Pick Taxes from Master in case of Challan Retrieval

YouTube: How to Enable Tax Selection From Masters Instead of Sale Challan in Sale Bill ?

 In this tutorial, we’ll demonstrate how to automatically pick taxes from the master when retrieving a challan in Logic ERP.

Steps to Enable Tax Retrieval from Master:

• Navigate to the Sales Voucher Configuration and select the relevant Billing Series.

• Locate the option "Pick Taxes from Master in Case of Challan Retrieval."

Let's keep this feature Disable to observe its Impact on Billing.

Impact When Disabled:

• Before enabling the feature, check the current tax percentage of the item in the master.

• Generate a Sales Challan for the item.

As shown in the picture, we have created the challan with 12% GST.

• Now, update the item's tax rate from 12% to 18% in the master.

• Retrieve the challan while creating a Sales Bill.

• The software still applies the old tax rate from the challan instead of the updated master rate.

As you can see, the tax from the challan has been retrieved in the sale bill.

Impact When Enabled:

• Enable the "Pick Taxes from Master" option in the Sale Voucher Configuration.

• Now, retrieve the challan again in the Sales Bill.

• The software correctly applies the updated tax rate from the master.

After enabling the option, you can see that the tax defined in the Item Master has been picked.

By enabling this feature, businesses can ensure tax rates are always up to date, reducing manual adjustments and potential errors.