Auto Attach S.Return

YouTube: How to Configure Linking of Sale Returns to Sale Bills?

How to Configure Linking of Sale Returns to Sale Bills?

In this tutorial, we’ll guide you through how to configure Logic ERP to automatically or manually attach sales return documents (credit notes) during the billing process using the "Auto Attach S.Return" option.

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Steps to Configure Auto-Attach Sales Return

• Open the Sales Voucher Configuration.

• Select the relevant Billing Series.

• Locate and enable the option labeled: "Auto Attach S.Return"

  • This setting offers three modes of operation:

    • Not Applicable

    • Attach Automatically

    • Prompt Before Attaching

As mentioned above, follow the given steps and select the appropriate option from the dropdown as per your requirement.

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Explore Each Option Practically

Not Applicable

• No automatic linking will occur.

• Sales return documents (credit notes) must be manually attached.

• Usage Example:

  • Create a Sales Return Credit Note for a customer.

  • While billing the same customer, press F3 and click the Link button.

  • Select the relevant credit note.

• Click OK to confirm.

• The adjusted amount and remaining balance will be displayed on the invoice.

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Attach Automatically

• The system will automatically detect and link matching sales return documents.

• No user intervention is required during billing.

• Usage Example:

  • Generate a Sales Bill.

  • The system will automatically link any applicable credit note for the same customer.

  • Press F3 on the invoice to verify the auto-adjustment.

• The credit note amount will be automatically deducted from the bill.

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Prompt Before Attaching

• On saving the bill, the system will prompt for confirmation to attach available sales return documents.

• This allows for a controlled, semi-automatic adjustment.

• Usage Example:

  • Transact and save the bill.

  • The software will prompt you to attach relevant credit notes.

  • You can review and select the document(s) for adjustment before finalizing.

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Benefits of Auto-Attach S.Return Feature

• Saves Time – Reduces manual effort in tracking and linking credit notes.

• Improves Accuracy – Ensures correct adjustments against valid returns.

• Enhances User Control – Offers flexibility with three modes to suit different workflows.

• Prevents Oversights – Helps avoid missed credit adjustments during billing.