Field reference
Pick List
How to use Pick List 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.
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: Company, Series.
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 Pick List 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.
- 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 |
|---|---|---|
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 |
Seriesnaming_series | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Purposepurpose | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Customercustomer | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Customer |
Qty of Finished Goods Itemfor_qty | Float Optional · Read-only | Qty of raw materials will be decided based on the qty of the Finished Goods Item |
Warehouseparent_warehouse | Link Optional | Items under this warehouse will be suggested Linked record: Warehouse |
Consider Rejected Warehousesconsider_rejected_warehouses | Check Optional | Enable it if users want to consider rejected materials to dispatch. |
Pick Manuallypick_manually | Check Optional | If enabled then system won't override the picked qty / batches / serial numbers / warehouse. |
Ignore Pricing Ruleignore_pricing_rule | Check Optional | If enabled then system won't apply the pricing rule on the delivery note which will be create from the pick list |
Scan Barcodescan_barcode | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Scan Modescan_mode | Check Optional | If checked, picked qty won't automatically be fulfilled on submit of pick list. |
Prompt Qtyprompt_qty | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Item Locationslocations | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Pick List Item |
Group Same Itemsgroup_same_items | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
% Deliveredper_delivered | Percent Optional · Read-only | % of materials delivered against this Pick List |
Work Orderwork_order | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Work Order |
Customer Namecustomer_name | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
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 |
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: Pick List |
Child tables
Item Locations — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Itemitem_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 Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Descriptiondescription | Text Optional · Read-only | Provide the required record description or content. Keep operational instructions clear and applicable. |
Item Groupitem_group | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Warehousewarehouse | 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: Warehouse |
Qtyqty | Float Required | Enter a numeric value using the required unit and precision. |
Qty (in Stock UOM)stock_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Picked Qty (in Stock UOM)picked_qty | Float Optional | Enter a numeric value using the required unit and precision. |
Stock Reserved Qty (in Stock UOM)stock_reserved_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
UOMuom | 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 |
UOM Conversion Factorconversion_factor | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Stock UOMstock_uom | 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 |
Delivered Qty (in Stock UOM)delivered_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Transferred Qty (in Stock UOM)transferred_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Qty (Warehouse)actual_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. |
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 | Small Text Optional | Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data. |
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 |
Sales Ordersales_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 |
Material Requestmaterial_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: Material Request |
Material Request Itemmaterial_request_item | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
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.