Field reference
Leave Allocation
How to use Leave Allocation in Leave: access, working steps, fields, related records and troubleshooting.
Purpose and access
Maintain leave types, allocations, holiday information and approvers. Employees submit leave applications for the relevant dates; approvers review availability and policy before deciding. A saved request is not the same as an approved absence.
This page is a record page in Human Resources → Leave. 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, Employee, Leave Type, From Date, To Date.
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 Leave Allocation from Human Resources → Leave, 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
|
Employeeemployee | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Employee |
Employee Nameemployee_name | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Departmentdepartment | 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: Department |
Companycompany | 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: Company |
Leave Typeleave_type | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Leave Type |
From Datefrom_date | Date Required | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
To Dateto_date | Date Required | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
New Leaves Allocatednew_leaves_allocated | Float Optional | Enter a numeric value using the required unit and precision. |
Add unused leaves from previous allocationscarry_forward | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Unused leavesunused_leaves | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Total Leaves Allocatedtotal_leaves_allocated | Float Required · Read-only | Enter a numeric value using the required unit and precision. |
Total Leaves Encashedtotal_leaves_encashed | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Compensatory Leave Requestcompensatory_request | 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: Compensatory Leave Request |
Leave Periodleave_period | 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: Leave Period |
Leave Policy Assignmentleave_policy_assignment | 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: Leave Policy Assignment |
Carry Forwarded Leavescarry_forwarded_leaves_count | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
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: Leave Allocation |
earned_leave_scheduleearned_leave_schedule | Table Optional · Read-only | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Earned Leave Schedule |
Descriptiondescription | Small Text Optional | Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data. |
Child tables
earned_leave_schedule — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Allocation Dateallocation_date | Date Optional · Read-only | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Number of Leavesnumber_of_leaves | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Is Allocatedis_allocated | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
Allocated Viaallocated_via | Select Optional · Read-only | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Failure Reasonfailure_reason | Small Text Optional · Read-only | Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data. |
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.