Move Excise % to Scheme (Rs) for Free Items.

YouTube: How to Transfer Excise (%) Value to Scheme (Rs) for Free Items in Sale Bill?

How to Transfer Excise (%) Value to Scheme (Rs) for Free Items in Sale Bill?

In this tutorial, we will guide you through the process of transferring the Excise % to Scheme (Rs) for free items in Logic ERP. This feature is useful when handling promotions or free-of-cost items during sales billing. Follow the steps below to understand how this configuration impacts billing behavior.

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Access Sale Voucher Configuration

• Navigate to Sale Voucher Configuration in Logic ERP.

• Select the relevant Billing Series for which you want to enable this feature.

• Locate the option labeled as: “Move Excise % to Scheme (Rs) for Free Items”

• Keep this feature disabled initially to observe the default behavior.

Let's proceed with this option turned off to understand its practical implications in billing.

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Set Party-Wise Default Excise Percentage

• Navigate to the Setup\Party Wise Settings and click to Set Party-Wise Default section.

• Select the party for whom you want to configure the default Excise %.

• Enter the desired Excise Percentage and save the settings.

Define the Excise % as shown in the picture above.

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Observe Billing Behavior with Feature Disabled

• Open the Sale Bill Window.

• Enable “Excise Percent” and “Scheme Rupees” columns using the Setup Column Attributes option.

Mark these options to use the functionality as shown in the picture above.

• Create a line item with a sale rate of zero to represent a free item.

• Notice that with the feature disabled, the Excise % does not transfer to the Scheme Rupees column.

As illustrated, when the feature is disabled, the Excise % is not transferred to the Scheme Rupees column.

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Observe Billing Behavior with Feature Enabled

• Return to Sale Voucher Configuration.

• Enable the option: “Move Excise % to Scheme (Rs) for Free Items”

  • Please note, apart from this option, you also need to tick the 'Add/Less Excise for Free Items' option in Sale Voucher – Other Settings 1.

• Return to the Sale Bill Window.

• Enter a free item again with zero sale rate.

• Now, you will observe that the Excise % is successfully transferred to the Scheme Rupees column.

As illustrated, when the feature is enabled, the Excise % is transferred to the Scheme Rupees column.

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Conclusion

By enabling the “Move Excise % to Scheme (Rs) for Free Items” option, Logic ERP automatically transfers excise percentages to scheme values for zero-rate items, simplifying billing and reporting for promotional goods.