Over Due Bill filter As
YouTube: How to Restrict Delivery Orders for Customers with Overdue Bills?
How to Restrict Delivery Orders for Customers with Overdue Bills?
In this tutorial, we will learn how to configure the Over Due Bill Filter As option in Delivery Orders.
This option allows you to control whether Logic ERP should check for overdue bills when generating a Delivery Order and whether the validation should apply across all branches or only to the current branch.
Access to the Overdue Bill Filter Configuration
Open the Delivery Order Configuration window.
Navigate to the Other Settings section.
Locate the option labeled as:
"Over Due Bill Filter As"
Available Options
The Over Due Bill Filter As dropdown provides three choices:
None
The system does not check for overdue bills while generating a Delivery Order.
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 Delivery Order cannot be generated.
Do Not Allow If Overdue Any Bill Exist Branch Wise
The system checks for overdue bills only in the current logged-in branch.
An overdue bill in another branch does not restrict Delivery Order generation in the current branch.
Validate Overdue Bills Across All Branches
Let's first test the second option.
Configuration
Select Do Not Allow If Overdue Any Bill Exist.
Save the configuration changes.
Implement the Configuration
We are currently logged into the Delhi branch.
Initiate a new Delivery Order entry.
Click on Sales Order Selection.
Select the required Sales Order.
Click on Generate Order.
System Behavior
As soon as the Sales Order is selected, the system checks for overdue bills across all branches.
Since the customer has an overdue bill, the system restricts the Delivery Order generation.
A message is displayed indicating that the overdue days limit of 10 days has been exceeded.
Important 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 Delivery Order cannot be generated.
Validate Overdue Bills Branch Wise
Now, let's see how the third option works.
Configuration
Return to the Delivery Order Configuration window.
Navigate to Other Settings.
Select Do Not Allow If Overdue Any Bill Exist Branch Wise.
Save the configuration changes.
Implement the Configuration
Initiate a new Delivery Order entry.
Click on Sales Order Selection.
Select the required Sales Order.
Click on Generate Order.
System Behavior
This time, no overdue bill restriction or prompt appears.
The customer does not have an overdue bill in the currently logged-in branch.
Therefore, the Delivery Order is generated successfully.
Important Point
With the branch-wise option enabled, the system checks overdue bills only in the current branch.
An overdue bill in another branch does not restrict Delivery Order generation.
Overdue Bill Filter Summary
Option
System Validation
None
No overdue bill validation
Do Not Allow If Overdue Any Bill Exist
Checks overdue bills across all branches
Do Not Allow If Overdue Any Bill Exist Branch Wise
Checks overdue bills only in the current branch
Key Benefits
Provides flexible control over overdue bill validation.
Supports both all-branch and branch-wise overdue checking.
Prevents Delivery Order generation when the applicable overdue limit is exceeded.
Helps businesses maintain better control over customer outstanding balances.
Final Outcome
The Over Due Bill Filter As option allows you to control overdue bill validation during Delivery Order generation. You can disable the validation, apply it across all branches, or restrict it to the current branch based on your business requirements.
Last updated