Delivery Note retrieval in Purchase Voucher

YouTube: How to enable retrieval of Delivery Note in Purchase Voucher?

How to Enable retrieval of Delivery Note in Purchase Voucher?

In this tutorial, we’ll learn how to use the Order Retrieval Type option in Logic ERP, which determines the type of orders retrieved while creating a purchase voucher.

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Access the Order Retrieval Setting

• Open the Purchase Voucher Configuration.

• Go to Other Settings 3.

• Locate the Order Retrieval Type option.

• You can set it to either:

  • Purchase Order, or

  • Delivery Note.

The option you choose here decides what appears in the Order Selection Window during order retrieval.

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Example 1: Set to Purchase Order

• Set the Order Retrieval Type to Purchase Order.

• Save the configuration.

• Create a new Purchase Voucher.

• Click on the Retrieve Order button.

You will see only the pending Purchase Orders of the selected supplier displayed in the search list.

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Example 2: Set to Delivery Note

• Go back to the Purchase Voucher Configuration.

• Change the Order Retrieval Type to Delivery Note.

• Save the changes.

• Create a new Purchase Voucher again.

• Click on the Retrieve Order button.

This time, the search list will display only the Delivery Notes associated with the selected supplier.

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By configuring the Order Retrieval Type, you can streamline the order retrieval process and ensure you’re viewing the right set of documents for your purchase transactions.