# Credit Amt Posting RCU

**YouTube:** [How to Set Up Various Credit Posting Methods for Retail Customers?](https://www.youtube.com/watch?v=fRwErM0YDN0)

## How to Set Up Various Credit Posting Methods for Retail Customers?

This tutorial walks you through the use of the **"Credit Amt Posting RCU"** option in the **Sale Voucher Configuration** and demonstrates how different settings affect the posting of credit amounts to **Retail Customer Accounts (RCUs)**.

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### A**ccess the Configuration**

* Open **Sale Voucher Configuration**.
* Select the relevant **Billing Series**.
* Navigate to **Other Settings 3**.
* Locate the setting: **“Credit Amt Posting RCU”**
* This setting offers **three parameters**:
  * **Post against RCU (Non-Home Delivery Only**)
  * **Do not post**
  * **Always Post against RCU**

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FUvQEGjEMPQs0H4hO937v%2FSale%20Voucher%20Configuration.png?alt=media&#x26;token=c6472d6a-1394-48f5-862a-70e860c1d746" alt=""><figcaption></figcaption></figure>

***

### Post against RCU (Non-Home Delivery Only)

This option ensures that **credit amounts are posted to the RCU only for non-home delivery types** (e.g., Regular or Takeaway).

**Test Scenario 1 – Regular Bill Type:**

* Create a bill with **bill type: Regular**.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FJnhw78S3ttA0UUPkCfCg%2FRegular.png?alt=media&#x26;token=9abbaf77-7375-4b43-a349-503b67fae3ec" alt=""><figcaption></figcaption></figure>

* Enter items and proceed to **payment**.
  * Credit: ₹1000
  * Cash: ₹1500

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2Fj50wuC1Uk7Jb6O3NVLjZ%2FMOP.png?alt=media&#x26;token=9434af75-8928-44f2-84cb-722134510fb3" alt=""><figcaption></figcaption></figure>

* Save the bill and reopen it.
* Go to **Header Details**:
  * Customer Name auto-populates with **retail customer name**.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FYTLvYQiAFu8eo2HClY7n%2FHeader%20-%20regular%20new.png?alt=media&#x26;token=6f3c3311-94f0-4854-b021-0aa807d22ecb" alt=""><figcaption></figcaption></figure>

* View **Journal Report**:
  * ₹1000 posted as **credit to RCU**.
  * ₹1500 posted in **Cash Ledger**.
  * GST applied at **12%**.
  * **Balanced Journal Entry**: ₹2500 total debit/credit.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2Ff9LBUcUFK6ae8980DOQH%2FJournal%20reo%5Bprt.png?alt=media&#x26;token=f568fd96-56b7-4d1d-9c06-a8906bf8d46b" alt=""><figcaption></figcaption></figure>

**Test Scenario 2 – Home Delivery:**

* Create another bill with **bill type: Home Delivery**.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2Fo2LSQZueavgIRT52NIOF%2FHome%20Delivery.png?alt=media&#x26;token=093292d6-ab5d-48ed-843c-50420612fddb" alt=""><figcaption></figcaption></figure>

* Fill out the detials

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2Ficg23OpP4etKDCqyTnqO%2FHome%20Delv%20-%20Customer%20Address.png?alt=media&#x26;token=796474fe-6f75-4586-be5b-4d170e0ac0e9" alt=""><figcaption></figcaption></figure>

* Enter similar payment details.
* Save and reopen.
* Customer Name defaults to **standard customer**.
* View Journal Report:
  * ₹1000 posted as **credit to standard customer**, not RCU.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2Fh9DTUkxmWWw6CQsdYNT4%2FHome%20Delv%20-%20Jv%20Report.png?alt=media&#x26;token=89868659-89f2-4ab6-89ff-1f130933d9c3" alt=""><figcaption></figcaption></figure>

***

### **Do Not Post**

This option **prevents credit posting** to RCUs, regardless of the delivery type.

**Test Scenario:**

* Navigate to the **"Sale Voucher Configuration"**.
* Set parameter to **Do Not Post**.
* Create a bill with **bill type: Regular**.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FatofnFPImb9zc4pnbaqY%2FRegular.png?alt=media&#x26;token=876f68bb-9247-4d5a-a9b6-081619fb9e0e" alt=""><figcaption></figcaption></figure>

* Apply partial credit payment.
* Save and reopen the bill.
* Observe:
  * **Retail customer name is not assigned** in the bill.
* View Journal Report:
  * **No credit amount posted to RCU**.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2Fh9DTUkxmWWw6CQsdYNT4%2FHome%20Delv%20-%20Jv%20Report.png?alt=media&#x26;token=89868659-89f2-4ab6-89ff-1f130933d9c3" alt=""><figcaption></figcaption></figure>

* The same applies for:

  * **Home Delivery**
  * **Takeaway**

  In all cases, credit is not posted to the RCU.

***

### **Always Post Against RCU**

This setting **posts credit to RCU in all cases**, irrespective of delivery type.

**Test Scenario 1 – Regular Bill:**

* Create a bill with **bill type: Regular**.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FJnhw78S3ttA0UUPkCfCg%2FRegular.png?alt=media&#x26;token=9abbaf77-7375-4b43-a349-503b67fae3ec" alt=""><figcaption></figcaption></figure>

* Apply partial credit and cash payment.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2Fj50wuC1Uk7Jb6O3NVLjZ%2FMOP.png?alt=media&#x26;token=9434af75-8928-44f2-84cb-722134510fb3" alt=""><figcaption></figcaption></figure>

* Save and reopen the bill.
* Customer name reflects the **retail customer**, confirming RCU posting.
* View Journal Report:
  * Credit posted correctly to **RCU**.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2Ff9LBUcUFK6ae8980DOQH%2FJournal%20reo%5Bprt.png?alt=media&#x26;token=f568fd96-56b7-4d1d-9c06-a8906bf8d46b" alt=""><figcaption></figcaption></figure>

**Test Scenario 2 – Home Delivery:**

* Create another bill with **bill type: Home Delivery**.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FTdDNZyjrCM5UDVv1ijXY%2FHome%20Devl%20Apply%20all.png?alt=media&#x26;token=6ddc8d3c-626c-49a3-a418-825d88723a00" alt=""><figcaption></figcaption></figure>

* Save and reopen.
* Customer name remains as **retail customer**.
* View Journal Report:
  * Credit Account correctly posted to **RCU**.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FXiaRUJkWBbIMRV5qdsAd%2FJV%20report%20-%20Apply.png?alt=media&#x26;token=516397b8-c0ac-41f5-8cdf-2ded37026d86" alt=""><figcaption></figcaption></figure>

**Test Scenario 3 – Takeaway:**

* Repeat the same steps with **bill type: Takeaway**.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2F09Y83NQ4U9RbOXqMp6Hl%2FTake%20Away.png?alt=media&#x26;token=ea0a5938-1f82-451a-8131-4fcc6ba7b66f" alt=""><figcaption></figcaption></figure>

* Confirm that credit amount is **also posted to RCU**.
* Journal entry shows:
  * ₹1000 to RCU
  * ₹1500 to Cash Ledger
  * GST @ 12%
  * Total transaction: **₹2500 balanced**

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FjeUb6LQkyqeUm7BQR2UV%2FTake%20Away%20-%20JV%20Report.png?alt=media&#x26;token=c35d4108-e59d-459a-bc49-5ac17fa32d12" alt=""><figcaption></figcaption></figure>

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### **Conclusion**

The **"Credit Amt Posting RCU"** setting allows precise control over how credit sales are posted in Logic ERP:

| Option                                        | Behavior                                                |
| --------------------------------------------- | ------------------------------------------------------- |
| **Post Against RCU (Non-Home Delivery Only)** | Credit posted to RCU only for Regular/Takeaway          |
| **Do not post**                               | No credit posted to RCU                                 |
| **Always Post Againt RCU**                    | Credit always posted to RCU regardless of delivery type |

***