Setup Branch+Item Group Wise CS Value Limit for PO

YouTube: How to Set Up Branch- and Item Group-Wise Closing Stock Limits for Purchase Orders?

How to Set Up Branch- and Item Group-Wise Closing Stock Limits for Purchase Orders?

In this tutorial, we will learn how to set up a Branch + Item Group wise Closing Stock Value Limit for Purchase Orders in Logic ERP.

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Open Setup Window

• Go to Main Menu → Setup Module

• Navigate to Party Wise Settings

• Open “Setup Branch + Item Group Wise CS Value Limit for PO”

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Define Limit Settings

• Select Transaction Type: Purchase Order / Purchase / Challan

• Choose Rate Source: Lot Rate or Item Rate

• Select Rate As option as required

• Choose Item Group Level

• Select the Branch and Item Group

• Enter the Limit Value

• Click Save

• Review the saved details and entry mode.

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Import via Excel (Optional)

• You can also import settings using an Excel sheet by clicking “Retrieve from Excel.”

• Click the Help button to check the required columns.

• Browse and select the file from your device.

• Click Refresh to import the data.

• Once imported, click Save.

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Enable Validation in Purchase Order

• Open Purchase Order Window

• Go to Configuration → Other Settings

• Enable: Check Closing Stock Limit for PO

• Save settings

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Create Purchase Order

• Click New Order

• Enter item (from defined item group)

To Verify Stock:

• Check Stock Query for closing stock value

• Check Pending Purchase Orders Report for pending PO value

System Validation

• If PO Value + Closing Stock Value > Defined Limit

• System will show a warning prompt while saving

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Apply Same Validation for Purchase / Challan

Steps:

• Select Branch & Item Group

• (Optional) Select Linked Branch

• Enter Limit Value

• Define Date Range

• Click Save

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Enable for Purchase / Challan

• Open Purchase / Challan Window

• Go to Configuration → Other Settings

• Enable: Check Closing Stock Value for Purchase

• Save settings

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Implement in Purchase/Challan

• While saving Purchase / Challan

  • System will show a warning if limit is exceeded