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Lock Document Number

YouTube: How to Prevent Document Number Changes in Packing Slips?

How to Prevent Document Number Changes in Packing Slips?

In this tutorial, we will learn how to use the "Lock Document Number" option in Logic ERP to prevent users from manually editing or modifying the document number during Packing Slip entry.


Objective of This Feature

  • Prevent manual modification of document numbers

  • Maintain document number sequence

  • Avoid accidental changes

  • Improve document control

  • Ensure consistent voucher numbering


Observe the Default Behavior

  • Open the Packing Slip Entry window.

  • Initiate a New Document.

  • Observe the Document Number field.

Result

By default, the document number field is editable, allowing users to manually modify the number as required.


Access to the Packing Slip Configuration

  • Open the Packing Slip Configuration window.

  • Navigate to the Other Options 2 section.

  • Locate and enable the option labeled as:

"Lock Document Number"

  • Save the configuration changes.


Verify the Document Number Lock

  • Return to the Packing Slip Entry window.

  • Click on New Document to refresh the window.

  • Observe the Document Number field.

Result

The document number field is now locked, preventing users from manually editing or modifying the document number.


Key Benefits

  • Document Control: Prevents unauthorized changes to document numbers.

  • Accurate Numbering: Maintains the defined document sequence.

  • Prevents Errors: Avoids accidental modification of document numbers.

  • Improved Tracking: Ensures consistent document identification.

  • Easy Configuration: Can be enabled whenever document numbering needs to be controlled.


Important Note

After enabling "Lock Document Number", click New Document to refresh the entry window and apply the setting.


Final Outcome

Once "Lock Document Number" is enabled, Logic ERP automatically locks the document number field in Packing Slip entry, ensuring that users cannot manually modify the assigned document number.

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