Adjust Purchase Orders Against Purchases

YouTube: How to Manually Adjust Purchase Orders Against Purchases?

How to Manually Adjust Purchase Orders Against Purchases?

In this tutorial, we will learn how to adjust Purchase Orders (PO) against Purchase Vouchers in Logic ERP. This process helps track received quantities against ordered quantities and monitor pending balances accurately.

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Create a Purchase Order

• Open the Purchase Order module

• Create a new Purchase Order for a party

• Add two items, each with a quantity of 100 units

• Save the Purchase Order

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Create a Purchase Voucher

• Open the Purchase Voucher module

• Select the same party used in the Purchase Order

• Enter only one item with a quantity of 60 units

• Save the Purchase Voucher

At this stage:

• Purchase Order: 2 items × 100 units

• Purchase Voucher: 1 item × 60 units

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Open Purchase Order Adjustment Module

• Navigate to the Purchase menu

• Select Adjust Purchase Orders Against Purchase

• Choose the Purchase Document Type (Purchase)

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Configure Adjustment Details

• Select the Party for whom the PO and Purchase Voucher were created

• Choose the Purchase Order to be adjusted

• Select the specific items to adjust from the Purchase Order

• Select the relevant Purchase Voucher

• Choose the applicable Financial Year, if required

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Adjust the Purchase Order

• Click Adjust Orders to complete the process

• The system updates the adjusted quantity against the Purchase Order

If required, the adjustment can be reversed by clicking Un-Adjust Orders

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Verify the Adjustment

• Open the Purchase Voucher used for adjustment

• Observe that the adjusted item is highlighted

• This indicates successful linkage with the Purchase Order

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Track Pending Purchase Orders

• Open the Pending Purchase Order report

• Review:

  • Ordered Quantity

  • Adjusted Quantity

  • Reference details

  • Remaining Pending Quantity

This report provides a clear and detailed view of Purchase Order status.

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Conclusion

Adjusting Purchase Orders against Purchase Vouchers ensures:

• Accurate tracking of received quantities

• Better control over pending orders

• Complete transparency in procurement management