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Setup Configurations for Item Setup

YouTube: How to Assign Form Level Validations in Setup Items to Users in Logic ERP Software?

How to Assign Form Level Validations in Setup Items to Users in Logic ERP Software?

This tutorial explains how to use Expression Validation (Item Configuration Wise) in Logic ERP to enforce data accuracy and consistency during item creation. It covers setting mandatory fields, applying conditional expressions, assigning configurations to users, and enabling supervisors to control validations. By implementing these validations, businesses can ensure error-free inventory management and standardized data entry processes.


Objective of Expression Validation

  • Ensure Accurate and consistent item data entry

  • Prevent invalid inputs using custom validation rules

  • Apply configuration-based and user-specific validations

  • Enhance data integrity across inventory operations


Accessing Item Setup

  • Navigate to Setup and Setup Items

  • Open "Setup Items Multiple Packs/Sizes".

  • This is the primary window to:

    • Create items

    • Apply validation rules

    • Configure item fields

Understanding Default Behavior

  • Item Groups are set to “Not Required” by default.

  • Users can create items without selecting group fields unless modified

Applying Mandatory Field Validation

  • Mark specific fields (e.g., Category Group) as Required

  • Effect:

    • System restricts saving the item if the field is left blank

    • Displays error message prompting completion

Applying Expression-Based Validation

  • Right-click on the field to create an expression.

  • Define logical conditions for fields.

  • Example:

    • MRP must be greater than Sale Rate

Outcome

  • If condition fails → Error message displayed

  • If condition passes → Item can be saved successfully


User-Wise Validation Configuration

  • Validation rules can be applied user-wise

  • Prerequisites:

    • Create users

    • Assign Setup Menu Rights


Creating Item Configurations

  • Navigate to Setup Configurations (Item Setup)

  • Enter:

    • Configuration Name (e.g., Raw Item, Finished Item)

  • Click Save

Enabling Expression Validation Feature

  • Tick “Use Expression Validation Item Configuration Wise”

  • This step is mandatory to activate configuration-based validation

  • Allows:

    • Applying different rules for different item types


Assigning Configurations to Users

  • Navigate to User Access Rights.

  • First, we will grant complete access to the Supervisor.

    • Select User → Click Setup Item Configuration.

  • As you can see, we have already assigned both configurations.

  • Once everything is defined, click on Grant Access.

  • Next, we will assign rights to users one by one:

    • Counter 1 will be assigned Finished Goods.

    • Counter 2 will be assigned Raw Material.


Supervisor Role in Validation Setup

  • Supervisor users can:

    • Define validation rules for all configurations

    • Control data entry standards across users


Setting Validation Rules by Supervisor

  • First, log in using the Supervisor ID.

  • Go to Setup → Items Multiple Packs/Sizes

For Raw Item Configuration

  • Mark Category Field as Mandatory

  • Apply expression:

    • MRP > Sale Rate

For Finished Item Configuration

  • Mark Fabric Field as Mandatory

Note: Please set the conditions as demonstrated earlier.


Validating User-Specific Behavior

  • Log in with different users:

Counter 1 (Finished Item Configuration)

  • Must fill Fabric Field

  • Validation applies only to assigned configuration

Counter 2 (Raw Item Configuration)

  • Must follow:

    • Category mandatory

    • MRP > Sale Rate condition


Key Benefits of Expression Validation

  • Prevents incorrect or incomplete data entry

  • Enables role-based validation control

  • Improves operational efficiency and compliance

  • Reduces manual verification effort

  • Ensures standardization across item creation


Final Outcome

  • Each user follows specific validation rules

  • Supervisors maintain centralized control

  • System ensures data accuracy and consistency

  • ERP processes become more reliable and efficient

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