Retrieve PO / DNO Purchase Voucher/Challan (Branch Filter)

YouTube: How to Configure Branch Filter for Retrieving PO/DNO in Purchase Voucher/Challan?

How to Configure Branch Filter for Retrieving PO / DNO in Purchase Voucher / Challan?

This tutorial explains how to use branch-level filters to control which Purchase Orders (POs) and DNOs are visible while retrieving them in Purchase Challans or Purchase Vouchers.

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Enable the Setting in Global Settings:

• Open Logic Admin.

• Navigate to Global Settings.

• Under Purchase Options

• Locate the option labeled as:

"Retrieve PO / DNO Purchase Voucher/Challan (Branch Filter)"

• This setting provides multiple dropdown choices:

  • None (Default)

  • Current Branch

  • Current Branch Group Level One

  • PO Transfer Branch

• Select the appropriate filter based on your requirement.

• Save the settings and restart the software to apply changes.

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Understanding Each Option

None (Default)

• Behavior: Shows all purchase orders linked to the selected supplier—from every branch.

• Example: Open the Purchase Voucher, click Retrieve Order → You'll see POs from all branches listed.

Current Branch

• Behavior: Only displays POs created within the current logged-in branch.

• Steps:

  • Enable the option.

  • Restart the software.

  • Open Purchase Voucher and click to Retrieve Order

  • Now, only current branch POs will appear.

Current Branch Group Level One

• Behavior: Displays POs from:

  • The current branch, and

  • Other branches that belong to the same Level One Group.

• Setup Instructions:

  • Use the Setup → Branch Groups window.

  • Assign multiple branches to the same Group Level 1.

• Result: When retrieving, only POs from branches in the same group will appear.

PO Transfer Branch

• Purpose: Lets one branch create a PO that can be retrieved in another branch.

• How to Use:

  • Go to Purchase Order (PO) window.

  • Select a Supplier.

  • Unlock and enable the Transfer Branch dropdown via configuration.

  • Choose a branch (e.g., Head Office) as the Transfer Branch.

• Save the PO.

• Result:

  • Login to the selected Transfer Branch (e.g., Head Office).

  • Go to Purchase Voucher, click Retrieve Order.

  • The PO created in another branch is now visible in the Head Office.

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Benefits of Using Branch Filters

Option	Use Case
None	For centralized purchase visibility.
Current Branch	For strict branch-level segregation.
Current Branch Group	For grouped operations like region-wise or department-wise purchases.
PO Transfer Branch	For inter-branch coordination in purchase management.

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Conclusion

With the "Retrieve PO / DNO Purchase Voucher/Challan (Branch Filter)" setting, Logic ERP empowers businesses to control purchase visibility across branches, ensuring that workflows align with operational hierarchy and access control.