Do Not Allow Entry without Sale Nature for all documents

YouTube: How to Restrict Bill Saving Without Selecting Sale Nature ?

How to Restrict Bill Saving Without Selecting Sale Nature ?

This tutorial explains how to enforce the selection of Sale Nature before saving any sales-related document in Logic ERP. This ensures accurate categorization and reporting of sales transactions.

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Enable the Setting in Logic Admin

• Open the Logic installation folder.

• Run Logic Admin.

• Navigate to Global Settings.

• Go to the Sales Settings 1 tab.

• Locate and enable the option: “Do Not Allow Entry Without Sale Nature for all documents”.

We will keep this feature enabled to evaluate its effect on the billing process.

• Click Save to apply the changes.

• Restart the Logic ERP software for the setting to take effect.

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Implement the Functionality

• Open Logic ERP and attempt to create a Sales Bill.

• Try saving the bill without specifying the Sale Nature.

• The system will display an error message: “Please specify the Sale Nature. Entry without Sale Nature will not be allowed.”

The picture shows that when attempting to save the bill without specifying the Sale Nature, the system displays an error message.

• This ensures that no transaction can be saved without this critical classification.

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Define Sale Nature in the Document

• To fix the error, click on the Configuration option within the document screen.

The picture shows how to fix the error by selecting the appropriate Sale Nature from the dropdown in the Configuration option.

• Select the appropriate Sale Nature from the dropdown list.

• Save the changes, then proceed with billing.

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Optional: Define Sale Nature by Default in Ledger Setup

• While creating or editing a ledger/account, go to the Other Details section.

• There you can set a default Sale Nature for that ledger.

• This ensures the Sale Nature is automatically picked during billing for that account.

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Summary

Enabling this setting helps maintain data integrity by enforcing sale nature selection in every billing document. It's a vital configuration for businesses needing detailed sales categorization and compliance in their ERP process.