Over Due Bill Filter As
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How to Configure Overdue Bill Restrictions in Packing Slips?
In this tutorial, we will learn how to configure the Over Due Bill Filter As option in Packing Slips.
This configuration allows you to control whether the system should check for overdue bills while creating a Packing Slip and whether the check should be performed across all branches or only in the current branch.
Open the Overdue Bill Filter Configuration
Open the Packing Slip Configuration window.
Navigate to the Other Options Four section.
Locate the option labeled as:
"Over Due Bill Filter As"
Available Options
This option provides three choices:
None
The system does not check for overdue bills while creating a Packing Slip.
Do Not Allow If Overdue Any Bill Exist
The system checks for overdue bills across all branches.
If the customer has even one overdue bill in any branch, the Packing Slip cannot be created.
Do Not Allow If Overdue Any Bill Exist Branch Wise
The system checks for overdue bills only in the currently logged-in branch.
An overdue bill in another branch does not restrict Packing Slip creation in the current branch.
Configure the Overdue Check Across All Branches
Let's first understand the second option.
Select Do Not Allow If Overdue Any Bill Exist.
Save the configuration changes.
Implement the Configuration
Initiate a new Packing Slip entry.
The current login branch is Delhi.
Select the required customer.
System Behavior
As soon as the customer is selected, the system checks for overdue bills across all branches.
Since the customer has an overdue bill, the system restricts the Packing Slip entry.
A message is displayed indicating that the overdue days limit of 10 days has been exceeded.
Note: We will see where this 10-day overdue limit is defined later in this tutorial.
Key Point
With Do Not Allow If Overdue Any Bill Exist enabled, the branch where the overdue bill exists does not matter.
If the customer has an overdue bill in any branch, the Packing Slip cannot be created.
Configure the Overdue Check Branch Wise
Now, let's see how the third option works.
Return to the Packing Slip Configuration window.
Navigate to Other Options Four.
Select Do Not Allow If Overdue Any Bill Exist Branch Wise.
Save the configuration changes.
Test the Configuration
Initiate a new Packing Slip entry.
Select the same customer.
System Behavior
This time, no overdue bill restriction or prompt appears.
The customer does not have an overdue bill in the currently logged-in Delhi branch.
Therefore, the system allows the Packing Slip entry to proceed.
Key Point
With the branch-wise option enabled:
The system checks overdue bills only in the current branch.
An overdue bill existing in another branch does not restrict the Packing Slip entry.
Define the Overdue Days Limit
Now, let's see where the 10-day overdue limit is defined.
Open the Setup New Account window.
Search for and select the required customer account.
Open the Other Details section.
Locate the Overdue Days Limit field.
Configuration
The value defined in the Overdue Days Limit field determines the number of days after which a bill is considered overdue for this validation.
Key Benefits
Provides control over overdue bill validation during Packing Slip entry.
Supports both all-branch and branch-wise overdue checking.
Prevents transactions when the defined overdue limit is exceeded.
Allows businesses to configure overdue validation according to their operational requirements.
Final Outcome
The Over Due Bill Filter As option provides three levels of control: no overdue checking, overdue checking across all branches, or overdue checking for the current branch only. The Overdue Days Limit defined in the customer's account determines when the overdue restriction is triggered.
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