How to Set Party wise Discount locks in Sale Bill?
In this tutorial, we will learn how to configure and apply party-wise discount locks in Logic ERP. Discount locks help control the usage of Cash Discount (CD), Trade Discount (TD), Special CD (SPCD), schemes, and billing permissions for specific customers, ensuring pricing discipline and policy compliance during sales billing.
Access to Party Wise Discount Locks Setup
Navigate to the Main Menu
Open the Setup Module
Go to Party-Wise Settings
Click on Party-Wise Discount Locks
This window allows you to define discount permissions and restrictions for individual customers.
Review Default Restrictions (No Discounts Allowed)
Select a customer
In Entry Mode, select the same customer
Click Refresh
Observation
You will notice that:
CD, TD, and SPCD are not allowed
No discount values are permitted for this customer by default
Verify Restriction in Sales Bill
Open the Sales Bill window
Initiate a new transaction for the selected customer
Try entering CD, TD, or SPCD
Result
The entered discount value is automatically removed
The system restricts discount entry due to discount locks
Enable Allow CD Lock
Return to Party-Wise Discount Locks
Enable Allow CD for the customer
Save the changes
Verify
Go back to the Sales Bill
Apply Cash Discount (CD)
The CD is now successfully applied, confirming that the lock is active.
Review Other Discount Lock Options
The discount lock window also includes advanced controls such as:
Lock Scheme (Percentage)
Lock Scheme (Rupees)
Lock Scheme Per Unit
Stop Billing if Last CD Is Not Cleared
Select another customer, apply these locks as required, and save the changes.
Verify Scheme Locks in Sales Bill
Open the Sales Bill
Initiate a new transaction
Press F5 on the item name to define a scheme in rupees
Result
The scheme value is restricted and not applied
Similarly:
When Scheme Per Unit Lock is enabled
Any entered value is blocked and does not reflect in the bill
Apply “Stop Billing if Last CD Is Not Cleared” Lock
This lock prevents new billing until the previous CD amount is settled.
Process
Apply CD in a sales bill
Save the bill in Credit Mode
Attempt to create a new bill for the same customer
Result
The system displays a message indicating:
Bill Number: GST-170 of CD 149.9000 is pending
Clear Pending CD and Resume Billing
Open Cash Received Voucher
Enter the receipt against the previous bill
Adjust and settle the bill
Save the voucher
Verification
Return to the Sales Bill
Initiate a new transaction for the customer
Billing is now allowed, as the previous CD has been cleared.
Conclusion
Party-wise discount locks in Logic ERP provide strong control over:
Discount usage (CD, TD, SPCD)
Scheme application
Credit discipline linked to discounts
Customer-specific billing behavior
By configuring these locks effectively, businesses can prevent unauthorized discounts, enforce policies, and maintain better financial control during sales transactions.
