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Showing posts with label Stock Item Masters with Batch expiry. Show all posts
Showing posts with label Stock Item Masters with Batch expiry. Show all posts

Tuesday, May 6, 2008

Stock Item Masters with Batch expiry

Here's a sample Excel-sheet that contains StockItem Masters with Batch expiry and Multiple Locations.

As we are using Multiple-Godown and Batch-wise expiry features, the StockItem Master records may span to multiple rows, as seen in the sample Excel-sheet. The NAME field (i.e. StockItem Name) is used as the Key-field.

We are also using a Macro file which is required to do some calculations at run-time. Due to this, you may get an error message, if you are using Excel 2003 or higher. To solve this issue, refer FAQ: "Programmatic access to Visual basic project is not trusted".

Follow these steps to Import the Excel sheet data into Tally Software.

1) Download and unzip the files into "c:\udi-magic" folder.
Though you can keep these files in any folder, the Macro-file must always be kept in the "c:\udi-magic" folder.

2) Start the Tally software and create/open a Dummy Company.

3) Enable the following features using F11 key :-
a) Maintain Multiple Godowns
b) Maintain Batch-wise details

4) Minimize Tally Software
5) Run UDIMagic utility, select option "Excel to Tally -> Master".

6) Next, select the Excel sheet and the XML-tags file when prompted.
Note that the XML-tags file is to be selected in the same screen in which you are prompted to select the Excel-sheet.

7) Next, follow the instructions given in the wizard-screen to import data into Tally.

ZIP file contents
1) stockitem-with-batch-expiry.xls (Excel sheet)
2) stockitem-with-batch-expiry-xml-tags.xml (XML tags file)
3) stockitem-with-batch-expiry-macro.txt (contains macros)