Inventory Dimension
How to use Inventory Dimension in Inventory: access, working steps, fields, related records and troubleshooting.
Purpose and access
Use stock transactions to record receipts, issues, transfers and reconciliation. Confirm warehouses, units, batches and serial numbers before submission. Use the stock ledger to investigate movements rather than editing an item to simulate stock.
This page is a record page in Supply Chain → Inventory. Use the link above to open the configured destination; permissions are checked by the destination service.
Before you start
Prepare the required information: Dimension Name, Reference Document.
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 Inventory Dimension from Supply Chain → Inventory, 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.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
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 |
|---|---|---|
Dimension Namedimension_name | Data Required | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Reference Documentreference_document | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: DocType |
Source Fieldnamesource_fieldname | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Target Fieldname (Stock Ledger Entry)target_fieldname | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Apply to All Inventory Documentsapply_to_all_doctypes | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Validate Negative Stockvalidate_negative_stock | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Apply to Documentdocument_type | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: DocType |
Type of Transactiontype_of_transaction | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Fetch Value Fromfetch_from_parent | Select Optional | Set fieldname from which you want to fetch the data from the parent form. |
Conditional Rulecondition | Code Optional | Administrator/integration field. Use a validated configuration or supported script and test its impact before deployment. |
Mandatoryreqd | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Mandatory Depends On (Backend)mandatory_depends_on_backend | Small Text Optional | Python expression evaluated on the server. Use doc.fieldname for the row and parent.fieldname for the parent document. When it evaluates to true the dimension becomes mandatory. Example: doc.t_warehouse and doc.qty > 0 |
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.