Do Not Allow Sale of Lots with Pur Date greater than Bill Date

YouTube: How to Prevent Billing of Lots / Batches With Purchase Date later than the Sale Bill Date ?

How to Prevent Billing of Lots / Batches With Purchase Date later than the Sale Bill Date?

In this tutorial, we will demonstrate how to set up a control in Logic ERP that prevents the sale of lots with a purchase date later than the bill date, ensuring data accuracy in transactions.

Access Sales Voucher Configuration

• Navigate to Sales Voucher Configuration.

• Select the appropriate Billing Series.

• Locate the option "Do Not Allow Sale of Lots with Purchase Date Greater than Bill Date."

Let's keep this feature disabled to observe its impact in Billing.

Observe the Impact with the Feature Disabled

• Keep the feature disabled and proceed with a test transaction.

• Before billing, review an existing Purchase Voucher entered with the current date.

• In the Billing System, select a bill date that is earlier than the purchase date of the lot.

• Since the feature is disabled, the system allows the sale of the lot, even when its purchase date is later than the bill date.

Enable the Feature and Re-test

• Go back to Sales Voucher Configuration and enable the feature.

• Now, when attempting to process the same transaction, the system restricts the sale of lots with purchase dates greater than the bill date.

• The lot no longer appears in the Lot Search Window, ensuring compliance with billing accuracy rules.

As you can see in the widgets, the LOT quantity is available, but the LOT is not being displayed.

This feature helps maintain accurate and controlled inventory sales, preventing errors in lot-based transactions.