Set Back Date Entry/Modification Locking Schedule

YouTube: How to Configure Backdate Entry and Modification Locking Schedule?

How to Configure Backdate Entry and Modification Locking Schedule?

In this tutorial, you will learn how to Restrict Backdated Entries and Modifications in Logic ERP using the Backdate Entry / Modification Locking Schedule feature. This helps maintain Data Accuracy, Security and Audit Control.

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Open Locking Schedule Setup

To begin:

• Go to the User Access Module.

• Open Set Back Date Entry / Modification Locking Schedule.

• This window displays a list of documents (e.g., Sale, Purchase, etc.) where locking rules can be applied.

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Select Document for Locking

• Select the document (e.g., Sale Document).

• Right-click on the selected document.

• Click on Settings.

Shortcut:

• Press F3 to directly open settings.

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Configure Lock Criteria

• The Lock for Back Date Entry window will open.

• Here, you can define various locking rules based on your business needs.

Apply Fixed Days Lock

Let’s configure a Fixed Days Lock.

• Select the number of days to restrict (e.g., 1, 2, 3 days).

• Click Save.

What this means:

• You cannot modify existing entries within the locked days.

• You cannot create new backdated entries for those days.

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Implement with Modification Restriction

Now verify the impact:

• Go to the Sale Bill Window.

• Open a bill that falls within the locked period.

• Try to modify and save the bill.

Result:

• The system will restrict the modification.

• An error message will appear indicating:

  • Entry modification is locked for this period

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Implement with Backdated Entry Restriction

Now test creating a backdated entry:

• Create a new sale bill.

• Enter a date within the locked period.

• Try to save the bill.

Result:

• The system will not allow saving.

• Backdated entries within the locked period are restricted.

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Key Benefits of Locking Schedule

• Prevent unauthorized backdated entries

• Ensure data integrity and accuracy

• Improve audit compliance

• Control user activity effectively

• Reduce risk of financial manipulation

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Final Outcome

You have successfully learned how to:

• Configure Backdate Entry Locking

• Restrict Modification of Past Transactions

• Enforce data security policies

Your system is now better equipped for controlled and secure operations.