Filter for Stop Billing in Party Master

YouTube: How to Enable Stop Billing Filter From Party Master in Sales Orders?

How to Enable Stop Billing Filter From Party Master in Sales Orders?

This tutorial explains how to use the “Filter for Stop Billing in Party Master” feature in Logic ERP. This functionality helps restrict billing for parties marked as Stop Billing in the Account Master, ensuring better control and preventing unwanted transactions.

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Objective of This Feature

• Restrict billing for blocked or inactive parties

• Automatically filter such parties during Sales Order entry

• Prevent accidental transactions

• Improve control and accuracy in billing

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Open Sales Order Configuration

• Go to Sales Order Module

• Click on Configuration

• Select the relevant Sales Order Configuration

• Locate the option labeled as:

“Filter for Stop Billing in Party Master”

• When enabled, it restricts billing for parties marked as Stop Billing in Account Master

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Check Stop Billing in Account Master

Verification

• Open Account Master

• Search for the party

Example

• Party: Logic Customer

• Status: Marked as Stop Billing

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Verify in Sales Order

Refresh Window

• Click on New Order

• This ensures updated settings are applied

Account Selection

• Open Account Search List Window

System Behavior

• Parties marked as Stop Billing will not be displayed

• Example:

  • Logic Customer is hidden from the list

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Key Benefits

• Prevents billing for restricted parties

• Reduces chances of errors

• Ensures compliance with business rules

• Improves control over customer transactions

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Best Practice Tips

• Regularly update Stop Billing status in Account Master

• Use this feature for blocked or overdue customers

• Always refresh the Sales Order window after changes

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Final Outcome

• Stop Billing parties are automatically filtered out

• Sales Order process becomes safer and more controlled

• Users only interact with valid and active parties

• Overall accuracy and efficiency are improved