YouTube: HOW TO SETUP A NEW ACCOUNT AND MODIFY AN OLD ACCOUNT IN LOGIC ERP?
In this tutorial, we will explore how to create and automate the Account Name Formula in Logic ERP.
The Account Name Formula is a feature that automates account name generation based on predefined rules and criteria. It ensures consistency and accuracy while reducing manual entry.
Navigate to the Setup/Setup Accounts and the click on "Setup New Account"
At the bottom, use the shortcut key F5 to open the configuration settings.
Locate the option labeled as:
"Account Name Formula"
Open the Account Name Formula section.
Utilize the available fields to create a customized formula.
Example: Combine Print Name and General Group to auto-generate account names.
Click Save to apply the formula.
Creating a Customer Account with Auto-Generated Name
Go to Create Customer Account.
Enter the Print Name, select Account Type (Customer), and choose the General Group.
The Account Name will be generated automatically based on the defined formula.
🔹 Conclusion
The Account Name Formula helps streamline account creation by ensuring accuracy and efficiency.
Use this feature to automate and customize account names as per your business needs.
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