Generate Sale Challan History Report

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How to Generate Sale Challan History Report?

In this tutorial, we’ll learn how to configure the Sale Challan History Report in Logic ERP.

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Access the Sale Challan Reports

• Navigate to the Reports and Queries section.

• Open the Sale Challan Reports menu.

• Select Sale Challan History Report.

• Click on Configuration to create a new report.

• Enter a suitable Configuration Name for identification.

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Define Print Columns

• Under the Print Column section, select the required fields such as:

  • Sale Bill Date and Number

  • Challan Number and Date

  • Customer Name

  • Challan Quantity, Billed Quantity, and Amount

• Use the arrow keys on the right to arrange the columns in your preferred order.

• Once finalized, save the changes.

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Configure Totals and Filters

• Go to the Total Section and select the parameters for which you want totals to appear.

• Enable the Grand Total option for overall totals.

Configure Report Options

• In the Report Options, define the Challan/Return Filter and select the desired Report Consolidation option from the dropdown.

• Define the Report Order based on how you want the report to be grouped or displayed.

• If required, enable Item Consolidation to group data item-wise.

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Generate the Report

• Save the configuration and select it from the Available Configurations list.

• The system will now display a complete Sale Challan History within the specified date range. It includes detailed information showing which challans have been retrieved in which sale bills. If there are partial retrievals, the pending quantities will appear under the Balance Quantity column.

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You have successfully configured the Sale Challan History Report in Logic ERP.