Transactions
CRM transactions — 1 entity with its key fields and relationships.
Submittable documents with a docstatus lifecycle. Once submitted they are immutable and post ledger entries; corrections are amendments or returns.
1 entity in CRM.
Contract
Records an agreement with a party, its validity, terms, and optional fulfilment requirements.
Transaction SubmittableNaming: Expression · 32 fields · 1 inbound ref
Key fields
| Field | Type | Req | Label |
|---|---|---|---|
party_type |
Select | yes | Party Type |
status |
Select | Status | |
fulfilment_status |
Select | Fulfilment Status | |
signed_on |
Datetime | Signed On |
Relationships
| Field | Type | References | Req |
|---|---|---|---|
amended_from |
Link | Contract | |
contract_template |
Link | Contract Template | |
party_user |
Link | User (fw) | |
signed_by_company |
Link | User (fw) | |
fulfilment_terms |
Table | Contract Fulfilment Checklist | |
document_name |
Dynamic Link | resolved via document_type |
|
party_name |
Dynamic Link | resolved via party_type |