Transfer Reason Selection Mandatory

YouTube: How to Make Transfer Reason Mandatory in Godown-Wise Stock Transfers?

How to Make Transfer Reason Mandatory in Godown -Wise Stock Transfers?

In this tutorial, we will learn how to restrict godown-wise stock transfer entries when the transfer reason is not specified in Logic ERP.

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Enable Mandatory Transfer Reason

To make the transfer reason compulsory:

• Open the Configuration window.

• Go to Other Settings.

• Enable the option “Transfer Reason Selection Mandatory”.

• Next, open Column Locks.

• Unlock the Transfer Reason field.

• Save the configuration.

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Create and Configure Transfer Reasons

• Click on New Stock Transfer Voucher.

• You will now notice that the Transfer Reason field is unlocked.

• To define transfer reasons:

  • Go to the Configuration menu from the menu bar.

  • Open Setup Reasons for Issue / Receipts.

• Define the required transfer reasons.

• Save the data.

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Validate System Restriction

• Return to the Godown-wise Stock Transfer window.

• Refresh the voucher to load the newly created reasons.

• Try saving the entry without selecting a transfer reason.

System Behavior

• The system restricts saving the entry

• An error message is displayed

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Save Entry with Transfer Reason

• Go to the Header Details.

• Select the appropriate Transfer Reason.

• Save the voucher again.

Result

The entry is saved successfully once a transfer reason is selected.

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Key Benefits

• Ensures proper documentation of stock movement

• Prevents incomplete or incorrect entries

• Improves audit control and reporting accuracy

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This is how you can enforce mandatory transfer reasons in godown-wise stock transfer entries in Logic ERP.