Skip to main content

Permissions and Locks

dsGST uses a robust validation strategy through a complex permissions and locking mechanism in the sales entry system.

Permissions Required

Feature Checked - Sale

SalePerm

PermissionsDescription
AddTo be able to add new sale
EditOnly user with this permisssion can edit any bill, subject to document edit checks below.
SDEditSame Day Edit - User with this permisssion can only edit an entry made on the same date. Irrelevant if the user already has Edit (above) permission
info
  • If both Edit and SDEdit are permitted, the higher permission (i.e. Edit) will apply.
  • If permission is All, then the user all permission for all action types for that feature.
PermissionsDescription
RateEntThis permission is required to allow the user to change Trade Rate and HSN for the selected item for the current sale entry.

Hiding (Hide Entry and Hide Report) works only when the user does not have All checked for Sale.

PermissionsDescription
HideEntThe user will not be allowed to open the sale entry form.
HideRepThe user will not be allowed to open the sale related reports.

Multiuser Lock

Locked

Whenever you Add or Edit any document a Lock is set for the document. This lock is released as soon as the user completes the document by pressing Save.

LockIndicator

As long as a lock is active no other user will be able to Edit this document.

Incomplete

As long as the document is in a Lock, it will show as Incomplete to all others.

IncompleteIndicator

Incomplete is a document that is either locked by some or that was not closed by pressing Save. This happens...

  • When document was closed without save when some document check and / or item check failed.
  • The Software Exited due to.
    • Power Failure,
    • Disconnection from Server,
    • Any other reason.

Force Open

The Force button is available only to an Admin User.

ForceButton

This button can be used to release a Lock that is wrongfully placed when no user is actually working on that document.

ForceDialog

Click this button to Force-Open a lock. You will be presented with a confirmation dialog, requiring you to confirm the action.

danger

Confirm that no-one is working on the entry before using the Force button. Improper use can lead to chaos.

Document Edit Checks

  • Document Not Blank
  • Valid Date
  • IRN Not Done
  • Document Not Reconciled
  • Document Not Locked-By-User
  • Document Not MultiUser-Locked
  • Bill Not Marked Done
  • Bill Balance Not 0
  • Rack Print Cleared

Locks and Checks

Document Level Checks

  • Valid Date
  • Valid Licence Date (Overridable)
  • Party Selected
  • Valid GSTIn Format
  • Quantity Not 0
  • Valid Disc (Less than Max Disc)
  • Party Lock State

Item Level Checks

  • Item Selected
  • Valid MRP (MRP >= Trade Rate) (Overridable)
  • Valid GST Rate
  • Valid C+S or I Tax
  • Within Credit Limit (Overridable)
  • Valid Scheme
  • Valid Product Expiry
  • Valid Stock (Overridable)