Tally TDL How to Add Custom field (UDF) on any screen of Tally.ERP9 Software

How to Add Custom field (UDF) on any screen of Tally.ERP9 Software

In this post we will learn how to add Custom Field on any Screen of Tally.ERP9 Software. I will be taking example of Sales Screen as this is the one of which we get most enquiry of or we our-self require most of the time to capture more information which is ether required during sales entry or want to print some additional information on our Invoice.

In this post we will be taking example of scenario where we want to view contact person of Customer.

So before we start you will need to have any text editor software installed on your system (e.g Notepad, WordPad etc…) but if you have Tally Developer 9 Application it will help us a lot. I am going to use Tally Developer 9 Application here

If you don’t have Tally Developer 9 application you can download it from http://tallysolutions.com/downloads. To know how to install it please read through my other blog how to install Tally Developer 9Application.

Start your Tally Developer 9 Application. Create a New Project (To know how to use Tally Developer 9 Application click here)

After creating a New Project now we need to decide where we want to have our field placed. In this example I have decided to place my field on the Top Right hand side of the screen in line of Ledger name. You can choose yours.

In the below code we have given a call to the line by using ‘#’ were we want to place are custom field.

[#Line: EI Consignee]

    Field       : Simple Prompt, EI Consignee, EI CurrConsignee, EI FirstLedger, INVMailName, Name field

    RightFields : Short Prompt, EI PriceLevel, EI PrevPriceLevel

The line may contain lot of default field.  We have do decide after or before which field we want our custom field. I have decided to place is just before Price level prompt which we see on screen use below code.

   Add: Right Field: After:Short Prompt: CustomerNamePrompt, CustomerName

After placing the field we need to provide contain to the field.

[Field:CustomerNamePrompt]

   Use: Medium Prompt                        ;; here I am saying that this is a prompt .

   Set as: "Contact Person"                    ;; The data in the prompt is Contact Person.                               

               

[Field:CustomerName]

    Use: Name Field              ;; This is going to be a normal text field which is called name field in tally       

    Set as:$LedgerContact:Ledger:$LedgerName    ;; At this place I am giving a call to contact person from Ledger Master which is selected.

    Set Always: Yes

    Skip: Yes

Which mean my code is

[#Line: EI Consignee]

    Field       : Simple Prompt, EI Consignee, EI CurrConsignee, EI FirstLedger, INVMailName, Name field

    RightFields : Short Prompt, EI PriceLevel, EI PrevPriceLevel

   Add: Right Field: After:Short Prompt: CustomerNamePrompt, CustomerName

[Field:CustomerNamePrompt]

   Use: Medium Prompt                       

   Set as: "Contact Person"                           

               

[Field:CustomerName]

    Use: Name Field                          

    Set as:$LedgerContact:Ledger:$LedgerName   

    Set Always: Yes

    Skip: Yes

And After attaching this code to you Tally.ERP9 Software you should be able to see the new fields Contact person and its name on sales screen.

Note:- make sure that you have turned on contact details in your ledger from F12 Settings and filled in contact person field.