Party Wise Discount Locks

YouTube: How to set Party-wise discount locks in Sale Bill?

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.

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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.

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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

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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

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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.

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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.

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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

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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

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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.

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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.