# Scheme Setup for Sale Order

A New option “**Setup scheme for sale order”** is added in configuration. Previously , Scheme setup was done only for sale bill. In new updation\
setup scheme option is enabled in Sale Order that will allow you to apply scheme in sale order also.

Step:1 Go to **Setup Scheme Types** option from **Configuration** menu. Set Scheme for as “**Scheme for Sale order”** . Define **Scheme type**, short name and click on **Save. (***Refer to image below*).

<figure><img src="/files/qvYw0Q9EVzJASGoS3zwR" alt=""><figcaption></figcaption></figure>

Step 2: Go to **Configuration** menu and click on “**Setup Scheme for Sale Order “.** Define **Scheme Group** by clicking on **New** button. Enter Scheme reference and Scheme description. Click on save button.

<figure><img src="/files/DGTOti9UrJEbJZ3sm6AZ" alt=""><figcaption></figcaption></figure>

Step-3: Click on **New Item** option . Select the items on which Scheme is to be applied and click on Save.

<figure><img src="/files/IccGwNvWyyKrMz924rVT" alt=""><figcaption></figcaption></figure>

Step 4: Click on **Define Scheme Dates** and enter Date from and Date to. Also choose the **Scheme type** and click on Save.

<figure><img src="/files/sP66T9KgamMM7UQGb5uu" alt=""><figcaption></figcaption></figure>

Step 5: Go to **Scheme Details** tab and define the scheme. You can define Multiple Schemes in Scheme/unit, CD%, TD% ,SP C.D. % ,Scheme(Rs) and Adj/unit. For instance, we are going to Define scheme in Scheme/unit and Scheme (Rs) *(Refer to the image below)*

<figure><img src="/files/tAEKyiKkQLxQOEWEi8NF" alt=""><figcaption></figcaption></figure>

Step 6: Go to **Sale order** window and click on **Configuration>Other Options** and Set **Group Scheme** as “**Prompt before Issue”** to enable the scheme option in Sale Order.

<figure><img src="/files/TXy8wNcyvl8ghC9LfEXC" alt=""><figcaption></figcaption></figure>

Step 7: Create a Sale Order and click on **F2** to **Implement the Group Wise Scheme** option. a window will appear choose the **Scheme Type** to apply scheme as shown in image below:

<figure><img src="/files/bkh0rqY89ontbtiNCryY" alt=""><figcaption></figcaption></figure>

Step 8: Choose the **Scheme** from the list to Implement in Sale Order and Click on Ok.

<figure><img src="/files/skP7ncsdeBKfdCFIIQAi" alt=""><figcaption></figcaption></figure>

The following image demonstrates that the Scheme is applied. Click on ok and save the Sale order.

<figure><img src="/files/nkf9ECBEQL6FKED9Gzhn" alt=""><figcaption></figcaption></figure>

Step 9: Before Retrieving the order in sale bill, we need to map the Scheme fields of Sale order with Sale bill in **Sale voucher Configuration**. Go to **Other Settings-1 >Other Settings>Defaults-2>Map SO Fields.** Map all the fields that you wish to apply in Sale bill also.

**\*\*NOTE: Scheme (RS) Field will be mapped with Adjust/Unit only.**

<figure><img src="/files/RHExTgg0er4VY6A4Zv2I" alt=""><figcaption></figcaption></figure>

Step 10 : Go to **Sale Bill** window and **Retrieve Sale Order** .

<figure><img src="/files/XBzqqONcagjjSldAB687" alt=""><figcaption></figcaption></figure>

The Scheme will be automatically applied after Order retrieval in the Sale bill as shown in image below:

<figure><img src="/files/fh5Rv0eyzxDBf46kDdpM" alt=""><figcaption></figcaption></figure>


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