How to Add Custom field (UDF) on any
screen of Tally.ERP9 Software
In this post we will learn how to add Custom Field on any Screen of Tally.ERP9
Software. I will be taking example of Sales
Screen as this is the one of which we get most enquiry of or we our-self
require most of the time to capture more information which is ether required
during sales entry or want to print
some additional information on our Invoice.
In this post we will be taking example of scenario where we
want to view contact person of Customer.
So before we start you will need to have any text editor
software installed on your system (e.g Notepad, WordPad etc…) but if you have Tally Developer 9 Application it will
help us a lot. I am going to use Tally
Developer 9 Application here
If you don’t have Tally
Developer 9 application you can download it from http://tallysolutions.com/downloads.
To know how to install it please read through my other blog how to install Tally Developer 9Application.
Start your Tally
Developer 9 Application. Create a New Project (To know how to use Tally
Developer 9 Application click here)
After creating a New Project now we need to decide where we
want to have our field placed. In this example I have decided to place my field
on the Top Right hand side of the screen in line of Ledger name. You can choose
yours.
In the below code
we have given a call to the line by using ‘#’ were we want to place are custom
field.
[#Line: EI
Consignee]
Field
: Simple Prompt, EI Consignee, EI CurrConsignee, EI FirstLedger,
INVMailName, Name field
RightFields : Short Prompt, EI PriceLevel,
EI PrevPriceLevel
The line may contain
lot of default field. We have do decide
after or before which field we want our custom field. I have decided to place
is just before Price level prompt which we see on screen use below code.
Add: Right Field: After:Short Prompt:
CustomerNamePrompt, CustomerName
After placing the field we need to provide contain
to the field.
[Field:CustomerNamePrompt]
Use: Medium Prompt ;; here I am saying that this is a prompt .
Set as: "Contact Person" ;;
The data in the prompt is Contact Person.
[Field:CustomerName]
Use: Name Field ;; This is going to be a normal text field
which is called name field in tally
Set as:$LedgerContact:Ledger:$LedgerName ;;
At this place I am giving a call to contact person from Ledger Master which is
selected.
Set Always: Yes
Skip: Yes
Which mean my code is
[#Line: EI
Consignee]
Field
: Simple Prompt, EI Consignee, EI CurrConsignee, EI FirstLedger,
INVMailName, Name field
RightFields : Short Prompt, EI PriceLevel,
EI PrevPriceLevel
Add: Right Field: After:Short Prompt:
CustomerNamePrompt, CustomerName
[Field:CustomerNamePrompt]
Use: Medium Prompt
Set as: "Contact Person"
[Field:CustomerName]
Use: Name Field
Set as:$LedgerContact:Ledger:$LedgerName
Set Always: Yes
Skip: Yes
And After attaching this code to you Tally.ERP9 Software you should be able to see the new fields Contact person and its name on sales screen.
Note:- make sure that you have turned on contact details in your ledger from F12 Settings and filled in contact person field.
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