Order Adjusted Mode
YouTube: How to Configure Methods for Retrieving and Adjusting Purchase Orders in Purchase ?
How to Configure Methods for Retrieving and Adjusting Purchase Orders in Purchase?
In this tutorial, we will explore the Purchase Order Adjustment Modes available in the Purchase Module of Logic ERP. This feature is essential for managing purchase orders efficiently by automatically or manually adjusting order quantities during voucher entry.
Accessing Purchase Order Adjustment Modes
Navigate to Purchase Voucher Configuration.
Under the Other Settings 3 section
Locate the option labeled "Order Adjust Modes".
There are two available adjustment modes:
Retrieve PO
Manual Entry Auto Adjust
By default, the setting is configured to Retrieve PO.
Understanding the "Retrieve PO" Mode
Let's process a Purchase Voucher to observe this mode in action.
Upon selecting the supplier, the software prompts an alert indicating a pending purchase order for this party.
Click on Retrieve Order, and a list of pending purchase orders will appear.
Select the relevant PO and choose the items you wish to retrieve.
Once selected, the quantities will be automatically adjusted upon saving the voucher.
Verifying Adjustments in Reports
To confirm the adjustments, navigate to the Pending Purchase Order Report.
The report will display only the remaining pending order items, ensuring transparency in order tracking.
Understanding the "Manual Entry Auto Adjust" Mode
Now, let's switch to the Manual Entry Auto Adjust and save the configuration.
In this mode:
Only selected items from the purchase order will appear in the voucher.
Users can manually enter the item and quantity to retrieve.
Once entered, save the voucher.
Verifying Auto Adjustments in Reports
Review the Pending Purchase Order Report again.
As observed, the remaining pending order quantities are displayed.
Conclusion
By utilizing the Purchase Order Adjustment Modes, businesses can optimize their procurement process, ensuring efficient order retrieval, accurate tracking, and streamlined purchasing operations. Whether using Retrieve Order for selective adjustments or Auto Adjust for automated processing, Logic ERP provides a flexible approach to managing purchase orders effectively.
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