Transactions
Manufacturing transactions — 7 entities with their key fields and relationships.
Submittable documents with a docstatus lifecycle. Once submitted they are immutable and post ledger entries; corrections are amendments or returns.
7 entities in Manufacturing.
BOM
Defines the materials, operations, quantities, and costing basis required to manufacture an item.
Transaction SubmittableNaming: hash · 94 fields · 25 inbound refs
Key fields
| Field | Type | Req | Label |
|---|---|---|---|
quantity |
Float | yes | Quantity (Output Qty) |
is_active |
Check | Is Active | |
is_default |
Check | Is Default | |
conversion_rate |
Float | yes | Conversion Rate |
total_cost |
Currency | Total Cost | |
has_variants |
Check | Has Variants |
Relationships
| Field | Type | References | Req |
|---|---|---|---|
amended_from |
Link | BOM | |
bom_creator |
Link | BOM Creator | |
buying_price_list |
Link | Price List | |
company |
Link | Company | yes |
currency |
Link | Currency (fw) | yes |
default_source_warehouse |
Link | Warehouse | |
default_target_warehouse |
Link | Warehouse | |
item |
Link | Item | yes |
price_list_currency |
Link | Currency (fw) | |
project |
Link | Project | |
quality_inspection_template |
Link | Quality Inspection Template | |
routing |
Link | Routing | |
uom |
Link | UOM | |
exploded_items |
Table | BOM Explosion Item | |
items |
Table | BOM Item | yes |
operations |
Table | BOM Operation | |
secondary_items |
Table | BOM Secondary Item |
BOM Creator
Builds a multi-level Bill of Materials from a single editable item tree.
Transaction SubmittableNaming: Set by user · 40 fields · 2 inbound refs
Key fields
| Field | Type | Req | Label |
|---|---|---|---|
rm_cost_as_per |
Select | yes | Rate Of Materials Based On |
raw_material_cost |
Currency | Total Cost | |
qty |
Float | yes | Quantity |
status |
Select | Status |
Relationships
| Field | Type | References | Req |
|---|---|---|---|
amended_from |
Link | BOM Creator | |
buying_price_list |
Link | Price List | |
company |
Link | Company | yes |
currency |
Link | Currency (fw) | yes |
default_warehouse |
Link | Warehouse | |
item_code |
Link | Item | yes |
item_group |
Link | Item Group | |
price_list_currency |
Link | Currency (fw) | |
project |
Link | Project | |
routing |
Link | Routing | |
uom |
Link | UOM | |
items |
Table | BOM Creator Item |
Blanket Order
Sets agreed quantities and rates for repeated sales or purchase orders over a defined period.
Transaction SubmittableNaming: Naming Series · 18 fields · 4 inbound refs
Key fields
| Field | Type | Req | Label |
|---|---|---|---|
naming_series |
Select | yes | Series |
blanket_order_type |
Select | yes | Order Type |
from_date |
Date | yes | From Date |
to_date |
Date | yes | To Date |
Relationships
| Field | Type | References | Req |
|---|---|---|---|
amended_from |
Link | Blanket Order | |
company |
Link | Company | yes |
customer |
Link | Customer | |
supplier |
Link | Supplier | |
tc_name |
Link | Terms and Conditions | |
items |
Table | Blanket Order Item | yes |
Job Card
Records the actual time, employees, materials, and completed quantity for one Work Order operation at a Workstation.
Transaction SubmittableNaming: Naming Series · 95 fields · 7 inbound refs
Key fields
| Field | Type | Req | Label |
|---|---|---|---|
posting_date |
Date | Posting Date | |
for_quantity |
Float | Qty To Manufacture | |
status |
Select | Status | |
naming_series |
Select | yes | Naming Series |
Relationships
| Field | Type | References | Req |
|---|---|---|---|
amended_from |
Link | Job Card | |
batch_no |
Link | Batch | |
bom_no |
Link | BOM | |
company |
Link | Company | yes |
finished_good |
Link | Item | |
for_job_card |
Link | Job Card | |
for_operation |
Link | Operation | |
operation |
Link | Operation | yes |
production_item |
Link | Item | |
project |
Link | Project | |
quality_inspection |
Link | Quality Inspection | |
quality_inspection_template |
Link | Quality Inspection Template | |
semi_fg_bom |
Link | BOM | |
serial_and_batch_bundle |
Link | Serial and Batch Bundle | |
source_warehouse |
Link | Warehouse | |
target_warehouse |
Link | Warehouse | |
wip_warehouse |
Link | Warehouse | |
work_order |
Link | Work Order | yes |
workstation |
Link | Workstation | yes |
workstation_type |
Link | Workstation Type | |
employee |
Table MultiSelect | Job Card Time Log | |
items |
Table | Job Card Item | |
scheduled_time_logs |
Table | Job Card Scheduled Time | |
secondary_items |
Table | Job Card Secondary Item | |
sub_operations |
Table | Job Card Operation | |
time_logs |
Table | Job Card Time Log |
Production Plan
Consolidates demand from Sales Orders or Material Requests and plans the Work Orders and material requests needed to fulfil it.
Transaction SubmittableNaming: Naming Series · 58 fields · 4 inbound refs
Key fields
| Field | Type | Req | Label |
|---|---|---|---|
naming_series |
Select | yes | Naming Series |
get_items_from |
Select | Get Items From | |
posting_date |
Date | yes | Posting Date |
status |
Select | Status |
Relationships
| Field | Type | References | Req |
|---|---|---|---|
amended_from |
Link | Production Plan | |
company |
Link | Company | yes |
customer |
Link | Customer | |
for_warehouse |
Link | Warehouse | |
item_code |
Link | Item | |
project |
Link | Project | |
sub_assembly_warehouse |
Link | Warehouse | |
warehouse |
Link | Warehouse | |
material_requests |
Table | Production Plan Material Request | |
mr_items |
Table | Material Request Plan Item | |
po_items |
Table | Production Plan Item | yes |
prod_plan_references |
Table | Production Plan Item Reference | |
sales_orders |
Table | Production Plan Sales Order | |
sub_assembly_items |
Table | Production Plan Sub Assembly Item | |
warehouses |
Table MultiSelect | Production Plan Material Request Warehouse |
Sales Forecast
Records expected item demand by week or month and can use that demand to create a Master Production Schedule.
Transaction SubmittableNaming: Naming Series · 20 fields · 2 inbound refs
Key fields
| Field | Type | Req | Label |
|---|---|---|---|
naming_series |
Select | yes | Naming Series |
posting_date |
Date | Posting Date | |
from_date |
Date | yes | From Date |
demand_number |
Int | yes | Number of Weeks / Months |
status |
Select | Status | |
frequency |
Select | yes | Frequency |
Relationships
| Field | Type | References | Req |
|---|---|---|---|
amended_from |
Link | Sales Forecast | |
company |
Link | Company | yes |
parent_warehouse |
Link | Warehouse | yes |
items |
Table | Sales Forecast Item | |
selected_items |
Table MultiSelect | Sales Forecast Item | yes |
Work Order
Authorizes the shop floor to manufacture a specified quantity from a BOM and tracks materials, operations, and completion.
Transaction SubmittableNaming: Naming Series · 86 fields · 6 inbound refs
Key fields
| Field | Type | Req | Label |
|---|---|---|---|
naming_series |
Select | yes | Series |
status |
Select | yes | Status |
qty |
Float | yes | Qty To Manufacture |
planned_start_date |
Datetime | yes | Planned Start Date |
Relationships
| Field | Type | References | Req |
|---|---|---|---|
amended_from |
Link | Work Order | |
bom_no |
Link | BOM | yes |
company |
Link | Company | yes |
fg_warehouse |
Link | Warehouse | |
material_request |
Link | Material Request | |
mps |
Link | Master Production Schedule | |
product_bundle_item |
Link | Item | |
production_item |
Link | Item | yes |
production_plan |
Link | Production Plan | |
project |
Link | Project | |
sales_order |
Link | Sales Order | |
scrap_warehouse |
Link | Warehouse | |
source_warehouse |
Link | Warehouse | |
stock_uom |
Link | UOM | |
subcontracting_inward_order |
Link | Subcontracting Inward Order | |
wip_warehouse |
Link | Warehouse | |
non_stock_items |
Table | Work Order Additional Item | |
operations |
Table | Work Order Operation | |
required_items |
Table | Work Order Item | |
secondary_items |
Table | Work Order Additional Item |