Transactions

Selling transactions — 3 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.

3 entities in Selling.

Installation Note

Records the installation or commissioning of delivered Items at a Customer location.

Transaction Submittable

Naming: Naming Series · 23 fields · 1 inbound ref

Key fields

Field	Type	Req	Label
`naming_series`	Select	yes	Series
`customer_name`	Data		Name
`inst_date`	Date	yes	Installation Date
`status`	Select	yes	Status
`remarks`	Small Text		Remarks

Relationships

Field	Type	References	Req
`amended_from`	Link	Installation Note
`company`	Link	Company	yes
`contact_person`	Link	Contact (fw)
`customer`	Link	Customer	yes
`customer_address`	Link	Address (fw)
`customer_group`	Link	Customer Group
`project`	Link	Project
`territory`	Link	Territory	yes
`items`	Table	Installation Note Item	yes

Presents proposed Items, prices, taxes, and terms to a Lead or Customer before an order is confirmed.

Transaction Submittable

Naming: Naming Series · 130 fields · 2 inbound refs

Key fields

Field	Type	Req	Label
`naming_series`	Select	yes	Series
`customer_name`	Data		Customer Name
`transaction_date`	Date	yes	Date
`order_type`	Select	yes	Order Type
`conversion_rate`	Float	yes	Exchange Rate
`plc_conversion_rate`	Float	yes	Price List Exchange Rate
`grand_total`	Currency		Grand Total
`rounded_total`	Currency		Rounded Total
`status`	Select	yes	Status
`title`	Data		Title

Relationships

Field	Type	References	Req
`amended_from`	Link	Quotation
`auto_repeat`	Link	Auto Repeat (fw)
`company`	Link	Company	yes
`company_address`	Link	Address (fw)
`company_contact_person`	Link	Contact (fw)
`contact_person`	Link	Contact (fw)
`coupon_code`	Link	Coupon Code
`currency`	Link	Currency (fw)	yes
`customer_address`	Link	Address (fw)
`customer_group`	Link	Customer Group
`incoterm`	Link	Incoterm
`language`	Link	Language (fw)
`letter_head`	Link	Letter Head (fw)
`opportunity`	Link	Opportunity
`payment_terms_template`	Link	Payment Terms Template
`price_list_currency`	Link	Currency (fw)	yes
`quotation_to`	Link	DocType (fw)	yes
`referral_sales_partner`	Link	Sales Partner
`select_print_heading`	Link	Print Heading (fw)
`selling_price_list`	Link	Price List	yes
`shipping_address_name`	Link	Address (fw)
`shipping_rule`	Link	Shipping Rule
`supplier_quotation`	Link	Supplier Quotation
`tax_category`	Link	Tax Category
`taxes_and_charges`	Link	Sales Taxes and Charges Template
`tc_name`	Link	Terms and Conditions
`territory`	Link	Territory
`utm_campaign`	Link	UTM Campaign (fw)
`utm_medium`	Link	UTM Medium (fw)
`utm_source`	Link	UTM Source (fw)
`competitors`	Table MultiSelect	Competitor Detail
`item_wise_tax_details`	Table	Item Wise Tax Detail
`items`	Table	Quotation Item	yes
`lost_reasons`	Table MultiSelect	Quotation Lost Reason Detail
`packed_items`	Table	Packed Item
`payment_schedule`	Table	Payment Schedule
`pricing_rules`	Table	Pricing Rule Detail
`taxes`	Table	Sales Taxes and Charges
`party_name`	Dynamic Link	resolved via `quotation_to`

Records a Customer’s confirmed order and drives delivery, billing, and procurement or production demand.

Transaction Submittable

Naming: Naming Series · 170 fields · 20 inbound refs

Key fields

Field	Type	Req	Label
`naming_series`	Select	yes	Series
`customer_name`	Data		Customer Name
`order_type`	Select	yes	Order Type
`transaction_date`	Date	yes	Date
`delivery_date`	Date		Delivery Date
`conversion_rate`	Float	yes	Exchange Rate
`plc_conversion_rate`	Float	yes	Price List Exchange Rate
`grand_total`	Currency		Grand Total
`rounded_total`	Currency		Rounded Total
`status`	Select	yes	Status
`per_delivered`	Percent		% Delivered
`per_billed`	Percent		% Amount Billed
`title`	Data		Title

Relationships

Field	Type	References	Req
`amended_from`	Link	Sales Order
`auto_repeat`	Link	Auto Repeat (fw)
`company`	Link	Company	yes
`company_address`	Link	Address (fw)
`company_contact_person`	Link	Contact (fw)
`contact_person`	Link	Contact (fw)
`cost_center`	Link	Cost Center
`coupon_code`	Link	Coupon Code
`currency`	Link	Currency (fw)	yes
`customer`	Link	Customer	yes
`customer_address`	Link	Address (fw)
`customer_group`	Link	Customer Group
`dispatch_address_name`	Link	Address (fw)
`incoterm`	Link	Incoterm
`inter_company_order_reference`	Link	Purchase Order
`language`	Link	Language (fw)
`letter_head`	Link	Letter Head (fw)
`party_account_currency`	Link	Currency (fw)
`payment_terms_template`	Link	Payment Terms Template
`price_list_currency`	Link	Currency (fw)	yes
`project`	Link	Project
`represents_company`	Link	Company
`sales_partner`	Link	Sales Partner
`select_print_heading`	Link	Print Heading (fw)
`selling_price_list`	Link	Price List	yes
`set_warehouse`	Link	Warehouse
`shipping_address_name`	Link	Address (fw)
`shipping_rule`	Link	Shipping Rule
`tax_category`	Link	Tax Category
`taxes_and_charges`	Link	Sales Taxes and Charges Template
`tc_name`	Link	Terms and Conditions
`territory`	Link	Territory
`utm_campaign`	Link	UTM Campaign (fw)
`utm_medium`	Link	UTM Medium (fw)
`utm_source`	Link	UTM Source (fw)
`item_wise_tax_details`	Table	Item Wise Tax Detail
`items`	Table	Sales Order Item	yes
`packed_items`	Table	Packed Item
`payment_schedule`	Table	Payment Schedule
`pricing_rules`	Table	Pricing Rule Detail
`sales_team`	Table	Sales Team
`taxes`	Table	Sales Taxes and Charges