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# 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.
Project ID: 40486611
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11 freelancers are bidding on average ₹10,045 INR for this job

Hi there ! Tally TDL customisation at this scope needs one thing decided upfront. Order balance logic must be isolated from inventory and accounting entries from the first voucher definition, or every subsequent customisation risks unintended ledger impacts. I've built Tally Prime TDL customisations covering custom voucher types, order balance adjustments, and report enhancements. One commodity trading company I worked with needed partial order transfers between party ledgers — delivered with full audit trail and zero inventory impact. Order numbers appeared on invoice lines and in registers within the same TDL build. Your five Order Voucher customisations and five Usability enhancements are well-specified. That clarity makes TDL development significantly faster and cleaner. Is Tally Prime currently on the latest release, and do you need GST treatment on the Write-Off Voucher to follow a specific tax code configuration?
₹27,000 INR in 23 days
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Hello! I have carefully reviewed your requirements for Tally Prime Customization. With my strong background in accounting and financial management, I can help you design and implement these custom order management workflows, including the Order Adjustment, Party and Item Transfers, and Write-Off vouchers. I will provide the necessary TDL coding logic and functional expertise to ensure these changes are seamlessly integrated. My experience includes working at Bharti Airtel, and previously at TIS Total Interior Solutions Private Limited and Bombay Shaving Company. I offer accurate and reliable financial management. Let's connect to discuss the specific deployment timeline and technical parameters. Best regards, Suraj Kumar Tally & Financial Workflow Consultant
₹15,000 INR in 7 days
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We are official zoho and tally partners and we have ongoing partnerships for books integration and sop setting and easing the accounting process
₹15,000 INR in 8 days
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Hi Your requirement goes beyond a simple TDL customization and touches core order management behavior across purchasing, sales, reporting, company migration, and voucher workflows. What stood out to me is the operational objective behind the customization: maintaining accurate order commitments while allowing adjustments, transfers, conversions, and write-offs without distorting inventory or accounting records unnecessarily. That distinction is critical for businesses managing high volumes of open orders and changing commercial arrangements. I can help translate these business rules into a structured customization scope, covering custom voucher types, order balance management, reporting enhancements, ledger-level inquiry tools, and migration utilities for company splits. The focus would be on preserving auditability and traceability throughout the order lifecycle while keeping the user workflow practical inside Tally. Before development begins, I would recommend validating the exact Tally Prime release, current order processing workflow, and GST treatment requirements so the customization aligns cleanly with day-to-day operations and future upgrades.
₹7,000 INR in 5 days
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I am a Tally Developer with 3+ years of hands-on experience in TDL Customization and Tally Solutions. I specialize in developing customized reports, vouchers, invoices, business-specific functionalities, and third-party integrations based on client requirements. I would appreciate the opportunity to understand your requirements and discuss how a tailored solution can help streamline your business processes. we can discuss the best approach for implementation.
₹7,000 INR in 7 days
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Hi, This is a detailed Tally Prime customization project and would require strong expertise in TDL, voucher customization, order management workflows, and reporting enhancements. I have experience working on custom business applications, workflow automation, and ERP customizations involving complex transaction and reporting requirements. My approach would be to first review the complete functional flow, identify any Tally Prime limitations, and then design the custom vouchers, order transfer mechanisms, drill-down reports, and migration utilities while ensuring audit trails and data integrity are maintained. I’m reliable, easy to communicate with, and committed to delivering work that meets your expectations. Let's connect over chat or a quick call to discuss the details. I can start immediately. Best Regards, Shubham
₹7,000 INR in 7 days
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I will Provide the ability to create or alter Purchase Orders and Sales Orders directly while entering Purchase or Sales Invoices. Enhance Purchase Register and Sales Register by displaying an additional column containing the Supplier/Buyer Name. I have 11 years experience to use Tally
₹5,000 INR in 5 days
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Hello, I have thoroughly reviewed your Tally Prime customization requirements and can develop the complete solution in TDL with full auditability and seamless integration into existing workflows. My understanding includes: • Order Adjustment Voucher for full/partial adjustment of pending PO/SO quantities without affecting inventory or accounting. • Transfer of pending Purchase/Sales Orders between parties with support for partial/full transfer and complete audit trail. • Item-to-item order conversion while preserving original order references. • Order Write-Off Voucher with configurable accounting and GST treatment, reducing order balances without impacting stock. • Utility to migrate outstanding Purchase and Sales Orders as opening orders during company split. • Create/alter orders directly from invoice screens using shortcut keys. • Display order numbers at item level during entry, printing, and reporting. • Ledger drill-down from Purchase/Sales Registers. • Additional Party Name column in registers. • Pending Order Inquiry from ledger with drill-down to source orders. I have experience in advanced TDL development, inventory control, GST workflows, custom vouchers, reports, and migration utilities. The solution will be designed for stability, traceability, and user-friendly operation while maintaining data integrity. I would be happy to discuss your Tally Prime version, workflow, and timeline and provide a detailed implementation plan. Looking forward to working with you.
₹7,000 INR in 7 days
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Hello, I have 5+ years of hands-on experience working with Tally in real business environments, covering accounting, inventory management, purchase orders, sales orders, GST, and reporting. In addition, I have experience with TDL (Tally Definition Language) customization, allowing me to understand and implement business-specific workflow requirements. I have reviewed the project specifications, including order adjustment, order transfer, order conversion, write-off entries, pending order tracking, reporting enhancements, and financial year carry-forward requirements. My practical business experience combined with TDL knowledge helps me understand both the technical and operational aspects of the solution. I focus on delivering reliable, user-friendly customizations while maintaining data integrity and existing accounting workflows. I am available to discuss the requirements in detail and can provide ongoing support during testing and implementation.
₹6,500 INR in 5 days
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"We propose a comprehensive Tally Prime TDL customization tailored to your detailed Order Voucher and Reporting requirements. This solution will seamlessly integrate the custom Order Adjustment, Transfer, Conversion, and Write-Off vouchers without disrupting your existing inventory logs. Additionally, we will enhance your system's usability through direct invoice-to-order shortcuts, multi-level registers, and quick ledger-wise pending order inquiries to optimize your daily accounting workflow."
₹7,000 INR in 7 days
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