Getting Started With SMS - Tally TDL - Tally Shopper - College Management Software
Getting Started With SMS - Tally TDL - Tally Shopper - College Management Software
Getting Started With SMS - Tally TDL - Tally Shopper - College Management Software
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Contents
Contents
Lesson 1: Short Message Service in Tally.ERP 9
1.1 Introduction .......................................................................................................................................................1
1.1.1 Steps to Configure SMS in Tally.ERP 9...................................................................................................... 2
2.2 Access Information via SMS ........................................................................................................................12 2.3 Change SMS Suffix ........................................................................................................................................12
Lesson 1:
1.1 Introduction
Short Message Service is a text communication service component of a mobile communication device. Short messages are exchanged between mobile phones using standardised communication protocols. It is widely used for quick and short communication among mobile phone subscribers. The term SMS is used as a synonym for all types of short text messaging, as well as the user activity. The availability of business information on the fly without any dependency is the need of the hour for any business owner or a salesman who remains out of office for long hours. Accessing information from anywhere keeps the business owner and the sales man updated and also enables them to take the right decision at an appropriate time thus helping the business owner in contributing towards the positive growth of the business and staying ahead of the competitors. Using the available spectrum of technologies, gadgets with a combination of simple English language Tally.ERP 9 is enabled to access information from anywhere via the Short Messaging Service. A simple yet convenient solution to get the business information at finger tips while you are on the move without carrying any advanced gadgets or implementing a complex setup. The authorised users can access information from the respective company by posting a query to extract information using Natural Query Language. Based on the query posted, the system extracts the required information from the respective company connected to Tally.NET and sends back a reply to the authorised users mobile phone in a short span of time.
Select the required salutation from the list of Salutation displayed Enter the required name in the Name field. Type the required mobile number in Mobile No(s) field Press Enter Press Enter once again to complete the entry
In
case the information is already available, provide the required mobile number(s) only.
To
enter multiple mobile numbers, type the required mobile number in the blank field provided and press Enter to move to the next line.
Click Yes or press Y to save the details Press Esc and return to Gateway of Tally or Company Info menu
To enable Tally.NET set Security Controls to Yes while creating/altering a company. case you have configured Tally.NET earlier, you can continue to retain the existing configurations and enable SMS access.
In
In the SMS Details Access section Set Yes to Enable SMS Access to avail business information using the Short Message Service. Provide a short name for the company in SMS Company Name, the companys short name must not exceed eight characters.
Select Tally.NET User from the list of Security List displayed Enter the required email id of the user in Name of User field In order to allow the user access business information via SMS set Allow SMS to Yes.
The In
case you had configured the user(s) for a company earlier then set Allow SMS to Yes for the required user(s) only.
Similarly, the remaining users can be allowed to access business information via SMS.
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You will receive an E-Mail containing the following details Company Connect Name: The companys short name as provided in SMS Company Name field. SMS Suffix: A unique number allotted to each company. It is added at the end of the service number while sending the SMS request.
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is a business query to extract information from the connected company 566779: Common Number to which the short message is sent by the user. <9>: Is the SMS Suffix - a unique number assigned to each Company for a user. Example 1:To know the closing cash balance on September 30, 2009 In your cellphone type the following Cash Balance as on 30/09/2009 Send it to 5667791 In a short duration you will receive an SMS with the following text: Closing Balance of Ledger cash as on 30-Sep-2009 is Rs. 2,970.50
When
a single company is connected the SMS Suffix is defaulted to 1. SMS Suffix when more than a Single Company is connected
Provide SMS
Suffix are limited to a maximum of nine companies. The SMS Suffix can be any number between 1 to 9. When 0 or 1 is suffixed the SMS queries data from the company having the SMS Suffix as 1.
To change the SMS Suffix for the required company follow the steps shown: Go to Company Info menu Select Login as Remote User The Login As Remote Tally.NET User screen appears Enter the Administrators E-mail ID in Your E-Mail Id field. Enter the required password in Your Tally.NET Password field.
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In the set of Online Companies displayed Select the required company Click C: Chg SMS Suffix The Change SMS Suffix screen appears as shown
The SMS Suffix can also be changed from your mobile phone by typing Change <Present Suffix> <New Suffix> Example : Change 7 1 and send it to 5667790
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3.1 Introduction
Natural Query Langauge is an interface between the user and company connected to Tally.NET. It uses plain simple English to query and extract information while you are away from the business location. In short Natural Query Language is the way of communicating naturally following the grammar or syntax of the respective language or the way communication happens between two people. To query information from the connected company, the user needs to type the required words using the mobile phone and send it to the number provided. The system is designed to extract information from the respective company connected and sends back the information to the requestors mobile.
3.1.2 Rules
To use SMS Suport you need to follow the set of rules shown below: The Natural Query Language is capable of delivering a single value for a given query, It will not deliver multiple values as the results delivered need to be within limit of characters specified for SMS. You cannot request for a list of pending bills as it may exceeds the specified limit. Short message serive response is defaulted to the previous object. Most objects in Tally.ERP 9 are enabled for access via Natural Query Language Interface. While querying for Company details without any specification, the system defaults the query to a selected Company. On further querying for address, the system defaults it to the company address and returns the Company Address to the requestor mobile. E.g.: The previous query requested for party balance followed by another query for the address. The system returns an SMS with Party Address. While querying the user must provide correct name of the master. Adding master type prefix would help Natural Query Language Interface to understand the query better.
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Natural Language
Consider a situation where a company has Sundry Creditor Ledger named Ajay Kumar and another cost centre/employee named Ajay Kumar. When a query is posted, Natural Query Langauge Interface finds it difficult to handle the request. By default, the system tries to deliver the best match or information encountered first. To overcome this prefix Master Type (Ledger) to Ajay Kumar in order to differenciate between the employee/cost centre and Ledger.
When a user queries for Ajay Kumar the system tries to find and lists all matching objects such as Ajay, Ajay Malik, Ajay Kumar, Kumar, Kumar Krishnan etc. This can be avoided by enclosing Ajay Kumar withih double quotes which makes it specific to deliver. Link Masters like Bills, Batches, Orders etc. contain numbers as part of their names. This causes ambiguity and the query may yield multiple results. To deliver accurate results all link masters must be prefixed with the link master type. Example: "Bill 0001 Pending Amount", Batch 01234 Expiry Date etc. When two masters/objects are queried the system considers them as primary and secondary returning cross values. E.g.: Closing Balance of Ledger Expenses for Cost Centre Mumbai Branch, the system currently supports Cost Centre/Ledger and vice versa as cross masters.
Remove the SMS signature from your mobile phone. The signature is appended to the end of the message sent and makes it difficuly for Natural Query Language Interface to understand. While referring to a Masters it is essential to prefix the Master Type. E.g.: Ledger Cash. Use the full names rather than partial names which result in wrong information E.g.: Querying for ABC & Co rather than ABC may provide wrong or inadequate information. What you see is what you get (WYSWYG). Information you see is also the possible source of information in Tally.ERP 9. E.g.: You see the ledger address in Ledger Master screen, similarly you see the Return on Investment in Ratio Analysis report. While querying it is essential to use the exact names that you see as these titles or prompts return a value. Even though vocabulary is growing to support similar names, sometimes the Natural Language Interface may not understand what you had asked for. Be straight! Do not use words that are not necessary. Ask Tally.ERP 9 what it has or what it knows. When the information you are querying is not forming a part of the data then Natural Query Language Interface will not be able answer the query posted. Cannot Ask Value of Working Capital Kotak Bank Statement Purchase orders today Sales bills yet to make today
Ask Working Capital Ledger Kotak Bank Address Closing Balance/Account Number
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Natural Language
Ask
Cannot Ask Cancelled vouchers today Sales Vouchers Today Vouchers statistics today
Todays Receivables Payables (As two separate Queries) Quick Ratio Current Ratio Queries) (As two separate
Todays Amount
Receivables
and
Payable
For an easy understanding of queries using Natural Query Language on various areas of the product we have broadly classified them into the following categories: Business System
Receivables
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Natural Language
Word
Possible Aliases Rcpt Outstanding Rcpt OS Receipt OS Receipts Receipt Payables Payable Bills Payables Bills Payable Bill Payable Bill Payables Payment Outstanding Pymt Outstanding Pymt OS Payment OS Payment Payments Total Outstanding Outstanding Total Outstanding Bills Bills Outstanding Bill Outstanding Bank Receipt Bank Rcpt Bank Rcpts Bank Debit Total Bank Debit Totals Bank Dr Total Bank Debit Bank Debits
for
Values Delivered
Returns a payable value for the specified Ledger for a defined period or date.
Group Returns a payable value for the specified Group for a defined period or date.
Payables
Company Returns a payable value for the defined period or date of the selected company
Ledger Company
Outstanding
Returns a outstanding value for the defined period or date for a Ledger Returns a outstanding value for the defined period or date of the selected company. Returns the Debit Transaction total for a specified Ledger for the defined period or date. Returns the Debit Transaction total for a specified Group or Bank group for the defined period or date. Returns the Debit Transaction total for a given Ledger, Group OR Bank group in case of company for the defined period or date.
Ledger Group
Bank Receipts
Company
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Natural Language
Word
Possible Aliases Bank Pymt Bank Payment Bank Pymts Bank Credit Total Bank Credit Totals Bank Cr Total Bank Credit Bank Credits Cash Receipts Cash Receipt Cash Rcpt Cash Rcpts Cash Debit Total Cash Debit Totals Cash Dr Total Cash Debit Cash Debits Cash Payments Cash Pymt Cash Payment Cash Pymts Cash Credit Total Cash Credit Totals Cash Cr Total Cash Credit Cash Credits BSheet BalSheet
for
Values Delivered Returns the credit transaction total for the specified Ledger for a defined period or date. Returns the credit transaction total for the specified Group or Bank group for a defined period or date. Returms the credit transaction total for the given Ledger, Group OR Bank group in case of company for the defined period or date. Returns the debit transaction total for specified Leger for a defined period or date Returns the debit transaction total for specified group for a defined period or date Returns the debit transaction total for given Leger, Group or Cash group in case of company for the defined period or date Returns the credit transaction total for the specified Ledger for a defined period or date Returns the credit transaction total for the specified Group for a defined period or date Return the credit transaction total for the given Ledger, Group OR Cash group in case of company for the defined period or date. Returns the Balance Sheet Debit/Credit total for a defined period or date.
Bank Payments
Cash Receipts
Cash Payments
BalanceSheet
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Natural Language
Natural Query Language Closing <Ledger> Sales Receivables Bills Receivables Payables Bills Payables Outstanding Nett Loss Profit Turnover Diff in opening bal Stock value Closing stock value Stock closing value Closing stock quantity Stock closing quantity, Closing stock qty Stock closing qty VAT VAT payable VAT to pay Purchases Sales Ratio Quick ratio Current ratio Equity ratio Debit ratio Operating cost Return on investment ROI Return on invest Balance of
Function Returns the closing balance of the respective ledger Returns the closing balance of Sales Ledger Returns the closing balance of Sales Ledger Returns the Amount Receivables Returns the Amount Payables Returns the outstanding amounts Dipslays the Nett Loss Returns the Profit Returns the tunover Returns teh amount of opening balance Returns the Stock Value
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Natural Language
Natural Query Language Return on working capital Return on wkg capital Return on working cap Return on wkg Cap Inventory turnover Net available stock Nett available stock Phone number of <Ledger> Mobile Number of <Ledger> Account number of <Bank Ledger> PAN Number/ Income Tax Number <Ledger> Closing balance of Cost Centre Branch Office for Ledger Fixed Costs
Returns the Net Available Stock value Return the phone number provided for the respective ledger Return the phone number provided for the respective ledger Returns the account number of the respective bank ledger Returns the PAN Number / Income Tax Number of respective ledger. Returns the closing balance of the Cost Centre, Branch Office for the respective ledger
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Natural Language
Link Masters Word Bill Batch Tracking Number Order Possible Aliases Bills Batches Tracking Numbers Order
Business Vocabulary Reference (Object Specific Values) Word Name Address Closing Balance Balance, Cl Bal Possible Aliases Works for Objects Works objects for most Ledger, Values Delivered Name of the object specified Address list separated with space Closing Balance as on given date
Company, Employee
Most Objects
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Natural Language
Reciprocates accordingly
Returns the list of online companies that you are authorised to access Emails a list of online and offline companies that you are authorised to access Resets the context of earlier queries Returns the context of the previous set of queries.
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