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 ?

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.

Let's keep this feature Disable to observe its Impact

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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.

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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.

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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.

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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.