Prompt Reason in case of Item/Account Master Modification or Deletion

YouTube: How to Enable Reason Prompt on Item/ Account Master Modification or Deletion?

How to Enable Reason Prompt on Item/ Account Master Modification or Deletion?

In this tutorial, we'll demonstrate how to enable a feature in Logic ERP that prompts users to provide a reason whenever an item or account master is modified or deleted. This ensures accountability and traceability in master data changes.

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Enable the Prompt for Reason

• Open Logic Admin and navigate to Global Settings.

• Go to Other section and click to "User Rights Settings"

• Locate and enable the option lableled as: “Prompt Reason in Case of Item/Account Master Modification or Deletion”.

Let's proceed with this option turned on to understand its practical implications in billing.

• Save the settings.

• Restart the software to apply the changes.

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Demonstrating the Feature in Action

• Item Master Modification

  • Open the Item Setup window.

  • Select any existing item.

  • Modify a field—for example, update the GST tax percentage.

  • As soon as the change is made, the system will prompt the user to enter a reason before saving.

• Account Master Modification

  • Open the Account Master (e.g., Supplier Ledger).

  • Add or modify information—for example, enter a mobile number.

  • When the user tries to save, a prompt appears asking for the reason.

  • Once the reason is provided, the change will be saved successfully.

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Conclusion

This feature helps maintain a detailed audit trail for sensitive master data changes by capturing the reason behind each modification or deletion, thereby improving transparency and control within the system.