Transactions

Stock transactions — 15 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.

15 entities in Stock.

Delivery Note

Records Items delivered from a company Warehouse to a Customer and posts the related stock movement.

Transaction Submittable

Naming: Naming Series · 164 fields · 9 inbound refs

Key fields

Field	Type	Req	Label
`naming_series`	Select	yes	Series
`customer_name`	Data		Customer Name
`posting_date`	Date	yes	Date
`posting_time`	Time	yes	Posting Time
`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
`per_billed`	Percent		% Amount Billed
`status`	Select	yes	Status
`per_returned`	Percent		% Returned
`title`	Data		Title

Relationships

Field	Type	References	Req
`amended_from`	Link	Delivery Note
`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
`currency`	Link	Currency (fw)	yes
`customer`	Link	Customer	yes
`customer_address`	Link	Address (fw)
`customer_group`	Link	Customer Group
`delivery_trip`	Link	Delivery Trip
`dispatch_address_name`	Link	Address (fw)
`driver`	Link	Driver
`incoterm`	Link	Incoterm
`inter_company_reference`	Link	Purchase Receipt
`language`	Link	Language (fw)
`letter_head`	Link	Letter Head (fw)
`price_list_currency`	Link	Currency (fw)	yes
`project`	Link	Project
`represents_company`	Link	Company
`return_against`	Link	Delivery Note
`sales_partner`	Link	Sales Partner
`select_print_heading`	Link	Print Heading (fw)
`selling_price_list`	Link	Price List	yes
`set_target_warehouse`	Link	Warehouse
`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
`transporter`	Link	Supplier
`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	Delivery Note Item	yes
`packed_items`	Table	Packed Item
`pricing_rules`	Table	Pricing Rule Detail
`sales_team`	Table	Sales Team
`taxes`	Table	Sales Taxes and Charges

Delivery Trip

Plans multiple Customer delivery stops for one vehicle and driver.

Transaction Submittable

Naming: Naming Series · 23 fields · 2 inbound refs

Key fields

Field	Type	Req	Label
`naming_series`	Select		Series
`driver_name`	Data		Driver Name
`departure_time`	Datetime	yes	Departure Time
`status`	Select		Status

Relationships

Field	Type	References	Req
`amended_from`	Link	Delivery Trip
`company`	Link	Company	yes
`driver`	Link	Driver
`driver_address`	Link	Address (fw)
`employee`	Link	Employee
`uom`	Link	UOM
`vehicle`	Link	Vehicle	yes
`delivery_stops`	Table	Delivery Stop	yes

Landed Cost Voucher

Allocates additional purchasing costs, such as freight or customs charges, across received items and updates their valuation.

Transaction Submittable

Naming: Naming Series · 20 fields · 1 inbound ref

Key fields

Field	Type	Req	Label
`naming_series`	Select	yes	Series
`total_taxes_and_charges`	Currency	yes	Total Landed Cost (Company Currency)
`distribute_charges_based_on`	Select	yes	Distribute Charges Based On
`posting_date`	Date	yes	Posting Date

Relationships

Field	Type	References	Req
`amended_from`	Link	Landed Cost Voucher
`company`	Link	Company	yes
`items`	Table	Landed Cost Item	yes
`purchase_receipts`	Table	Landed Cost Purchase Receipt	yes
`taxes`	Table	Landed Cost Taxes and Charges	yes
`vendor_invoices`	Table	Landed Cost Vendor Invoice

Material Request

Records an internal demand to purchase, transfer, issue, manufacture, or obtain Items from a Customer.

Transaction Submittable

Naming: Naming Series · 40 fields · 16 inbound refs

Key fields

Field	Type	Req	Label
`naming_series`	Select	yes	Series
`title`	Data		Title
`material_request_type`	Select	yes	Purpose
`schedule_date`	Date		Required By
`transaction_date`	Date	yes	Transaction Date
`status`	Select		Status

Relationships

Field	Type	References	Req
`amended_from`	Link	Material Request
`buying_price_list`	Link	Price List
`company`	Link	Company	yes
`customer`	Link	Customer
`job_card`	Link	Job Card
`letter_head`	Link	Letter Head (fw)
`select_print_heading`	Link	Print Heading (fw)
`set_from_warehouse`	Link	Warehouse
`set_warehouse`	Link	Warehouse
`tc_name`	Link	Terms and Conditions
`work_order`	Link	Work Order
`items`	Table	Material Request Item	yes

Packing Slip

Describes the contents and weight of one package within a Delivery Note.

Transaction Submittable

Naming: Expression (old style) · 22 fields · 1 inbound ref

Key fields

Field	Type	Req	Label
`naming_series`	Select	yes	Series
`from_case_no`	Int	yes	From Package No.
`to_case_no`	Int		To Package No.

Relationships

Field	Type	References	Req
`amended_from`	Link	Packing Slip
`delivery_note`	Link	Delivery Note	yes
`gross_weight_uom`	Link	UOM
`letter_head`	Link	Letter Head (fw)
`net_weight_uom`	Link	UOM
`items`	Table	Packing Slip Item	yes

Pick List

Plans which Item quantities, Warehouses, batches, and serial numbers should be picked to fulfil source documents.

Transaction Submittable

Naming: Naming Series · 35 fields · 4 inbound refs

Key fields

Field	Type	Req	Label
`naming_series`	Select	yes	Series
`status`	Select	yes	Status

Relationships

Field	Type	References	Req
`amended_from`	Link	Pick List
`company`	Link	Company	yes
`customer`	Link	Customer
`material_request`	Link	Material Request
`parent_warehouse`	Link	Warehouse
`work_order`	Link	Work Order
`locations`	Table	Pick List Item

Purchase Receipt

Records Items accepted from a Supplier and posts their receipt into stock.

Transaction Submittable

Naming: Naming Series · 148 fields · 7 inbound refs

Key fields

Field	Type	Req	Label
`naming_series`	Select	yes	Series
`supplier_name`	Data		Supplier Name
`posting_date`	Date	yes	Date
`posting_time`	Time	yes	Posting Time
`conversion_rate`	Float	yes	Exchange Rate
`base_net_total`	Currency	yes	Net Total (Company Currency)
`grand_total`	Currency		Grand Total
`status`	Select	yes	Status
`per_billed`	Percent		% Amount Billed
`per_returned`	Percent		% Returned
`title`	Data		Title

Relationships

Field	Type	References	Req
`amended_from`	Link	Purchase Receipt
`auto_repeat`	Link	Auto Repeat (fw)
`billing_address`	Link	Address (fw)
`buying_price_list`	Link	Price List
`company`	Link	Company	yes
`contact_person`	Link	Contact (fw)
`cost_center`	Link	Cost Center
`currency`	Link	Currency (fw)	yes
`dispatch_address`	Link	Address (fw)
`incoterm`	Link	Incoterm
`inter_company_reference`	Link	Delivery Note
`letter_head`	Link	Letter Head (fw)
`price_list_currency`	Link	Currency (fw)
`project`	Link	Project
`rejected_warehouse`	Link	Warehouse
`represents_company`	Link	Company
`return_against`	Link	Purchase Receipt
`select_print_heading`	Link	Print Heading (fw)
`set_from_warehouse`	Link	Warehouse
`set_warehouse`	Link	Warehouse
`shipping_address`	Link	Address (fw)
`shipping_rule`	Link	Shipping Rule
`subcontracting_receipt`	Link	Subcontracting Receipt
`supplier`	Link	Supplier	yes
`supplier_address`	Link	Address (fw)
`supplier_warehouse`	Link	Warehouse
`tax_category`	Link	Tax Category
`taxes_and_charges`	Link	Purchase Taxes and Charges Template
`tc_name`	Link	Terms and Conditions
`item_wise_tax_details`	Table	Item Wise Tax Detail
`items`	Table	Purchase Receipt Item	yes
`pricing_rules`	Table	Pricing Rule Detail
`supplied_items`	Table	Purchase Receipt Item Supplied
`taxes`	Table	Purchase Taxes and Charges

Quality Inspection

Records inspection results for incoming, outgoing, or in-process items against defined quality parameters.

Transaction Submittable

Naming: Naming Series · 30 fields · 9 inbound refs

Key fields

Field	Type	Req	Label
`naming_series`	Select	yes	Series
`report_date`	Date	yes	Report Date
`inspection_type`	Select	yes	Inspection Type
`reference_type`	Select	yes	Reference Type
`sample_size`	Float	yes	Sample Size
`status`	Select	yes	Status

Relationships

Field	Type	References	Req
`amended_from`	Link	Quality Inspection
`batch_no`	Link	Batch
`bom_no`	Link	BOM
`company`	Link	Company
`inspected_by`	Link	User (fw)	yes
`item_code`	Link	Item	yes
`item_serial_no`	Link	Serial No
`letter_head`	Link	Letter Head (fw)
`quality_inspection_template`	Link	Quality Inspection Template
`readings`	Table	Quality Inspection Reading
`reference_name`	Dynamic Link	resolved via `reference_type`

Repost Item Valuation

Recalculates stock valuation and dependent accounting entries from a selected Item, Warehouse, or voucher after backdated or inconsistent stock activity.

Transaction Submittable

Naming: hash · 31 fields · 1 inbound ref

Key fields

Field	Type	Req	Label
`posting_date`	Date	yes	Posting Date
`status`	Select		Status
`based_on`	Select	yes	Based On

Relationships

Field	Type	References
`amended_from`	Link	Repost Item Valuation
`company`	Link	Company
`item_code`	Link	Item
`voucher_type`	Link	DocType (fw)
`warehouse`	Link	Warehouse
`voucher_no`	Dynamic Link	resolved via `voucher_type`

Serial and Batch Bundle

Groups the serial and batch allocations used by a stock transaction, while its child entries identify the individual serial numbers or batches.

Transaction Submittable

Naming: hash · 30 fields · 22 inbound refs

Key fields

Field	Type	Req	Label
`type_of_transaction`	Select	yes	Type of Transaction
`naming_series`	Select		Naming Series

Relationships

Field	Type	References	Req
`amended_from`	Link	Serial and Batch Bundle
`company`	Link	Company	yes
`item_code`	Link	Item	yes
`item_group`	Link	Item Group
`voucher_type`	Link	DocType (fw)	yes
`warehouse`	Link	Warehouse
`entries`	Table	Serial and Batch Entry	yes
`voucher_no`	Dynamic Link	resolved via `voucher_type`

Shipment

Tracks a carrier shipment and its parcels, delivery documents, addresses, and shipment status.

Transaction Submittable

Naming: Expression · 56 fields · 1 inbound ref

Key fields

Field	Type	Req	Label
`pickup`	Data		Pickup From
`delivery_to`	Data		Delivery To
`value_of_goods`	Currency	yes	Value of Goods
`pickup_date`	Date	yes	Pickup Date
`pickup_from`	Time	yes	Pickup from
`pickup_to`	Time	yes	Pickup to
`description_of_content`	Small Text	yes	Description of Content
`status`	Select		Status

Relationships

Field	Type	References	Req
`amended_from`	Link	Shipment
`delivery_address_name`	Link	Address (fw)	yes
`delivery_company`	Link	Company
`delivery_contact_name`	Link	Contact (fw)
`delivery_customer`	Link	Customer
`delivery_supplier`	Link	Supplier
`incoterm`	Link	Incoterm
`parcel_template`	Link	Shipment Parcel Template
`pickup_address_name`	Link	Address (fw)	yes
`pickup_company`	Link	Company
`pickup_contact_name`	Link	Contact (fw)
`pickup_contact_person`	Link	User (fw)
`pickup_customer`	Link	Customer
`pickup_supplier`	Link	Supplier
`shipment_delivery_note`	Table	Shipment Delivery Note
`shipment_parcel`	Table	Shipment Parcel

Stock Closing Entry

Generates consolidated Stock Closing Balance rows for a selected period so stock reports can start from a saved position.

Transaction Submittable

Naming: Naming Series · 7 fields · 2 inbound refs

Key fields

Field	Type	Req	Label
`naming_series`	Select		Naming Series
`status`	Select		Status

Relationships

Field	Type	References	Req
`amended_from`	Link	Stock Closing Entry
`company`	Link	Company

Stock Entry

Records an internal stock movement or transformation, such as receipt, issue, transfer, manufacture, or repack.

Transaction Submittable

Naming: Naming Series · 87 fields · 5 inbound refs

Key fields

Field	Type	Req	Label
`naming_series`	Select	yes	Series
`purpose`	Select		Purpose
`posting_date`	Date		Posting Date
`supplier_name`	Data		Supplier Name
`per_transferred`	Percent		Per Transferred
`is_return`	Check		Is Return

Relationships

Field	Type	References	Req
`amended_from`	Link	Stock Entry
`asset_repair`	Link	Asset Repair
`bom_no`	Link	BOM
`company`	Link	Company	yes
`cost_center`	Link	Cost Center
`credit_note`	Link	Journal Entry
`delivery_note_no`	Link	Delivery Note
`from_warehouse`	Link	Warehouse
`job_card`	Link	Job Card
`letter_head`	Link	Letter Head (fw)
`outgoing_stock_entry`	Link	Stock Entry
`pick_list`	Link	Pick List
`project`	Link	Project
`purchase_order`	Link	Purchase Order
`purchase_receipt_no`	Link	Purchase Receipt
`sales_invoice_no`	Link	Sales Invoice
`select_print_heading`	Link	Print Heading (fw)
`source_stock_entry`	Link	Stock Entry
`source_warehouse_address`	Link	Address (fw)
`stock_entry_type`	Link	Stock Entry Type	yes
`subcontracting_inward_order`	Link	Subcontracting Inward Order
`subcontracting_order`	Link	Subcontracting Order
`supplier`	Link	Supplier
`supplier_address`	Link	Address (fw)
`target_warehouse_address`	Link	Address (fw)
`to_warehouse`	Link	Warehouse
`work_order`	Link	Work Order
`additional_costs`	Table	Landed Cost Taxes and Charges
`items`	Table	Stock Entry Detail	yes

Stock Reconciliation

Adjusts system stock quantity and valuation to match a physical count or another verified balance.

Transaction Submittable

Naming: Naming Series · 24 fields · 1 inbound ref

Key fields

Field	Type	Req	Label
`naming_series`	Select	yes	Series
`purpose`	Select	yes	Purpose
`posting_date`	Date	yes	Posting Date
`posting_time`	Time	yes	Posting Time

Relationships

Field	Type	References	Req
`amended_from`	Link	Stock Reconciliation
`company`	Link	Company	yes
`cost_center`	Link	Cost Center
`expense_account`	Link	Account
`set_warehouse`	Link	Warehouse
`items`	Table	Stock Reconciliation Item	yes

Stock Reservation Entry

Reserves available stock for a source document and tracks how much of that reservation is used, delivered, or released.

Transaction Submittable

Naming: Expression · 34 fields · 1 inbound ref

Key fields

Field	Type	Req	Label
`reserved_qty`	Float		Reserved Qty
`status`	Select		Status

Relationships

Field	Type	References
`amended_from`	Link	Stock Reservation Entry
`company`	Link	Company
`item_code`	Link	Item
`project`	Link	Project
`stock_uom`	Link	UOM
`warehouse`	Link	Warehouse
`sb_entries`	Table	Serial and Batch Entry
`from_voucher_no`	Dynamic Link	resolved via `from_voucher_type`
`voucher_no`	Dynamic Link	resolved via `voucher_type`