Need Help GSTStateRateSummary Collection - Sorting, Month-Year Grouping, and Tax Values

I’m working on a TDL report (GSTStateRateSummary) to summarize sales data by month, state, and GST rate, but I’m facing the following issues:

1. Sorting Issue: The collection is not sorting correctly by Month, State, and GstRate despite using Sort: $Month, $State, $GstRate. The output appears unsorted or jumbled.
2. Month-Year Grouping: I’m using By: Month: $$String:$$MonthOfDate:$..Date + "-" + $$String:$$YearOfDate:$..Date to group by month-year (e.g., "Jan-2025"). However, I’m unsure if this is the correct way to walk and aggregate data for month-wise totals.
3. IGST, CGST, SGST Values: The values for IGSTAmt, CGSTAmt, and SGSTAmt (calculated using $$FilterAmtTotal:LedgerEntries:<Filter>:$Amount) are either blank or incorrect. I’m not sure where these values are being fetched from or if my filters (IsOutputIGST, IsOutputCGST, IsOutputSGST) are wrong.

Here’s my collection code for reference:


;; Collection: new_502_SalesVouchers
[Collection: new_502_SalesVouchers]
Type : Ledger
Type : Vouchers : VoucherType
Child Of : "sales"
Belongs To : Yes
Fetch : LedgerEntries.*, LedgerEntries.MasterID, LedgerEntries.AllInventoryEntries.*, LedgerEntries.AllInventoryEntries.BatchAllocations.*,CMPGSTSTATE
Fetch : InventoryEntries.BankDetVCHnarration, InventoryEntries.TRsportS2, InventoryEntries.vchactbundle
Fetch : LedgerEntries.STOTRNAME, LedgerEntries.vchpack,CMPGSTSTATE
Fetch : InventoryEntries.RateDetails.* ;; Added to fetch GST rate details
Fetch : InventoryEntries.vchpack, InventoryEntries.VCHActBund, InventoryEntries.VCHPacking

Filter : new_502_withoutgstb2c


[Collection: GSTStateRateSummary]
Title : "GST State Rate Summary"
Source Collection : new_502_SalesVouchers
Walk : InventoryEntries
By : Month : $$MonthOfDate:$Date
By : State : $..PLACEOFSUPPLY
By : GstRate : $$FilterValue:$GSTRate:RateDetails:First:new_502_IsIGSTRate
Aggr Compute : TaxableAmt : SUM : $Amount
Aggr Compute : IGSTAmt : SUM : $$FilterAmtTotal:LedgerEntries:new_502_IsOutputIGST:$Amount
Aggr Compute : CGSTAmt : SUM : $$FilterAmtTotal:LedgerEntries:new_502_IsOutputCGST:$Amount
Aggr Compute : SGSTAmt : SUM : $$FilterAmtTotal:LedgerEntries:new_502_IsOutputSGST:$Amount
;;Format : $GstRate, "Percentage, NoZero, Decimal:2"
Sort : $State,$Month



[System: Formula]
new_502_IsOutputIGST : $LedgerName Contains "OUTPUT IGST"
new_502_IsOutputCGST : $LedgerName Contains "OUTPUT CGST"
new_502_IsOutputSGST : $LedgerName Contains "OUTPUT SGST"
new_502_Isroundoff : $LedgerName Contains "Round"
new_502_IsIGSTRate : $GSTRateDutyHead = "IGST"
new_502_withoutgstb2c : $$IsEmpty:$partygstin
new_502_withoutgstb2camount : $amount < :100000


;; Menu Integration
[#Menu: Gateway of Tally]
Add : Item : Before : @@locQuit : new_502_Sales Voucher Report : Display : new_502_SalesVoucherReport

;; Report Definition
[Report: new_502_SalesVoucherReport]
Form : new_502_SalesVoucherForm
Title : "new_502_Sales Voucher Report"

;; Form Definition
[Form: new_502_SalesVoucherForm]
Part : new_502_SalesVoucherPart
Height : 100% Screen
Width : 100% Screen
Button: F2ChangePeriod,Change Company


;; Part Definition
[Part: new_502_SalesVoucherPart]
Line : new_502_SalesVoucherTitle, new_502_SalesVoucherLine,
Repeat : new_502_SalesVoucherLine : GSTStateRateSummary
Scroll : Vertical
CommonBorder: Yes
Total : Taxable, IGSTAmount, CGSTAmount, SGSTAmount, RoundOff, InvAmount

;; Title Line
[Line: new_502_SalesVoucherTitle]
Field : new_502_SalesSNO, new_502_b2cmonth, new_502_b2cstate, new_502_b2cgstrate, new_502_b2ctotalsales,new_502_b2ctotalsalesgstin
Local : Field : Default : Type : String
Local : Field : Default : Style : Normal Bold
Local : Field : Default : Align : Center
Local : Field : new_502_SalesSNO : Info : "S.No."
Local : Field : new_502_b2cmonth : Info : "Month"
Local : Field : new_502_b2cstate : Info : "State"
Local : Field : new_502_b2cgstrate : Info : "Gst Rate"
Local : Field : new_502_b2ctotalsales : Info : "Total Sales"
Border : Column Titles

;; Data Line
[Line: new_502_SalesVoucherLine]
Field : new_502_SalesSNO, new_502_b2cmonth, new_502_b2cstate, new_502_b2cgstrate, new_502_b2ctotalsales
;; Total Line
[Line: new_502_SalesVoucherTotal]
Field : new_502_SalesTotalLabel, new_502_SalesTaxableTotal, new_502_SalesIGSTTotal, new_502_SalesCGSTTotal, new_502_SalesSGSTTotal, new_502_SalesRoundOffTotal, new_502_SalesInvAmountTotal
Local : Field : Default : Style : Normal Bold
Border : Thin Top

;; Field Definitions
[Field: new_502_SalesSNO]
Use : Number Field
Set as : $$Line
Width : 5
Align : Center
Border : Thin Left

[Field: new_502_b2cmonth]
Use : naME Field
Set as : $Month
Width : 10
Align : Center
Border : Thin Left

[Field: new_502_b2cstate]
Use : Name Field
Set as : $state
Width : 10
Align : Center
Border : Thin Left

[Field: new_502_b2cgstrate]
Use : Name Field
Set as : $GstRate
Width : 10
Align : Center
Border : Thin Left

[Field: new_502_b2ctotalsales]
Use : Name Field
Set as : $TaxableAmt
Width : 10
Align : Left
Border : Thin Left

[Field: new_502_b2ctotalsalesgstin]
Use : Name Field
Set as : $CGSTAmt
Width : 12
Align : Left
Border : Thin Left

 

HOW TO DO THIS ?

Month-Year Grouping:

 

Problem 2 Solved (Month-Year Grouping):

✅ Fixed! Now grouping & sorting works correctly:

• Display: "2025 Jan" format
  
  
• Sorting: Uses numeric month for proper order
  

No further changes needed.




[Collection: GSTStateRateSummary]
Title : "GST State Rate Summary"
Source Collection : new_502_SalesVouchers
Walk : InventoryEntries

By : PeriodYear : $$YearOfDate:$Date
By : PeriodMonth : $$FullMonthName:$Date
By : MonthDate : $New_502_VoucherYearMonth
By : Month : $$ZeroFill@New_502_VoucherMonthNumber:2
By : State : $..PLACEOFSUPPLY
By : GstRate : $$FilterValue:$GSTRate:RateDetails:First:new_502_IsIGSTRate
Aggr Compute : TaxableAmt : SUM : $Amount
Aggr Compute : IGSTAmt : SUM : $$FilterAmtTotal:LedgerEntries:new_502_IsOutputIGST:$Amount
Aggr Compute : CGSTAmt : SUM : $$FilterAmtTotal:LedgerEntries:new_502_IsOutputCGST:$Amount
Aggr Compute : SGSTAmt : SUM : $$FilterAmtTotal:LedgerEntries:new_502_IsOutputSGST:$Amount
Sort : @@Default :$PeriodYear,$Month,$State,$GstRate
Keep Source : ().

[#Object : Voucher]
New_502_VoucherYearMonth : $$String@New_502_VoucherYear + $$ZeroFill@New_502_VoucherMonthNumber:2

[System : Formula]
New_502_VoucherYear : $$YearOfDate:$Date
New_502_VoucherMonth : $$MonthOfDate:$Date
New_502_VoucherMonthNumber : $$String@New_502_VoucherMonth

new_502_IsOutputIGST : $LedgerName Contains "OUTPUT IGST"
new_502_IsOutputCGST : $LedgerName Contains "OUTPUT CGST"
new_502_IsOutputSGST : $LedgerName Contains "OUTPUT SGST"
new_502_Isroundoff : $LedgerName Contains "Round"
new_502_IsIGSTRate : $GSTRateDutyHead = "IGST"
new_502_withoutgstb2c : $$IsEmpty:$partygstin
new_502_withoutgstb2camount : $amount < :100000