Do not Implement Bill Locking for Supervisor

YouTube: How to Disable Bill Locking for Supervisor?

How to Disable Bill Locking for Supervisor?

In this tutorial, we will explain how to exclude supervisors (or admin users) from the bill locking mechanism in Logic ERP. By default, bill locking rules apply to all users, including administrators and supervisors. However, this behavior can be modified through system settings.

Default Behavior

When party-wise or series-wise bill locking is implemented, it affects:

• All users across the system.

• Even admin or supervisor-level users are restricted.

Objective: Exclude Supervisors from Bill Locking

To prevent the locking mechanism from applying to supervisors or admins:

Step-by-Step Configuration:

• Open Logic Admin.

• Navigate to Global Settings.

• Go to the Sales Settings 2 section.

• Enable the following option:

  "Do not Implement Bill Locking for Supervisor"

• Click Save and Restart the software for the change to take effect.

Behavior After Enabling the Option

Supervisor/Admin Users:

• Bill locking will not apply.

• They can create, modify, or bypass restrictions even if party-wise or series-wise locks are configured.

Other Users:

• Bill locking will remain active and enforced as per the defined rules.

Types of Bills Locking Mechanisms

• Party-Wise Billing Locks

  • Restrict billing for specific parties.

• Party-Wise Discount Locks

  • Prevent users from overriding discounts for specific parties.

To View or Configure:

• Navigate to the Entry Mode settings.

• Example: If a series-wise lock is set, a user cannot create a sale bill for a specific party under the locked series.

Result Summary

Recommendation

Use this feature when:

• Supervisors require override permissions for operational flexibility.

• Admins need to manage exceptions without reconfiguring locks for every case.