Sale Order Quantity Limit
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How to Configure Quantity Limit Validation in Sales Orders?
In this tutorial, we will learn how to configure "SO Quantity Limit" in Logic ERP to control the maximum quantity that can be entered for an item in a Sale Order. We will explore each available quantity validation method and understand how the system restricts entries based on the configured limit.
Objective of This Feature
Control the maximum quantity allowed in Sale Orders
Prevent orders beyond available or permissible stock
Consider pending Purchase Orders and Sale Orders
Factor in maximum order levels and goods in transit
Create customized quantity validation using expressions
Improve inventory and order management
Access to the Sale Order Configuration
Open the Sale Order Configuration window.
Navigate to the Other Options section.
Locate the option labeled as:
"SO Quantity Limit"
This option provides multiple quantity validation methods.
Closing Stock
C.Stock+Pend PO
Max Order Level -(C.Stock + Pend SO + GIT)
C.Stock-Pend SO
Use Expression
Option 1: Closing Stock
Select Closing Stock as the Sale Order Quantity Limit.
Save the configuration.
Initiate a New Sale Order.
Transact the required item.
Example
Suppose the available closing stock is 5 units.
The system will allow a maximum of 5 units to be entered in the Sale Order.
Result
If you enter a quantity greater than 5, the software restricts the transaction and displays an error message indicating that the entered quantity exceeds the available stock.
If you enter 5 units or less, the system allows you to continue.
Option 2: Closing Stock + Pending Purchase Order Quantity
Return to Sale Order Configuration.
Set SO Quantity Limit to Closing Stock + Pending Purchase Order Quantity.
Save the configuration.
Example
Before creating the Sale Order:
Closing Stock: 5 units
Pending Purchase Order: 10 units
Total Permissible Quantity: 15 units
You can verify the pending Purchase Order quantity through the Pending Purchase Order Report.
Let’s review the implementation and evaluate the results.
Return to the Sales Order screen.
Enter 18 in the Quantity field to check the reflection.
If you try to enter more than 15 Units, the software restricts the transaction and displays an error message.
"Cannot allow Quantity more than available (Stock In Hand + Pending Purchase Order Quantity)....."
If you enter 15 units or less, the system allows you to continue.
Option 3: Max Order Level -(C.Stock + Pend SO + GIT)
Return to Sale Order Configuration.
Set SO Quantity Limit to (Max Order Level -(C.Stock + Pend SO + GIT).
Save the configuration.
Initiate a new Sale Order.
Select the required item.
Verify Maximum Order Level
Open the Item Setup window.
Navigate to Pack Details.
Open the Order Levels tab.
Review the Max Order Level defined for the item.
The system considers:
Maximum Order Level: 50
Closing Stock: 5
Pending Sale Order Quantity: 10
Goods in Transit Quantity: 0
Note:
Goods in Transit refers to stock transferred to another branch that has not yet been received and verified by the destination branch.
Result
The software calculates the permissible quantity based on these values. If the entered quantity exceeds the calculated limit, the system restricts the transaction and displays an appropriate error message.
Option 4: Closing Stock − Pending Sale Order Quantity
Return to the configuration window.
Set SO Quantity Limit to (Closing Stock − Pending Sale Order Quantity).
Save the configuration.
Initiate a new Sale Order.
Transact the required item.
Result
The system displays both:
Stock in Hand: 5
Pending Sale Order Quantity: 10
The permissible quantity is calculated using the configured formula.
If you enter more than 5 units, the software will display an error prompt.
Result
A quantity of 5 units or less can be entered successfully.
Option 5: Use Expression
Select Use Expression from the SO Quantity Limit dropdown.
Click Define Expression.
Create a customized quantity validation formula using the available parameters.
Save the expression.
Save the configuration.
Result
During Sale Order entry, the software evaluates the entered quantity according to the defined expression.
Example
If the expression calculates the maximum permissible quantity as 100 units:
Quantity ≤ 5 → Entry allowed
Quantity > 5 → Entry restricted
The software displays an error message when the entered quantity exceeds the calculated limit.
Key Benefits
Inventory Control: Prevents Sale Orders from exceeding permissible quantities.
Automated Validation: Automatically calculates the allowable quantity.
Better Stock Planning: Considers current stock, pending orders, and incoming inventory.
Flexible Configuration: Provides multiple predefined validation methods.
Custom Validation: Allows users to create their own quantity limit through expressions.
Error Prevention: Helps avoid excessive or unrealistic Sale Order quantities.
Important Note
The permissible Sale Order quantity depends on the SO Quantity Limit option selected in the configuration. When Use Expression is selected, the limit is determined according to the customized expression defined by the user.
Final Outcome
After configuring SO Quantity Limit, Logic ERP automatically validates the quantity entered during Sale Order creation. Whether the limit is based on Closing Stock, Pending Purchase Orders, Maximum Order Level, Pending Sale Orders, Goods in Transit, or a Custom Expression, the software restricts quantities that exceed the configured permissible limit.
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