# Control Rate Updates for Transacted Lots in Purchase Voucher

**YouTube:** [Why Rates Are Not Updated in the Lot Master After Retrieving a Purchase Challan?](https://www.youtube.com/watch?v=PH2l2e6XA04)

## Why Rates Are Not Updated in the Lot Master After Retrieving a Purchase Challan?

This tutorial explains **how to control the behavior of rate updates for transacted lots when retrieving a Purchase Challan into a Purchase Voucher**, and how to adjust the system setting to allow or restrict such updates.

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### Retrieve Purchase Challan in Purchase Voucher

Begin by creating a Purchase Voucher entry.

**Steps:**

* Open the **Purchase Voucher** window
* Start a **new entry**
* Retrieve the **Purchase Challan**

Once the challan is retrieved:

* The **rates defined in the challan** will automatically be fetched into the voucher.&#x20;

<figure><img src="/files/8yvgwRW0plGTlTBatOnD" alt=""><figcaption></figcaption></figure>

* **Save the voucher entry**

***

### Check Rate Behavior in Modify Mode

Reopen the **Purchase Voucher in Modify Mode**

You will notice:

* **Rates of most items get updated automatically**

<figure><img src="/files/BNAOmi33u3sHKlJVZybG" alt=""><figcaption></figcaption></figure>

* This happens due to **user-defined purchase rate formulas configured in the system**

However:

* **Some items may not have their rates updated.**
* Press **F5 on the Lot** to check the **lot details and rate information**.

<figure><img src="/files/lGnumcq2HntfCYi2Mg2u" alt=""><figcaption></figcaption></figure>

* You will observe that the **rate for that specific lot remains unchanged**.

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### Identify the Reason Using Stock Query Report

To understand why the rate did not update, analyze the stock movement.

**Open the report**

* Go to **Stock Query – New Report**

Generate the report for **only the items included in the challan**.

<figure><img src="/files/uetnEH4Z3fRzjAyH57qi" alt=""><figcaption></figcaption></figure>

In the report you will see:

* **Purchase Challan created on 18th December** → Stock added
* **Sales Bills generated on 09th March** → Some items sold

**Key Observation**

* Items **already used in sales transactions** did **not update their rates** when the purchase voucher was modified.

***

### Why This Happens

* This behavior occurs because of a **system setting enabled in the Logic Admin Panel**.
* The setting prevents **rate changes for lots that have already been transacted**.

**Change the System Setting**

To allow rate updates for such lots:

**Follow this path**

* Open **Logic Admin Panel**
* Go to **Global Settings**
* Navigate to **Purchase Options**
* Locate and **untick the option**

> **“Do not allow change in rates of transacted lots.”**

<figure><img src="/files/UF6oS0rlC0F4J7z2bjL0" alt=""><figcaption></figcaption></figure>

* Save the settings and **Restart the software.**

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## Repeat the Process for Testing

To clearly understand the behavior, repeat the process.

#### Create Purchase Challan

* Create a **Purchase Challan**
* Enter item details and **save the challan**

<figure><img src="/files/HfPYzTWejluczdek4lSf" alt=""><figcaption></figcaption></figure>

#### Generate Sales Transaction

* Create a **Sales Bill**
* Sell **one or two items from the challan**

<figure><img src="/files/PaHYQkcPGCJTKVHDwFRI" alt=""><figcaption></figcaption></figure>

* Save the sales bill

This ensures those items become **transacted lots**.

#### Retrieve Challan in Purchase Voucher

* Open the **Purchase Voucher window**
* Retrieve the **same purchase challan**

<figure><img src="/files/OSUsSVyVuHZMreKSKiqv" alt=""><figcaption></figcaption></figure>

* Save the voucher

#### Open Voucher in Modify Mode

* Now Re-Open the voucher in **Modify Mode**.

**This time you will notice:**

* Rates of all items,  Including the transacted lots are updated automatically according to the user-defined purchase rate formula.

<figure><img src="/files/0PJUVw6EpsMNpphvqH2h" alt=""><figcaption></figcaption></figure>

***

### Practical Approaches to Handle This Scenario

There are **two practical ways** to manage rate updates effectively.

#### Approach 1: Disable the Restriction Setting

* Disable the option **“Do not allow change in rates of transacted lots”**
* This allows **automatic rate updates even for transacted lots**

#### Approach 2: Apply Rate Formula in Purchase Challan

* Instead of applying the formula in the **Purchase Voucher**, apply it directly in the **Purchase Challan**.

<figure><img src="/files/4WHSzlICdFkF1BpBYP9h" alt=""><figcaption></figcaption></figure>

Benefits:

* Rates are **calculated and saved at the challan stage**
* When the challan is retrieved into the purchase voucher:
  * The system **uses the same predefined rates**
  * Even if the lots have **already been transacted**

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### Conclusion

By controlling the **rate update settings for transacted lots**, businesses can:

* Maintain **accurate purchase costing**
* Avoid **unexpected rate changes**
* Ensure **consistent stock valuation**
* Manage **purchase formulas effectively**

This feature provides **flexibility in handling purchase transactions while maintaining data accuracy**.


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