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.


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.

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.

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.

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.

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.

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