Setup Calculation Configurations for Purchase

YouTube: How to Set Up Supplier Wise Calculation Configurations in Purchase?

How to Set Up Supplier Wise Calculation Configurations in Purchase?

In this tutorial, we will learn how to set up calculation configurations for Purchase vouchers in Logic ERP and understand how cash discount can be applied either before tax or after tax based on configuration.

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Creating Calculation Configuration for Purchase

To begin, create a purchase calculation configuration.

• Navigate to the Setup Module from the main menu

• Go to Party-Wise Settings

• Open Setup Calculation Configuration for Purchase

Define Configuration

• Enter a Configuration Name

• Click Save

• The saved configuration will now appear in the dropdown list

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Defining Calculation Mode

Once the configuration is saved:

• Select the required Configuration Name from the dropdown

• Click on Calculation Mode

Here, define how calculations should be applied for this configuration.

Example 1: Cash Discount After Tax

• Select the configuration (e.g., Cash Discount After Tax)

• Use the Move Down button to position Cash Discount (CD) below:

  • Tax 1

  • Tax 2

• Ensure the correct calculation sequence is maintained

Important: If cash discount is calculated after tax, make sure the default account for Cash Discount is properly defined.

Example 2: Cash Discount Before Tax

• Select another configuration (e.g., Cash Discount Before Tax)

• Position Cash Discount (CD) above:

  • Tax 1

  • Tax 2

• This ensures that the discount is applied before tax calculation

• After defining the calculation order, click Save

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Allocating Parties to Purchase Calculation Configuration

Next, allocate the calculation configuration to suppliers.

• Go to the Menu Bar

• Open Allocate Parties to Calculation Configuration

• Select the Party Account

• Click Refresh

• Press the Space Bar and assign the required Purchase Calculation Configuration

• Save the changes

Repeat this process for each supplier as required.

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Verifying Calculation During Purchase Entry

Now let’s verify how the configuration works during actual purchase entries.

Scenario 1: Cash Discount Before Tax

• Create a New Purchase Voucher

• Select the supplier assigned with Cash Discount Before Tax

• Enter purchase details

• Click View Totals

Result: The cash discount is applied before tax calculation.

Scenario 2: Cash Discount After Tax

• Click New Voucher

• Select the supplier assigned with Cash Discount After Tax

• Enter purchase details

• Click View Totals

Result: The cash discount is applied after tax calculation.

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Final Confirmation

• Verify tax values and discount calculations

• Ensure the correct configuration is applied as per the supplier setup

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Conclusion

This completes the Purchase Calculation Configuration setup in Logic ERP, allowing you to control how cash discounts are calculated—either before tax or after tax—on a supplier-wise basis.