https://myitschool.in/purchase-order-in-tally/
https://www.tallyerp9book.com/tallytutorial/Purchase-Order-Processing-in-TallyERP9.html
https://www.tutorjoes.in/tally_prime_tutorial/order_processing_in_tally_prime
Purchase Order Processing in tally
Purchase Order Processing is the process of placing orders with suppliers for a purchase to be made from them. Usually, companies need to track the Order details for Sales and Purchases as this significantly helps in planning the production process accordingly.
Purchase Order is an order placed by a business entity with a supplier for the delivery of specified goods at a given price and at a predetermined time.
When the order is placed with the suppliers for the supply of goods, the Items, quantities, date of receipt etc., details are given with the Purchase Order Number. Later, when these goods are received, the Purchase Order is tracked for the Order Details either in the receipt note or in the purchase Invoice.
How to enable purchase order in tally?
Tally Prime Purchase order
Gateway of tally —–> Vouchers —–> Press F10 (other Voucher) —–> From list of Voucher type ——> Show Inactive ——> Select purchase Order
For tally erp 9 user’s
Gateway of tally —–> Press F11 (Features) —–> Inventory features
Set the following options to ‘Yes’
Allow Purchase Order Processing –Yes
Use Debit /Credit Notes –Yes
Use Invoice mode for Debit Notes –Yes
Use Tracking Numbers (Delivery / Receipt Notes) –Yes
Use Rejection Inward /Outward Notes –Yes
Step For Creating a Purchase Order: –
Voucher Types Shortcuts
Purchase Order Alt + F4
Receipt Note Alt + F9
Rejection Out Note Alt + F6
Purchase Voucher F9
Payment Voucher F5
Rejection Out Note Alt + F6
Debit Note Ctrl + F9
Purchase Order
How to Activate Purchase order in tally prime?
Gateway of tally —–> Vouchers ——> Press F10 (Other voucher) —–> Show Inactive ——> Select Purchase order —–> Press Enter button ——> Activate now ? ——> Yes
On 02/04/2022, Company placed a purchase order to Samarth Stationery order no. PO/SS/001 to Deliver the following goods to our Bandra Godown.
Stock item Quantity Rate
Plastic Ruler 200 nos 15.00
Steel Ruler 450 nos 20.00
Natraj Pencil 1000 nos 10.00
Now View Report,
- Gateway of tally—–> Display—–> Statement of inventory —–> Purchase Order outstanding —–> All orders
- Display a list of Purchase Orders with outstanding goods receipts (goods still be delivered) or invoice receipts (invoices to be paid).
- This list is to be reviewed to determine if the purchase order item(s) should remain active or if it should be cancelled/finalized.
- Gateway of tally—–> Display—–> Inventory Books —–> Purchase Order Books
- Display a list of Purchase Orders with outstanding goods receipts with each month wise
- Here we can know how many orders have been given to each month
Receipt Note Voucher
How to Activate Receipt Note in tally prime?
Gateway of tally —–> Vouchers ——> Press F10 (Other voucher) —–> Show Inactive ——> Select Receipt note—–> Press Enter button ——> Activate now ? ——> Yes
To activate order number Press F12 (Configure)
Provide Supplier Details —–> Yes
Provide Receipt, order and Import details —–> Yes
On 01/05/2020, The authorized person of Company at Bandra warehouses receives the delivery of following items from Samarth Stationery against the order no. (Reference no.) PO/SS/001 and tracking no. is RN/PO/SS/001.
Stock item Quantity Rate
Plastic Ruler 200 nos 15.00
Steel Ruler 450 nos 20.00
Natraj Pencil 1000 nos 10.00
Now View Report,
- Gateway of tally—–> Display—–> Statement of inventory —–> Purchase Order outstanding —–> All orders
- Display a list of Purchase Orders with outstanding goods receipts (goods still be delivered)
- This list is to be reviewed to determine if the purchase order item(s) should remain active or if it should be cancelled/finalized.
- Gateway of tally—–> Display—–> Statement of inventory —–> Purchase Bills Pending
- Display a list of Purchase Orders with outstanding goods invoice receipts (invoices to be paid).
Rejection Out Note
How to Activate Rejection Out Note in tally prime?
Gateway of tally —–> Vouchers ——> Press F10 (Other voucher) —–> Show Inactive ——> Select Rejection out Note —–> Press Enter button ——> Activate now ? ——> Yes
On 02/05/2020, The authorized person of Company at Bandra warehouses rejects the delivery of following items due to damage to Samarth Stationery against the order no. (Reference no.) PO/SS/001 and tracking no. is RN/PO/SS/001.
Stock item Quantity Rate
Plastic Ruler 10 nos 15.00
Steel Ruler 20 nos 20.00
Natraj Pencil 40 nos 10.00
Now View Report,
- Gateway of tally—–> Display—–> Statement of inventory —–> Purchase Order outstanding —–> All orders
- Display a list of Purchase Orders with outstanding goods receipts (goods still be delivered)
- This list is to be reviewed to determine if the purchase order item(s) should remain active or if it should be cancelled/finalized.
- Gateway of tally—–> Display—–> Statement of inventory —–> Purchase Bills Pending
- Display a list of Purchase Orders with outstanding goods invoice receipts (invoices to be paid).
Purchase Voucher
On 01/06/2020, The authorized person of Company at Bandra warehouses received a bill against the order no. (supplier invoice no.) P/SS/001 and tracking no. is RN/PO/SS/001 from Samarth Stationery.
Stock item Quantity Rate
Plastic Ruler 190 nos 15.00
Steel Ruler 430 nos 20.00
Natraj Pencil 960 nos 10.00
Now View Report,
Gateway of tally—–> Display—–> Statement of Accounts —–> Outstanding —–> Payable
Payment Voucher
On 02/06/2020, The authorized person of Company at Bandra warehouses Clears all dues of Samarth Stationery against bill no. P/SS/001 by Cash.
Rejection Out Note
On 01/07/2020, The authorized person of Company at Bandra warehouses rejects the delivery of following items due to warranty to Samarth Stationery against the order no. (Reference no.) PO/SS/001 and tracking no. is RN/PO/SS/002.
Stock item Quantity Rate
Plastic Ruler 5 nos 15.00
Steel Ruler 10 nos 20.00
Natraj Pencil 12 nos 10.00
Now View Report,
- Gateway of tally—–> Display—–> Statement of inventory —–> Purchase Order outstanding —–> All orders
- Display a list of Purchase Orders with outstanding goods receipts (goods still be delivered)
- This list is to be reviewed to determine if the purchase order item(s) should remain active or if it should be cancelled/finalized.
Debit Note
On 02/07/2020, The authorized person of Company at Bandra warehouses make debit note of following items from Samarth Stationery on order no. (New Ref) PO/SS/001 and tracking no. is RN/PO/SS/002.
Stock item Quantity Rate
Plastic Ruler 5 nos 15.00
Steel Ruler 10 nos 20.00
Natraj Pencil 12 nos 10.00
Now View Report,
- Gateway of Tally—–> Display—–> Inventory Books —-> Stock item——> Select stock item
- Gateway of Tally —–> Display —–> Account Books —–> Journal Register —–> Debit Note Register
Do the following assignment:-
Company Place an order to N R Electronic Meerut to deliver the following items at the warehouse of Xpro Pvt. Ltd. Located at Delhi.
Dare of Order: 01/4/2020
Order no: KLS/01/Ord/1
Party Detail: N R Institute, Meerut
Item Details:
The authorized person of Xpro Pvt. Ltd. At the Delhi warehouses receives the delivery of items from N R Electronics against the order no KLS/01/Ord/1.
Date: 2/4/2020
Tracking no: KLS/TR/02
Item details:
Samsung DVD Drive: 35
19” LCD Monitor: 12
Logitech Mouse: 50
On 1/5/2020, Xpro Pvt. Ltd. Rejected the following items due to improper working:
On 01/5/2020, Xpro Pvt. Ltd. Received a bill against the order on KLS/01/Ord1. The bill
(Bill No: KLS/002/AP/23) contains the following details:
On 01/06/2020 Xpro Pvt. Ltd. Clears all dues of N R Electronics, Meerut against the Bill No: KLS/002/AP/23 through HDFC Bank cheque (no. 256985).
