Do Not Update Previous Year Closing Stock in case Previous Year Challan is Retrieved in Current Year

YouTube: How to Stop Previous Year Closing Stock Update When Old Challan is Retrieved in Current Year?

How to Stop Previous Year Closing Stock Update When Old Challan is Retrieved in Current Year?

This tutorial explains how to restrict automatic updates to the previous year’s stock when a Challan from a previous financial year is retrieved and used in the current financial year.

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Default Behavior (Without Restriction)

• A Challan is created in the previous financial year for a quantity of 7.

• The closing stock reflects the issue, e.g., stock = 3.

• You perform book closing and log into the current financial year.

• A new Sale Bill is created using the Retrieve Challan option to bring in the previous year’s Challan.

• After saving the bill, if you log back into the previous financial year and check the stock report:

  • The stock incorrectly shows restored to 10, as if the Challan wasn’t transacted.

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Enable Stock Restriction Setting

To prevent this unintended stock update in the previous year:

• Open Logic Admin.

• Go to Global Settings.

• Navigate to the Sales Settings 2 section.

• Enable the setting:

  "Do Not Update Previous Year Closing Stock in case Previous Year Challan is Retrieved in Current Year"

• Click Save and Restart the software for the setting to apply.

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After Enabling the Setting – Updated Process

Let’s test the feature after enabling the restriction:

• A Challan is created in the previous year for a quantity of 5.

• The closing stock shows as 5 (correct).

• Log into the current financial year.

• Open a new sale bill and retrieve the Challan from the previous year.

• Save the transaction.

• Log back into the previous year, open the stock report.

Result:

• The stock remains 5.

• The previous year’s closing stock is not altered, even though the Challan was used in the current year.

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Benefits of This Feature

Benefit	Description
Stock Integrity	Ensures historical stock data remains unchanged.
Accurate Audit Trail	Financial year boundaries are respected for compliance.
Simplified Reporting	Prevents confusion during year-end audits and reconciliations.

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Best Practices

• Always enable this feature before starting operations in the new financial year.

• Clearly communicate to users that retrieving past year Challans will not impact last year’s stock.

• Run reconciliation reports after enabling this setting to confirm behavior.