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Pick Taxes from Master in Challan Retrieval

YouTube: How to Enable Picking of Taxes from Masters while Retrieving Challan in Purchase?

How to Enable Picking of Taxes from master's while Retrieving Challan in Purchase?

Steps to Configure & Apply the Feature:

  • Navigate to the "Purchase Voucher Configuration".

  • Locate the option and enable "Pick Taxes from Master in Challan Retrieval".

Let's keep this feature enable to observe its impact.

Reviewing Tax Allocation in Purchase Challan:

  • Before proceeding with the purchase entry, check the taxes defined in the Purchase Challan.

  • Example: The Challan items are currently allocated to GST at 18%.

"This picture illustrates that 18% GST has been applied in the Challan."

Retrieving Challan in Purchase Entry:

  • Retrieve the Challan and observe the applied tax changes.

  • Notice that the tax percentage differs from the one originally defined in the Challan.

  • The tax now reflects the percentage defined in the Master Data, not the Challan.

"Here, you can see that after retrieving the same item in the purchase, the tax is applied at 5%."

Verifying the Master Data:

  • Open the Setup Item Window to verify the tax assignment.

  • Example: The item is assigned GST at 5% in the master data.

  • This ensures that taxes are fetched from the master data instead of the Challan entry.

Conclusion:

✅ This feature helps maintain consistent tax application across transactions.

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