Masters
Setup masters — 25 entities with their key fields and relationships.
Reference data with an independent lifecycle: created once, referenced many times.
25 entities in Setup.
Authorization Rule
Defines a conditional approval rule for transactions, including who may approve and the value limits that require approval.
Naming: Expression (old style) · 18 fields · 0 inbound refs
Key fields
| Field | Type | Req | Label |
|---|---|---|---|
transaction |
Select | yes | Transaction |
based_on |
Select | yes | Based On |
Relationships
| Field | Type | References | Req |
|---|---|---|---|
approving_role |
Link | Role (fw) | |
approving_user |
Link | User (fw) | |
company |
Link | Company | |
system_role |
Link | Role (fw) | |
system_user |
Link | User (fw) | |
to_designation |
Link | Designation | |
to_emp |
Link | Employee | |
master_name |
Dynamic Link | resolved via customer_or_item |
Branch
Represents a company office or operating branch at a distinct location.
Naming: field branch · 1 fields · 2 inbound refs
Key fields
| Field | Type | Req | Label |
|---|---|---|---|
branch |
Data | yes | Branch |
Relationships
No outgoing relationships.
Brand
Defines a product brand used to classify Items and drive brand-specific pricing or promotions.
Naming: field brand · 5 fields · 17 inbound refs
Key fields
| Field | Type | Req | Label |
|---|---|---|---|
brand |
Data | yes | Brand Name |
description |
Text | Description |
Relationships
| Field | Type | References | Req |
|---|---|---|---|
brand_defaults |
Table | Item Default |
Company
Represents a legal entity or subsidiary with its own chart of accounts and accounting defaults.
Naming: field company_name · 127 fields · 141 inbound ref · tree / nested set
Key fields
| Field | Type | Req | Label |
|---|---|---|---|
company_name |
Data | yes | Company |
abbr |
Data | yes | Abbr |
is_group |
Check | Is Group | |
enable_perpetual_inventory |
Check | Enable Perpetual Inventory | |
valuation_method |
Select | yes | Default Stock Valuation Method |
Relationships
| Field | Type | References | Req |
|---|---|---|---|
accumulated_depreciation_account |
Link | Account | |
asset_received_but_not_billed |
Link | Account | |
capital_work_in_progress_account |
Link | Account | |
cost_center |
Link | Cost Center | |
country |
Link | Country (fw) | yes |
default_advance_paid_account |
Link | Account | |
default_advance_received_account |
Link | Account | |
default_bank_account |
Link | Account | |
default_buying_terms |
Link | Terms and Conditions | |
default_cash_account |
Link | Account | |
default_currency |
Link | Currency (fw) | yes |
default_deferred_expense_account |
Link | Account | |
default_deferred_revenue_account |
Link | Account | |
default_discount_account |
Link | Account | |
default_expense_account |
Link | Account | |
default_fg_warehouse |
Link | Warehouse | |
default_finance_book |
Link | Finance Book | |
default_holiday_list |
Link | Holiday List | |
default_in_transit_warehouse |
Link | Warehouse | |
default_income_account |
Link | Account | |
default_inventory_account |
Link | Account | |
default_letter_head |
Link | Letter Head (fw) | |
default_operating_cost_account |
Link | Account | |
default_payable_account |
Link | Account | |
default_provisional_account |
Link | Account | |
default_receivable_account |
Link | Account | |
default_sales_contact |
Link | Contact (fw) | |
default_scrap_warehouse |
Link | Warehouse | |
default_selling_terms |
Link | Terms and Conditions | |
default_warehouse_for_sales_return |
Link | Warehouse | |
default_wip_warehouse |
Link | Warehouse | |
depreciation_cost_center |
Link | Cost Center | |
depreciation_expense_account |
Link | Account | |
disposal_account |
Link | Account | |
exception_budget_approver_role |
Link | Role (fw) | |
exchange_gain_loss_account |
Link | Account | |
existing_company |
Link | Company | |
parent_company |
Link | Company | |
payment_terms |
Link | Payment Terms Template | |
purchase_expense_account |
Link | Account | |
purchase_expense_contra_account |
Link | Account | |
reporting_currency |
Link | Currency (fw) | |
role_allowed_for_frozen_entries |
Link | Role (fw) | |
round_off_account |
Link | Account | |
round_off_cost_center |
Link | Cost Center | |
round_off_for_opening |
Link | Account | |
service_expense_account |
Link | Account | |
stock_adjustment_account |
Link | Account | |
stock_received_but_not_billed |
Link | Account | |
unrealized_exchange_gain_loss_account |
Link | Account | |
unrealized_profit_loss_account |
Link | Account | |
write_off_account |
Link | Account |
Currency Exchange
Stores a manually defined conversion rate between two currencies for use when ERPNext should not rely on a fetched market rate.
Naming: hash · 7 fields · 0 inbound refs
Key fields
| Field | Type | Req | Label |
|---|---|---|---|
date |
Date | yes | Date |
exchange_rate |
Float | yes | Exchange Rate |
Relationships
| Field | Type | References | Req |
|---|---|---|---|
from_currency |
Link | Currency (fw) | yes |
to_currency |
Link | Currency (fw) | yes |
Customer Group
Groups similar Customers in a hierarchy for defaults, pricing, credit limits, and reporting.
Naming: field customer_group_name · 13 fields · 20 inbound refs · tree / nested set
Key fields
| Field | Type | Req | Label |
|---|---|---|---|
customer_group_name |
Data | yes | Customer Group Name |
is_group |
Check | Is Group |
Relationships
| Field | Type | References | Req |
|---|---|---|---|
default_price_list |
Link | Price List | |
old_parent |
Link | Customer Group | |
parent_customer_group |
Link | Customer Group | |
payment_terms |
Link | Payment Terms Template | |
accounts |
Table | Party Account | |
credit_limits |
Table | Customer Credit Limit |
Department
Represents a functional division of a company and can be arranged in an organizational hierarchy.
Naming: hash · 9 fields · 9 inbound refs · tree / nested set
Key fields
| Field | Type | Req | Label |
|---|---|---|---|
department_name |
Data | yes | Department |
is_group |
Check | Is Group | |
disabled |
Check | Disabled |
Relationships
| Field | Type | References | Req |
|---|---|---|---|
company |
Link | Company | yes |
parent_department |
Link | Department |
Designation
Defines an official job title that can be assigned to Employees.
Naming: field designation_name · 2 fields · 3 inbound refs
Key fields
| Field | Type | Req | Label |
|---|---|---|---|
designation_name |
Data | yes | Designation |
Relationships
No outgoing relationships.
Driver
Stores a driver’s identity, licence details, status, and optional links to an employee or transport supplier.
Naming: Naming Series · 17 fields · 2 inbound refs
Key fields
| Field | Type | Req | Label |
|---|---|---|---|
naming_series |
Select | Series | |
full_name |
Data | yes | Full Name |
status |
Select | yes | Status |
Relationships
| Field | Type | References | Req |
|---|---|---|---|
address |
Link | Address (fw) | |
employee |
Link | Employee | |
transporter |
Link | Supplier | |
user |
Link | User (fw) | |
driving_license_category |
Table | Driving License Category |
Email Digest
Schedules a recurring email summary of selected business metrics for a list of recipients.
Naming: user prompt · 43 fields · 0 inbound refs
Key fields
| Field | Type | Req | Label |
|---|---|---|---|
enabled |
Check | Enabled | |
frequency |
Select | yes | How frequently? |
Relationships
| Field | Type | References | Req |
|---|---|---|---|
company |
Link | Company | yes |
recipients |
Table MultiSelect | Email Digest Recipient | yes |
Employee
Represents a person employed by the organization and stores the identity and organizational links used across ERPNext.
Naming: Naming Series · 109 fields · 18 inbound refs · tree / nested set
Key fields
| Field | Type | Req | Label |
|---|---|---|---|
naming_series |
Select | Series | |
first_name |
Data | yes | First Name |
employee_name |
Data | Full Name | |
status |
Select | yes | Status |
date_of_birth |
Date | yes | Date of Birth |
date_of_joining |
Date | yes | Date of Joining |
emergency_phone_number |
Data | Emergency Phone | |
person_to_be_contacted |
Data | Emergency Contact Name |
Relationships
| Field | Type | References | Req |
|---|---|---|---|
branch |
Link | Branch | |
company |
Link | Company | yes |
department |
Link | Department | |
designation |
Link | Designation | |
gender |
Link | Gender (fw) | yes |
holiday_list |
Link | Holiday List | |
reports_to |
Link | Employee | |
salary_currency |
Link | Currency (fw) | |
salutation |
Link | Salutation (fw) | |
user_id |
Link | User (fw) | |
education |
Table | Employee Education | |
external_work_history |
Table | Employee External Work History | |
internal_work_history |
Table | Employee Internal Work History |
Employee Group
Groups selected Employees under a reusable name for processes that need an employee set.
Naming: field employee_group_name · 3 fields · 2 inbound refs
Key fields
| Field | Type | Req | Label |
|---|---|---|---|
employee_group_name |
Data | yes | Name |
Relationships
| Field | Type | References | Req |
|---|---|---|---|
employee_list |
Table | Employee Group Table |
Holiday List
Defines the dated holidays and weekly offs that apply to a company or group of Employees.
Naming: field holiday_list_name · 19 fields · 5 inbound refs
Key fields
| Field | Type | Req | Label |
|---|---|---|---|
holiday_list_name |
Data | yes | Holiday List Name |
from_date |
Date | yes | From Date |
to_date |
Date | yes | To Date |
total_holidays |
Int | Total Holidays |
Relationships
| Field | Type | References | Req |
|---|---|---|---|
holidays |
Table | Holiday |
Incoterm
Defines an Incoterm code, title, and description for reuse on trade transactions.
Naming: field code · 3 fields · 10 inbound refs
Key fields
| Field | Type | Req | Label |
|---|---|---|---|
code |
Data | yes | Code |
title |
Data | yes | Title |
Relationships
No outgoing relationships.
Item Group
Classifies Items in a hierarchy and supplies group-level defaults for stock and accounting.
Naming: field item_group_name · 13 fields · 28 inbound refs · tree / nested set
Key fields
| Field | Type | Req | Label |
|---|---|---|---|
item_group_name |
Data | yes | Item Group Name |
is_group |
Check | Is Group |
Relationships
| Field | Type | References | Req |
|---|---|---|---|
old_parent |
Link | Item Group | |
parent_item_group |
Link | Item Group | |
item_group_defaults |
Table | Item Default | |
taxes |
Table | Item Tax |
Party Type
Maps a party DocType to its receivable or payable account role for accounting processes.
Naming: field party_type · 2 fields · 1 inbound ref
Key fields
| Field | Type | Req | Label |
|---|---|---|---|
account_type |
Select | yes | Account Type |
Relationships
| Field | Type | References | Req |
|---|---|---|---|
party_type |
Link | DocType (fw) | yes |
Quotation Lost Reason
Defines a reusable reason for marking a Quotation as lost.
Naming: field order_lost_reason · 1 fields · 1 inbound ref
Key fields
| Field | Type | Req | Label |
|---|---|---|---|
order_lost_reason |
Data | yes | Quotation Lost Reason |
Relationships
No outgoing relationships.
Sales Partner
Represents an external person or organization that brings sales in return for commission.
Naming: field partner_name · 25 fields · 9 inbound refs
Key fields
| Field | Type | Req | Label |
|---|---|---|---|
partner_name |
Data | yes | Sales Partner Name |
commission_rate |
Float | yes | Commission Rate |
Relationships
| Field | Type | References | Req |
|---|---|---|---|
partner_type |
Link | Sales Partner Type | |
territory |
Link | Territory | yes |
targets |
Table | Target Detail |
Sales Person
Represents a salesperson or sales team node used to allocate transactions and measure targets.
Naming: field sales_person_name · 14 fields · 7 inbound refs · tree / nested set
Key fields
| Field | Type | Req | Label |
|---|---|---|---|
sales_person_name |
Data | yes | Sales Person Name |
is_group |
Check | yes | Is Group |
Relationships
| Field | Type | References | Req |
|---|---|---|---|
department |
Link | Department | |
employee |
Link | Employee | |
parent_sales_person |
Link | Sales Person | |
targets |
Table | Target Detail |
Supplier Group
Groups similar Suppliers in a hierarchy for defaults, controls, and reporting.
Naming: field supplier_group_name · 10 fields · 9 inbound refs · tree / nested set
Key fields
| Field | Type | Req | Label |
|---|---|---|---|
supplier_group_name |
Data | yes | Supplier Group Name |
is_group |
Check | Is Group |
Relationships
| Field | Type | References | Req |
|---|---|---|---|
old_parent |
Link | Supplier Group | |
parent_supplier_group |
Link | Supplier Group | |
payment_terms |
Link | Payment Terms Template | |
accounts |
Table | Party Account |
Terms and Conditions
Stores reusable commercial terms that can be inserted into sales and purchase documents.
Naming: field title · 10 fields · 16 inbound refs
Key fields
| Field | Type | Req | Label |
|---|---|---|---|
title |
Data | yes | Title |
disabled |
Check | Disabled | |
selling |
Check | Selling | |
buying |
Check | Buying |
Relationships
No outgoing relationships.
Territory
Classifies customers and sales activity by geographic or commercial region in a hierarchy.
Naming: field territory_name · 10 fields · 20 inbound refs · tree / nested set
Key fields
| Field | Type | Req | Label |
|---|---|---|---|
territory_name |
Data | yes | Territory Name |
is_group |
Check | Is Group |
Relationships
| Field | Type | References | Req |
|---|---|---|---|
old_parent |
Link | Territory | |
parent_territory |
Link | Territory | |
territory_manager |
Link | Sales Person | |
targets |
Table | Target Detail |
UOM
Defines a unit used to measure an Item’s quantity.
Naming: field uom_name · 8 fields · 108 inbound refs
Key fields
| Field | Type | Req | Label |
|---|---|---|---|
uom_name |
Data | yes | UOM Name |
Relationships
| Field | Type | References | Req |
|---|---|---|---|
category |
Link | UOM Category |
UOM Conversion Factor
Stores the conversion value between two units in the same UOM category.
Naming: MAT-UOM-CNV-.##### · 5 fields · 0 inbound refs
Key fields
| Field | Type | Req | Label |
|---|---|---|---|
value |
Float | yes | Value |
Relationships
| Field | Type | References | Req |
|---|---|---|---|
category |
Link | UOM Category | yes |
from_uom |
Link | UOM | yes |
to_uom |
Link | UOM | yes |
Vehicle
Represents a fleet vehicle and stores its registration, ownership, capacity, and service details.
Naming: field license_plate · 28 fields · 2 inbound refs
Key fields
| Field | Type | Req | Label |
|---|---|---|---|
license_plate |
Data | yes | License Plate |
make |
Data | yes | Make |
model |
Data | yes | Model |
last_odometer |
Int | yes | Odometer Value (Last) |
vehicle_value |
Currency | Vehicle Value | |
fuel_type |
Select | yes | Fuel Type |
Relationships