Tally Customisation & TDL Developer
Budget: ₹1,500 – ₹12,500 INR
# Tally Prime Customization Requirement Specification
## A. Order Voucher Customization
### 1. Order Adjustment Voucher
A custom voucher type named **Order Adjustment Voucher** is required to facilitate adjustment of pending quantities between Purchase Orders and Sales Orders without affecting inventory or stock balances.
**Requirements:**
* Ability to adjust full or partial order quantities.
* Adjustment should impact only order balances.
* No impact on inventory valuation, stock position, or accounting entries unless specifically configured.
---
### 2. Transfer of Orders Between Parties
Provide functionality to transfer pending Purchase Orders or Sales Orders from one party ledger to another.
**Example:**
* Purchase Order originally placed with Vendor A.
* Balance quantity (full or partial) transferred to Vendor B.
**Requirements:**
* Support both Purchase Orders and Sales Orders.
* Support partial and complete transfer.
* Original order trail and audit history should be maintained.
---
### 3. Item-to-Item Order Conversion
Provide functionality to convert pending order quantities from one stock item to another.
**Example:**
* Purchase Order placed for Item A.
* Pending quantity (full or partial) converted to Item B.
**Requirements:**
* Applicable for both Purchase Orders and Sales Orders.
* Support partial quantity conversion.
* Original order references should remain traceable.
---
### 4. Order Write-Off Voucher
Provide a mechanism to write off pending Purchase Orders or Sales Orders without affecting inventory.
**Example:**
* Pending Purchase Order: 10 MT.
* Rate difference/write-off amount: ₹1,000 per MT.
* Write-off value: ₹10,000 plus applicable GST.
**Requirements:**
* Custom voucher entry for order write-off.
* Automatic accounting entry generation.
* Inventory quantities and stock balances must remain unaffected.
* Order balance should be reduced or closed accordingly.
* GST treatment should be configurable.
---
### 5. Transfer of Closing Orders During Company Split
After a company split, all outstanding Purchase Orders and Sales Orders should be transferable to the new company as Opening Orders.
**Requirements:**
* Transfer pending quantities along with order references.
* Preserve order dates and balances.
* Support both Purchase and Sales Orders.
* Utility should facilitate migration without manual re-entry.
---
# B. Usability & Reporting Enhancements
### 1. Order Creation/Alteration from Invoice Screen
Provide the ability to create or alter Purchase Orders and Sales Orders directly while entering Purchase or Sales Invoices.
**Requirements:**
* Open existing order in alteration mode from invoice entry screen using a shortcut key (e.g., Ctrl+Enter).
* Create new order directly from invoice screen using a shortcut key (e.g., Alt+C).
* User should not be required to exit the invoice entry screen.
---
### 2. Order Number Visibility in Invoices and Reports
Display the related Order Number against each item line in Purchase and Sales Invoices.
**Requirements:**
* Visible during voucher entry.
* Printed on invoice formats.
* Available in relevant reports and registers.
---
### 3. Ledger Drill-Down from Purchase/Sales Register
Provide a shortcut key or button to directly open the related ledger master from Purchase Register and Sales Register.
**Requirements:**
* Single-key or shortcut-based navigation.
* Quick access to ledger details without exiting the report.
---
### 4. Party Name Column in Purchase and Sales Registers
Enhance Purchase Register and Sales Register by displaying an additional column containing the Supplier/Buyer Name.
**Requirements:**
* Visible in report view.
* Available for export and printing, if feasible.
---
### 5. Pending Order Inquiry from Ledger
Provide a shortcut button or menu option within a ledger to view all pending Purchase Orders and Sales Orders associated with that party.
**Requirements:**
* Display pending quantity, order number, order date, and balance quantity.
* Drill-down capability to the original order voucher.
* Quick access from ledger master and ledger reports.
## A. Order Voucher Customization
### 1. Order Adjustment Voucher
A custom voucher type named **Order Adjustment Voucher** is required to facilitate adjustment of pending quantities between Purchase Orders and Sales Orders without affecting inventory or stock balances.
**Requirements:**
* Ability to adjust full or partial order quantities.
* Adjustment should impact only order balances.
* No impact on inventory valuation, stock position, or accounting entries unless specifically configured.
---
### 2. Transfer of Orders Between Parties
Provide functionality to transfer pending Purchase Orders or Sales Orders from one party ledger to another.
**Example:**
* Purchase Order originally placed with Vendor A.
* Balance quantity (full or partial) transferred to Vendor B.
**Requirements:**
* Support both Purchase Orders and Sales Orders.
* Support partial and complete transfer.
* Original order trail and audit history should be maintained.
---
### 3. Item-to-Item Order Conversion
Provide functionality to convert pending order quantities from one stock item to another.
**Example:**
* Purchase Order placed for Item A.
* Pending quantity (full or partial) converted to Item B.
**Requirements:**
* Applicable for both Purchase Orders and Sales Orders.
* Support partial quantity conversion.
* Original order references should remain traceable.
---
### 4. Order Write-Off Voucher
Provide a mechanism to write off pending Purchase Orders or Sales Orders without affecting inventory.
**Example:**
* Pending Purchase Order: 10 MT.
* Rate difference/write-off amount: ₹1,000 per MT.
* Write-off value: ₹10,000 plus applicable GST.
**Requirements:**
* Custom voucher entry for order write-off.
* Automatic accounting entry generation.
* Inventory quantities and stock balances must remain unaffected.
* Order balance should be reduced or closed accordingly.
* GST treatment should be configurable.
---
### 5. Transfer of Closing Orders During Company Split
After a company split, all outstanding Purchase Orders and Sales Orders should be transferable to the new company as Opening Orders.
**Requirements:**
* Transfer pending quantities along with order references.
* Preserve order dates and balances.
* Support both Purchase and Sales Orders.
* Utility should facilitate migration without manual re-entry.
---
# B. Usability & Reporting Enhancements
### 1. Order Creation/Alteration from Invoice Screen
Provide the ability to create or alter Purchase Orders and Sales Orders directly while entering Purchase or Sales Invoices.
**Requirements:**
* Open existing order in alteration mode from invoice entry screen using a shortcut key (e.g., Ctrl+Enter).
* Create new order directly from invoice screen using a shortcut key (e.g., Alt+C).
* User should not be required to exit the invoice entry screen.
---
### 2. Order Number Visibility in Invoices and Reports
Display the related Order Number against each item line in Purchase and Sales Invoices.
**Requirements:**
* Visible during voucher entry.
* Printed on invoice formats.
* Available in relevant reports and registers.
---
### 3. Ledger Drill-Down from Purchase/Sales Register
Provide a shortcut key or button to directly open the related ledger master from Purchase Register and Sales Register.
**Requirements:**
* Single-key or shortcut-based navigation.
* Quick access to ledger details without exiting the report.
---
### 4. Party Name Column in Purchase and Sales Registers
Enhance Purchase Register and Sales Register by displaying an additional column containing the Supplier/Buyer Name.
**Requirements:**
* Visible in report view.
* Available for export and printing, if feasible.
---
### 5. Pending Order Inquiry from Ledger
Provide a shortcut button or menu option within a ledger to view all pending Purchase Orders and Sales Orders associated with that party.
**Requirements:**
* Display pending quantity, order number, order date, and balance quantity.
* Drill-down capability to the original order voucher.
* Quick access from ledger master and ledger reports.