Bill Series

YouTube: How to Set the Default Bill Series in Import Sale Configuration?

How to Set the Default Bill Series in Import Sale Configuration?

In this tutorial, we will learn how to configure the default Bill Series while importing Sale Bills from an external file in Logic ERP.

This feature allows you to define a specific Bill Series that will be automatically selected during the Sale Bill import process.

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Access to the Import Sale Bills Module

• Navigate to the Import Sale Bills from External File module.

• Here, you will find the Bill Series dropdown.

Default Behavior

• As you can see, the Bill Series dropdown displays all the available Bill Series.

• By default, GST is selected.

Now, let's configure a different Bill Series as the default.

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Configure the Default Bill Series

• Open the Configuration option.

• Locate the option labeled as:

"Bill Series"

• This option allows you to define the Bill Series that should be selected automatically during the import process.

• Select "R" as the required Bill Series.

• Save the configuration changes.

System Behavior

As you can see, "R" is now automatically selected as the default Bill Series in the import window.

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Import the Sale Bill

Now, let's proceed with the import process.

• Select the required Sale Bill file.

• Verify that "R" is selected in the Bill Series field.

• Proceed with importing the Sale Bill document.

Import Result

• The Sale Bill document has been imported successfully.

• Now, let's verify whether the configured Bill Series has been applied to the imported bills.

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Verify the Imported Sale Bills

• Open the Sale Bill module.

• Locate the imported Sale Bills.

• Check the Bill Series assigned to the imported documents.

System Behavior

As you can see, the Sale Bills have been successfully imported under the configured default Bill Series "R".

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Key Benefits

• Automatically selects the required Bill Series during import.

• Reduces manual selection during every import.

• Helps maintain consistent Bill Series usage.

• Simplifies the Sale Bill import process.

Final Outcome

By configuring the "Bill Series" option, you can define a default Bill Series for Sale Bill imports. In this example, after setting WSL as the default, all imported Sale Bills are successfully created under the WSL Bill Series.