Transactions

Buying transactions — 4 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.

4 entities in Buying.

Purchase Order

Commits the company to buy specified Items or services from a Supplier under agreed quantities, dates, prices, and terms.

Transaction Submittable

Naming: Naming Series · 157 fields · 12 inbound refs

Key fields

Field	Type	Req	Label
`naming_series`	Select	yes	Series
`supplier_name`	Data		Supplier Name
`transaction_date`	Date	yes	Date
`schedule_date`	Date		Required By
`customer_name`	Data		Customer Name
`conversion_rate`	Float	yes	Exchange Rate
`grand_total`	Currency		Grand Total
`status`	Select	yes	Status
`per_received`	Percent		% Received
`per_billed`	Percent		% Billed
`title`	Data		Title

Relationships

Field	Type	References	Req
`amended_from`	Link	Purchase Order
`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
`customer`	Link	Customer
`customer_contact_person`	Link	Contact (fw)
`dispatch_address`	Link	Address (fw)
`incoterm`	Link	Incoterm
`inter_company_order_reference`	Link	Sales Order
`letter_head`	Link	Letter Head (fw)
`mps`	Link	Master Production Schedule
`party_account_currency`	Link	Currency (fw)
`payment_terms_template`	Link	Payment Terms Template
`price_list_currency`	Link	Currency (fw)
`project`	Link	Project
`ref_sq`	Link	Supplier Quotation
`represents_company`	Link	Company
`select_print_heading`	Link	Print Heading (fw)
`set_from_warehouse`	Link	Warehouse
`set_reserve_warehouse`	Link	Warehouse
`set_warehouse`	Link	Warehouse
`shipping_address`	Link	Address (fw)
`shipping_rule`	Link	Shipping Rule
`supplier`	Link	Supplier	yes
`supplier_address`	Link	Address (fw)
`supplier_group`	Link	Supplier Group
`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 Order Item	yes
`payment_schedule`	Table	Payment Schedule
`pricing_rules`	Table	Pricing Rule Detail
`supplied_items`	Table	Purchase Order Item Supplied
`taxes`	Table	Purchase Taxes and Charges

Requests prices and terms for specified Items from one or more Suppliers.

Transaction Submittable

Naming: Naming Series · 42 fields · 2 inbound refs

Key fields

Field	Type	Req	Label
`naming_series`	Select	yes	Series
`transaction_date`	Date	yes	Date
`status`	Select	yes	Status
`schedule_date`	Date		Required Date
`subject`	Data	yes	Subject
`title`	Data		Title

Relationships

Field	Type	References	Req
`amended_from`	Link	Request for Quotation
`billing_address`	Link	Address (fw)
`company`	Link	Company	yes
`email_template`	Link	Email Template (fw)
`incoterm`	Link	Incoterm
`letter_head`	Link	Letter Head (fw)
`opportunity`	Link	Opportunity
`select_print_heading`	Link	Print Heading (fw)
`shipping_address`	Link	Address (fw)
`tc_name`	Link	Terms and Conditions
`vendor`	Link	Supplier
`items`	Table	Request for Quotation Item	yes
`suppliers`	Table	Request for Quotation Supplier	yes

Records a Supplier’s offered Items, prices, validity, and terms in response to a purchasing request.

Transaction Submittable

Naming: Naming Series · 111 fields · 4 inbound refs

Key fields

Field	Type	Req	Label
`title`	Data		Title
`naming_series`	Select	yes	Series
`supplier_name`	Data		Supplier Name
`transaction_date`	Date	yes	Date
`conversion_rate`	Float	yes	Exchange Rate
`grand_total`	Currency		Grand Total
`status`	Select	yes	Status
`valid_till`	Date		Valid Till

Relationships

Field	Type	References	Req
`amended_from`	Link	Supplier Quotation
`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
`incoterm`	Link	Incoterm
`letter_head`	Link	Letter Head (fw)
`opportunity`	Link	Opportunity
`price_list_currency`	Link	Currency (fw)
`project`	Link	Project
`select_print_heading`	Link	Print Heading (fw)
`shipping_address`	Link	Address (fw)
`shipping_rule`	Link	Shipping Rule
`supplier`	Link	Supplier	yes
`supplier_address`	Link	Address (fw)
`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	Supplier Quotation Item	yes
`pricing_rules`	Table	Pricing Rule Detail
`taxes`	Table	Purchase Taxes and Charges

Captures a supplier’s calculated score for a defined date range using a selected Supplier Scorecard setup.

Transaction Submittable

Naming: Naming Series · 12 fields · 1 inbound ref

Key fields

Field	Type	Req	Label
`naming_series`	Select	yes	Naming Series
`total_score`	Percent		Period Score
`start_date`	Date	yes	Start Date
`end_date`	Date	yes	End Date

Relationships

Field	Type	References	Req
`amended_from`	Link	Supplier Scorecard Period
`scorecard`	Link	Supplier Scorecard	yes
`supplier`	Link	Supplier	yes
`criteria`	Table	Supplier Scorecard Scoring Criteria	yes
`variables`	Table	Supplier Scorecard Scoring Variable