Lock All Modifications on or Before

YouTube: How to Lock All Modifications On or Before a Defined Date?

How to Lock All Modifications On or Before a Defined Date?

In this tutorial, we will learn how to use a global option in Logic ERP that restricts all types of modifications or deletions to documents created before a specific date. This feature is especially useful for ensuring data integrity after closing monthly or yearly accounts.

Configure Global Setting

• Open Logic Admin.

• Navigate to Global Settings

• Under the Other Settings Click to User Rights Settings.

• Scroll to the bottom and locate the option labeled as:

“Lock all modifications on or before”.

• Enter the cut-off date (e.g., 31-March-2025).

  • All entries created on or before this date will be locked.

• Save the settings and restart the software for the changes to apply.

Implement in Sale Bill

• Open the Sale Bill window.

• Select a bill created before the defined lock date.

• Try modifying the quantity and save the changes.

  • The software will immediately restrict the action and display an error message.

• Similarly, if you try to delete the bill, the software will block it.

Verify in Other Documents

• Open another document, such as a Sale Challan.

• Select an existing challan created before the locked date.

• Attempt to modify or update the details.

  • Once again, the software will prevent the action and display a restriction message.

Example Scenario

Key Benefits

• Ensures data integrity by preventing accidental or unauthorized edits.

• Helps in maintaining finalized accounts after audit/closing.

• Provides better control over historical records.