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.
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
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
Open Purchase Order Adjustment Module
Navigate to the Purchase menu
Select Adjust Purchase Orders Against Purchase
Choose the Purchase Document Type (Purchase)
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
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
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
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.
Conclusion
Adjusting Purchase Orders against Purchase Vouchers ensures:
