How to Set Up Party and Series/Agent Wise Defaults for Sales?
In this tutorial, we will learn how to configure Party-wise defaults based on Series or Agent in Logic ERP and understand how these settings automatically apply during billing, along with built-in validation controls.
Open Party + Series / Agent Wise Defaults Setup
From the Main Menu, navigate to Setup
Go to Party Wise Setting
Open Set Party + Series/Agent Wise Defaults
Select Default Type (Series or Agent)
Choose the Default Type:
Series – Enables the Series filter
Agent – Enables the Agent filter
For this tutorial, select Series.
Define Party + Series Defaults
Select the Customer from the search list
Choose the Series for which defaults should apply
You can now configure the following default settings:
Discount Defaults
CD (Cash Discount)
TD (Trade Discount)
SPCD (Special Discount)
Other available discount options as required
Billing Control Options
Number of Bills
Acts as a validation control
If set to 1, the system will not allow a new bill until the previous bill is cleared
Day’s Limit Bills
Defines the maximum credit period
Specifies the number of days a bill can remain pending before payment is required
Price Configuration
Select the Default Price List from the dropdown
After defining all values, click Save
Verify Defaults in Sales Bill Entry
Open the Sales Bill window
Start a new transaction in the selected Series
Select the Customer Account for which defaults are defined
The system automatically applies the configured defaults
(e.g., 10% TD is Auto Applied to the bill).
Validate Bill Restriction Logic
Save the bill in Credit Mode.
Now attempt to create another sales bill for the same customer and series
As soon as the account is selected:
The system displays an error message stating that the "Party + Series wise bill limit has been exceeded"
Since only one bill was allowed, the second bill cannot be generated until the earlier bill is cleared.
Conclusion
By configuring Party + Series / Agent Wise Defaults in Logic ERP, you can:
Automatically apply discounts and price lists
Enforce credit control through bill count and day limits
Prevent unauthorized or excess billing
Maintain strong financial discipline and accuracy
This feature ensures smarter billing with minimal manual intervention.
