Set Party + Series/Agent Wise Defaults

YouTube: How to Set Up Party- and Series/Agent-Wise Defaults for Sales?

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.

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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

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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.

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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

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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).

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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.

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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.