Purchase Indent

The Purchase Indent module facilitates the internal request process for procurement. Users can initiate, manage, and track indent requests, helping organizations streamline material planning and purchasing workflows.

Key Features

Feature	Description
Create	Initiate a new purchase indent and line-level details.
Item Details	Add, view, or update item-specific information within the indent.
Line Create	Insert a new line entry to specify individual items or services required.
Line Create Through Import	Add multiples line in single go with the help of Import
Line Modify	Edit specific item lines to correct quantity, rate, or other fields.
Line Delete	Remove individual item lines if not required.
Modify	Edit indent details
Delete	Delete the entire indent record (if not authorized or processed).
Authorize Indent	Approve the indent for further procurement processing.
Revoke Authorization	Revert an already authorized indent, if needed.
Cancel Indent	Mark the indent as canceled to indicate it should not be acted upon.
Re-update Rate From Price Mst	Refresh item rates in the indent lines using the latest prices from the price master.
Convert To Manual Rate	Override auto-fetched rates to enter rates manually.
Re-Update GST Rate From Inventory	Refresh GST rates from inventory master data to ensure compliance and correctness.
Modify Follow Up Note	Add or edit follow-up notes related to the indent.
Print	Generate a formatted version of the indent for record-keeping or approval.
Email	Send the indent document directly via email from the system.

Get ReqdBy From Lead Time Master

• In case you want Lead Time and Transit Days to be autofetched you can enable this sysparameter

Common Validations during Indent Creation

Validation	Reason	Solution
Please correct the GST State Code in the Party Master	The supply state code is missing for the selected party.	Go to Party Master → Find the party → Open branch details → Click Modify → Update the State Name.
Supply state code is mismatched with GSTIN of Party	The party’s GST state and the supply state do not match.	Go to Party Master → Find the party → Open branch details → Click Modify → Make sure the GSTIN belongs to the correct state.
Since party is unregistered, interstate supply is not allowed	Unregistered parties must be in the same state as the company unit.	If the party is unregistered and located in another state, update the company unit’s state to match it in Company Master.

Other Common Errors and Fixes during Indent Item creation

Validation	Reason	Solution
Non standard cost enabled for this Item Group	This item group doesn’t allow manual rate entry.	Go to Inventory Master → Select the item → Check the Item Group → Go to Group Master and enable “Is Manual Rate?” for that group.
Rate is not available in Price Master or found as 0 for this Item and Party. Are you missing the brand/currency?	The system couldn’t find a valid rate for the selected item, party, brand, or currency.	Go to Price Master → Filter by Vendor, Item, Brand, and Currency → Update or add the latest rate for the combination.

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