# Refresh Customer CD/TD etc Defaults in case Customer is changed

**YouTube:** [How to Auto - Refresh Customer Defaults (CD / TD) on Customer Change in Sale Bill ?](https://www.youtube.com/watch?v=D91XASLpUDo)

## How to Auto - Refresh Customer Defaults (CD / TD) on Customer Change in Sale Bill?

In this tutorial, we'll demonstrate how to configure **Logic ERP** to automatically refresh **CD (Cash Discount)** and **TD (Trade Discount)** and other related fields when the customer is changed. This ensures that customer-specific defaults are accurately applied during billing.

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### Access Sales Voucher Configuration:

* Navigate to **Sales Voucher Configuration**.
* Select the **relevant Billing Series**.
* Locate the Feature labeled: **“Refresh Customer CD/TD etc. Defaults in Case Customer is Changed”**
* *Initially*, leave this option **disabled** to observe system behavior without it.

<figure><img src="/files/qrQLUEnXercUlj1uz0mc" alt=""><figcaption><p>Let's keep this feature Disable to observe its Impact</p></figcaption></figure>

***

### **Set Party-Wise Default CD/TD**

* Navigate to Setup\Party Wise Settings and click to **"Set Party Wise Defaults".**
* Select **Party A**, and configure:
  * CD: **2%**
  * TD: **4%**
* Save the settings.
* Select **Party B**, and configure:
  * CD: **1%**
  * TD: **3%**
* Save the settings.

***

### **Implement in the Billing Window (Feature Disabled)**

* Open the **Billing Window**.
* Select **Party A** – CD/TD values (2% / 4%) are correctly shown.
* Now switch to **Party B**:
  * The system still displays CD/TD values of **Party A**.
  * *This confirms the refresh setting is required for dynamic updates.*

***

### **Implement in the Billing Window (Feature Enabled)**

* Return to **Sale Voucher Configuration**.
* Enable: **“Refresh Customer CD/TD etc. Defaults in Case Customer is Changed”**
* Save and restart if necessary.
* Go back to the **Billing Window**.
* Select **Party A** – CD: 2%, TD: 4%.
* Switch to **Party B** – CD and TD **automatically update** to 1% and 3%.
* *The feature is now working as expected.*

***

### **Conclusion**

Enabling this feature ensures that CD/TD and other customer-specific settings are **accurately refreshed** during billing, reducing manual errors and improving billing accuracy.


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