# Set Branch Wise Back Date Entry/Modification Locking

**YouTube:** [How to Configure Branch Wise Backdate Entry and Modification Locking Schedule?](https://youtu.be/7D2CDdIOFtU)

## How to Configure Branch Wise Backdate Entry and Modification Locking Schedule?

In this tutorial, you will learn how to **apply backdate entry and modification restrictions branch-wise** in Logic ERP.\
This feature helps organizations maintain **data consistency and control across multiple branches**.

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### Open Branch-Wise Locking Setup

**To begin:**

* Navigate to the **User Access Module**.
* Open **Set Branch Wise Back Date Entry / Modification Locking**.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FrBbu7JEbQ9iVIjubHdgU%2FBranch%20%2B%20Settings.png?alt=media&#x26;token=20e56d78-1c63-4173-8543-a68c92d6d558" alt=""><figcaption></figcaption></figure>

This window displays a **list of all branches** available in the system.

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### Select Branch for Locking

* Identify the **Branch** where you want to apply restrictions.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FeMoMQqrEHwtPOT2ziDV4%2FBranch%20Selection.png?alt=media&#x26;token=a643a929-dd9b-4525-b904-975501fc29f3" alt=""><figcaption></figcaption></figure>

* Press the **Spacebar** in the respective column.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FnpsEThDFB75yeXtx5Jp1%2FConfiguratuion.png?alt=media&#x26;token=7ac7686d-dcde-434f-b8f4-c68c11c55e03" alt=""><figcaption></figcaption></figure>

* A new window will open showing a **list of documents**.

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### Choose Document for Locking

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

**Open Lock Settings:**

* Right-click → Click **Settings**\
  &#x20;              **OR**
* Press **F3** (shortcut)

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2F0yMo64Iy3NtjEnQzEKaZ%2FF3.png?alt=media&#x26;token=db7bb150-fcb5-463a-830b-8845a3637e0a" alt=""><figcaption></figcaption></figure>

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### Configure Lock Criteria

* The **Lock for Back Date Entry Window** will open.
* Here, you can define different locking rules.

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### Apply “Till Date” Lock

Let’s configure a **Till Date Lock**.

* Select the **“Till Date” option**.
* Enter the **specific date** up to which entries should be locked.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2F7q9O9xAGJ8otXCXWLqEQ%2FTIll%20Date.png?alt=media&#x26;token=32fe95a8-6808-4010-bc1e-b8aaac12ed9f" alt=""><figcaption></figcaption></figure>

* Click **Save**.

**What this means:**

* All transactions **up to the selected date** will be:
  * Restricted for new backdated entries
  * Restricted for modifications

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### Implement the Lock (Branch Level)

* Now verify how the restriction works.
* Ensure you are logged into the **same branch** (e.g., Head Office).

#### Implement Backdated Entry Restriction

* Open the **Sale Bill Window**.
* Create a **new transaction** with a date **within the locked period**.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FqbOyDFzD0gz7263Tc6IM%2FError%20-%20New%20Bill.png?alt=media&#x26;token=81e01296-a250-4166-8470-d1a0b6d64690" alt=""><figcaption></figcaption></figure>

* Try to **save the bill**.

**Result:**

* The system will **block the entry**
* An error message will be displayed

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### Implement Modification Restriction

* Open an **existing bill** dated before the locked date.
* Attempt to **modify and save** it.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FLCCj600wwjD5ANMpUsHs%2FError%20-%20New%20Bill.png?alt=media&#x26;token=65a1ff1f-50ac-44d2-bf9f-019fa35a5ef6" alt=""><figcaption></figcaption></figure>

**Result:**

* The system will **prevent modification**
* Changes cannot be saved

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### Key Benefits of Branch-Wise Locking

* Apply control at **branch level**
* Maintain data consistency across locations
* Prevent unauthorized backdated entries
* Strengthen audit and compliance
* Enable centralized control with decentralized operations

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### Final Outcome

You have successfully learned how to:

* Configure **Branch-Wise Locking Settings**
* Restrict **Backdated Entries & Modifications**
* Enforce **branch-level data control**

Your system is now better equipped for **multi-branch security and operational discipline**.
