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Pending Orders

Purchase Orders

In this section

Purchase Orders Summary

Pending Purchase Order Summary report displays the list of all those Purchase Orders which were placed during the Analysis Year but were not completed either partially or completely.

In this section:

View the Pending Purchase Order Summary report

Gateway of Tally > Display More Reports > Analysis & Verification > Pending Documents > Purchase Orders > and press Enter.
Alternatively, Alt+G (Go To) > type or select Pending Purchase Orders > Purchase Orders > and press Enter.

Pending Purchase Order Summary report displays the list of all those Purchase Orders which were placed during the Analysis Year but were not completed either partially or completely.

  • Particulars: Displays the Party Names with whom the Pending Purchase Orders were placed during the analysis Year.
  • Orders: Displays the total number of Pending Purchase Orders with each Party.
  • Opening Value: Displays the total Value of the Orders pending with each Party which are either partially completed or still pending.
  • Preclosed Value: Displays the total Value of Preclosed Orders with each Party.
  • Received Value: Displays the Value of Orders received for each Party which are partially completed.
  • Closing Value: Displays the total Value of the pending Orders with each Party either partially or completely.

Button options in the Pending Purchase Orders Summary report

  • F3 (Company): press F3 to change the company.
  • F9 (Analysis & Ver Reports): press F9 (Analysis & Ver Reports) > type or select Inter Bank Transactions > press Enter.
    You can follow this step to open any of the Accounting, Inventory, and Verification reports from the list.
  • Alt+V (Master Configuration): press Alt+V to identify Periodic Payments and Receipts, Related Party and Sampling Methods for analysis.

Pending Purchase Orders

The Pending Purchase Orders report will display the details of all the Purchase Orders raised with a party, which are not in a closed state.

In this section

View the Pending Purchase Orders report

  1. Gateway of Tally > Display More Reports > Analysis & Verification > Data Analysis > Pending Documents > Purchase Orders > and press Enter.
    Alternatively, Alt+G (Go To) > type or select Pending Purchase Orders > Purchase Orders and press Enter.
  2. Select the required party by moving the cursor and press Enter.

The Pending Purchase Orders screen displays list date-wise Pending Purchase Orders for the selected Party.

  • Ledger: Displays the Name of the Party for which the Purchase Name of the Party is displayed against this.
  • Date: Displays the date of the creation of Purchase Order
  • Order Number: Displays the Order Number of each Purchase Order
  • Ordered Quantity: Displays the ordered Quantity of each Stock Item as mentioned in each Purchase Order
  • Balance Quantity: Displays the balance Quantity of each Stock Item
  • Rate: Displays the rate for each Stock Item
  • Due On: Displays the due date as mentioned in the Purchase Order for the delivery of the Stock items. The Due Date can be different for each Stock Item
  • Value: Displays the cumulative value (total Amount) of the Pending Stock Items for each Purchase Order.
  • Verification Status: Displays the Verification Status selected by the user.
  • Verification Note: Displays the Verification Note entered by the user.
    Note: The Ordered Quantity, Balance Quantity, Rate, Due on, Verification Status and Verification Note details will be available for display only in the detailed mode.

Button options in the Pending Purchase Orders report

  • F2 (Period): press F2 to change the period to view the pending Purchase Orders during the selected period.
  • F3 (Company): press F3to change the company.
  • F4 (Ledger): Press on F4 to change the selected party to view the Pending Purchase Orders for the selected party.
  • Alt+F5 (Detailed): press Alt+F5to view the detailed Pending Purchase Orders report including the Stock Items details.
  • F8 (Show Ledger): press F8 to display the Ledger Vouchers report for the selected Ledger.
  • F9(Analysis & Ver Reports): Press F9 (Analysis & Ver Reports) > type or select Inter Bank Transactions > and press Enter.
    You can follow this step to open any of the Accounting, Inventory, and Analysis Reports from the list.
  • Alt+R (Verify): press Alt+R to verify the selected Vouchers. For more details on verification, refer Verification Status.

Note: The Alt+R (Verify) button will be highlighted when one or more Vouchers are selected for Verification using the spacebar key.

  • Alt+S (Remove Verify): press Alt+S to change the Verification Status for the selected Vouchers as Not Verified (blank).

F12 (Configure)

Press F12 (Configure) to change the default display for the Pending Purchase Orders report.

  • Show Outstanding Sales Orders: Set this option to Yes to view outstanding sales order for the selected party.
  • Show Cleared Sales Orders: Set this option to Yes to view the cleared Sales Orders for the selected Party.
  • Show Goods delivered but Orders not received: Set this option to Yes to view the display the Orders for which Delivery Note is entered but Bills are not sent.
  • Show Outstanding Purchase Orders:Set this option to Yes to view outstanding purchase order for the selected party.
  • Show Cleared Purchase Orders: Set this option to Yes to view the cleared Purchase Orders for the selected Party.
  • Show Goods received but Orders not sent: Set this option to Yes to view the display the Orders for which Receipt Note is entered but Bills are not received.
  • Show Actual and Billed Quantities: Set this option to Yes to display Actual and Billed quantities.
  • Show Alternate Units: Set this option to Yes to display the order details in Alternate unit of measurement defined for the Stock Item.
  • Show Location details: Set this option to Yes to display the location details in the report.
  • Show Batch details: Set this option to Yes to display the batch details in the report.
  • Show Preclose Order details: Set this option to Yes to display the preclose order details for the related party.
  • Show Reason:
  • Format of Report: Select the required Detailed or Condensed format to display in the report.
  • Display name for Stock Items: Select the appropriate Display Name Style from the list for stock Items.
  • Display name for Ledgers: Select the appropriate Display Name Style from the list of Ledgers.

Sales Orders

In this section

Sales Order Summary

Pending Sales Order Summary report displays the list of all those Sales Orders which were received during the Analysis Year but were not completed either partially or completely.

In this section:

View Pending Sales Order Summary

Button options in the Pending Sales Orders Summary

View Pending Sales Order Summary

Gateway of Tally > Display More Reports > Analysis & Verification > Data Analysis > Pending Documents > Sales Orders.

Alternatively, Alt+G (Go To) > type or select Pending Sales Orders > Sales Orders > and press Enter.

Pending Sales Order Summary report displays the list of all those Sales Orders which were received during the Analysis Year but were not completed either partially or completely.

  • Particulars: Displays the Party Names who raised the pending Sales Orders during the Analysis Year.
  • Orders: Displays the total number of Pending Sales Orders for each Party.
  • Opening Value: Displays the total Value of the Orders pending with each Party which are either partially completed or still pending.
  • Preclosed Value: Displays the total Value of Preclosed Orders with each Party.
  • Delivered Value: Displays the Value of Orders delivered for each Party which are partially completed.
  • Closing Value: Displays the total Value of the pending Orders with each Party either partially or completely.

Button options in the Pending Sales Orders Summary

  • F3 (Company): press F3 to change the company.
  • F9 (Analysis & Ver Reports): Press F9 (Analysis & Ver Reports) > type or select Pending Documents > and press Enter.
    You can follow this step to open any of the Accounting, Inventory, and Analysis Reports from the list.

Pending Sales Order

The Pending Sales Orders report will display the details of all the Sales Orders made to a party, which are not in closed state.

In this section:

View the Pending Sales Orders report

  1. Gateway of Tally > Analysis & Verification > Data Analysis > Pending Documents > Sales Orders.
    Alternatively, Alt+G (Go To) > type or select Pending Sales Orders >Sales Order > and press Enter.
  2. Select the required party by moving the cursor and press Enter.

The Pending Sales Orders screen displays list date-wise incomplete Sales Orders for the selected Party.

  • Ledger: Displays the Name of the Party for which the pending Sales Orders are displayed in this report.
  • Date: Displays the date of the creation of Sales Orders.
  • Order Number: Displays the Order Number for each Sales Orders.
  • Ordered Quantity: Displays the ordered Quantity of each Stock Item as mentioned in each Sales Order.
  • Balance Quantity: Displays the balance Quantity for each Stock Item.
  • Rate: Displays the rate for each Stock Item.
  • Due On: Displays the due date as mentioned in the Sales Order for the delivery of the Stock items. The Due Date can be different for each Stock Item.
  • Value: Displays the cumulative value (total Amount) of the Pending Stock Items for each Sales Order.
  • Verification Status: Displays the Verification Status selected by the user.
  • Verification Note: Displays the Verification Note entered by the user.
    Note: The Ordered Quantity, Balance Quantity, Rate and Due on details will be available for display only in the detailed mode.

Button options in the Pending Sales Orders report

  • F2 (Period): press F2 to change the period to view the pending Sales Orders during the selected period.
  • F3 (Company): press F3 to change the company.
  • F4 (Ledger): press F4 to change the selected party to view the Pending Sales Orders for the selected Party.
  • Alt+F5 (Detailed): press Alt+F5 to view the detailed Pending Sales Orders report including the Stock Item details.
  • F8 (Show Ledger): press F8 to display the Ledger Vouchers report for the selected Ledger.
  • F9 (Analysis & Ver Reports): press F9 (Analysis & Ver Reports) > type or select Pending Document > and press Enter.
    You can follow this step to open any of the Accounting, Inventory, and Analysis Reports from the list.
  • Alt+R (Verify): press Alt+R to verify the selected Vouchers. For more details on Verification refer Verification Status.
    Note: The Alt+R button will be highlighted when one or more Vouchers is/are selected to Verify using the spacebar key.
  • Alt+S (Remove Verify): press Alt+S to change the Verify Status for the selected Vouchers as Not Verified (blank).

Configuration Options

Press F12 (Configure) to change the default display for the above report.

  • Show Outstanding Sales Orders: Set this option to Yes to view outstanding sales order for the selected party.
  • Show Cleared Sales Orders: Set this option to Yes to view the cleared Sales Orders for the selected Party.
  • Show Goods delivered but Orders not received: Set this option to Yes to view the display the Orders for which Delivery Note is entered but Bills are not sent.
  • Show Outstanding Purchase Orders: Set this option to Yes to view outstanding purchase order for the selected party.
  • Show Cleared Purchase Orders: Set this option to Yes to view the cleared Purchase Orders for the selected Party.
  • Show Goods received but Orders not sent: Set this option to Yes to view the display the Orders for which Receipt Note is entered but Bills are not received.
  • Show Actual and Billed Quantities:
  • Show Alternate Units: Set this option to Yes to display the order details in Alternate unit of measurement defined for the Stock Item.
  • Show Location details: Set this option to Yes to display the location details in the report.
  • Show Batch details: Set this option to Yes to display the batch details in the report.
  • Show Preclose Order details: Set this option to Yes to display the preclose order details for the related party.
  • Show Reason:
  • Format of Report: Select the required Detailed or Condensed format to display in the report.
  • Display name for Stock Items: Select the appropriate Display Name Style from the list for stock Items.
  • Display name for Ledgers: Select the appropriate Display Name Style from the list of Ledgers.
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