Prompt for Approval Document in case of Sale Return

YouTube: How to Enable Prompt for Sale Return Approval Document Linking in Sale Return?

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.

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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.

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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.

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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.

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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.

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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.

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Pro Tip

Set up user-wise access or approval hierarchies in Logic Admin to enforce who can generate, clear, or approve return documents.