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View Supplier Activities Report in TallyPrime

Bharat Connect for Business | FAQ

In this report, you can see the transactions via Bharat Connect for Business and transactions in the Books. Transactions appear under different sections in the reports based on their status and actions needed from you. Once you take the action, the invoice will appear in the relevant section.

Resolve Transactions with Incomplete/Mismatched Details

While we record the sales invoice, if there are any incomplete or mismatched details, the invoices will appear under Bharat Connect Activities – Supplier > Books > Uncertain Invoices (Corrections needed).

1. Press Alt+G (Go To) > type or select Supplier – Activities.
   
2. In the Bharat Connect Activities – Supplier screen, drill down from Uncertain Invoices (Corrections needed).
   
3. In the Bharat Connect Activities – Uncertain Invoices screen, drill down from Invalid/Missing Information.
   
4. In the Bharat Connect Activities – Resolution of Uncertain Invoices screen, you will find your uncertain details in one of the following sub-groups:
   1. Party B2B ID is missing in voucher.
   2. Company B2B ID is missing in voucher.
      

Party B2B ID is missing in voucher

Cause

The party B2B ID is not specified in the voucher.

Resolution

• Drill down to view the list of transactions where the party B2B ID is missing.
  
• Select a voucher and press Enter to drill down.
• In the Share Invoice Details screen, search for and update the party B2B ID.
  
  Once updated, the voucher is removed from the list.

You can also view the list party-wise by pressing F8 (Party-wise).

• Select the party name for which the B2B ID is not specified, and press Enter to drill down.
  
• In the Bharat Connect Details screen, search for or update the party B2B ID.
  
  Once updated, the respective party name is removed from the list.

Company B2B is missing in voucher

Cause

Your company B2B ID is not specified in the voucher.

Resolution

• Drill down to view the list of GST registrations where the company B2B ID is missing.
  
• Select the GST Registration and press Enter.
  
• Press Y to update the Company B2B ID under that GST Registration for all vouchers within the selected period.

You can also view the list voucher-wise by pressing F8 (Voucher-wise).

• Select the voucher and press Enter to drill down to the Voucher Alteration screen.
• Press Ctrl+A to save the voucher.
  Once updated, the voucher is removed from the list.

Once all exceptions are resolved, it will move to Invoices Ready To Send, and you can share the invoices with buyers from Alt+Z (Exchange) > Send Invoices. Press Ctrl+B (Basis of Values) in the Bharat Connect Activities – Invoices Ready to Send screen to send new invoices, modified invoices, or both.

You can exclude the invoices from Bharat Connect Activities – Resolution of Uncertain Invoices screen by pressing F7 (Set Status) if you do not want to make any changes and settle outside.

Modify Invoices Rejected by Bharat Connect

Invoices sent to the buyer may be rejected by the Bharat Connect for Business platform for reasons such as a duplicate invoice number, party address, item HSN and GST rates, party B2B ID, and so on. Once rejected, it will appear under Bharat Connect Activities – Supplier > Books > Invoices Rejected by Bharat Connect.

1. Press Alt+G (Go To) > type or select Supplier – Activities.
   
2. In the Bharat Connect Activities – Supplier screen, drill down from Invoices Rejected by Bharat Connect.
   
3. In the Bharat Connect Activities – Invoices Rejected by Bharat Connect screen, drill down from the voucher entry and modify the invoice.

Once the modifications are done, it will move to Invoices Ready To Send, and you can share the invoices from Alt+Z (Exchange) > Send Invoices.

You can exclude the invoices from Bharat Connect Activities – Invoices Rejected by Bharat Connect screen, by pressing F7 (Set Status) or mark the invoices as resolved by pressing Alt+R (Mark as Resolved) if you do not want to make any changes and settle outside.

Review Invoices Returned by Buyer

When you send invoices to the buyer, they may return an invoice if there are changes in quantity, rate, or stock item. In such cases, the invoices will appear under Bharat Connect Activities – Supplier > Bharat Connect > Returned Invoices to be Reviewed for you to check and modify. However, if the invoice is issued as an e-invoice, you cannot resend the altered invoice. You will need to cancel the invoice and issue a new one to the buyer.

1. Press Alt+G (Go To) > type or select Supplier – Activities.
   
2. In the Bharat Connect Activities – Supplier screen, drill down from Returned Invoices to be Reviewed.
   
3. In the Bharat Connect Activities – Returned Invoices to be Reviewed screen, press Shift+Enter to view the invoice recorded in the books.
4. Drill down from the voucher entry and modify the invoice.

Once the modifications are done, it will move to Bharat Connect Activities – Supplier > Books > Modified Invoices to be Reviewed, and you can share the invoices from Alt+Z (Exchange) > Send Invoices.

Cancel Invoices Rejected by Buyer

When you send invoices to the buyer, they may reject an invoice. In such cases, it will appear under Bharat Connect Activities – Supplier > Bharat Connect > Rejected Invoices to be Cancelled.

1. Press Alt+G (Go To) > type or select Supplier – Activities.
   
2. In the Bharat Connect Activities – Supplier screen, drill down from Rejected Invoices to be Cancelled.
   
3. In the Bharat Connect Activities – Rejected Invoices to be Cancelled screen, press F7 (Set Status) to cancel the invoice.

After cancellation, the invoices will appear under Bharat Connect Activities – Supplier > Bharat Connect > Closed Invoices. Press Ctrl+B (Basis of Values) to include Closed Invoices in the report. There is no further action to be taken.

View Payment Pending from Buyer

After you send the invoices to the buyer, all the invoices that are sent but not accepted, accepted but not paid, and partially paid will appear under Bharat Connect Activities – Supplier > Bharat Connect > Payment Pending from Buyer.

1. Press Alt+G (Go To) > type or select Supplier – Activities.
   
2. In the Bharat Connect Activities – Supplier screen, drill down from Payment Pending from Buyer.
   In the Bharat Connect Activities – Payment Pending from Buyer screen, you can see the payment status of your invoices.
   
3. Press F12 (Configure) and enable Show Due Amount to include the due amount in the report.

You can close or write off invoices for which payment is not expected from the buyer by pressing F7 (Set Status).