Migration of Dealer Excise data from Tally 9 to Tally.ERP 9
There are two ways of Migrating Dealer Excise data depending upon feature enabled in the data
Upgrading Tally 9 Data to Tally.ERP 9 where Maintain Multiple Godown is not Enabled
In Dealer Excise data of Tally 9, where Maintain Multiple Godown option in F11 – Features is not enabled . Then, you need not perform any additional steps for migrating the data inTally.ERP 9.
Tally.ERP 9 will
If all the above three steps are successfully complete then the application allows the user to continue (to record the transactions)
Maintain Multiple Godown is Enabled
In Dealer Excise data of Tally 9 where Maintain Multiple Godown option in F11 – Features is enabled,
Once the Company is loaded the application asks for Rewrite of Data
Press Enter or Y to Rewrite Version. On pressing enter Application asks for the backup of data before rewrite.
You can press Enter or Y to take backup or press N to rewrite the data without backup. If Backup before rewrite is selected Tally.ERP 9 displays the Backup companies on disk screen
Here user can specify the Destination to backup the data.
After backup of Data Application rewrites the Data (Rewriting happens in Three Phases).
On re-writing the data application imports the Statutory Masters
After import of Statutory Masters, application Migrates the Tally 9 data to Tally.ERP 9. First Tally.ERP 9 migrates all the Tariff Classifications then in back end it screen the configuration (looks for Tariff Classification) done in the stock item master
If all the above three steps are successfully complete then the application allows the user to continue (to record the transactions). In case of any error during any of the steps mentioned, application displays the warning message.
After migration of data, if the Excise migration is not complete then the Tally.ERP 9 displays the Warning! message with the information needed to correct the data.
To correct the Excise Data follow the given steps
Step 1: Identify the Godowns used in the Voucher entry
Go to Gateway of Tally > Display > Exception Reports > Excise Dealer
Excise Dealer exception report displays the list Godowns which are used in the voucher entry made in Tally 9, along with the details of Group (under which the godowns are created ) and Voucher Types (in which the godowns are used.
From the list of Godown select the required godown that has to be created as Excise Dealer Unit.
Step 2: Configure the Godown as Excise Dealer Unit
To configure the Godown
Go to Gateway of Tally > Inventory Info > Godowns > Alter
From the List of Godown, select the required Godown that has to be treated as Excise Dealer Unit. The selected Godown should be under Primary.
In Excise Registration Type, select as Dealer from List of Registration Types.
Set the option Set/Alter Excise Details to Yes, to enter excise registration details
Specify the required Excise Details in Excise Details screen as shown.
The completed Godown Alteration screen appears as shown
Note: Similarly, you are required to alter the remaining Godowns which are under Primary. Group the remaining godowns under the Godown which has been treated as Excise Dealer Unit and set Not Applicable for Excise Registration Type.
Step 3: Alter Voucher Types
Voucher Types which were enabled for Excise in Tally 9 need to be altered in Tally.ERP 9
To alter the Voucher Types
Go to Gateway of Tally > Accounts Info. > Voucher Types > Alter
Select the required Voucher Type that has to be altered for Dealer Excise Voucher Type
In Voucher Type Alteration screen, set the option Use for Excise to Yes
Select the Default Excise Unit
Save the alteration in the Voucher type
Note:In the Voucher Type Alteration screen set Yes to Use for Excise for each Voucher Type used for Excise in Tally 9 as it allows you to alter only once.
Steps for Re-migration
After following the above steps, you have to re-migrate the Dealer Excise data.
To re-migrate the data
Go to Gateway of Tally > press Alt + Ctrl + M to migrate the data.
In the Migrate Data screen, select All Items from the List of Modules to migrate. Tally.ERP 9 migrates all the Stock Items and Excise Vouchers
Note: On successful migration of data, re-check and compare the statistics of the migrated data with the old data.