Leave Ledger Entry
How to use Leave Ledger Entry 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 internal/admin record in Human Resources → Leave. Use the link above to open the configured destination; permissions are checked by the destination service.
Before you start
Review the current settings or existing records and prepare the information needed for the change.
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 Ledger Entry 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.
- 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 |
|---|---|---|
Employeeemployee | Link Optional | 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 | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Leave Typeleave_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: Leave Type |
Transaction Typetransaction_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 |
Transaction Nametransaction_name | Dynamic Link Optional | Select the record identified by the associated document-type field. Verify both the type and the linked record. |
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 |
Leavesleaves | Float Optional | Enter a numeric value using the required unit and precision. |
From Datefrom_date | Date Optional | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
To Dateto_date | Date Optional | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Holiday Listholiday_list | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Holiday List |
Is Carry Forwardis_carry_forward | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Is Expiredis_expired | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Is Leave Without Payis_lwp | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
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 Ledger Entry |
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.