Field reference
Purchase Order
How to use Purchase Order in Purchasing: access, working steps, fields, related records and troubleshooting.
Purpose and access
Start with a material requirement, request supplier quotations, compare responses, issue a purchase order and receive the delivery. Record the purchase invoice and payment in Finance & Accounting after the appropriate checks.
This page is a record page in Supply Chain → Purchasing. 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, Date, Company, Currency, Exchange Rate, Items.
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 Order from Supply Chain → Purchasing, 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. |
Order Confirmation Noorder_confirmation_no | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Order Confirmation Dateorder_confirmation_date | Date Optional | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Datetransaction_date | Date Required | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Timetransaction_time | Time Optional | Record the time in the format accepted by the field. |
Required Byschedule_date | Date Optional | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
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 |
Is Subcontractedis_subcontracted | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
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 |
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 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 | Enter a numeric value using the required unit and precision. |
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. |
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 |
Set Target 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 |
Itemsitems | Table Required | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Purchase Order 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. |
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. |
Purchase Order Pricing Rulepricing_rules | Table Optional · Read-only | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Pricing Rule Detail |
Set Reserve Warehouseset_reserve_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 |
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. |
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. |
Advance Paid (Company Currency)advance_paid | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
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. |
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 |
Supplier Address Detailsaddress_display | Text Editor Optional · Read-only | Maintain formatted content for the record; review any public-facing output before publishing. |
Supplier Contactcontact_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 |
Contact Namecontact_display | Small Text Optional · Read-only | Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data. |
Contact 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. |
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 Address Detailsdispatch_address_display | Text Editor Optional · Read-only | Maintain formatted content for the record; review any public-facing output before publishing. |
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 Address Detailsshipping_address_display | Text Editor Optional · Read-only | Maintain formatted content for the record; review any public-facing output before publishing. |
Company 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 Address Detailsbilling_address_display | Text Editor Optional · Read-only | Maintain formatted content for the record; review any public-facing output before publishing. |
Customercustomer | 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: Customer |
Customer Namecustomer_name | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Customer Contactcustomer_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 |
Customer Contactcustomer_contact_display | Small Text Optional | Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data. |
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 Required · Read-only | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
% Billedper_billed | Percent Optional · Read-only | Enter the percentage expected by the calculation and verify the resulting amount. |
% Receivedper_received | Percent Optional · Read-only | Enter the percentage expected by the calculation and verify the resulting amount. |
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 | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
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 |
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 | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Company |
Supplier Quotationref_sq | 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: Supplier Quotation |
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 Order |
MPSmps | 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: Master Production Schedule |
Is Internal Supplieris_internal_supplier | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
Inter Company Order Referenceinter_company_order_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 Order |
Supplied Itemssupplied_items | Table Optional · Read-only | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Purchase Order Item Supplied |
Child tables
Items — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Finished Goodfg_item | 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 |
Finished Good Qtyfg_item_qty | Float Optional | Enter a numeric value using the required unit and precision. |
Item Codeitem_code | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Item |
Item Nameitem_name | Data Required | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
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 |
Required Byschedule_date | Date Required | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Expected Delivery Dateexpected_delivery_date | Date Optional | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
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 Required | Enter a numeric value using the required unit and precision. |
Stock UOMstock_uom | 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: UOM |
Subcontracted Quantitysubcontracted_qty | Float Optional · Read-only | 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 | Enter a numeric value using the required unit and precision. |
Qty in Stock UOMstock_qty | Float Optional · 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. |
Last Purchase Ratelast_purchase_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 (%)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 Optional | 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. |
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. |
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. |
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. |
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 |
Target 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 |
Available Qty at Target Warehouseactual_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Available Qty at Companycompany_total_stock | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
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 |
Sales Ordersales_order | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Sales Order |
Sales Order Packed Itemsales_order_packed_item | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Supplier Quotationsupplier_quotation | 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: Supplier Quotation |
To be Delivered to Customerdelivered_by_supplier | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
Against Blanket Orderagainst_blanket_order | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Blanket Orderblanket_order | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Blanket Order |
Blanket Order Rateblanket_order_rate | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Received Qtyreceived_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Returned Qtyreturned_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Billed Amountbilled_amt | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
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 |
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 |
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. |
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 | Enable or disable the named option only when it matches the intended record behavior. |
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 |
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 |
Is Fixed Assetis_fixed_asset | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
Production Planproduction_plan | 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: Production Plan |
Page Breakpage_break | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Job Cardjob_card | 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: Job Card |
Purchase Order Pricing Rule — 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. |
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. |
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. |
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 |
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 |
Reserve Warehousereserve_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 |
BOM Detail Nobom_detail_no | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Reference Namereference_name | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Raterate | Currency Optional | 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. |
Required Qtyrequired_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Supplied Qtysupplied_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Consumed Qtyconsumed_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Returned Qtyreturned_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
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.