Migrating Data in Tally . ERP 9

 As discused, with the help of Tally ERP 9 Data Migration Tool, you can migrate Tally 7.2 data, Tally 7.2 TCP files and restore Tally 7.2 data backup to Tally ERP 9. Lets us consider the following scenarios to migrate data from the earlier versions of Tally to Tally ERP 9 using the Data Migration Tool,

Migrating Data from Tally 6.3 to Tally ERP 9

Migrating Data from Tally 7.2 to Tally ERP 9

Migrating Data from Tally 8.1 to Tally ERP 9

Migrating Data from Tally 9 Rel. 2.0 to Tally ERP 9

Migrating Data from Tally 9 Rel. 3.0 to Tally ERP 9

Migrating Data comprising of Excise/TDS/VAT to Tally ERP 9

 Migrating Data from Tally 6.3 to Tally ERP 9

To migrate Taly 6.3 data to Tally ERP 9, follow the steps given below

Go to Tally ERP9 folder (where you have installed Tally ERP 9 application) Click on tally72migration.exe,

      

                           Figure 1.1 Tally72migration.exe icon

Tally ERP 9 Data Migration Tool and Tally ERP 9 start simultaneously, in separate screens

As soon as Tally ERP 9 is ready to migrate data, the message Ready for Migration is displayed in the Migration Messages Pane

                        Figure 1.2 Data Migration Tool screen

Select Migrate Data, to commence data migration from Tally 6.3 to Tally. ERP 9

Specify the required data path in the Directory field

                   Figure 1.3 Select Company for Migration screen

On selecting the company, a message Rewrite version is displayed.

Press Enter to Rewrite the Tally 6.3 Data to Tally 7.2 data format 

The Rewritten screen will appear as shown 

                   Figure 1.4 Rewritten Tally 6.3 data screen 

After rewriting the data to Tally 7.2 data format, the Data Migration Tool prompts for migration from Tally 7.2 to Tally.

                     Figure 1.5 Data Migration Tool screen

Press Enter to Migrate the selected company

In the Migration Information screen on the left hand side, you can view the list of Masters and Vouchers to be migrated from Tally 7.2.

During the migration from Tally 7.2 to Tally ERP 9, the status of the miigration appears in the screen on the right hand side, which displays the number of Masters and Vouchers that have migrated to Tally ERP 9.

                    Figure 1.6 Data Migration in process screen 

When the migration is complete, an Information pop-up message appears as shown below.

                    Figure 1.7 Migration completed screen 

On pressing any key, a congratulations message appears as shown below 

             Figure 1.8 Migration successful-Congratulation screen

The migrated companies are saved in the Tally 6.3 data folder. The migrated data is prefixed with a 0 and appears in 5 digits.

                         Figure 1.9 Migrated Tally ERP 9 data

Now you can work on Tally. ERP 9 with the migrated data

1.2 Migrating Data from Tally 7.2 to Tally.ERP 9

For an existing Tally 7.2 customer, the migration process takes place as explained below.

Click the tallymigration72.exe icon to start the migration

                        Figure 110 Tallymigration72.exe icon

Tally Data Migration Tool and Tally ERP 9 starts simultaneously, in separate screens.

As soon as Tally ERP 9 is loaded, the message Ready for Migration is displayed in the Migration Messages Pane

                  Figure 1.11 Tally Data Migration Tool screen

Click Migrate Data to select the company data to be migrated from Tally 7.2 to Tally. ERP 9 Specify the data path in the Directory field

               Figure 1.12 Select Company for Migration screen

On selecting the company, the company is loaded

If the company selected has Payroll data, the following screen appears

                      Figure 1.13 Information message screen

To continue with the migration, press Enter

Press Enter to continue.

In the Migration Information screen on the left hand side, you can view the list of Masters and Vouchers to be migrated from Tally 7.2.

During the migration from Tally 7.2 to Tally ERP 9, the status of the migration appears in the screen on the right hand side, which displays the number of Masters and Vouchers that have migrated to Tally ERP 9,

                     Figure 1.14 Migration Information screen

When the migration is complete, an Information pop-up message appears as shown below.

                        Figure 1.15 Migration completed screen

On pressing any key, a Congratulations message appears as shown below

                      Figure 1.16 Migration successful message

The migrated companies are saved in the Tally 7.2 data folder. The migrated data is prefixed with a 0 and appears in 5 digits

                      Figure 1.17 Migrated Tally ERP 9 data

Now you can work on Tally ERP 9 with the migrated data

Caution:

If you try to migrate a company data that has been already migrated from Tally 7.2 to Tally ERP 9, you will get a warning message as shown below

                        Figure 1.18 Warning Message

Migrating Data from Tally 8.1 to Tally ERP 9

For an existing Tally 8.1 customer, the migration process is explained below:

Start the Tally ERP 9 application

In the Company Infomenu

Select Select Company

Provide the required path, where Tally 8.1 data is located

Select the required company whose data has to be migrated to Tally. ERP 9.

                         Figure 1.19 select company screen 

On selecting the company, a message Rewrite version is displayed.

                                 Figure 1.20 Rewrite screen 

On choosing yes for Rewrite, a message Backup before rewriting appears.

                          Figure 1.21 Back up before Rewrite 

On selecting yes for backup, select companies to Backup window opens.

                             Figure 1.22 Backup company 

Enter the destination and accept.

On accepting the Backup starts.

                     Figure 1.23 Backingup data before Rewrite 

Once the Backup of data is taken the rewriting of data starts

                       Figure 1.24 rewriting data after backup 

On the date is rewritten. The migration of Excise, TDS and VAT entries starts.

                    Figure 1.25 Migration of Excise, TDS and VAT

Once the Migration is completed the data is available for use in Tally ERP9

 Migrating Data from Tally 9 Release 2.0 / Release 3.0 to Tally ERP 9

The process of migrating Tally 9 Release 2.0 data and Tally 9 Release 3.0 data to Tally ERP 9 is similar to as discussed for Migration from Tally 8.1 data to Tally ERP 9.

 Migrating Data comprising of Excise/TDS/VAT to Tally ERP 9

If a Company Data comprising of Excise, TDS or VAT entries/information needs to be migrated to Tally ERP 9, follow the steps given below:

Open the data in Tally ERP 9, Rewrite Version message appears

On selecting Yes, Rewrite and logical migration of data to Tally ERP 9 format is automatically done (The steps to Rewrite Data is explained in the previous section)

However, in case of any corrections or if you intend to perform logical migration of Excise, TDS or VAT modules separately, press Ctrl+Alt+M to migrate data for each of the modules separately.

The Migrate Data screen for Modules to Migrate will appear as shown:

                   Figure 1.26 Migration of Excise, TDS and VAT

Select the required module (Excise/TDS/VAT)

Select End of List

Press Enter to Migrate Data

On successful migration, the message is displayed in the calculator pane

Migration steps for payroll data in Tally. ERP 9

After migrating Payroll data from Tally 7.2 to Tally ERP 9, you have to re- configure the Pay Heads with the applicable Pay Head Types, Calculation criteria, periodicity, as applicable and the rates against the respective Pay Heads in the salary details screen for each Employees/Employee Groups in Tally ERP 9. By default, after migration, the Calculation type for all the Pay Heads migrated from Tally 7.2 to Tally ERP 9 is changed to As User Defined Value

Migration of Payroll Data to Tally ERP 9

The process of migrating Tally 7.2 data containing Payroll is similar to as discussed for Migration of Tally 7.2 data to Tally ERP 9 in the previous chapter.

On successful migration of Tally 7.2 Payroll data, the following changes occur:

The Payroll Deduction ledgers created under the group Duties and Taxes in Tally 7.2, after migration will become a Pay Heads grouped under Current Liabilities in Tally ERP 9

The Payroll Deduction ledgers created under the group Direct or Indirect Expenses in Tally 7.2, after migration will become a Pay Head grouped under Current Liabilities in Tally ERP 9.

The Payroll Deduction ledgers created under the group Loans & Advances (Assets) in Tally 7.2, after migration will become a Pay Head grouped under the Pay Head Type Loans and Advances in Tally. ERP 9.

Any Attendance Type created with Unit Mth will appear prefixed with ATTD- followed by the name of the Attendance Type.

If you have migrated data containing attendance entries for the current month, whose Payroll is yet to be processed, those entries will become Production Type Entries. Hence, it is recommended that you re-enter the attendance entries for the current month after migration and then process the Payroll.

After migration, by default the Attendance Types will change to Production Types and therefore the YTD detalls will not be retained. All migrated Attendance types will be pre-fixed by ATTD-

Post Migration steps for Payroll Data in Tally ERP 9

Follow the steps to reconfigure Pay heads after migration,

Go to Gateway of Tally> Payroll Info.> Salary Details> Alter> Select the Employee/Employee Group from the List of Groups/Employees.

In the Salary Details Alteration screen,

Tab down to the Pay Head field and press Ctrl+Enter to re-configure the Pay Heads

Consider the following example, where ABC Company migrates its Payroll Data from Tally 7.2 to Tally ERP 9. The Payroll is completed and processed for the previous month. To migrate data refer to Migrating Data from Tally 7.2 to Tally ERP 9

Before migration, Salary Details for Employee A in Tally 7.2 appears as shown below. (Go to Gateway of Tally Payroll Info Employees> Alter> Employee.....)

                           Figure 1.1 Tally 7.2 Employee screen

After migration the Salary Details screen in Tally ERP 9 for Employee A will appear displaying As User Defined Value as the Calculation Type for all the Pay Heads specified. (Go to Gateway of Tally> Payroll Info.> Salary Details> Alter> Select

Employee...... from the List of Groups/Employees)

Figure 1.2 Tally ERP 9 Salary Details screen after migration

In the Salary Details Alteration screen,

Change the Effective From date, if required

To alter the Pay head, Basic Salary from the same screen, tab down to the Pay head and press Ctrl+Enter

In the Pay Head Alteration (Secondary) screen, select the Calculation Type from the list as applicable

                            Figure 1.3 Pay Head Alteration screen

Accept to save the Pay Head

Enter the Rate in the Salary Details Alteration screen, if applicable

Similarly, you can modify the remaining Pay Heads

Accept to save the changes made

The Salary Details Alteration screen for Employee with the changes made in Tally ERP 9 will appear as shown below

                      Figure 1.4 Re-configured Salary Details screen

 Displaying YTD Details

To display the accurate YTD details in the Payslip, follow the steps given below:

To generate a Payslip with YTD Details for any of the earlier months:

Create/Alter the Attendance Voucher for the respective month Select the Employee

To Nullify YTD details, select the ATTD- prefixed Attendance Type and enter the Cur Bal value with a negative sign in the Value field.

Select the Employee and the Attendance type

Enter the Cur Bal amount as the Value and Accept the Voucher.

Migrating TCP files to Tally.ERP 9

The Tally application folder contains files other than the data files which are referred to as secondary files. From Release 3.0 onwards the file format of all the secondary files have been standardized.

 TCP Files

All the TDL files which were compiled for Tally 9 Release 1x2 x having the file extension tep needs to be converted to the new format. You can convert the existing top files

Automatic Conversion Process (using installer): When the current version of Tally is installed in the same folder as the older version then all the top files which were included in the tally ini file are automatically converted to Release 3 compatible format.

                         Figure 3.1 Parameters in Tally. ini file 

The original top file is renamed as <filename>.tcp. BAK ie., the filename of the converted file is same as the original filename and the original tep file is retained as a backup file.

                      Figure 3.2 Files in default Tally ERP folder

Manual Conversion Process: To manually convert the file in the new format use the Conversion tab of Tally Admin Tool. The command line conversion tool secdbcnv.exe is removed.

It is mandatory to specify the File Type. The file Type can be TSF or TCP.

TSF: Converts tally configuration file from old format to new format eg tallysav.tsf to tallycfg.tsf

TCP: Converts TCP file from old format to new format.

In the Source File box specify the name of file to be converted. Browse button can be used to select the file. A comma separated list of files can be given in this bax. When multiple files are to be converted, write the complete path of each file.

In Destination File box provide the name for the converted file. Browse button can be used to select thedestination folder.

Example 1:

In the following dialog box select the File Type as TCP and select the file Sample. TCP for conversion.

                             Figure 3.3 Tally Admin Window

Once you click on the Convert button following dialog box is displayed.

                  Figure 3.4 Tally Admin Window after conversion

The file Sample.tcp is converted to the new format retaining the original filename. The old format TCP is renamed as Sample.tcp.BAK. The files in the Tally folder will appear as shown:

                     figure 3.5 Tally.ERP folder the conversation 

Example 2:

                              Figure 3.6 Tally Admin Window

Once you click on the Convert button following dialog box is displayed

                Figure 3.7 Tally Admin Window after Conversion

The above command converts the file Test TDL.tcp to the new format and is named as Converted Test TDL.tcp.

                     Figure 3.8 Tally ERP folder after Conversion

 Configuration File

When Tally is installed in the same folder where the Old version is installed then the file Tallysav. tsf is automatically converted to the new format as shown.

                                  Figure 3.9 Tally ERP Folder

The file Tallysav.tsf is renamed as Tallysav.tsf.BAK

Manually the file "Tallysav.tsf can be converted to the new standardized format by selecting "TSF as file type in the Conversion tab of Tally Admin Tool. Ensure that the destination file name is "Tallycfg.tsf

                            Figure 3.10 Tally Admin Window

The above command converts the file Tallysav.tsf to Tallycfg.tsf. The file Tallysav.tsf is renamed as Tallysav.tsf.BAK

                                Figure 3.11 Tally ERP folder

 Dictionary Files

The dictionary files in new format are provided with the release. When Tally is installed in the same folder where the Old version is installed then the old files present in the directory will be overwritten by the new ones. It is to be noted that the new dictionary files are not compatible with prior versions

Conversion of Tally 7.2 files to Tally.ERP 9 New Format

Migration tool is mandatory to convert the 7.2 compatible "tcp" files in to the new format. The conversion process is same as earlier.

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