Set User Wise Back Date Entry/Modification Locking

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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.

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