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Tally to Tally


Introduction


UDIMagic v3.0 [Professional] Release 1.40 comes with a new feature called Tally-to-Tally that allows you to transform Tally data.

As the name suggests, the Tally-to-Tally feature allows you to retrieve data from one Tally Company; apply transformation rules; and then send it to another Tally Company. This  is particularly useful in case of concerns wherein Sales of one firm becomes Purchase of another sister concern firm. Herein, UDIMagic picks data from the Source company; transforms it and then sends it to the Destination Company, thus saving your precious time and avoiding typographical mistakes.

Here's a pictorial representation of Tally to tally.

Tally to TALLY


  • STEP 1
    Retrieve data from Source Company
    (Ex: fetch SALES vouchers from Company A)

  • STEP 2
    Apply transformation rules
    (Ex: convert SALES vouchers into PURCHASE)

  • STEP 3
    Send it to the Destination Company
    (Ex: send the Purchase vouchers to Company B)






Usage of Tally-to-Tally



The Tally-to-Tally feature is of wide import and is not limited to just conversion of Sales to Purchase Vouchers. Some other usages of Tally-to-Tally feature are given below:-

a) Copy Masters created in one Company to multiple Companies
Though this is not a common requirement, the Tally-to-Tally feature can be used to retrieve data from Source Tally company and then send it to one or more Destination companies.

b) Delete multiple Voucher entries
Herein, we can write transformation rules such that multiple vouchers are deleted based of the specified conditions.

b) Convert Tally 9 data to Tally 7.2
Again, though this is not a common requirement, but at times Customers have demanded this type of conversion due to some or the other reason.

Understanding the RULES-file



To use the Tally-to-Tally feature, you need to define a set of RULES. UDIMagic comes a default RULE-file which is given underneath for reference:-

<RULES.LIST>

<!--Rule 1 Sales Vouchers of Head Office to be transformed into Purchase and imported into TEST1-->
<RULES>

<!--Specify the Source Company details -->
<SOURCECOMPANYIPADDRESS>127.0.0.1</SOURCECOMPANYIPADDRESS> <SOURCECOMPANYPORT1>9000</SOURCECOMPANYPORT1>
<SOURCECOMPANYNAME>Head Office</SOURCECOMPANYNAME>
<SOURCECOMPANYVOUCHERTYPENAME>Sales</SOURCECOMPANYVOUCHERTYPENAME>

<!--Specify the Destination Company details -->
<DESTINATIONCOMPANYIPADDRESS>127.0.0.1</DESTINATIONCOMPANYIPADDRESS> <DESTINATIONCOMPANYPORT>9000</DESTINATIONCOMPANYPORT> <DESTINATIONCOMPANYNAME>Test1</DESTINATIONCOMPANYNAME>

<!-- This contains XML tags to retrieve data from Source Company-->
<FETCHDATAFROMSOURCECOMPANY>myRequest1.xml</FETCHDATAFROMSOURCECOMPANY>
<!-- This contains optional request that is sent to Destination Company before sending the transformed data-->
<SENDREQUESTTODESTINATIONCOMPANY>myRequest2.xml</SENDREQUESTTODESTINATIONCOMPANY>
<!-- This contains the RULES which specify what transformation is to be done-->
<TRANSFORMATIONRULESFILENAME>myTransformationRules.dat</TRANSFORMATIONRULESFILENAME>
</RULES>

<!--Rule 2 Your Rule TWO goes here. There can be any number of RULES-->


</RULES.LIST>

As stated above, there are 3 stages in the Tally-to-tally process.

Stage 1 : Retrieving data from the Source Company

To retrieve data from Source Company, a request is sent to Tally. The tag <FETCHDATAFROMSOURCECOMPANY> specifies the file-name which contains the request that is sent to Tally to retrieve data. In the above case, we have used the file-name as myRequest1.xml

Stage 2 : Transforming the data

Once the data is retrieved, the next thing is to transform it. Though this is optional, in the above-given case we have transformed the Sales data into Purchase. The tag <TRANSFORMATIONRULESFILENAME> specifies the file-name which contains the RULES that perform the transformation.

PS: Support is provided for writing ONE transformation rule. Additional rules, if required can be provided on chargeable basis.

3. Sending the data to the Destination Company

This is to be specified by the end-user using the following tags:-
<DESTINATIONCOMPANYIPADDRESS>127.0.0.1</DESTINATIONCOMPANYIPADDRESS> <DESTINATIONCOMPANYPORT>9000</DESTINATIONCOMPANYPORT> <DESTINATIONCOMPANYNAME>Test1</DESTINATIONCOMPANYNAME>


Downloads


1)  Sales-to-Purchase Rules-files
2)  Instructions to use Tally-to-Tally feature (PDF file)


Tally is a registered trademark of Tally Solutions FZ LLC.

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