Use Party Wise Settings For CD/TD Locks

YouTube: How to Disable Party Wise CD/TD Entry in Sale?

How to Disable Party Wise CD/TD Entry in Sale?

In this guide, we'll explore how to enable or disable Cash Discounts and Trade Discounts option for particular party, and how to set it as default for particular Party.

Setting Up CD & TD for Selected Party

1. Configure Account Settings:

   • Navigate to the Setups/Setup Accounts/Setup New Account.

   • Select the desired account where the CD & TD needs to be disabled and save the changes.

Let's keep this Option disabled.

Configuration Setup for Sale Voucher

• Navigate to the Sale Voucher Configuration

• Select the Relevant Billing Series

• Enable Use Party Wise Settings For CD/TD Locks: Find the option "Enable Use Party Wise Settings For CD/TD Locks" and tick the checkbox to avail this functionality.

Let's us enable this feature and observe its impact.

• Save Changes Ensure you save the modifications made to apply the changes.

Creating a Sale Bill With Restrictions

• Create a Sale Bill.

• Enter an Item and other details.

• When CD (Cash Discount) and TD (Trade Discount) values are added to an item, Software will reset it to zero upon moving to the next line. Including manual input as well.

Conclusion

The party-wise settings in Logic ERP provide a versatile tool for managing and customizing discount structures, allowing businesses to streamline discount policies.

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