Control Rate Updates for Transacted Lots in Purchase Voucher
YouTube: Why Rates Are Not Updated in the Lot Master After Retrieving a Purchase Challan?
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.
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.
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
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.
You will observe that the rate for that specific lot remains unchanged.
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.
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.”
Save the settings and Restart the software.
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
Generate Sales Transaction
Create a Sales Bill
Sell one or two items from the challan
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
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.
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.
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
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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