How to stop sales and purchase for excess outstanding clients in tally.erp9


Tally . Erp9 offers some great features one of them is restrict to make sales or purchase for a particular customer / supplier.

Once the customer / supplier reach the credit limit, we could not make the sales or purchase

Tally.erp 9 allows you to set a credit limit in terms of period as well as monetary terms.
Follow this step by step procedure to set credit limit in tally.erp 9 for your suppliers as well as customers
Go to main menu Gateway of tally.erp 9 press F11
select Accounting feature, under Budgets and Scenario management,
Set maintain budgets and control to yes and accept the screen

Now, Go to Any supplier or customer ledger account(Alteration Mode) for which you want to set the credit limit
set credit period and credit limit for the supplier/customer ledger account.
Accept the Screen.
Now after setting this limit, whenever you try to post a purchase/sales transaction in related supplier/customer ledger account, tally.erp 9 will display a warning message and you will not be able to post the transactions exceeding the limit. So either you have increase the limit or can enter a lower amount in the transactions.
You may restrict other users to alter this credit limit.

How to set credit limit for customer
See the below imgae (gateway of tally> Accounts info>ledger>alter)

Go through the above and enjoy

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AXIS BANKA/c
Name : Subramanyam
S.B.A/c No : 912010018059202
Name of Bank : Axis bank Ltd
Branch : South Mada st, Mylapore
Chennai 600 004
RTGS , NEFT, IFSC code : utib0001596

OR

State Bank of India
Account name : Subramanyam G
A/c no : 32444483687
Bank : State bank of India
Branch : MTH Road,Avadi
IFSC CODE ; SBIN 0002201
MICR Code : 600002068

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