Rate C.F

YouTube: How to Configure Units of Measurement for Rate Calculation with Conversion Factors in Sale Bill?

How to Configure Units of Measurement for Rate Calculation with Conversion Factors in Sale Bill?

The Rate CF (Conversion Factor) feature in Logic ERP allows users to control how the system calculates item rates during sales transactions. By configuring different Rate CF parameters, you can ensure accurate pricing based on predefined conversion factors like dozens, cases, lots, or per-unit rates.

Access Sale Voucher Configuration

• Navigate to Sale Voucher Configuration.

• Select the relevant Billing Series.

• Under the Other Settings - 2.

• Locate the option labeled as:

Rate CF

• From the dropdown, select either:

  • Default

  • Qty CF

  • Lot CF

  • Item CF 1

  • Item CF 2

  • Item CF 3

  • Per Unit

Pre-Billing Item Master Setup

• Navigate to Setup\Setup Items and Select "Setup Items Multiple Packs/Sizes"

• Define the CF in the Item Master.

Available Parameters & Their Functionality

1. Default

• Purpose: Calculates the rate based on the default conversion factor defined in the item master.

• Example:

  • Conversion 1 = Dozen (12 units)

  • Conversion 2 = Case (144 units)

  • Default Sale CF = Dozen, Default Rate CF = Case

  • Result: Quantity picked in dozens, but rate calculated on case basis.

2. Quantity CF

• Purpose: Calculates the rate using the same conversion factor as the transaction quantity.

• Example:

• If Sale CF = Dozen → rate per dozen

• If changed to per unit → rate per unit

3. Lot CF

• Purpose: Calculates the rate based on lot-specific conversion factors.

• Use Case: Useful when different lots of the same item have varying units per pack.

• Pre-Transaction Purchase Bill Review

• Example:

  • Lot 1: 115 units per pack

  • Lot 2: 120 units per pack

  • System applies correct rate based on lot CF.

4. Item CF1

• Purpose: Uses Conversion Factor 1 from the item master to calculate the rate.

• Example:

• CF1 = Dozen

• Rate is shown per dozen, with per-unit rate also viewable.

5. Per Unit

• Purpose: Always calculates rate on a single unit basis, regardless of pack size.

Benefits

• The system dynamically adjusts the displayed rate in the Rate CF column during billing.

• Correct conversion factors are automatically applied based on the chosen Rate CF setting.

• Applicable in Sale Bill and other voucher types involving item rate calculations.