Allow Quantity Increase in Case of Retrieved PI / Job Order

YouTube: How to Allow Quantity Increase for Retrieved Indents / Job Orders in Purchase Orders?

How to Allow Quantity Increase for Retrieved Indents / Job Orders in Purchase Orders?

This tutorial explains how to allow quantity increases in Purchase Orders created from retrieved Purchase Indents or Job Orders in Logic ERP. This feature provides flexibility to increase item quantities beyond the pending indent quantity when required.


Objective of This Feature

  • Allow quantity increase in retrieved indents or Job Orders.

  • Provide flexibility during Purchase Order creation.

  • Avoid quantity restriction warnings.

  • Simplify procurement adjustments when additional quantity is required.


Understand Default Behavior

Transaction Process

  • Create a New Purchase Order.

  • Click on the Retrieve Button

  • Select the required Purchase Indent.

Test Scenario

  • Increase the retrieved item quantity.

  • Attempt to save the Purchase Order.

Alert Message

  • Software displays warning:

    • Pending quantity of Purchase Indent will become -ve.

Impact

  • Quantity increase is restricted under default settings.


Enable Quantity Increase Option

  • Open Configuration Window.

  • Navigate to Default Settings.

  • Locate and enable the option labeled as:

“Allow Quantity Increase in Case of Retrieved PI / Job Order”

  • Click Save


Create Purchase Order Again

Transaction Process

  • Create a New Purchase Order

  • Select any Supplier

  • Proceed to the Item Details Section

Retrieve Indent

  • Click on Retrieve

  • Choose Indent Option

Increase Quantity

  • Increase the retrieved item quantity

  • Save the Purchase Order

System Behavior

  • Software allows saving the increased quantity successfully


Verify Updated Quantity

Verification Process

  • Open the same Purchase Order in Modify Mode

Result

  • Increased quantity is successfully updated as per the enabled setting


Key Benefits

  • Greater flexibility in procurement process

  • Easy adjustment of required quantities

  • Reduces transaction interruptions

  • Improves operational efficiency


Best Practice Tips

  • Use this feature only where controlled quantity flexibility is required

  • Monitor increased quantities against approved indents

  • Ensure proper authorization for excess procurement


Final Outcome

  • Quantity increase is allowed for retrieved Purchase Indents or Job Orders

  • Purchase Orders can be saved with higher quantities

  • Improved flexibility and efficiency in procurement workflow

  • Better handling of urgent or revised quantity requirements

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