For the complete documentation index, see llms.txt. This page is also available as Markdown.

Set User Wise Back Date Entry/Modification Locking

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

How to Configure User Wise Backdate Entry and Modification Locking Schedule?

In this tutorial, you will learn how to configure user-specific restrictions for backdated entries and document modifications in Logic ERP. This feature ensures better control, accountability, and data security for each user.


Open User-Wise Locking Setup

To Begin:

  • Navigate to the User Access Module.

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

This window displays:

  • List of Users

  • Their current Setting Status

  • By default, the status appears as “Not Defined”, meaning no restrictions are applied.


Select User for Configuration

Now define restrictions for a specific user.

  • Locate the user (e.g., Billing User 1).

  • Press the Spacebar in the Setting Column.

  • This opens the Backdate Entry / Modification Locking Schedule Window.


Choose Document for Locking

  • A list of Documents will appear (e.g., Sale, Purchase, etc.).

  • Select the Sale Document.

Open 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 various locking rules based on your requirements.

Apply Fixed Days Lock

  • Let’s configure a Fixed Days Lock:

  • Enter the number of days (e.g., 1, 2, 3 days).

  • Click Save.

What this means:

  • The selected user:

    • Cannot modify existing bills within these days

    • Cannot create backdated entries for these days


Log In with the User

  • Log out of the system.

  • Log in again using the same user for whom the lock is applied.

Implement with Modification Restriction

  • Navifgate to the Sale Bill Window.

  • Open a bill within the locked period.

  • Attempt to modify and save it.

Result:

  • The system will block the modification

  • An error message will appear:

    • Entry modification is locked for this period

Implement with Backdated Entry Restriction

  • 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 are restricted for that user


Key Benefits of User-Wise Locking

  • Apply restrictions to specific users

  • Improve accountability and control

  • Prevent unauthorized backdated entries

  • Ensure data accuracy and audit compliance

  • Customize access based on user roles


Final Outcome

You have successfully learned how to:

  • Configure User-Wise Backdate Locking

  • Restrict Modifications & Backdated Entries

  • Strengthen data security and operational control

Your system is now more secure, controlled, and audit-ready.

Last updated