Let us consider the scenario of sales order to understand the feature of Pre-Closure of Order. In the F2: Inventory features set the following options to Yes:
● Enable purchase order processing
● Enable sales order processing
On 21-12-2015 M/s. ABC Company received an order for 20 numbers of 40-inch LCD TV. On -9-2009, the total order was cancelled.
1. Go to Gateway of Tally > Inventory Vouchers > F5: Sales Order
2. Select the party ledger
3. Select the required stock item and in the Item Allocation screen enter the Quantity and Rate
The sales order voucher appears as shown below:
4. Press Enter to save.
Refer to the topic - Creating a Sales Order for complete information on creating a sales order voucher.
The order was cancelled on 22-12-2015, the sales order can be closed in alteration mode of sales order voucher.
To pre-close the order completely
1. Open the sales order to be cancelled in alteration mode.
2. Press Ctrl+C to open Pre-close Order screen.
● Enter the Reason for pre-close of order and the date of closing the order in Closed on.
● Press Enter to save.
For the example mentioned above, the order can be closed completely even from the Item Allocation screen.
To pre-close the complete order
1. Display the sales order in alteration mode.
2. Press F12: Configure
3. Set Use Pre-Closure order details to Yes.
4. Press Ctrl+A to accept the Sales Order Configuration screen.
5. Select the stock item and press Enter to open Stock Item Allocations screen.
● Enter the total quantity in Pre-Close column.
● Enter the Reason for Pre-Close.
● Press Enter to save the Stock Item Allocations screen.
6. Press Enter to save the sales order voucher.
M/s. ABC Company received an order on 21-12-2015 for 10 nos of Air Cooler at Rs. 10,500 each. On 3-9-2009, 3 nos were cancelled from the order.
To cancel partial quantity of the order from Item allocation screen
1. Open the required sales order voucher in alteration mode.
2. Press F12: Configure and set Use Pre-Closure order details to Yes.
3. Press Ctrl+A to accept the Sales Order Configuration screen.
4. Select the stock item and press Enter to open Stock Item Allocations screen.
● Enter the total quantity in Pre-Close column.
● Enter the Reason for Pre-Close.
● Press Enter to save the Stock Item Allocations screen.
5. Press Enter to save the sales order voucher.
Note: The purchase order can also be pre-closed by entering the pre-close quantity in Item Allocation screen of Purchase Order voucher in alteration mode. The pre-closed quantity, the last reason entered for closure and the date entered in Item Allocation will be captured in Order Details screen.
'Closure from Sales Order' has been shared with
