Field reference
Purchase Invoice
How to use Purchase Invoice in Supplier Billing: access, working steps, fields, related records and troubleshooting.
Purpose and access
Record purchase invoices against the supplier and source documents, verify prices and taxes, and apply approved payments. Supplier invoice intake is a review channel; it does not replace accounting approval and posting.
This page is a record page in Finance & Accounting → Supplier Billing. 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, Supplier, Posting Date, Items, Credit 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 Purchase Invoice from Finance & Accounting → Supplier Billing, 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
|
Suppliersupplier | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Supplier |
Supplier Namesupplier_name | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Tax Idtax_id | Read Only Optional · Read-only | System-provided value; correct its source record or calculation rather than overwriting the displayed result. |
Companycompany | Link Optional | 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 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. |
Due Datedue_date | Date Optional | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Is Paidis_paid | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Is Return (Debit Note)is_return | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Return Against Purchase Invoicereturn_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: Purchase Invoice |
Update Outstanding for Selfupdate_outstanding_for_self | Check Optional | Debit Note will update it's own outstanding amount, even if 'Return Against' is specified. |
Update Billed Amount in Purchase Orderupdate_billed_amount_in_purchase_order | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Update Billed Amount in Purchase Receiptupdate_billed_amount_in_purchase_receipt | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Consider for Tax Withholdingapply_tds | 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: Purchase Invoice |
Supplier Invoice Nobill_no | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Portal invoice intakenexcom_supplier_invoice_intake | 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: NexCom Supplier Invoice Intake |
Supplier Invoice Datebill_date | Date Optional | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
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 |
Currencycurrency | Link Optional | 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 Optional | Enter a numeric value using the required unit and precision. |
Use Transaction Date Exchange Rateuse_transaction_date_exchange_rate | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
Price Listbuying_price_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: Price List |
Price List Currencyprice_list_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 |
Price List Exchange Rateplc_conversion_rate | Float Optional | Enter a numeric value using the required unit and precision. |
Ignore Pricing Ruleignore_pricing_rule | 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. |
Update Stockupdate_stock | Check Optional | If checked, updates inventory; stock and accounting entries are created together. Leave unchecked if a Purchase Receipt is created separately. |
Set Accepted 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 |
Set From Warehouseset_from_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 |
Is Subcontractedis_subcontracted | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
Rejected Warehouserejected_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 |
Supplier Warehousesupplier_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 |
Itemsitems | Table Required | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Purchase Invoice Item |
Total Quantitytotal_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Total Net Weighttotal_net_weight | 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 Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Claimed Landed Cost Amount (Company Currency)claimed_landed_cost_amount | Currency Optional · 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. |
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 |
Purchase 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: Purchase 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 |
Incotermincoterm | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Incoterm |
Named Placenamed_place | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Purchase Taxes and Chargestaxes | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Purchase Taxes and Charges |
Taxes and Charges Added (Company Currency)base_taxes_and_charges_added | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Taxes and Charges Deducted (Company Currency)base_taxes_and_charges_deducted | 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 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. |
Taxes and Charges Addedtaxes_and_charges_added | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Taxes and Charges Deductedtaxes_and_charges_deducted | 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. |
Use Company Default Round Off Cost Centeruse_company_roundoff_cost_center | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Grand Totalgrand_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. |
Disable Rounded Totaldisable_rounded_total | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
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. |
Grand Totalbase_grand_total | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
In Wordsbase_in_words | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Rounding Adjustmentbase_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 Totalbase_rounded_total | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
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. |
Tax Withholding Grouptax_withholding_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: Tax Withholding Group |
Ignore Tax Withholding Thresholdignore_tax_withholding_threshold | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Edit Tax Withholding Entriesoverride_tax_withholding_entries | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Tax Withholding Entriestax_withholding_entries | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Tax Withholding Entry |
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. |
Taxes and Charges Calculationother_charges_calculation | Text Editor Optional · Read-only | Maintain formatted content for the record; review any public-facing output before publishing. |
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 |
Supplied Itemssupplied_items | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Purchase Receipt Item Supplied |
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 |
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. |
Clearance Dateclearance_date | Date Optional · Read-only | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Cash/Bank Accountcash_bank_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 |
Paid Amountpaid_amount | Currency Optional | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Set Advances and Allocate (FIFO)allocate_advances_automatically | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Only Include Allocated Paymentsonly_include_allocated_payments | Check Optional | Advance payments allocated against orders will only be fetched |
Advancesadvances | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Purchase 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 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 |
Select Supplier Addresssupplier_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. |
Mobile Nocontact_mobile | Small Text Optional · Read-only | Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data. |
Contact Emailcontact_email | Small Text Optional · Read-only | Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data. |
Select Dispatch Addressdispatch_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 |
Dispatch Addressdispatch_address_display | Text Editor Optional · Read-only | Maintain formatted content for the record; review any public-facing output before publishing. |
Select Shipping Addressshipping_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 |
Shipping Addressshipping_address_display | Text Editor Optional · Read-only | Maintain formatted content for the record; review any public-facing output before publishing. |
Select Billing Addressbilling_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 |
Billing Addressbilling_address_display | Text Editor Optional · Read-only | Maintain formatted content for the record; review any public-facing output before publishing. |
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 Conditionsterms | Text Editor Optional | Maintain formatted content for the record; review any public-facing output before publishing. |
Statusstatus | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Credit Tocredit_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
|
Unrealized Profit / Loss Accountunrealized_profit_loss_account | Link Optional | Unrealized Profit/Loss account for intra-company transfers Linked record: Account |
Subscriptionsubscription | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Subscription |
From Datefrom_date | Date Optional | Start date of current invoice's period |
To Dateto_date | Date Optional | End date of current invoice's period |
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 |
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 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 |
Print Languagelanguage | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Hold Invoiceon_hold | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Release Daterelease_date | Date Optional | Once set, this invoice will be on hold till the set date |
Reason For Putting On Holdhold_comment | Small Text Optional | Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data. |
Is Internal Supplieris_internal_supplier | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
Titletitle | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Represents Companyrepresents_company | Link Optional · Read-only | Company which internal supplier represents Linked record: Company |
Supplier Groupsupplier_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: Supplier Group |
Sendersender | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
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: Sales Invoice |
Remarksremarks | Small Text Optional | Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data. |
Child tables
Items — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
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 |
Product Bundleproduct_bundle | 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: Product Bundle |
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. |
Item Groupitem_group | 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 Group |
Image Viewimage_view | Image Optional | Complete the value according to the field label and the record’s validation rules. |
Received Qtyreceived_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Accepted Qtyqty | Float Required | Enter a numeric value using the required unit and precision. |
Rejected Qtyrejected_qty | Float Optional | Enter a numeric value using the required unit and precision. |
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 · 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 |
Accepted Qty in Stock UOMstock_qty | Float Required · Read-only | Enter a numeric value using the required unit and precision. |
Price List Rateprice_list_rate | Currency Optional | 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 (%)discount_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 |
Tax Withholding Categorytax_withholding_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 Withholding Category |
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. |
Rate of Stock UOMstock_uom_rate | Currency Optional · 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. |
Consider for Tax Withholdingapply_tds | 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. |
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. |
Landed Cost Voucher Amountlanded_cost_voucher_amount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Accepted 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 |
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. |
From Warehousefrom_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 |
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 |
Rejected Warehouserejected_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 |
Rejected Serial and Batch Bundlerejected_serial_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. |
Rejected Serial Norejected_serial_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 |
Manufacturermanufacturer | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Manufacturer |
Manufacturer Part Numbermanufacturer_part_no | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Expense Headexpense_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 |
WIP Composite Assetwip_composite_asset | 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 |
Asset Locationasset_location | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Location |
Asset Categoryasset_category | 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: Asset Category |
Deferred Expense Accountdeferred_expense_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 Expenseenable_deferred_expense | 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. |
BOMbom | 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: BOM |
Include Exploded Itemsinclude_exploded_items | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
Purchase Invoice Itempurchase_invoice_item | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Purchase Orderpurchase_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: Purchase Order |
Purchase Receiptpurchase_receipt | 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 Receipt |
Sales Invoice Itemsales_invoice_item | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
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 |
Weight Per Unitweight_per_unit | Float Optional | 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 | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: UOM |
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 |
Page Breakpage_break | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Purchase Taxes and Charges — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Consider Tax or Charge forcategory | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Add or Deductadd_deduct_tax | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
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 Tax Withholding Accountis_tax_withholding_account | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
Allocate Full Amount to Stock Itemsallocate_full_amount_to_stock_items | Check Optional | If checked, the entire amount (e.g. Freight) is allocated to the valuation of stock & asset items only. If unchecked, the amount is distributed across all items and the portion belonging to non-stock items is not added to valuation. |
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 |
Tax Raterate | Float Optional | Enter a numeric value using the required unit and precision. |
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 |
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. |
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. |
Totaltotal | 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. |
Tax Amount After Discount Amountbase_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. |
Tax Withholding Entries — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Companycompany | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Company |
Party Typeparty_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 |
Partyparty | Dynamic Link Optional · Read-only | Select the record identified by the associated document-type field. Verify both the type and the linked record. |
Tax IDtax_id | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Tax Withholding Categorytax_withholding_category | 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: Tax Withholding Category |
Tax Withholding Grouptax_withholding_group | 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: Tax Withholding Group |
Base Taxable Amounttaxable_amount | Currency Optional | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Tax Ratetax_rate | Percent Optional | Enter the percentage expected by the calculation and verify the resulting amount. |
Base Tax Withheldwithholding_amount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Taxable Document Typetaxable_doctype | 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 |
Taxable Document Nametaxable_name | Dynamic Link Optional | Select the record identified by the associated document-type field. Verify both the type and the linked record. |
Taxable Datetaxable_date | Date Optional · Read-only | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Currencycurrency | 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 |
Exchange Rateconversion_rate | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Under Withheld Reasonunder_withheld_reason | Select Optional · Read-only | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Lower Deduction Certificatelower_deduction_certificate | 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: Lower Deduction Certificate |
Withholding Document Typewithholding_doctype | 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 |
Withholding Document Namewithholding_name | Dynamic Link Optional | Select the record identified by the associated document-type field. Verify both the type and the linked record. |
Withholding Datewithholding_date | Date Optional · Read-only | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Statusstatus | Select Optional · Read-only | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
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. |
Supplied Items — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Item Codemain_item_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 |
Raw Material Item Coderm_item_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. |
Descriptiondescription | Text Editor Optional · Read-only | Maintain formatted content for the record; review any public-facing output before publishing. |
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 |
Raterate | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Amountamount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Available Qty For Consumptionrequired_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Qty to Be Consumedconsumed_qty | Float Required | Enter a numeric value using the required unit and precision. |
Current Stockcurrent_stock | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
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 |
Serial Noserial_no | Text Optional | Provide the required record description or content. Keep operational instructions clear and applicable. |
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. |
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.