I am a new trader. I just want to add salesman name in my sales voucher, and salesman wise outstanding. I am using Tally ERP9 Can Someone Help. Thanks
you can add salesman name with below code [#Line: VCH Ref] Add:Field:After:VCH RefCombo:RefDate [Field:RefDate] Fields : Simple Prompt, RefDate1 Inactive : NOT @@VchHasRef Invisible : @@IsOrderVch OR (@@IsDebitNote AND @@IsExciseClassJrnl) Local : Field : Simple Prompt : Setas : $$LocaleString:"Salesman Name" + ":" Local : Field : Simple Prompt : Inactive : NOT @@VchHasRef Local : Field : Simple Prompt : Invisible : @@IsOrderVch OR NOT @@VchHasRef [Field: RefDate1] Use :UniDateField Storage : RefDate1 Inactive : NOT @@VchHasRef Invisible : @@IsOrderVch [System:udf] RefDate1ate:1005 Thanks! www.aaradhyaasolutions.in
;==================================================Salesman in Sales & Report======================================= ;;=============== Saleman Name Master Table============== [#Part: CMP AccFeat Left] Add: Line: CMP EnableSalesmanTable [Line: CMP EnableSalesmanTable] Field: Medium Prompt, CMP EnableSalesmanTable Local: Field: Medium Prompt: Info: "Enable Salesman ? " Local: Field: Long Prompt: Info: "Enable Broker wise Report.?:" ;;Does not work in Tally ERP 9 ;;Invisible: NOT $$MODAdvInventory or NOT $IsInvoicingOn Space Top: 1 [Field: CMP EnableSalesmanTable] Use: Logical Field Storage: EnableSalesman Set as: If $$IsEmpty:$$Value then "No" else $$Value Sub Form: SmReport: $$Value = "Yes" [#Menu: Gateway Of Tally] Add : Item : Salesman : Menu : SalesmanMenu [Menu: SalesmanMenu] Add : Item : Salesman Master : Alter : Salesman Name Add : Item : Blank Add : Item : Salesman Sales Report : Display : SmReport Add : Item : Blank [Report: Salesman Name] Form : Salesman Name Object : Company [Form: Salesman Name] Part : FormSubTitle, Saleman ;Button : Delete All, Remove Line, Restore Line, Restore All,Report Operations FullWidth : No Height : 90% Screen Background : @@SV_CHEQUE SpaceRight : 0.5 SpaceLeft : 1.5 Local : Field : Form SubTitle : Info : $$LocaleString:"Salesman Name" Option : Small Size Form [Part: Saleman] Lines : CMP Salesman Repeat : CMP Salesman:mydbsalesman Break on: $$IsEmpty:$SalesmanName Scroll : Vertical Height : 90% Screen [Line: CMP Salesman] Fields : Multi SNo, CMPSalemanName, CMPSalMobNum Local : Field : Default : Delete : Border [Field: CMPSalemanName] Use : Short Name Field Storage : SalesmanName Unique : Yes [Field: CMPSalMobNum] Use : Short Name Field Storage : SalMobNum Unique : Yes [System: UDF] mydbsalesman : Aggregate: 999 SalesmanName : String : 1000 ;: Yes SalMobNum:String: 1100 [Collection : SalesmanNameCollection] Type : mydbsalesman : Company Childof : ##SVCurrentCompany Format : $SalesmanName, 10 Title : Salesman Name [Collection : SalesmanMobNumCollection] Type : mydbsalesman : Company Childof : ##SVCurrentCompany Format : $SalMobNum, 10 Title : Salesman Mobile Num ;=============== During Sales Voucher Entry============= [#Part: EI BaseInfo] Option: HPSalesmanName: $$IsSales:##SVVoucherType OR $$IsCreditNote:##SVVoucherType Option: HPSalesmanArea: $$IsSales:##SVVoucherType OR $$IsCreditNote:##SVVoucherType [!Part: HPSalesmanName] Add: Line: HPSalesmanName [Line: HPSalesmanName] Add: Field: HPSalesmanNameTitle Add: Field: VCHSalesmanName, VCHSalMobNum [Field: HPSalesmanNameTitle] Info : "Salesman: " Width: 10 ;;This is where the User will input the "Salesman" [Field: VCHSalesmanName] Use : Name Field Storage : VCHSalesmanName Set as : $VCHSalesmanName Width : 25 Table : SalesmanNameCollection, not applicable Show Table: Always Key : Create SalesmanName [Key: Create SalesmanName] Key :Alt + C Action: Alter: SalesmanName [System: UDF] VCHSalesmanName:String:375 [Field: VCHSalMobNum] Use : Name Field Storage : VCHSalMobNum Width : 25 Table : SalesmanMobNumCollection, not applicable Show Table: Always ;;;;;;Key : Create SalesmanMobNum ;;;;;;Set as : $SalMobNum:$mydbsalesman :$VCHSalesmanName [System: UDF] VCHSalMobNum:String: 388 [!Part: HPSalesmanArea] Add: Line: HPSalesmanArea [Line: HPSalesmanArea] Add: Field: HPSalesmanArea Add: Field: VCHSalesmanArea [Field: HPSalesmanArea] Info : "AreaName: " Width: 10 ;Local : Field : Medium Prompt : Set as : if @@IsSalesVch then "AreaName :" else "Testing" ;Local : Field : HPSalesmanArea : Set as : if (@@IsSales OR @@IsDelNote) then $Area:Ledger:$PartyLedgerName else " " [Field: VCHSalesmanArea] Use : Name Field Skip : Yes Set as : $Area:Ledger:$PartyLedgerName ;; RETRIVES AREA NAME AND POST IT IN INVOICE ;================================================SalesMan Name & MobileNum Invoice Print======================================= [*Part: EXPINV Words] Lines : EXPINV WordTitle , EXPINV AmtInWords,SalesManName,PhoneNum Space Bottom: 0.25 [Part:lastbal] Line: SalesManName LinehoneNum [Line: SalesManName] Fields: SalesManNamet, SalesManNamed1 [Field: SalesManNamet] Info:"SalesManName" Width:10 [Field: SalesManNamed1] Use:Name Field Set as: $VCHSalesmanName Style: Large Bold [LinehoneNum] FieldhoneNumt,PhoneNumd [FieldhoneNumt] Info:"Phone Number" Width:10 [FieldhoneNumd] Use:Name Field Set as: $VCHSalMobNum Style: Large Bold ;[Style: Custom] ;Font: Verdana ;Bold: Yes ;Height: 50 ;;================= Report Code start from here===================== ;====================================================Salesman sales Report================================================== [Report: SmReport] Use : DSP Template Form : PQRReport Title : "Salesman Report" Set : SVFromDate : $$MonthStart:##SVCurrentDate Set : SVToDate : $$MonthEnd:##SVCurrentDate Set : SalesManChqVar : "Full" Set : SalesManName : "" [Form: PQRReport] Use : DSP Template Parts : PQRReport Height : 100% screen Width : 100% screen Delete : Buttons: ExplodeFlag Background: @@SV_RELEASEDLEAFGREEN_PL; Very Light Sea Green ;Delete : Bottom Buttons: DSPAutoColumns, RelReports,BudgetAnalysis, ReportConfig Bottom Toolbar Buttons : BottomToolBarBtn1, BottomToolBarBtn6, BottomToolBarBtn7, BottomToolBarBtn8, BottomToolBarBtn9, BottomToolBarBtn10, BottomToolBarBtn11, BottomToolBarBtn12, Add: Button: Salesmanfilter [Part: PQRReport] LinesQRTitile,PQRBody BottomLines : PQRBody Total Repeat : PQRBody QRSalesManVouchersColl CommonBorder: Yes Scroll : Vertical Total QRPartyAmount [Line: PQRTitile] UseQRBody Local : Field : Default : Type : String Local : Field : Default : Style : Tiny Bold Local : Field : Default : Align : Centre Local : Field : Default : set as : $$LocaleString:"S. No" Local : Field : PQRPartyDate : Set as: $$LocaleString:"Date" Local : Field : PQRPartyVchNo : Set as: $$LocaleString:"Vch No." Local : Field : PQRPartyName : Set as: $$LocaleString:"Party Name" Local : Field : PQRPartySalesMan: Set as: $$LocaleString:"SalesMan" Local : Field : PQRPartyVchType : Set as: $$LocaleString:"Vch Type" Local : Field : PQRPartyAmount : Set as: $$LocaleString:"Amount" Border : Flush Totals [Line: PQRBody] FieldQRSno, PQRPartyDate,PQRPartyVchNo,PQRPartyName,PQRPartySalesMan,PQRPartyVchType RightFieldQRPartyAmount Border :Thin Bottom [FieldQRSno] Set as : $$Line Width : 1.5 cm Align : Center Border : Thin Left Right [Field: PQRPartyDate] Set as : $Date Width : 10% Screen Align : Right ;Style : Tiny Border : Thin Left [Field: PQRPartyVchNo] Set as : $VoucherNumber Width : 10% Screen Align : Center ;Style : Tiny Border : Thin Left [Field: PQRPartyName] Use : Name Field Set as : $PartyLedgerName Border : Thin Left Width : 40% Screen Align : Left ;Style : Tiny Variable: LedgerName Display : Ledger Vouchers [Field: PQRPartySalesMan] Use :Name Field Set as :$VCHSalesmanName Border : Thin Left Width : 20% Screen Align : Left ;Style : Tiny Key : Create SalesmanName [Field: PQRPartyVchType] Set as : $VoucherTypeName Border : Thin Left Width : 15% Screen Align : Left ;Style : Tiny [Field: PQRPartyAmount] Use : Amount Forex Field Set as : $Amount Border : Thin Left Width : 15% Screen Align : Right ;Style : Tiny Format : "No Zero,DrCr,Symbol," + ##ShowForex [Line: PQRBody Total] UseQRBody Local : Field : Default : Type : String Local : Field : Default : Style : Tiny Bold Local : Field : Default : Align : Centre Local : Field : PQRSno : Set as: "" Local : Field : PQRPartyDate : Set as: "" Local : Field : PQRPartyVchNo : Set as: "" Local : Field : PQRPartyName : Set as: "TOTAL" Local : Field : PQRPartyName : Align : Centre Local : Field : PQRPartySalesMan: Set as: "" Local : Field : PQRPartyVchType : Set as: "" Local : Field : PQRPartyAmount : Set as: $$TotalQRPartyAmount Border : Flush Totals ;============================== Filter =================================== [Button:SalesmanFilter] Key : Alt+S Action : Execute : SalesmanFilter Title : Salesman Name [Report:SalesmanFilter] Form : SalesmanFilter ;Set : SalesmanName : "" Set : SalesManChqVar : "Filter" [Form:SalesmanFilter] Part : SalesmanFilter No Confirmation : Yes [Part:SalesmanFilter] Line : SalesmanFilter [Line:SalesmanFilter] Field : Medium Prompt,SalesmanFilter Local : Field : Medium Prompt : Set as : "Select Salesman Name: " [Field:SalesmanFilter] Table : SalesmanNameCollection,EndOfList ShowTable : Always Use : Name Field Width : 20 Border : Thin Box Variable : SalesmanName Modifies : SalesmanName ;================================================================================================ ;===================================== Collections ================================================= [Collection: PQRSalesManVouchersColl] Type : Voucher Fetch : Date, VoucherNumber, VoucherTypeName,LedgerName,PartyLedgerName,VCHSalesmanName, LedgerEntries.* Filter : PQRSaleManVouchers Filter : SalesManFilter [System:UDF] EnableSalesman : Logical : 1000 Commission : Number : 1001 [Variable:SalesManName] Type : String [Variable:SalesManChqVar] Type : String [System:Variable] SalesManName : "" SalesManChqVar : "" [System: Formula] PQRSaleManVouchers: $$IsSales:$VoucherTypeName OR $$IsCreditNote:$VoucherTypeName SalesManWise : $VCHSalesmanName=@@SAlesManEOL SalesManFull : $VCHSalesmanName=$VCHSalesmanName SAlesManEOL : if $$IsEndOfList:##SalesManName then $VCHSalesmanName Else ##SalesManName SalesManFilter : if ##SalesManChqVar="Filter" Then @@SalesManWise Else @@SalesManFull
And you can have something like attached for incentive on sales for salesmen Thanks! www.aaradhyasolutions.in
Hi We have the incentive module ready with us. If you want then send inquiry on www.aaradhyasolutions.in
Please send me too mehtavivek@hotmail.com. Same required. Salesman name entry on sales & purchase & salesman wise report of sales & outstanding.
This code for SalesMan worked. However, i need SalesMan / Agent to be added during Leger Creation level. Fixed Salesman like concept. Could you help with TDL for the same. Also, i need Salesman sales & outstanding report. Salesmane name to be printed on GST invoice.
dear sir can u 1 more filed add salesman wise outstanding with area , like beatwise bill & whole month which product sale by agent repot
Dear Member and Expert, this above code is having error, can anyone send me in notepad file in my mail ngvaishnaw@gmail.com.thanking you
One more solution to do this. Please make cost center in the name of sales man & mantain in invoices. Every report u want u can get through it.
salesman wise report with gross profit and gp% enjoy just update me if any one can show me how to open voucher on pressing enter
sattam sir , I have tested your code for salesman but it is not able to update any invoice . I mean to say if you change the salesman master , the change name is not update that particular salesman name in those invoices . Pls see the matter
sir , I have tested your code for salesman but it is not able to update any invoice . I mean to say if you change the salesman master , the change name is not update that particular salesman name in those invoices . Pls see the matter
It May be Very Powerful Please Give Explanation how it works because i Make Cost center as Sales Man but i want to fetch it in Outstanding Reports