Field reference
POS Invoice
How to use POS Invoice 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 record page in Sales & Marketing → Point of Sale. 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, Company, Date, Currency, Exchange Rate, Price List, Price List Exchange Rate, Items, Debit To.
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 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 |
|---|---|---|
Seriesnaming_series | Select Required | 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 |
Customer Namecustomer_name | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Tax Idtax_id | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
POS Profilepos_profile | 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 Profile |
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 |
Include Payment (POS)is_pos | Check Required · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
Is Return (Credit Note)is_return | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Update Billed Amount in Sales Orderupdate_billed_amount_in_sales_order | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Update Billed Amount in Delivery Noteupdate_billed_amount_in_delivery_note | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
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 |
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 Optional | Record the time in the format accepted by the field. |
Edit Posting Date and Timeset_posting_time | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Payment Due Datedue_date | Date Optional | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
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 |
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 |
Projectproject | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Project |
Cost Centercost_center | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Cost Center |
Currencycurrency | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Currency |
Exchange Rateconversion_rate | Float Required | Rate at which Customer Currency is converted to customer's base currency |
Price Listselling_price_list | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Price List |
Price List Currencyprice_list_currency | 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: Currency |
Price List Exchange Rateplc_conversion_rate | Float Required | Rate at which Price list currency is converted to customer's base currency |
Ignore Pricing Ruleignore_pricing_rule | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Source Warehouseset_warehouse | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Warehouse |
Update Stockupdate_stock | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Scan Barcodescan_barcode | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Last Scanned Warehouselast_scanned_warehouse | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Itemsitems | Table Required | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: POS Invoice Item |
Pricing Rule Detailpricing_rules | Table Optional · Read-only | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Pricing Rule Detail |
Packed Itemspacked_items | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Packed Item |
Time Sheetstimesheets | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Sales Invoice Timesheet |
Total Billing Amounttotal_billing_amount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Total Quantitytotal_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Total (Company Currency)base_total | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Net Total (Company Currency)base_net_total | Currency Required · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Totaltotal | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Net Totalnet_total | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Total Net Weighttotal_net_weight | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Sales Taxes and Charges Templatetaxes_and_charges | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Sales Taxes and Charges Template |
Shipping Ruleshipping_rule | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Shipping Rule |
Tax Categorytax_category | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Tax Category |
Sales Taxes and Chargestaxes | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Sales Taxes and Charges |
Taxes and Charges Calculationother_charges_calculation | Text Editor Optional · Read-only | Maintain formatted content for the record; review any public-facing output before publishing. |
Total Taxes and Charges (Company Currency)base_total_taxes_and_charges | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Total Taxes and Chargestotal_taxes_and_charges | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Coupon Codecoupon_code | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Coupon Code |
Apply Additional Discount Onapply_discount_on | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Additional Discount Amount (Company Currency)base_discount_amount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Additional Discount Percentageadditional_discount_percentage | Float Optional | Enter a numeric value using the required unit and precision. |
Additional Discount Amountdiscount_amount | Currency Optional | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Grand Total (Company Currency)base_grand_total | Currency Required · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Rounding Adjustment (Company Currency)base_rounding_adjustment | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Rounded Total (Company Currency)base_rounded_total | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
In Words (Company Currency)base_in_words | Data Optional · Read-only | In Words will be visible once you save the Sales Invoice. |
Grand Totalgrand_total | Currency Required · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Rounding Adjustmentrounding_adjustment | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Rounded Totalrounded_total | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
In Wordsin_words | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Total Advancetotal_advance | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Outstanding Amountoutstanding_amount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Sales Invoice Paymentpayments | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Sales Invoice Payment |
Paid Amount (Company Currency)base_paid_amount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Paid Amountpaid_amount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Base Change Amount (Company Currency)base_change_amount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Change Amountchange_amount | Currency Optional | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Account for Change Amountaccount_for_change_amount | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Account |
Allocate Advances Automatically (FIFO)allocate_advances_automatically | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Advancesadvances | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Sales Invoice Advance |
Write Off Amountwrite_off_amount | Currency Optional | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Write Off Amount (Company Currency)base_write_off_amount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Write Off Outstanding Amountwrite_off_outstanding_amount_automatically | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Write Off Accountwrite_off_account | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Account |
Write Off Cost Centerwrite_off_cost_center | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Cost Center |
Loyalty Pointsloyalty_points | Int Optional | Enter a whole-number value. |
Loyalty Amountloyalty_amount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Redeem Loyalty Pointsredeem_loyalty_points | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Loyalty Programloyalty_program | 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: Loyalty Program |
Redemption Accountloyalty_redemption_account | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Account |
Redemption Cost Centerloyalty_redemption_cost_center | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Cost Center |
Customer Addresscustomer_address | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Address |
Addressaddress_display | Text Editor Optional · Read-only | Maintain formatted content for the record; review any public-facing output before publishing. |
Contact Personcontact_person | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Contact |
Contactcontact_display | Small Text Optional · Read-only | Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data. |
Territoryterritory | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Territory |
Shipping Address Nameshipping_address_name | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Address |
Shipping Addressshipping_address | Text Editor Optional · Read-only | Maintain formatted content for the record; review any public-facing output before publishing. |
Company Address Namecompany_address | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Address |
Company Contact Personcompany_contact_person | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Contact |
Payment Terms Templatepayment_terms_template | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Payment Terms Template |
Payment Schedulepayment_schedule | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Payment Schedule |
Termstc_name | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Terms and Conditions |
Terms and Conditions Detailsterms | Text Editor Optional | Maintain formatted content for the record; review any public-facing output before publishing. |
Customer's Purchase Orderpo_no | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Customer's Purchase Order Datepo_date | Date Optional | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Letter Headletter_head | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Letter Head |
Group same itemsgroup_same_items | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Print Languagelanguage | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Print Headingselect_print_heading | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Print Heading |
Sourceutm_source | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: UTM Source |
Mediumutm_medium | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: UTM Medium |
Campaignutm_campaign | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: UTM Campaign |
Inter Company Invoice Referenceinter_company_invoice_reference | 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: Purchase Invoice |
Is Discountedis_discounted | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
Statusstatus | Select Optional · Read-only | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Titletitle | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Debit Todebit_to | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Account |
Is Opening Entryis_opening | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Remarksremarks | Small Text Optional | Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data. |
Sales Partnersales_partner | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Sales Partner |
Amount Eligible for Commissionamount_eligible_for_commission | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Commission Rate (%)commission_rate | Float Optional | Enter a numeric value using the required unit and precision. |
Total Commissiontotal_commission | Currency Optional | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Sales Teamsales_team | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Sales Team |
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. |
Auto Repeatauto_repeat | 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: Auto Repeat |
Child tables
Items — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Barcodebarcode | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Has Item Scannedhas_item_scanned | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
Itemitem_code | Link Optional | 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 Required | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Descriptiondescription | Text Editor Optional | Maintain formatted content for the record; review any public-facing output before publishing. |
Image Viewimage_view | Image Optional | Complete the value according to the field label and the record’s validation rules. |
Quantityqty | Float Optional | 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 |
UOMuom | Link Required | 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 Required | Enter a numeric value using the required unit and precision. |
Qty as per Stock UOMstock_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Price List Rateprice_list_rate | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Price List Rate (Company Currency)base_price_list_rate | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Margin Typemargin_type | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Margin Rate or Amountmargin_rate_or_amount | Float Optional | Enter a numeric value using the required unit and precision. |
Rate With Marginrate_with_margin | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Discount (%) on Price List Rate with Margindiscount_percentage | Percent Optional | Enter the percentage expected by the calculation and verify the resulting amount. |
Discount Amountdiscount_amount | Currency Optional | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Distributed Discount Amountdistributed_discount_amount | Currency Optional | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Rate With Margin (Company Currency)base_rate_with_margin | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Raterate | Currency Required | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Amountamount | Currency Required · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Item Tax Templateitem_tax_template | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Item Tax Template |
Rate (Company Currency)base_rate | Currency Required · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Amount (Company Currency)base_amount | Currency Required · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Is Free Itemis_free_item | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
Grant Commissiongrant_commission | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
Net Ratenet_rate | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Net Amountnet_amount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Net Rate (Company Currency)base_net_rate | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Net Amount (Company Currency)base_net_amount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Delivered By Supplierdelivered_by_supplier | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
Income Accountincome_account | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Account |
Assetasset | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Asset |
Finance Bookfinance_book | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Finance Book |
Expense Accountexpense_account | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Account |
Deferred Revenue Accountdeferred_revenue_account | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Account |
Service Stop Dateservice_stop_date | Date Optional | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Enable Deferred Revenueenable_deferred_revenue | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Service Start Dateservice_start_date | Date Optional | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Service End Dateservice_end_date | Date Optional | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Weight Per Unitweight_per_unit | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Total Weighttotal_weight | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Weight UOMweight_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 |
Warehousewarehouse | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Warehouse |
Quality Inspectionquality_inspection | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Quality Inspection |
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. |
Allow Zero Valuation Rateallow_zero_valuation_rate | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Available Batch Qty at Warehouseactual_batch_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Available Qty at Warehouseactual_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Serial Noserial_no | Text Optional | Provide the required record description or content. Keep operational instructions clear and applicable. |
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 |
POS Invoice Itempos_invoice_item | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Delivery Notedelivery_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: Delivery Note |
Delivered Qtydelivered_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Cost Centercost_center | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Cost Center |
Projectproject | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Project |
Page Breakpage_break | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Pricing Rule Detail — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Pricing Rulepricing_rule | 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: Pricing Rule |
Item Codeitem_code | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Rule Appliedrule_applied | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
Packed Items — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Parent Itemparent_item | 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: Item |
Item Codeitem_code | 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: Item |
Item Nameitem_name | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Supplier delivers to Customerdelivered_by_supplier | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
Descriptiondescription | Text Editor Optional | Maintain formatted content for the record; review any public-facing output before publishing. |
From Warehousewarehouse | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Warehouse |
To Warehouse (Optional)target_warehouse | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Warehouse |
Conversion Factorconversion_factor | Float Optional | Enter a numeric value using the required unit and precision. |
Qtyqty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Raterate | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
UOMuom | 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 |
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 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 |
Serial Noserial_no | Text Optional | Provide the required record description or content. Keep operational instructions clear and applicable. |
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 |
Actual Batch Quantityactual_batch_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Actual Qtyactual_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Projected Qtyprojected_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Ordered Qtyordered_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Packed Qtypacked_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Requested Qtyrequested_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Incoming Rateincoming_rate | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Picked Qtypicked_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Page Breakpage_break | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
Time Sheets — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Activity Typeactivity_type | 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: Activity Type |
Descriptiondescription | Small Text Optional · Read-only | Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data. |
From Timefrom_time | Datetime Optional | Record the date and time in the configured system/user time zone. |
To Timeto_time | Datetime Optional | Record the date and time in the configured system/user time zone. |
Billing Hoursbilling_hours | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Billing Amountbilling_amount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Time Sheettime_sheet | 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: Timesheet |
Project Nameproject_name | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Sales Taxes and Charges — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Typecharge_type | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Reference Row #row_id | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Account Headaccount_head | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Account |
Descriptiondescription | Small Text Required | Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data. |
Is this Tax included in Basic Rate?included_in_print_rate | Check Optional | If checked, the tax amount will be considered as already included in the Print Rate / Print Amount |
Considered In Paid Amountincluded_in_paid_amount | Check Optional | If checked, the tax amount will be considered as already included in the Paid Amount in Payment Entry |
Is Tax Withholding Accountis_tax_withholding_account | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
Cost Centercost_center | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Cost Center |
Projectproject | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Project |
Tax Raterate | Float Optional | Enter a numeric value using the required unit and precision. |
Account Currencyaccount_currency | 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: Currency |
Net Amountnet_amount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Amounttax_amount | Currency Optional | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Totaltotal | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Tax Amount After Discount Amounttax_amount_after_discount_amount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Net Amount (Company Currency)base_net_amount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Amount (Company Currency)base_tax_amount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Total (Company Currency)base_total | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Tax Amount After Discount Amount (Company Currency)base_tax_amount_after_discount_amount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Sales Invoice Payment — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Mode of Paymentmode_of_payment | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Mode of Payment |
Amountamount | Currency Required | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Reference Noreference_no | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Accountaccount | 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: Account |
Typetype | Read Only Optional | System-provided value; correct its source record or calculation rather than overwriting the displayed result. |
Base Amount (Company Currency)base_amount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Clearance Dateclearance_date | Date Optional · Read-only | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Advances — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Reference Typereference_type | 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: DocType |
Reference Namereference_name | Dynamic Link Optional · Read-only | Select the record identified by the associated document-type field. Verify both the type and the linked record. |
Remarksremarks | Text Optional · Read-only | Provide the required record description or content. Keep operational instructions clear and applicable. |
Advance amountadvance_amount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Allocated amountallocated_amount | Currency Optional | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Exchange Gain/Lossexchange_gain_loss | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Reference Exchange Rateref_exchange_rate | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Difference Posting Datedifference_posting_date | Date Optional | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Payment Schedule — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Payment Termpayment_term | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Payment Term |
Descriptiondescription | Small Text Optional | Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data. |
Due Datedue_date | Date Required | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Invoice Portioninvoice_portion | Percent Optional | Enter the percentage expected by the calculation and verify the resulting amount. |
Mode of Paymentmode_of_payment | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Mode of Payment |
Due Date Based Ondue_date_based_on | Select Optional · Read-only | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Credit Dayscredit_days | Int Optional · Read-only | Enter a whole-number value. |
Credit Monthscredit_months | Int Optional · Read-only | Enter a whole-number value. |
Discount Datediscount_date | Date Optional | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Discountdiscount | Float Optional | Enter a numeric value using the required unit and precision. |
Discount Typediscount_type | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Discount Validity Based Ondiscount_validity_based_on | Select Optional · Read-only | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Discount Validitydiscount_validity | Int Optional · Read-only | Enter a whole-number value. |
Payment Amountpayment_amount | Currency Required | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Outstandingoutstanding | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Paid Amountpaid_amount | Currency Optional | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Discounted Amountdiscounted_amount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Payment Amount (Company Currency)base_payment_amount | Currency Optional | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Outstanding (Company Currency)base_outstanding | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Paid Amount (Company Currency)base_paid_amount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Sales Team — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Sales Personsales_person | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Sales Person |
Contribution (%)allocated_percentage | Float Optional | Enter a numeric value using the required unit and precision. |
Contribution to Net Totalallocated_amount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Commission Ratecommission_rate | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Incentivesincentives | Currency Optional | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
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.