At the end of a financial year, businesses may need to split their TallyPrime company data into separate financial periods. However, pending Sales Orders and Purchase Orders may not automatically carry forward after the company is split.
The Pending Order Carry Forward TDL for TallyPrime provides a convenient solution for this situation.
Before splitting the company, you can view the list of pending Purchase Orders and Sales Orders, select the required orders, and post them for carry forward. The solution transfers the relevant pending order details into the new financial period, helping you continue your order tracking without recreating the orders manually.
The TDL also helps maintain the original order quantity and remaining pending quantity, making it easier to track how much of an order was already fulfilled and how much is still outstanding.
Key Features
Pending Purchase Order Carry Forward
Pending Sales Order Carry Forward
Company Split Support
Order-wise Selection
Post Carry Forward Option
Original Order Quantity Tracking
Pending/Balance Quantity Tracking
New Financial Year Order Update
Purchase & Sales Order Analysis
Reduced Manual Re-entry
How It Works
1. Create Sales & Purchase Orders
Enter your Sales Orders and Purchase Orders normally in TallyPrime.
2. Process Partial Invoices
If an order is partially fulfilled, the remaining quantity stays pending.
3. Open Carry Forward Report
Before splitting the company, access the Pending Purchase Order Carry Forward or Pending Sales Order Carry Forward report.
4. Select Pending Orders
The solution displays the pending orders available for carry forward.
5. Post Carry Forward
Select the required orders and use the Post Carry Forward option.
6. Split the Company
Proceed with the company split after posting the pending orders.
7. Continue in the New Financial Year
The pending orders become available in the new company period with their relevant order and balance quantities.
Order Quantity & Balance Tracking
The solution helps maintain visibility of:
Original Order Quantity
Invoiced/Fulfilled Quantity
Remaining Pending Quantity
Order-wise Balance
Carry Forward Transaction Details
For example, if a Purchase Order contains 300 units and only 100 units have been billed, the remaining 200 units can be carried forward for continued tracking.
Purchase Order Carry Forward
Use the Purchase Order Carry Forward option to identify pending purchase orders before splitting the company.
Select the required orders and post them into the new financial year so that the outstanding quantities remain available for further processing.
Sales Order Carry Forward
Similarly, pending Sales Orders can be selected and carried forward into the new financial year.
This helps sales teams continue tracking unfulfilled customer orders without manually recreating the order entries.
Benefits
Avoid manually re-entering pending orders.
Save time during financial-year company splitting.
Preserve outstanding order quantities.
Continue tracking partially fulfilled orders.
Reduce the possibility of missing pending orders.
Maintain better order continuity between financial years.
Simplify Sales Order and Purchase Order management.
Who Can Use It?
Traders
Distributors
Manufacturers
Wholesalers
Retail Businesses
Purchase Teams
Sales Teams
Accounts & Finance Teams
Need to carry forward pending orders when splitting your TallyPrime company?
Get a customized TDL solution from Shivansh Infosys to simplify your financial-year transition and order management.
Call us: +91 84609 04467 | +91 63530 61867
Website: www.shivanshinfosys.in
Email: info@shivanshinfosys.com