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.

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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:

  1. Retrieve PO

  2. Manual Entry Auto Adjust

The displayed picture illustrates how you can select the Order Adjustment Mode.

• By default, the setting is configured to Retrieve PO.

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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.

In this picture, you can see that the order has been automatically retrieved.

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.

In this report, you can see the pending orders.

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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.

This picture illustrates that in the case of "Manual Entry Auto Adjust," only the selected order items will be displayed.

Verifying Auto Adjustments in Reports

• Review the Pending Purchase Order Report again.

• As observed, the remaining pending order quantities are displayed.

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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.