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Convert Scheme Rupee to Free Qty

YouTube: How to Convert Scheme (Rs.) to Free Quantity in Import PUV Configuration?

How to Convert Scheme (Rs.) to Free Quantity in Import PUV Configuration?

In this tutorial, we will learn how to use the "Convert Scheme Rupee to Free Qty" feature while importing Purchase Vouchers from an external file in Logic ERP.

This feature allows the system to consider the Scheme Rupee amount only for items where the Basic Rate is set to zero.


Open the Import Configuration

To access the required option:

  • Navigate to Import Purchase Vouchers from External File.

  • Open the Configuration window.

  • Locate the option labeled as:

"Convert Scheme Rupee to Free Qty"

Before enabling this option, let's first understand its default behavior.


Review the Excel Data

Before importing the voucher, let's review the Excel sheet.

As you can see:

  • The Scheme Rupee column contains a scheme amount of ₹2 for each item.

  • The total Scheme Rupee amount for all items is ₹18.

  • Out of these items, 3 items have their Basic Rate set to zero.

  • Now, let's import the Purchase Voucher while the feature is disabled.

  • As you can see, the Basic Rate is zero for some items.

  • The Scheme has been applied to all items.

  • The total Scheme value is 18.


Import the Voucher with the Feature Disabled

  • Keep "Convert Scheme Rupee to Free Qty" disabled.

  • Import the Purchase Voucher using the same Excel file.

System Behavior

As you can see, since the feature is disabled, the system considers the complete Scheme Rupee amount of ₹18 from the Excel sheet.

Now, let's enable the feature and observe the difference.


Enable Convert Scheme Rupee to Free Qty

  • Return to the Configuration window.

  • Enable "Convert Scheme Rupee to Free Qty".

  • Save the configuration.

  • Import the same Excel file again.

System Behavior

After enabling this feature, the system considers the Scheme Rupee amount only for items where the Basic Rate is zero.

In our example:

  • 3 items have a Basic Rate of ₹0.

  • Each of these items has a Scheme Rupee amount of ₹2.

Therefore:

Total Scheme Rupee = 3 × ₹2 = ₹6

The system correctly calculates the total Scheme Rupee amount as ₹6.


Verify the Imported Purchase Voucher

  • Proceed with importing the voucher.

  • Once the purchase details are imported successfully, open the Purchase Voucher module.

  • Open the imported voucher and verify the Scheme Rupee amount.

Result

As you can see, the system correctly reflects the total Scheme Rupees amount as ₹6.

For all other items where the Basic Rate is specified, the Scheme Rupees amount is displayed as zero.


Final Outcome

By enabling "Convert Scheme Rupee to Free Qty", the system applies the Scheme Rupee amount only to items with a Basic Rate of zero, while items with a specified Basic Rate are treated as having zero Scheme Rupees.

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