1. Cancelled Records

• Cancelled records in DMS will not be imported into Tally.
• If a sales invoice has already been synced with Tally and is later cancelled in DMS, the client must re-sync data for the same date range to reflect the cancellation in Tally.

2. Updates After Sync

• If an invoice is updated in DMS (e.g., changes in items or amounts) after it has been synced with Tally, the client must re-sync the updated data to reflect changes in Tally.

3. Discount Handling (TDL Customization)

• Tally does not natively support multi-level discounts.
• Some distributors may use TDL customizations that are not compatible with our connector.
• To ensure compatibility:
  • Primary, Secondary, and Total Discounts are posted in common ledgers (e.g., Total Discount, Total Primary Discount).
  • Item-level discounts are shown in the item description field.

4. Tally Add-on Features

• Custom Tally add-ons used by the client will not function through the integration.
• Due to technical limitations, such add-on features cannot be replicated.

5. Software Location Requirements

• Tally, TallyConnector, and DMS must be installed and operated on the same system or within the same network.

6. Voucher Type Support

Only the following default Tally voucher types are supported:

• Sales
• Purchase
• Receipt
• Credit Note
• Sales Order

7. Ledger & Stock Item Mapping

• If existing ledgers and stock items in Tally are to be retained, proper mapping is mandatory.
• Without mapping, new ledgers and items will be created automatically, which may lead to:
  • Ledger balance mismatches
  • Stock item duplication or mismatches

8. Ledger & Stock Item Categorization

• Auto-categorization is not supported by the connector.
• Manual categorization must be done within Tally after import.

9. GST Details at Master Level

• Only HSN code and Tax Rate are fetched from DMS at the stock item level.
• Other item-specific master details such as MRP are not included.
• At the ledger master level, only Party Name, Address, and GSTIN are imported.

10. Invoice Rounding (Round-Off Handling)

• DMS and SAP are not accounting platforms and may allow rounding discrepancies. Tally requires precise debit-credit matching; even a difference of ₹0.0001 can cause issues.Our connector manages rounding differences up to ₹1.
• This round-off patch may not cover all scenarios, particularly if invoice totals differ. We are continuously refining this logic for better accuracy.

11. E-Invoicing Support

• E-invoice fields are not included in the current scope.
• Support for e-invoicing will be considered in a future update.