Customer Linking for Sale Documents A/c Entry
YouTube: How to Configure a Separate Customer for Account Posting in Sales Bills?
How to Configure a Separate Customer for Account Posting in Sales Bills?
In this tutorial, we will learn how to link a Billing Account with an Entry Account for Sales Documents in Logic ERP. This feature allows businesses to generate sales bills under one customer while posting the accounting entry to another linked account automatically.
Open Customer Linking Setup
Navigate to the Main Menu
Open the Setup Module
Expand Set Other Account Details
Click Customer Linking for Sale Documents A/c Entry
This will open the Customer Linking configuration window.
Select Entry Account and Billing Account
Now define the accounts that will be linked together.
Entry Account
Select the Entry Account where the accounting entry will be posted.
Billing Account
Select the Billing Account that will be used while generating the sales bill.
Example in this demonstration:
Billing Account: Logic ERP - Punjab
Entry Account: Logic ERP - Delhi
This means that whenever a Sales Bill is created for ABC Mart Jaipur, the accounting entry will automatically be posted to ABC Mart Delhi.
Click Save to store the linking configuration.
Enable Entry Account Display in Billing Window (Optional)
If you want to view the entry posting account directly in the billing window, enable the required column.
Steps
Open Sale Voucher Configuration
Select the relevant billing series
Navigate to Column Lock Options
Enable Account Entry Customer Column
Click Save to apply the configuration.
Refresh the Billing Window
Return to the Sales Billing Window.
Click New Bill to refresh the screen.
You will now notice that the Account Entry Customer column is visible in the billing header.
Generate a Sales Bill Using the Linked Account
Now create a sales transaction to observe how the linking works.
In the Billing Account field
Select: Logic ERP - Punjab
As soon as the billing account is selected
The linked Entry Account (Logic ERP - Delhi) will automatically appear in the Account Entry Customer column.
If required, this entry account can also be changed manually.
Now:
Add the item details
Complete the sales transaction
Click Save
The Sales Bill will be generated successfully.
Verify the Entry in the Ledger Report
Next, verify how the accounting entry has been recorded.
Navigation to the Reports
Open Ledger Report
Apply filters for both accounts:
Billing Account: Logic ERP - Punjab
Entry Account: Logic ERP - Delhi
Generate the report.
Understanding the Ledger Result
In the Ledger Report, you will observe:
The accounting entry is recorded under Logic ERP - Delhi
Even though the Sales Bill was generated using Logic ERP - Punjab
This confirms that the Customer Linking configuration is working correctly.
Conclusion
Using the Customer Linking for Sale Documents A/c Entry feature in Logic ERP, businesses can:
Link multiple billing customers to a single accounting account
Simplify accounting entries for branch or group customers
Maintain accurate ledger postings
Improve account management and reporting
This feature is especially useful for group customers, franchise networks, and centralized accounting structures.
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