How to Manually Adjust Sales Orders Against Sales Bills?
In this tutorial, we will learn how to adjust Sales Orders against Sales Bills in Logic ERP and verify the impact of this adjustment across transactions and reports.
Create a Sales Order
Open the Sales Order module.
Create a new Sales Order for a customer.
Enter an item with a quantity of 100 units.
Save the Sales Order.
Create a Sales Bill
Open and Create New Sales Bill module.
Select the same party and item used in the sales order.
Enter a quantity of 60 units.
Save the sales bill.
At this stage:
Sales Order Quantity: 100 units
Sales Bill Quantity: 60 units
Adjust Sales Order Against Sales Bill
Navigate to Adjust Sale Orders Against Sale module.
Select the party for whom both the sales order and sales bill were created.
Select the Sales Order to be adjusted.
Select the relevant Sales Bill.
From the Adjustment For dropdown, choose the required option
For this example, select "Items".
Select the appropriate Financial Year.
Click on Adjust Orders to complete the process.
The sales order has now been successfully adjusted against the sales bill.
If required, the adjustment can be reversed using the Un-Adjust Orders option.
Verify Adjustment in Sales Bill
Open the Sales Bill against which the sales order was adjusted.
As observed:
The adjusted item is highlighted, indicating that it has been linked to the corresponding sales order.
Verify Adjustment in Sales Order
Open the same Sales Order.
You will notice:
Original Order Quantity: 100 units
Adjusted Quantity: 60 units
Pending Quantity: 40 units
This confirms that the sales order adjustment has been applied correctly.
Track Adjustments in Reports
Open the Pending Sales Order Report.
This report provides complete visibility of:
Ordered quantity
Dispatched/adjusted quantity with bill references
Remaining pending quantity
Summary
Sales Orders can be adjusted against Sales Bills
Partial quantities can be adjusted as required
Adjusted items are clearly highlighted in transactions
