Allow Auto Debit Note creation of Stock Transfer Documents also

YouTube: How to Enable Automatic Debit Note Creation for Stock Transfer Documents?

How to Enable Automatic Debit Note Creation for Stock Transfer Documents?

This tutorial explains how to enable and use the feature that automatically generates Debit Notes for Stock Transfer Documents in the ERP system.

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Enable the Setting in Global Settings:

• Open Logic Admin.

• Navigate to Global Settings.

• Go to the Purchase Settings section.

• Locate and enable the option labeled as :

  "Allow Auto Debit Note creation of Stock Transfer Documents also"

• Save the settings and restart the software for the changes to take effect.

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Import Stock Transfer Document

• Navigate to Utilities\Export/Import Branch Wise Data\Options\Export/Import Data.

• Open the Import Stock Transfer - Virtual Branches window.

• Define the voucher details (Date, Series, Branch, etc.).

• Select "Yes" to import the Stock Transfer document.

• Once imported, the document will appear under:

  Purchase Module → Stock Transfer In

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Perform Physical Stock Verification

• Select the imported Stock Transfer document.

• Begin scanning the received goods.

• Suppose the expected quantity is 10 units, but only 9 are received.

• Enter Physical Quantity = 9, then save the document.

• Click Convert Goods in Transit as Received.

• This will add the verified 9 units to inventory.

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Generate Debit Note for Quantity Difference

• Navigate to:

  Purchase Module → Generate Rate Difference / Physical Stock Debit Notes

• Select the relevant Stock Transfer voucher.

• Click Refresh.

• Click Generate Debit Note.

A Debit Note for the 1 missing unit will be created automatically.

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Verify in Stock Ledger Report

• Open the Stock Ledger Report.

• You will see:

  • Imported Quantity: 10 units

  • Physically Received: 9 units

  • Debit Note Issued: 1 unit

• You can double-click on the Debit Note entry to view full details.

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Summary

By enabling this feature, your ERP system can automatically generate Debit Notes for quantity differences in Stock Transfers, helping maintain:

• Inventory Accuracy

• Financial Transparency

• Reduced Manual Effort