View Pending Purchase Orders in TallyPrime: 5 Steps + Example

Here’s a detailed explanation on how to view pending purchase orders in TallyPrime, along with an example and steps:

1. Steps to View Pending Purchase Orders in TallyPrime:

1. Open the Gateway of Tally (Alt+F12).
2. Navigate to the “Reports” menu. You can either click on the menu option or press F8 on your keyboard.
3. Select “Display More Reports”.
4. Choose “Statements of Inventory”.
5. Finally, select “Purchase Order Outstandings” from the available report options.

Alternatively, you can use a keyboard shortcut:

• Press Alt+G (Go To) and type or select “Purchase Order Outstandings” or “Pending Purchase Orders” (and then press Enter).

2. Viewing the Pending Purchase Orders Report:

The “Purchase Order Outstandings” report displays a list of all outstanding purchase orders in your TallyPrime system. It typically includes the following information for each order:

• Order No.: Unique identification number for the purchase order.
• Date: Date the purchase order was placed.
• Supplier: Name of the vendor you placed the order with.
• Amount: Total value of the items ordered.
• Pending Qty: Quantity of each item that is still pending receipt.

3. Additional Information (Optional):

Depending on your TallyPrime configuration, the report might also show details like:

• Order Status: May indicate if the order is partially received or awaiting supplier fulfillment.
• Item Name: Specific items included in the outstanding order.
• Delivery Date (Expected): Date by which you expect to receive the ordered items.

4. Filtering and Sorting for Pending Purchase Orders in TallyPrime:

The report offers filtering and sorting options to help you focus on specific purchase orders.

Here are some ways to refine your view:

• Filter by Supplier: Enter the vendor’s name to view only their outstanding orders.
• Filter by Date: Specify a date range to see orders placed within that timeframe.
• Sort by Order No.: Arrange the list chronologically based on order placement.
• Sort by Amount: Organize the list by the total value of the pending orders.

5. Example of Pending Purchase Orders in TallyPrime:

You want to view all outstanding purchase orders for office supplies placed after May 15th.

1. Follow steps 1-5 mentioned earlier.
2. In the “Purchase Order Outstandings” report, locate the “Period” filter (usually at the top).
3. Set the “From Date” to May 15th or any desired start date.
4. The report will now display only pending purchase orders for office supplies placed after that date.

6. Benefits of Viewing Pending Purchase Orders:

• Provides a clear overview of outstanding orders placed with suppliers.
• Helps identify potential delays in receiving inventory.
• Enables you to follow up with suppliers and track order progress.
• Assists in managing inventory levels and ensuring timely arrival of necessary stock.

By effectively utilizing the “Purchase Order Outstandings” report in TallyPrime, you gain control over your purchase order management process, maintain good supplier relationships, and optimize your inventory management practices.