How Do You Pre-Close an Order in TallyPrime?

In TallyPrime, you can specifically pre-close job work orders that were raised wholly. This functionality allows you to mark an ongoing job work order as complete, even if the entire quantity specified in the order has not been fully processed or received. This is a crucial feature for accurately reflecting the status of your job work, managing outstanding orders, and ensuring clear financial reporting.

Understanding Pre-Closure in TallyPrime

Pre-closing an order in TallyPrime means you are formally indicating that no further processing (like material consumption or finished goods receipt/delivery) will occur against that particular order. This differs from cancelling an order, as pre-closing typically implies that the job work was largely completed, but perhaps a minor outstanding quantity will not be fulfilled. It helps in cleaning up pending order lists and focusing on active job work.

Prerequisites for Pre-Closing a Job Work Order

Before you can pre-close a job work order in TallyPrime, two key conditions must be met:

1. Type of Order: Only job work orders are eligible for pre-closure. Other types of sales or purchase orders generally follow different closure processes (e.g., full receipt/delivery or explicit cancellation).
2. Order Status: The job work order must have been raised wholly. This means the order was created for its full intended quantity from the outset, rather than being a partially raised or adjusted order.

Step-by-Step Guide to Pre-Closing a Job Work Order

Follow these steps to navigate to and pre-close a job work order in TallyPrime:

1. Access the Job Work Order Summary

You have two primary methods to reach the relevant report where you can manage and pre-close job work orders:

• Method A: Through Display More Reports
  1. From the Gateway of Tally, press Enter.
  2. Navigate to Display More Reports and press Enter.
  3. Select Job Work Reports and press Enter.
  4. Choose Orders and press Enter. This will display a summary of your job work orders.
• Method B: Using the Go To Function
  1. Press Alt+G (Go To) from any screen in TallyPrime.
  2. Type or select Job Work Order Summary from the list.
  3. Press Enter. This provides direct access to the job work order summary.

2. Select the Specific Order

Once you are in the Job Work Order Summary report:

• Identify and select the particular job work order you intend to pre-close from the displayed list.
• Press Enter to open the details of that order.

3. Initiate Pre-Closure

After selecting the order and viewing its details:

• TallyPrime typically provides options within this screen to manage the order's status. Look for an option on the right-hand button bar or at the bottom of the screen to "Pre-close" or "Close Order". The specific button or key combination (e.g., Alt+X for 'Cancel' or a specific 'Pre-close' button) will be available depending on the TallyPrime version and context.
• Click or select the appropriate option to initiate the pre-closure process.

4. Confirm Pre-Closure

• TallyPrime may prompt you for confirmation. Review the details and confirm the action to pre-close the order.
• Once confirmed, the status of the job work order will be updated, indicating its pre-closed state.

Why Pre-Close a Job Work Order? Practical Insights

Pre-closing offers several operational benefits for businesses involved in job work:

• Accuracy in Reporting: It prevents partially completed orders from perpetually appearing as 'pending', providing a clearer picture of your actual outstanding work.
• Resource Management: Frees up the notional commitment of raw materials or resources against an order that is practically done.
• Streamlined Operations: Helps in streamlining the job work flow by isolating orders that no longer require active attention or processing.
• Preventing Erroneous Entries: Once pre-closed, no further transactions (like material issues or receipts) can be linked to that specific order, preventing accidental entries against an effectively closed job.

Summary of Navigation

Action	Navigation Path (Method A)	Navigation Path (Method B - Go To)
Access Job Work Order Summary Report	Gateway of Tally > Display More Reports > Job Work Reports > Orders	Alt+G (Go To) > Type/Select Job Work Order Summary
Select Order	Select the specific job work order from the list and press Enter.	Select the specific job work order from the list and press Enter.
Pre-Close Order	Within the order details, look for the 'Pre-close' or 'Close Order' option.	Within the order details, look for the 'Pre-close' or 'Close Order' option.

By effectively utilizing the pre-closure feature, businesses can maintain precise records and enhance the management of their job work processes within TallyPrime.

[[TallyPrime Job Work]]