Field reference
Delivery Note
How to use Delivery Note in Shipments & Delivery: access, working steps, fields, related records and troubleshooting.
Purpose and access
Create the shipment or delivery record, identify the source transaction and parties, and record transport details. Review packing, quantities, addresses and status before confirming movement. Carrier integration is used only where configured.
This page is a record page in Logistics → Shipments & Delivery. Use the link above to open the configured destination; permissions are checked by the destination service.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
Before you start
Prepare the required information: Series, Customer, Date, Posting Time, Company, Currency, Exchange Rate, Price List, Price List Exchange Rate, Delivery Note Item.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Delivery Note from Logistics → Shipments & Delivery, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- When the draft is complete and you are authorized, submit it through the available approval process. Submission can create operational or accounting effects. Use the permitted cancellation/amendment process for later corrections.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Seriesnaming_series | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Customercustomer | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Customer |
Tax Idtax_id | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Customer Namecustomer_name | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Dateposting_date | Date Required | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Posting Timeposting_time | Time Required | Record the time in the format accepted by the field. |
Edit Posting Date and Timeset_posting_time | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Companycompany | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Company |
Amended Fromamended_from | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Delivery Note |
Is Returnis_return | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
Issue Credit Noteissue_credit_note | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Return Against Delivery Notereturn_against | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Delivery Note |
Cost Centercost_center | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Cost Center |
Projectproject | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Project |
Currencycurrency | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Currency |
Exchange Rateconversion_rate | Float Required | Rate at which customer's currency is converted to company's base currency |
Price Listselling_price_list | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Price List |
Price List Currencyprice_list_currency | Link Required · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Currency |
Price List Exchange Rateplc_conversion_rate | Float Required | Rate at which Price list currency is converted to company's base currency |
Ignore Pricing Ruleignore_pricing_rule | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Scan Barcodescan_barcode | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Last Scanned Warehouselast_scanned_warehouse | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Set Source Warehouseset_warehouse | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Warehouse |
Set Target Warehouseset_target_warehouse | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Warehouse |
Delivery Note Itemitems | Table Required | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Delivery Note Item |
Total Quantitytotal_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Total Net Weighttotal_net_weight | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Total (Company Currency)base_total | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Net Total (Company Currency)base_net_total | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Totaltotal | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Net Totalnet_total | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Tax Categorytax_category | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Tax Category |
Sales Taxes and Charges Templatetaxes_and_charges | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Sales Taxes and Charges Template |
Shipping Ruleshipping_rule | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Shipping Rule |
Incotermincoterm | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Incoterm |
Named Placenamed_place | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Sales Taxes and Chargestaxes | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Sales Taxes and Charges |
Total Taxes and Charges (Company Currency)base_total_taxes_and_charges | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Total Taxes and Chargestotal_taxes_and_charges | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Grand Totalgrand_total | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
In Wordsin_words | Data Optional · Read-only | In Words (Export) will be visible once you save the Delivery Note. |
Disable Rounded Totaldisable_rounded_total | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Rounding Adjustmentrounding_adjustment | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Rounded Totalrounded_total | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Grand Totalbase_grand_total | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
In Wordsbase_in_words | Data Optional · Read-only | In Words will be visible once you save the Delivery Note. |
Rounding Adjustmentbase_rounding_adjustment | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Rounded Totalbase_rounded_total | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Apply Additional Discount Onapply_discount_on | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Additional Discount Amount (Company Currency)base_discount_amount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Additional Discount Percentageadditional_discount_percentage | Float Optional | Enter a numeric value using the required unit and precision. |
Additional Discount Amountdiscount_amount | Currency Optional | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Taxes and Charges Calculationother_charges_calculation | Text Editor Optional · Read-only | Maintain formatted content for the record; review any public-facing output before publishing. |
Packed Itemspacked_items | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Packed Item |
Pricing Rule Detailpricing_rules | Table Optional · Read-only | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Pricing Rule Detail |
Billing Address Namecustomer_address | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Address |
Billing Addressaddress_display | Text Editor Optional · Read-only | Maintain formatted content for the record; review any public-facing output before publishing. |
Contact Personcontact_person | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Contact |
Contactcontact_display | Small Text Optional · Read-only | Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data. |
Shipping Addressshipping_address_name | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Address |
Shipping Addressshipping_address | Text Editor Optional · Read-only | Maintain formatted content for the record; review any public-facing output before publishing. |
Dispatch Address Namedispatch_address_name | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Address |
Dispatch Addressdispatch_address | Text Editor Optional · Read-only | Maintain formatted content for the record; review any public-facing output before publishing. |
Company Address Namecompany_address | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Address |
Company Addresscompany_address_display | Text Editor Optional · Read-only | Maintain formatted content for the record; review any public-facing output before publishing. |
Company Contact Personcompany_contact_person | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Contact |
Termstc_name | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Terms and Conditions |
Terms and Conditions Detailsterms | Text Editor Optional | Maintain formatted content for the record; review any public-facing output before publishing. |
% Amount Billedper_billed | Percent Optional · Read-only | Enter the percentage expected by the calculation and verify the resulting amount. |
Statusstatus | Select Required · Read-only | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
% Installedper_installed | Percent Optional · Read-only | Enter the percentage expected by the calculation and verify the resulting amount. |
% Returnedper_returned | Percent Optional · Read-only | Enter the percentage expected by the calculation and verify the resulting amount. |
Transportertransporter | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Supplier |
Transport Receipt Nolr_no | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Delivery Tripdelivery_trip | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Delivery Trip |
Driverdriver | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Driver |
Transporter Nametransporter_name | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Transport Receipt Datelr_date | Date Optional | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Vehicle Novehicle_no | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Driver Namedriver_name | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Customer's Purchase Order Nopo_no | Small Text Optional | Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data. |
Customer's Purchase Order Datepo_date | Date Optional | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Sales Partnersales_partner | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Sales Partner |
Amount Eligible for Commissionamount_eligible_for_commission | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Commission Rate (%)commission_rate | Float Optional | Enter a numeric value using the required unit and precision. |
Total Commissiontotal_commission | Currency Optional | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Sales Teamsales_team | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Sales Team |
Auto Repeatauto_repeat | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Auto Repeat |
Letter Headletter_head | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Letter Head |
Print Without Amountprint_without_amount | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Group same itemsgroup_same_items | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Print Headingselect_print_heading | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Print Heading |
Print Languagelanguage | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Language |
Sourceutm_source | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: UTM Source |
Mediumutm_medium | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: UTM Medium |
Campaignutm_campaign | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: UTM Campaign |
Contentutm_content | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Is Internal Customeris_internal_customer | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
Represents Companyrepresents_company | Link Optional · Read-only | Company which internal customer represents. Linked record: Company |
Inter Company Referenceinter_company_reference | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Purchase Receipt |
Territoryterritory | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Territory |
Titletitle | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Instructionsinstructions | Text Optional | Provide the required record description or content. Keep operational instructions clear and applicable. |
Child tables
Delivery Note Item — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Barcodebarcode | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Has Item Scannedhas_item_scanned | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
Item Codeitem_code | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Item |
Item Nameitem_name | Data Required | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Descriptiondescription | Text Editor Optional | Maintain formatted content for the record; review any public-facing output before publishing. |
Image Viewimage_view | Image Optional | Complete the value according to the field label and the record’s validation rules. |
Quantityqty | Float Required | Enter a numeric value using the required unit and precision. |
Stock UOMstock_uom | Link Required · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: UOM |
UOMuom | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: UOM |
UOM Conversion Factorconversion_factor | Float Required · Read-only | Enter a numeric value using the required unit and precision. |
Qty in Stock UOMstock_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Returned Qty in Stock UOMreturned_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Price List Rateprice_list_rate | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Price List Rate (Company Currency)base_price_list_rate | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Margin Typemargin_type | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Margin Rate or Amountmargin_rate_or_amount | Float Optional | Enter a numeric value using the required unit and precision. |
Rate With Marginrate_with_margin | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Discount (%) on Price List Rate with Margindiscount_percentage | Float Optional | Enter a numeric value using the required unit and precision. |
Discount Amountdiscount_amount | Currency Optional | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Distributed Discount Amountdistributed_discount_amount | Currency Optional | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Rate With Margin (Company Currency)base_rate_with_margin | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Raterate | Currency Optional | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Amountamount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Rate (Company Currency)base_rate | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Amount (Company Currency)base_amount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Rate of Stock UOMstock_uom_rate | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Is Free Itemis_free_item | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
Grant Commissiongrant_commission | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
Net Ratenet_rate | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Net Amountnet_amount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Item Tax Templateitem_tax_template | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Item Tax Template |
Net Rate (Company Currency)base_net_rate | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Net Amount (Company Currency)base_net_amount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Billed Amtbilled_amt | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Incoming Rateincoming_rate | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Weight Per Unitweight_per_unit | Float Optional | Enter a numeric value using the required unit and precision. |
Total Weighttotal_weight | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Weight UOMweight_uom | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: UOM |
Warehousewarehouse | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Warehouse |
Quality Inspectionquality_inspection | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Quality Inspection |
Allow Zero Valuation Rateallow_zero_valuation_rate | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Against Sales Orderagainst_sales_order | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Sales Order |
Against Sales Invoiceagainst_sales_invoice | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Sales Invoice |
Against Pick Listagainst_pick_list | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Pick List |
Serial and Batch Bundleserial_and_batch_bundle | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Serial and Batch Bundle |
Use Serial No / Batch Fieldsuse_serial_batch_fields | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Serial Noserial_no | Text Optional | Provide the required record description or content. Keep operational instructions clear and applicable. |
Batch Nobatch_no | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Batch |
Qty (Warehouse)actual_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Available Batch Qty at From Warehouseactual_batch_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Qty (Company)company_total_stock | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Installed Qtyinstalled_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Packed Qtypacked_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Received Qtyreceived_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Expense Accountexpense_account | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Account |
Material Requestmaterial_request | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Material Request |
Purchase Orderpurchase_order | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Purchase Order |
Purchase Order Itempurchase_order_item | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Material Request Itemmaterial_request_item | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Cost Centercost_center | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Cost Center |
Projectproject | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Project |
Page Breakpage_break | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Sales Taxes and Charges — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Typecharge_type | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Reference Row #row_id | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Account Headaccount_head | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Account |
Descriptiondescription | Small Text Required | Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data. |
Is this Tax included in Basic Rate?included_in_print_rate | Check Optional | If checked, the tax amount will be considered as already included in the Print Rate / Print Amount |
Considered In Paid Amountincluded_in_paid_amount | Check Optional | If checked, the tax amount will be considered as already included in the Paid Amount in Payment Entry |
Is Tax Withholding Accountis_tax_withholding_account | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
Cost Centercost_center | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Cost Center |
Projectproject | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Project |
Tax Raterate | Float Optional | Enter a numeric value using the required unit and precision. |
Account Currencyaccount_currency | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Currency |
Net Amountnet_amount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Amounttax_amount | Currency Optional | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Totaltotal | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Tax Amount After Discount Amounttax_amount_after_discount_amount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Net Amount (Company Currency)base_net_amount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Amount (Company Currency)base_tax_amount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Total (Company Currency)base_total | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Tax Amount After Discount Amount (Company Currency)base_tax_amount_after_discount_amount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Packed Items — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Parent Itemparent_item | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Item |
Item Codeitem_code | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Item |
Item Nameitem_name | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Supplier delivers to Customerdelivered_by_supplier | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
Descriptiondescription | Text Editor Optional | Maintain formatted content for the record; review any public-facing output before publishing. |
From Warehousewarehouse | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Warehouse |
To Warehouse (Optional)target_warehouse | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Warehouse |
Conversion Factorconversion_factor | Float Optional | Enter a numeric value using the required unit and precision. |
Qtyqty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Raterate | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
UOMuom | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: UOM |
Use Serial No / Batch Fieldsuse_serial_batch_fields | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Serial and Batch Bundleserial_and_batch_bundle | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Serial and Batch Bundle |
Serial Noserial_no | Text Optional | Provide the required record description or content. Keep operational instructions clear and applicable. |
Batch Nobatch_no | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Batch |
Actual Batch Quantityactual_batch_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Actual Qtyactual_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Projected Qtyprojected_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Ordered Qtyordered_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Packed Qtypacked_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Requested Qtyrequested_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Incoming Rateincoming_rate | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Picked Qtypicked_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Page Breakpage_break | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
Pricing Rule Detail — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Pricing Rulepricing_rule | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Pricing Rule |
Item Codeitem_code | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Rule Appliedrule_applied | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
Sales Team — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Sales Personsales_person | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Sales Person |
Contribution (%)allocated_percentage | Float Optional | Enter a numeric value using the required unit and precision. |
Contribution to Net Totalallocated_amount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Commission Ratecommission_rate | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Incentivesincentives | Currency Optional | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.