearance and save.
Marking as cleared allows the system to recognize it as valid for linking to an actual sale return transaction.
Process the Sale Return with Approval
Navigate to the Sale Return window.
Begin entering the return item details.
On attempting to save the transaction, the system will prompt for an Approval Document.
Select the relevant document from the list.
Complete and save the sale return transaction.
Benefits of Using Sale Return Approval Workflow
Feature
Description
Controlled Returns
Prevents unauthorized or incorrect return entries.
Integrated Workflow
Ensures that approval is a part of your sale return process.
Audit Trail
Maintains a trackable history of approved returns.
Reduces Errors
Avoids accidental returns without validation.
Pro Tip
Set up user-wise access or approval hierarchies in Logic Admin to enforce who can generate, clear, or approve return documents.
