POS Invoice Merge Log
How to use POS Invoice Merge Log in Point of Sale: access, working steps, fields, related records and troubleshooting.
Purpose and access
Select the permitted POS profile, customer and items, then review totals and the payment method. Opening and closing activities, stock availability and posting rules depend on the configured profile and assigned permissions.
This page is a internal/admin record in Sales & Marketing → Point of Sale. Use the link above to open the configured destination; permissions are checked by the destination service.
Before you start
Prepare the required information: Company, Posting Date, Posting Time, Merge Invoices Based On, Customer, POS Invoices.
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 POS Invoice Merge Log from Sales & Marketing → Point of Sale, 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 |
Posting 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. |
Merge Invoices Based Onmerge_invoices_based_on | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
POS Closing Entrypos_closing_entry | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: POS Closing Entry |
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 |
Customer Groupcustomer_group | 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 Group |
POS Invoicespos_invoices | Table Required | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: POS Invoice Reference |
Consolidated Sales Invoiceconsolidated_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 |
Consolidated Credit Noteconsolidated_credit_note | 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 |
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: POS Invoice Merge Log |
Child tables
POS Invoices — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
POS Invoicepos_invoice | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: POS Invoice |
Dateposting_date | Date Required | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Customercustomer | 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: Customer |
Amountgrand_total | Currency Required | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Is Returnis_return | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
Return Againstreturn_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: POS Invoice |
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.