POS Opening Entry
How to use POS Opening Entry 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: Period Start Date, Posting Date, Company, POS Profile, Cashier, Opening Balance Details.
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 Opening Entry 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 |
|---|---|---|
Period Start Dateperiod_start_date | Datetime Required | Record the date and time in the configured system/user time zone. |
Period End Dateperiod_end_date | Date Optional · Read-only | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Posting Dateposting_date | Date Required | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Set Posting Dateset_posting_date | 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 |
POS Profilepos_profile | 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 Profile |
POS Closing Entrypos_closing_entry | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Cashieruser | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: User |
Opening Balance Detailsbalance_details | Table Required | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: POS Opening Entry Detail |
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 Opening Entry |
Child tables
Opening Balance Details — 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 |
Opening Amountopening_amount | Currency Required | 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.