Adjust Sale Challan against Returns

YouTube: How to Manually Adjust a Sales Challan Against Challan Returns?

How to Manually Adjust a Sales Challan Against Challan Returns?

In this tutorial, we will learn how to adjust a Sale Challan against a Sale Challan Return in Logic ERP. This process ensures accurate quantity tracking by reducing the original challan quantity based on returned items.

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Review the Sale Challan

• Open the Sale Challan module

• Review the Challan created for the transaction

• In this example, a Sale Challan for 100 units has been generated

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Review the Sale Challan Return

• Navigate to the Sale Challan Return module

• Open the relevant return document

• Verify that a Sale Challan Return for 20 units has been created for the same item

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Open Adjustment Module

• Navigate to Adjust Sale Challan Against Returns

• The adjustment screen opens

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Select Documents for Adjustment

• Select the relevant Sale Challan Return from the list

• Select the Sale Challan against which the return needs to be adjusted

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Choose Adjustment Basis

• Select the Basis of Adjustment:

  • Lot – Adjusts return quantity lot-wise, based on specific lot numbers

  • Item – Adjusts return quantity item-wise, without considering lot numbers

• For this tutorial, select Item as the adjustment basis

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Complete the Adjustment

• Click Adjust to complete the process

• The system updates the Sale Challan quantity accordingly

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Verify Adjustment

• Open the adjusted Sale Challan

• Observe the quantity change:

  • Original Quantity: 100 units

  • Adjusted Quantity: 80 units

• This confirms that the Sale Challan has been successfully adjusted against the Sale Challan Return.

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Undo (Un-Adjust) the Sale Challan Adjustment

• Navigate again to Adjust Sale Challan Against Returns

• Click Undo Adjustment

• Select the relevant Sale Challan

• Click Refresh to view adjusted details:

• View Item-wise details, or Switch to Consolidated View if required

• Click Undo Adjustment to reverse the process

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Verify Undo Adjustment

• Open the corresponding Sale Challan

• Observe that:

  • The full quantity of 100 units is restored

• This confirms that the Sale Challan has been successfully unadjusted from the Sale Challan Return

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Conclusion

Adjusting Sale Challans against Sale Challan Returns helps:

• Maintain accurate quantity records

• Ensure correct dispatch and return reconciliation

• Easily reverse adjustments when required