Materials Purchase and Sales Order Outstanding Report in Tally

Materials Purchase and Sales Order Outstanding Report in Tally

In previous chapter, we have discussed various Order reports. Here we discuss exclusively about Open Orders (Orders which have not yet been fully executed) for intense tracking of pending orders.

Materials Purchase and Sales Order Outstanding Reports menu in Tally

Order Outstanding Reports show the Open Order Statement (Orders which has not been fully executed) for :

• Sales Order Outstanding
• Purchase Order Outstanding

At Gateway of Tally, select Display> Statement of Inventory to get Statement of Inventory Menu.  At Statement of Inventory Menu

Statement of Inventory Menu in Tally

At Statement of Inventory Menu, select Sales Order Outstanding  to get Sales Order Outstanding  Menu,

Sales Order Outstanding Menu in Tally

At Statement of Inventory Menu, select Purchase Order Outstanding  to get Purchase Order Outstanding  Menu,

Purchase Order Outstanding Menu in Tally

Stock Item Group Sales Order Outstanding in Tally

AtSales Order Outstanding  Menu, select Stock Group and then select a Stock Group (or select Primary for Reports of all Primary Stock Groups) to get  Stock Group Sales Order Outstanding report for selected Stock Group .

Stock Item Group Sales Order Outstanding Report Display in Tally

Stock Item Group Sales Order Outstanding Configuration in Tally

At Stock Group Sales Order Outstanding, click F12:Configure to get Stock Group Sales Order Outstanding Configuration, to  set  the options as follows :

Stock Item Order Outstanding Configuration in Tally

Common Options for sections : The following options apply tothe activated column sections (Opening Orders / Orders Booked / Orders Cleared / Pending Orders).

• Item Quantity : At Show Quantities (at  F1:Detailed Format) :
  • Set Yes to show Quantity of Items (at Quantity column) of Sales Order,
  • Set No Quantity column is not shown
• Item Rates : At Show Rates (at  F1:Detailed Format) :
  • Set Yes to show Rate of Items (at Rate column) of Sales Order
  • Set No Rate column is not shown
• Item Value : At Show Value (at  F1:Detailed Format) :
  • Set Yes to show Value of Items (at Rate column) of Sales Order
  • Set No. Value column is not shown

Quantity, Rate & Value details are not shown in Condensed Format (when F1:Condensed Button is clicked)

Column section Activation : Set the option for respective section . You must activate (set Yes) at least one of the following sections (Pending Orders section get activated by default).

• Opening Orders : At Show Opening Orders,
  • Set Yes to show the activated columns (Quantity / Rate / Value)  of  Opening Order  figures at  Opening Order  section
  • Set No.  Opening Orders  section is not shown.
• Booked Orders : At Show Orders Booked,
  • Set Yes to show the activated columns (Quantity / Rate / Value)  of  Booked Order  figures at  Orders Booked section
  • Set No. Order Booked  section is not shown.
• Executed Orders : At Show Cleared Orders,
  • Set Yes to show the activated columns (Quantity / Rate / Value)  of  Executed Order  figures at  Cleared Orders  section
  • Set No. Cleared Orders section is not shown.
• Pending Orders : At Show Pending Orders,
  • Set Yes to show the activated columns (Quantity / Rate / Value)  of  Executed Order  figures at  Pending Orders  section
  • Set No. Pending Orders section is not shown.
• All Item Details : At Show All Items (incl zero balance),
  • Set Yes to show the details of all orders booked even if the order has been fully executed (zero pending order)
  • Set No. Particulars of fully exerted orders (No Pending Order) are not shown

Stock Group Sales Order Outstanding Buttons in Tally

 At Stock Group Sales Order Outstanding, you get the following buttons,

Order Outstanding Buttons in Tally

• F1:Detailed / Condensed : At F1:Detailed / Condensed toggle button :
  • Click  F1:Detailed to show next level  Item / Group Details
  • Click  F1:Condensed  to show top level  Item / Group Details
• F4: Group : To select an Item Group from the list of Groups (select Primary for All Stock Groups)
• F5: Itemwise / Grouped : At F5: Itemwise / Grouped, toggle button
  • Click F5: Itemwiseto list the Items I alphabetical order
  • Click F5: Groupedto list the Stock Groups / Stock Items in hierarchical order
• F7: Orders : To select Type of Values  from the Order Type list .

Order Type selection in Tally

Stock Group Purchase Order Outstanding in Tally

AtPurchase Order Outstanding  Menu, select Stock Group and then select a Stock Group (or select Primary for Reports of all Primary Stock Groups) to get  Stock Group Purchase Order Outstanding report for selected Stock Group.

Stock Group Purchase Order Outstanding in Tally

• Stock Group Purchase Order Outstanding Configuration : At Stock Group Purchase  Order Outstanding , Click F12:Configure to get Stock Group Purchase Order Outstanding Configuration, similar to Stock Group Sales Order Outstanding Configuration.
• Stock Group Purchase Order Outstanding Buttons : At Stock Group Purchase Order Outstanding , you get the buttons of Stock Group Sales  Order Outstanding.

Stock Category Sales Order Outstanding in Tally

AtSales Order Outstanding  Menu, select Stock Category and then select a Stock Category (or select Primary for Reports of all Primary Stock Category) to get  Stock Category Sales Order Outstanding report for selected Stock Category.

Stock Category Sales Order Outstanding in Tally

• Stock Category Sales Order Outstanding Configuration : At Stock Category Sales Order Outstanding , Click F12:Configure to get Stock Category Sales Order Outstanding Configuration similar to Stock Group Sales Order Outstanding
• Stock Category Sales Order Outstanding Buttons : At Stock  Category Sales Order Outstanding, you get buttons  similar to Stock Group Outstanding.

Stock Category Purchase Order Outstanding in Tally

AtPurchase Order Outstanding  Menu, select Stock Category and then select a Stock Category (or select Primary for Reports of all Primary Stock Category) to get  Stock Category Purchase Order Outstanding report for selected Stock Category.

Stock Category Purchase Order Outstanding in Tally

• Stock Category Purchase Order Outstanding Configuration: At Stock Category Purchase Order Outstanding, Click F12:Configure to get Stock Category Purchase Order Outstanding Configuration similar to Stock Group Sales Order Outstanding.
• Stock Category Purchase Order Outstanding Buttons : At Stock  Category Purchase  Order Outstanding, you get buttons  similar to Stock Group Outstanding.

Stock Item Sales Order Outstanding in Tally

AtSales Order Outstanding Menu, select Stock Item and then select a Stock Item from the list of Stock Items to get Stock Item Sales Order Outstanding report for selected Stock Item.

Stock Item Sales Order Outstanding in Tally

Stock Item Sales Order Outstanding Configuration : At Stock Item Sales Order Outstanding, Click F12:Configure to get Stock Item Sales Order Outstanding Configuration, similar to Stock Group Sales Order Outstanding .

Stock Item Sales Order Outstanding Buttons in Tally

At Stock Item Sales Order Outstanding , you get following buttons 

• F4: Item : To select an Item from the list of Items  to show the Stock Item Sales Order Outstanding for the selected Stock Item.
• F7: Orders : To select type of Values  from the list .

Stock Item Sales Order Outstanding Button Bar in Tally

Stock Item Purchase Order Outstanding in Tally

AtPurchase Order Outstanding Menu, select Stock Item and then select a Stock Item from the list of Stock Items to get  Stock Item Purchase Order Outstanding report for selected Stock Item.

Stock Item Sales Order Outstanding in Tally

Stock Item Purchase Order Outstanding Configuration : At Stock Item Purchase Order Outstanding, Click F12:Configure to get Stock Item Stock Item Purchase Order Outstanding Configuration, similar to Stock Group Sales Order Outstanding .

Stock Item Sales Order Outstanding Buttons : At Stock Item Purchase Order Outstanding, you get following buttons 

• F4: Item : To select an Item from the list of Items  to show the Stock Item Sales Order Outstanding for the selected Stock Item.
• F7: Orders : To select type of Values  from the list.

Account Group Sales Order Outstanding in Tally

It shows all the Sales Order Outstanding related to Parties under the selected Account Group. AtSales Order Outstanding  Menu, select Group and then select an Account Group (Sundry Debtor / Creditor  / Cash / Bank)  to get  Account Group Sales Order Outstanding report for selected Account Group.

Account Group Sales Order Outstanding in Tally

Account Group Sales Order Outstanding Configuration : At Account Group Sales Order Outstanding, Click F12:Configure to get Account Group Sales Order Outstanding Configuration, similar to Stock Group Sales Order Outstanding Configuration explained above.

Account Group Sales Order Outstanding Buttons in Tally

Account Group Sales Order Outstanding Button Bar in Tally

At Account Group Sales Order Outstanding, you get the following buttons :

• F4:Group : To select an Account Group to get Account Group Sales Order Outstanding for the selected Group

Account Group Purchase Order Outstanding in Tally

It shows all the Sales Order Outstanding related to Parties under the selected Account Group. AtPurchase Order Outstanding  Menu, select Group and then select an Account Group (Sundry Debtor / Creditor  / Cash / Bank)  to get  Account Group Purchase Order Outstanding report for selected Account Group.

Account Group Purchase Order Outstanding in Tally

Account Group Purchase Order Outstanding Configuration : At Account Group Purchase Order Outstanding, Click F12:Configure to get Account Group Purchase Order Outstanding Configuration, similar to Stock Group Sales Order Outstanding Configuration  explained above.

Account Group Purchase Order Outstanding Buttons : At Account Group Purchase Order Outstanding, you get the following buttons :

• F4:Group : To select an Account Group to get Account Group Purchase Order Outstanding for the selected Group.

Account Ledger Sales Order Outstanding in Tally

It shows all the Sales Order Outstanding related to selected Party. AtSales Order Outstanding  Menu, select Ledger and then select an Account Ledger (Sundry Debtor / Creditor  / Cash / Bank)  to get  Account Ledger Sales Order Outstanding report for selected Account Ledger (Party) .

Account Ledger Sales Order Outstanding in Tally

Account Ledger Sales Order Outstanding Configuration in Tally : At Account Ledger  Sales Order Outstanding, Click F12:Configure to get Account Ledger Sales Order Outstanding Configuration, similar to Stock Group Sales Order Outstanding Configuration explained above.

Account Ledger Sales Order Outstanding Buttons in Tally

At Account  Ledger Sales Order Outstanding , you get the following buttons :

• F4:Ledger : To select a Ledger Account to get Account Ledger Purchase Order Outstanding for the selected Ledger Account.

Account Ledger Sales Order Outstanding Button bar

Account Ledger Purchase Order Outstanding in Tally

It shows all the Purchase Order Outstanding of selected Party. AtPurchase Order Outstanding  Menu, select Ledger and then select an Account Ledger (Sundry Debtor / Creditor  / Cash / Bank)  to get  Account Ledger Purchase Order Outstanding report for selected Account Ledger  (Party)

Account Ledger Purchase Order Outstanding in Tally

Account Ledger Purchase Order Outstanding Configuration : At Account Ledger  Purchase Order Outstanding, Click F12:Configure to get Account Ledger Sales Order Outstanding Configuration, similar to Stock Group Sales Order Outstanding Configuration, explained above.

Account Ledger Purchase Order Outstanding Buttons : At Account  Ledger Purchase Order Outstanding , you get the following buttons :

• F4:Ledger : To select a Ledger Account to get Account Ledger Purchase Order Outstanding for the selected Ledger Account (Party)

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