Do not allow edit rate if goods received against PO

YouTube: How to Restrict Rate Editing for Items Retrieved in Purchase Against Purchase Orders?

How to Restrict Rate Editing for Items Retrieved in Purchase Against Purchase Orders?

This tutorial explains how to restrict editing of Item Rates in a Purchase Order once the goods have been received against that PO in Logic ERP. This feature helps maintain rate integrity and prevents unauthorized pricing changes after Purchase Bill generation.

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Objective of This Feature

• Prevent rate modification after goods receipt

• Maintain Purchase Order pricing accuracy

• Avoid unauthorized changes in retrieved Purchase Orders

• Ensure consistency between PO and Purchase Bill transactions

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Enable the Restriction Setting

• Open the Purchase Order Configuration Window.

• Navigate to Print Options.

• Locate and enable the option labeled as:

“Do not allow edit rate if goods received against PO”

Functionality

• When enabled:

  • If the Purchase Order has already been retrieved in a Purchase Bill, the Item Rates in the Purchase Order cannot be edited.

• Save the configuration.

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Create a Purchase Order

Transaction Process

• Create a New Purchase Order.

• Proceed to the Item Details Section.

• Enter the required Items.

• Save the Purchase Order.

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Retrieve PO in Purchase Voucher

• Open the Purchase Voucher Window.

• Enter:

  • Supplier Name.

  • Bill Details.

• Proceed to Item Details Section.

Retrieve Purchase Order

• Retrieve the Purchase Order created earlier.

Next Steps

• Define the Rates.

• Save the Purchase Voucher.

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Verify Restriction Functionality

Action

• Return to the:

  • Purchase Order Window

• Open the same Purchase Order in:

  • Modify Mode

System Behavior

• When attempting to:

  • Click on or edit the Rate field

• The software restricts the action and displays an error message stating:

  • The Purchase Order has already been retrieved; therefore, rate modification is not allowed

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Key Benefits

• Prevents unauthorized rate changes

• Maintains consistency between PO and Purchase Bill

• Improves transaction accuracy and audit control

• Ensures better purchase process integrity

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Best Practice Tips

• Finalize Item Rates before generating Purchase Bills

• Restrict modification rights for sensitive purchase transactions

• Use this feature to strengthen approval and audit controls

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Final Outcome

• Item Rates cannot be edited once goods are received against the Purchase Order

• Purchase pricing remains secure and consistent

• Improved control over Purchase Order modifications

• Enhanced accuracy in procurement transactions