Field reference
Stock Settings
How to use Stock Settings in Inventory: access, working steps, fields, related records and troubleshooting.
Purpose and access
Use stock transactions to record receipts, issues, transfers and reconciliation. Confirm warehouses, units, batches and serial numbers before submission. Use the stock ledger to investigate movements rather than editing an item to simulate stock.
This page is a settings page in Supply Chain → Inventory. 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
Review the current settings or existing records and prepare the information needed for the change.
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 Stock Settings from Supply Chain → Inventory, or use ERP Search.
- Review the existing configuration before editing.
- 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.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
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 |
|---|---|---|
Item Naming Byitem_naming_by | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Default Item Groupitem_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: Item Group |
Default Valuation Methodvaluation_method | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Auto insert Item Price if missingauto_insert_price_list_rate_if_missing | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Update existing Price List Rateupdate_existing_price_list_rate | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Update Price List based onupdate_price_list_based_on | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Default Stock UOMstock_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 |
Allow to edit stock UOM qty for Sales documentsallow_to_edit_stock_uom_qty_for_sales | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Allow to edit stock UOM qty for Purchase documentsallow_to_edit_stock_uom_qty_for_purchase | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Allow to edit stock UOM qty for Stock Entryallow_to_edit_stock_uom_qty_for_stock_entry | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Allow UOM with conversion rate defined in Itemallow_uom_with_conversion_rate_defined_in_item | Check Optional | If enabled, the system will allow selecting UOMs in sales and purchase transactions only if the conversion rate is set in the item master. |
Default Warehousedefault_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 |
Sample Retention Warehousesample_retention_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 |
Allow negative stockallow_negative_stock | Check Optional | This can be enabled at specific Item level as well |
Over Delivery/Receipt Allowance (%)over_delivery_receipt_allowance | Float Optional | The percentage you are allowed to receive or deliver more against the quantity ordered. For example, if you have ordered 100 units, and your Allowance is 10%, then you are allowed to receive 110 units. |
Over Transfer Allowance (%)mr_qty_allowance | Float Optional | The percentage you are allowed to transfer more against the quantity ordered. For example, if you have ordered 100 units, and your Allowance is 10%, then you are allowed transfer 110 units. |
Over Picking Allowance (%)over_picking_allowance | Percent Optional | The percentage you are allowed to pick more items in the pick list than the ordered quantity. |
Role Allowed to Over Deliver/Receiverole_allowed_to_over_deliver_receive | Link Optional | Users with this role are allowed to over deliver/receive against orders above the allowance percentage Linked record: Role |
Show barcode field in stock transactionsshow_barcode_field | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Convert Item description to clean HTML in transactionsclean_description_html | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Allow internal transfers at user-defined rateallow_internal_transfer_at_arms_length_price | Check Optional | If enabled, the item rate won't adjust to the valuation rate during internal transfers, but accounting will still use the valuation rate. This will allow the user to specify a different rate for printing or taxation purposes. |
Validate Material Transfer warehousesvalidate_material_transfer_warehouses | Check Optional | If enabled, the source and target warehouse in the Material Transfer Stock Entry must be different else an error will be thrown. If inventory dimensions are present, same source and target warehouse can be allowed but atleast any one of the inventory dimension fields must be different. |
Activate Serial / Batch No for Itemenable_serial_and_batch_no_for_item | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Pick Serial / Batch Based Onpick_serial_and_batch_based_on | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Allow existing Serial No to be Manufactured/Received againallow_existing_serial_no | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Use Serial / Batch fieldsuse_serial_batch_fields | Check Optional | On submission of the stock transaction, system will auto create the Serial and Batch Bundle based on the Serial No / Batch fields. |
Disable Serial No and Batch selectordisable_serial_no_and_batch_selector | Check Optional | If enabled, users must enter Serial No. / Batch data manually instead of using the selector dialog. |
Allow negative stock for Batchallow_negative_stock_for_batch | Check Optional | If enabled, the system will allow negative stock entries for the batch. But, this may lead to incorrect valuation rates, so it is recommended to avoid using this option. The system will permit negative stock only when it is caused by backdated entries and will validate and block negative stock in all other cases. |
Do not use Batch-wise Valuationdo_not_use_batchwise_valuation | Check Optional | If enabled, the system will use the moving average valuation method to calculate the valuation rate for the batched items and will not consider the individual batch-wise incoming rate. |
Have default Naming Series for Batch ID?use_naming_series | Check Optional | This will be applied if no naming series is configured in Item master |
Naming Series Prefixnaming_series_prefix | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Auto create Serial and Batch Bundle for outwardauto_create_serial_and_batch_bundle_for_outward | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Do not update Serial / Batch on creation of auto bundledo_not_update_serial_batch_on_creation_of_auto_bundle | Check Optional | If enabled, do not update serial / batch values in the stock transactions on creation of auto Serial / Batch Bundle. |
Set Serial and Batch Bundle Naming Based on Naming Seriesset_serial_and_batch_bundle_naming_based_on_naming_series | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Enable stock reservationenable_stock_reservation | Check Optional | Allows to keep aside a specific quantity of inventory for a particular order. |
Auto reserve stockauto_reserve_stock | Check Optional | Upon submission of the Sales Order, Work Order, or Production Plan, the system will automatically reserve the stock. |
Allow partial reservationallow_partial_reservation | Check Optional | Partial stock can be reserved. For example, If you have a Sales Order of 100 units and the Available Stock is 90 units then a Stock Reservation Entry will be created for 90 units. |
Auto reserve Stock for Sales Order on Purchaseauto_reserve_stock_for_sales_order_on_purchase | Check Optional | Stock will be reserved on submission of Purchase Receipt created against Material Request for Sales Order. |
Auto reserve Serial and Batch Nosauto_reserve_serial_and_batch | Check Optional | Serial and Batch Nos will be auto-reserved based on Pick Serial / Batch Based On |
Allow to make Quality Inspection after Purchase / Deliveryallow_to_make_quality_inspection_after_purchase_or_delivery | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Action if Quality Inspection is rejectedaction_if_quality_inspection_is_rejected | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Action if Quality Inspection is not submittedaction_if_quality_inspection_is_not_submitted | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Raise Material Request when stock reaches re-order levelauto_indent | Check Optional | This option is useful if you want to ensure a constant supply of raw materials/products and avoid shortage. A Material Request will be raised automatically when stock reached the re-order level defined in the Item form. |
Notify by email on creation of automatic Material Requestreorder_email_notify | Check Optional | An email will be sent to notify the User with the role 'Purchase Manager' when an automatic Material Request is created. |
Freeze stocks older than (days)stock_frozen_upto_days | Int Optional | Stock transactions that are older than the mentioned days cannot be modified. |
Stock frozen up tostock_frozen_upto | Date Optional | No stock transactions can be created or modified before this date. |
Role allowed to edit frozen stockstock_auth_role | Link Optional | The users with this Role are allowed to create/modify a stock transaction, even though the transaction is frozen. Linked record: Role |
Role allowed to create/edit back-dated transactionsrole_allowed_to_create_edit_back_dated_transactions | Link Optional | If mentioned, the system will allow only the users with this Role to create or modify any stock transaction earlier than the latest stock transaction for a specific item and warehouse. If set as blank, it allows all users to create/edit back-dated transactions. Linked record: Role |
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.