Set Branch Wise Back Date Entry/Modification Locking

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

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.

---

Open Branch-Wise Locking Setup

To begin:

• Navigate to the User Access Module.

• Open Set Branch Wise Back Date Entry / Modification Locking.

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

---

Select Branch for Locking

• Identify the Branch where you want to apply restrictions.

• Press the Spacebar in the respective column.

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

---

Choose Document for Locking

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

Open Lock Settings:

• Right-click → Click Settings OR

• Press F3 (shortcut)

---

Configure Lock Criteria

• The Lock for Back Date Entry Window will open.

• Here, you can define different locking rules.

---

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.

• Click Save.

What this means:

• All transactions up to the selected date will be:

  • Restricted for new backdated entries

  • Restricted for modifications

---

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.

• Try to save the bill.

Result:

• The system will block the entry

• An error message will be displayed

---

Implement Modification Restriction

• Open an existing bill dated before the locked date.

• Attempt to modify and save it.

Result:

• The system will prevent modification

• Changes cannot be saved

---

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

---

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.