Force Attach Scheme Reference with every Purchase having Schemes

YouTube: How to Enforce Scheme Reference for Purchases with Applicable Schemes?

How to Enforce Scheme Reference for Purchases with Applicable Schemes?

This tutorial explains how to ensure that a scheme reference is mandatorily attached to every purchase entry involving items with defined schemes.

Enable the Setting in Global Settings:

• Launch Logic Admin.

• Navigate to Global Settings.

• Go to the Purchase Settings section.

• Locate and enable the option Labeled: "Force Attach Scheme Reference with every Purchase having Schemes".

• Click Save to apply the changes.

• Restart the software to activate the new setting.

Implement a Purchase Entry with a Scheme-Associated Item

• Begin a new purchase entry involving an item linked to a predefined scheme.

• If a scheme reference is not provided, the software will:

  • Restrict the transaction.

  • Display an error message indicating that a scheme reference is required.

Add a Scheme Reference

• In the Scheme Reference column, press the Spacebar.

• Select the appropriate scheme associated with the item from the list.

Enable Scheme Reference Column (If Not Visible)

• If the Scheme Reference column is not visible:

  • Open the Setup Column Attributes option.

  • Enable the column manually from the available attributes.

Note on Scheme Setup

• Schemes are defined in the Setup Schemes window.

• Items linked to a defined scheme will automatically be flagged during purchase entry for reference selection.