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.

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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".

Let’s keep this feature enabled to observe its impact on purchase transactions.

• Click Save to apply the changes.

• Restart the software to activate the new setting.

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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.

As illustrated in the picture, an error message appears on the purchase screen:

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Add a Scheme Reference

• In the Scheme Reference column, press the Spacebar.

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

As illustrated, select the appropriate scheme from the list in the Scheme Reference column to proceed.

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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.

As shown in the picture, select the column from Setup Column Attributes in the same way.

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Note on Scheme Setup

• Schemes are defined in the Setup Schemes window.

As shown in the picture, you need to create the scheme from here.

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