Party Wise Billing Locks

YouTube: How to Apply Party -wise Billing locks, Credit limits and Bill limits?

How to Apply Party -wise Billing locks, Credit limits and Bill limits?

In this tutorial, we will learn how to configure and apply party-wise billing locks in Logic ERP. Party-wise billing locks help organizations control billing behavior by restricting transactions based on customer rules such as outstanding dues, rate protection, discount control, bill limits, and credit limits.

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Access the Party-Wise Billing Locks Setup

• Navigate to Main Menu

• Open the Setup Module

• Go to the Party Wise Settings section

• Click on Party-Wise Billing Locks

This window allows you to define multiple billing restrictions for selected customers.

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Define the Lock Scope

• Select the Lock Type

• Define whether the lock should apply:

  • Series-wise, or

  • Agent-wise

• Under Batch Mode Only:

  • Select the required Customer

  • Choose the Series on which the billing locks should apply

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Apply “Stop Billing” Lock

• Enable the Stop Billing option

• Save the changes

Result

• When you open the Sales Bill window and select this customer:

  • The system immediately displays an error message

• Billing is completely blocked before item entry

• You cannot proceed further with the transaction

This lock is useful when billing needs to be completely halted for a customer.

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Apply Field-Level Locks (CD, TD, Rate)

• Enable locks for:

  • CD (Cash Discount)

  • TD (Trade Discount)

  • Rate

Result

• These fields become non-editable during billing

• Users cannot manually override or modify the values at runtime

Example

• Apply the Rate Lock

• Open a Sale Bill and enter items

• The Rate field remains locked, preventing any manual changes

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Apply “Allow Billing Only If No Dues” Lock

• Enable Allow Billing Only If No Dues

• Save the changes

How It Works

• Create and save a Credit Sale Bill for the customer

• The bill amount becomes outstanding

• When you try to initiate a new transaction for the same customer:

  • The system displays a warning message

  • Billing is blocked due to pending dues

Billing will only be allowed once all outstanding amounts are cleared.

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Apply Bill Limit and Credit Limit Locks

These limits help control customer exposure.

Bill Limit

• Restricts billing if a single bill amount exceeds the defined limit

Credit Limit

• Restricts billing if total outstanding exceeds the allowed credit limit

Example

• Bill Limit defined: ₹12,000

• Create a sale bill exceeding this amount

• On saving, the system displays an error:

  “Bill Limit for Party + Series is Set to 12000.00... Cannot Proceed.”

The bill will not be saved until the amount falls within the allowed limit.

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Conclusion

Party-wise billing locks in Logic ERP provide powerful control over sales transactions by:

• Preventing unauthorized billing

• Enforcing rate and discount discipline

• Managing credit exposure

• Ensuring billing compliance based on dues and limits

By configuring these locks effectively, businesses can reduce financial risk, enforce policies, and maintain strong credit control across customers.