Purchase Order
Overview
Purchase Order – Business Overview
What the Purchase Order is used for
The Purchase Order is a formal business document used to request goods or services from a supplier. It clearly communicates what the business intends to buy, in what quantity, at what price, and under which terms. Once issued, the Purchase Order serves as an official commitment between the company and the supplier and becomes the foundation for receiving goods, processing supplier invoices, and managing payments.
In day-to-day operations, the Purchase Order helps businesses control spending, plan inventory, and maintain transparency in procurement activities.
Prerequisites and setup before using Purchase Order
Before using the Purchase Order, the following business elements should be in place:
- Suppliers with agreed commercial terms such as pricing, payment terms, and delivery expectations
- Items or services defined with clear descriptions, units of measure, and preferred suppliers
- Warehouses or delivery locations where goods will be received
- Approval rules for purchasing, especially for high-value or strategic purchases
- Budget awareness to ensure purchases align with approved spending limits
These prerequisites ensure that Purchase Orders are accurate, compliant, and aligned with company policies.
Typical workflow and business process fit
The Purchase Order typically follows this business flow:
Purchase need identified
A department identifies the need for goods or services, often based on stock levels, operational requirements, or project demands.Purchase Order created
The purchasing team prepares the Purchase Order, specifying supplier details, items or services, quantities, prices, taxes, delivery dates, and terms.Review and approval
The Purchase Order may require approval from managers or finance, depending on company policy.Order sent to supplier
Once approved, the Purchase Order is shared with the supplier as an official request.Goods or services received
The supplier delivers according to the Purchase Order, and the business verifies the delivery against it.Invoice matching and payment
Supplier invoices are checked against the Purchase Order before payment, ensuring accuracy and preventing overbilling.
Through this workflow, the Purchase Order acts as the central reference document for procurement activities.
Key business scenarios where Purchase Order is essential
The Purchase Order is especially important in the following situations:
- Inventory replenishment, to maintain optimal stock levels
- Large or high-value purchases, where formal approval and documentation are required
- Recurring supplier engagements, ensuring consistent pricing and terms
- Project-based purchasing, where costs must be tracked against budgets
- Audit and compliance needs, providing clear proof of authorized spending
In these scenarios, the Purchase Order helps reduce risk, improve supplier relationships, and maintain financial control.
Important considerations for users
When working with a Purchase Order, users should keep in mind:
- Ensure all details are accurate before approval, as changes later can cause delays
- Use clear item descriptions to avoid misunderstandings with suppliers
- Confirm delivery dates and locations to support operational planning
- Monitor open Purchase Orders to avoid over-ordering or missed deliveries
- Treat the Purchase Order as a legally and financially significant document
Used correctly, the Purchase Order strengthens procurement discipline, improves supplier coordination, and supports efficient, well-governed purchasing operations within Dafater.
Basic Information
- Module: Buying
- Document Type: Document
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| title | Title | Data | ✓ | - | Short descriptive title for this purchase order in Dafater |
| naming_series | Series | Select | ✓ | PUR-ORD-.YYYY.- | Defines automatic numbering pattern for purchase orders in Dafater |
| supplier | Supplier | Link | ✓ | Supplier | Supplier from whom goods or services are purchased |
| supplier_name | Supplier Name | Data | - | Supplier’s registered name for display and printing | |
| orderconfirmationno | Order Confirmation No | Data | - | Supplier-provided confirmation reference number | |
| orderconfirmationdate | Order Confirmation Date | Date | - | Date supplier confirmed the purchase order | |
| getitemsfromopenmaterial_requests | Get Items from Open Material Requests | Button | - | Fetch pending requested items into this purchase order | |
| transaction_date | Date | Date | ✓ | - | Official purchase order creation date |
| schedule_date | Required By | Date | - | Date by which items are required | |
| company | Company | Link | ✓ | Company | Company placing the purchase order in Dafater |
| apply_tds | Apply Tax Withholding Amount | Check | - | Apply applicable tax withholding on this purchase order | |
| taxwithholdingcategory | Tax Withholding Category | Link | Tax Withholding Category | Defines tax withholding rules applicable to supplier | |
| is_subcontracted | Is Subcontracted | Check | - | Indicates purchase order involves subcontracted services | |
| hasunitprice_items | Has Unit Price Items | Check | - | Marks items priced per unit basis | |
| supplier_warehouse | Supplier Warehouse | Link | Warehouse | Supplier warehouse from which goods will be supplied | |
| amended_from | Amended From | Link | Purchase Order | Reference to original purchase order being amended | |
| cost_center | Cost Center | Link | Cost Center | Cost center to track purchase expenses | |
| project | Project | Link | Project | Project against which this purchase is booked | |
| currency | Currency | Link | ✓ | Currency | Transaction currency for this purchase order |
| conversion_rate | Exchange Rate | Float | ✓ | - | Exchange rate to company currency |
| buyingpricelist | Price List | Link | Price List | Price list used to fetch item purchase rates | |
| pricelistcurrency | Price List Currency | Link | Currency | Currency of the selected price list | |
| plcconversionrate | Price List Exchange Rate | Float | - | Exchange rate for price list currency | |
| ignorepricingrule | Ignore Pricing Rule | Check | - | Ignore automatic pricing rules during rate calculation | |
| scan_barcode | Scan Barcode | Data | Barcode | Scan item barcode to add items quickly | |
| setfromwarehouse | Set From Warehouse | Link | Warehouse | Default source warehouse for all items | |
| set_warehouse | Set Target Warehouse | Link | Warehouse | Default target warehouse for received items | |
| items | Items | Table | ✓ | Purchase Order Item | List of items included in this purchase order |
| total_qty | Total Quantity | Float | - | Sum of quantities for all ordered items | |
| totalnetweight | Total Net Weight | Float | - | Total net weight of all items | |
| base_total | Total (Company Currency) | Currency | Company:company:default_currency | Total amount in company base currency | |
| basenettotal | Net Total (Company Currency) | Currency | Company:company:default_currency | Net total before taxes in company currency | |
| total | Total | Currency | currency | Total amount in transaction currency | |
| net_total | Net Total | Currency | currency | Net amount before taxes and charges | |
| taxwithholdingnet_total | Tax Withholding Net Total | Currency | currency | Net total after applying tax withholding | |
| basetaxwithholdingnettotal | Base Tax Withholding Net Total | Currency | Company:company:default_currency | Tax withholding net total in company currency | |
| pricing_rules | Purchase Order Pricing Rule | Table | Pricing Rule Detail | Pricing rules applied to this purchase order | |
| setreservewarehouse | Set Reserve Warehouse | Link | Warehouse | Warehouse reserved for future stock allocation | |
| supplied_items | Supplied Items | Table | Purchase Order Item Supplied | Items supplied by company for subcontracting | |
| tax_category | Tax Category | Link | Tax Category | Tax category applicable to this purchase | |
| taxesandcharges | Purchase Taxes and Charges Template | Link | Purchase Taxes and Charges Template | Template defining applicable purchase taxes and charges | |
| shipping_rule | Shipping Rule | Link | Shipping Rule | Rule defining freight and shipping charges | |
| incoterm | Incoterm | Link | Incoterm | International commercial terms agreed with supplier | |
| named_place | Named Place | Data | - | Specified location as per selected Incoterm | |
| taxes | Purchase Taxes and Charges | Table | Purchase Taxes and Charges | Detailed breakup of applied taxes and charges | |
| basetaxesandchargesadded | Taxes and Charges Added (Company Currency) | Currency | Company:company:default_currency | Added taxes and charges in company currency | |
| basetaxesandchargesdeducted | Taxes and Charges Deducted (Company Currency) | Currency | Company:company:default_currency | Deducted taxes and charges in company currency | |
| basetotaltaxesandcharges | Total Taxes and Charges (Company Currency) | Currency | Company:company:default_currency | Net taxes and charges in company currency | |
| taxesandcharges_added | Taxes and Charges Added | Currency | currency | Added taxes and charges in transaction currency | |
| taxesandcharges_deducted | Taxes and Charges Deducted | Currency | currency | Deducted taxes and charges in transaction currency | |
| totaltaxesand_charges | Total Taxes and Charges | Currency | currency | Net total of all taxes and charges | |
| basegrandtotal | Grand Total (Company Currency) | Currency | Company:company:default_currency | Final payable amount in company currency | |
| baseroundingadjustment | Rounding Adjustment (Company Currency) | Currency | Company:company:default_currency | Rounding difference in company currency | |
| baseinwords | In Words (Company Currency) | Data | - | Grand total amount written in words | |
| baseroundedtotal | Rounded Total (Company Currency) | Currency | Company:company:default_currency | Rounded payable amount in company currency | |
| grand_total | Grand Total | Currency | currency | Final payable amount in transaction currency | |
| rounding_adjustment | Rounding Adjustment | Currency | currency | Rounding difference in transaction currency | |
| rounded_total | Rounded Total | Currency | currency | Rounded final payable amount | |
| disableroundedtotal | Disable Rounded Total | Check | - | Disable rounding of final payable amount | |
| in_words | In Words | Data | - | Grand total amount written in words | |
| advance_paid | Advance Paid | Currency | partyaccountcurrency | Advance amount already paid to supplier | |
| applydiscounton | Apply Additional Discount On | Select | , Grand Total, Net Total | Basis on which additional discount is applied | |
| basediscountamount | Additional Discount Amount (Company Currency) | Currency | Company:company:default_currency | Additional discount amount in company currency | |
| additionaldiscountpercentage | Additional Discount Percentage | Float | - | Percentage discount applied on selected total | |
| discount_amount | Additional Discount Amount | Currency | currency | Additional discount amount in transaction currency | |
| otherchargescalculation | Taxes and Charges Calculation | Text Editor | - | System-calculated explanation of taxes and charges | |
| supplier_address | Supplier Address | Link | Address | Supplier’s official address for this order | |
| address_display | Supplier Address Details | Small Text | - | Formatted supplier address for display | |
| contact_person | Supplier Contact | Link | Contact | Primary supplier contact for this order | |
| contact_display | Contact Name | Small Text | - | Supplier contact name for reference | |
| contact_mobile | Contact Mobile No | Small Text | Phone | Supplier contact mobile number | |
| contact_email | Contact Email | Small Text | Supplier contact email address | ||
| dispatch_address | Dispatch Address | Link | Address | Address from where goods will be dispatched | |
| dispatchaddressdisplay | Dispatch Address Details | Text Editor | - | Formatted dispatch address for printing | |
| shipping_address | Shipping Address | Link | Address | Delivery address for purchased goods | |
| shippingaddressdisplay | Shipping Address Details | Small Text | - | Formatted shipping address for documents | |
| billing_address | Company Billing Address | Link | Address | Company billing address for this purchase | |
| billingaddressdisplay | Billing Address Details | Small Text | - | Formatted billing address for display | |
| customer | Customer | Link | Customer | Customer linked for drop shipment or reference | |
| customer_name | Customer Name | Data | - | Customer name linked to this purchase | |
| customercontactperson | Customer Contact | Link | Contact | Customer contact person reference | |
| customercontactdisplay | Customer Contact | Small Text | - | Customer contact name for display | |
| customercontactmobile | Customer Mobile No | Small Text | Phone | Customer contact mobile number | |
| customercontactemail | Customer Contact Email | Code | Customer contact email address | ||
| paymenttermstemplate | Payment Terms Template | Link | Payment Terms Template | Defines payment terms agreed with supplier | |
| payment_schedule | Payment Schedule | Table | Payment Schedule | Planned payment milestones and due dates | |
| tc_name | Terms | Link | Terms and Conditions | Standard terms and conditions template | |
| terms | Terms and Conditions | Text Editor | - | Detailed terms and conditions text | |
| status | Status | Select | ✓ | , Draft, On Hold, To Receive and Bill, To Bill,... | Current processing status in Dafater workflow |
| per_billed | % Billed | Percent | - | Percentage of order value already billed | |
| per_received | % Received | Percent | - | Percentage of ordered quantity already received | |
| letter_head | Letter Head | Link | Letter Head | Letterhead used for printing purchase order | |
| groupsameitems | Group same items | Check | - | Group identical items into single lines | |
| selectprintheading | Print Heading | Link | Print Heading | Custom heading shown on printed document | |
| language | Print Language | Data | - | Language used for printed purchase order | |
| from_date | From Date | Date | - | Start date for validity or reporting | |
| to_date | To Date | Date | - | End date for validity or reporting | |
| auto_repeat | Auto Repeat | Link | Auto Repeat | Auto-repeat configuration for recurring purchase orders | |
| updateautorepeat_reference | Update Auto Repeat Reference | Button | - | Refresh auto-repeat linkage for this order | |
| isinternalsupplier | Is Internal Supplier | Check | - | Marks supplier as internal company entity | |
| represents_company | Represents Company | Link | Company | Company represented by internal supplier | |
| ref_sq | Supplier Quotation | Link | Supplier Quotation | Linked supplier quotation reference | |
| partyaccountcurrency | Party Account Currency | Link | Currency | Currency of supplier’s accounting ledger | |
| intercompanyorder_reference | Inter Company Order Reference | Link | Sales Order | Related inter-company sales order reference | |
| isoldsubcontracting_flow | Is Old Subcontracting Flow | Check | - | Indicates usage of legacy subcontracting process |
Child Tables
Items (Purchase Order Item)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| fg_item | Finished Good | Link | Item | Finished good produced or referenced for this purchase item | |
| fgitemqty | Finished Good Qty | Float | - | Quantity of finished goods linked to this purchase | |
| item_code | Item Code | Link | ✓ | Item | Unique Dafater item identifier being purchased |
| supplierpartno | Supplier Part Number | Data | - | Supplier’s reference number for the purchased item | |
| item_name | Item Name | Data | ✓ | - | Descriptive name of the purchased item |
| brand | Brand | Link | Brand | Brand associated with the purchased item | |
| product_bundle | Product Bundle | Link | Product Bundle | Bundle configuration if item is part of a product bundle | |
| schedule_date | Required By | Date | ✓ | - | Date by which item is required |
| expecteddeliverydate | Expected Delivery Date | Date | - | Supplier’s expected delivery date for the item | |
| item_group | Item Group | Link | Item Group | Item classification for reporting and controls | |
| description | Description | Text Editor | - | Detailed description of item specifications or requirements | |
| image | Image | Attach | - | Attached image for visual item reference | |
| image_view | Image View | Image | image | Displays attached item image | |
| qty | Quantity | Float | ✓ | - | Ordered quantity of the item |
| stock_uom | Stock UOM | Link | ✓ | UOM | Stock keeping unit of measure |
| subcontracted_quantity | Subcontracted Quantity | Float | - | Quantity sent for subcontracting operations | |
| uom | UOM | Link | ✓ | UOM | Unit of measure used for purchasing |
| conversion_factor | UOM Conversion Factor | Float | ✓ | - | Conversion factor between purchase and stock UOM |
| stock_qty | Qty in Stock UOM | Float | - | Quantity expressed in stock UOM | |
| pricelistrate | Price List Rate | Currency | currency | Item rate from selected price list | |
| lastpurchaserate | Last Purchase Rate | Currency | currency | Most recent purchase rate for the item | |
| basepricelist_rate | Price List Rate (Company Currency) | Currency | Company:company:default_currency | Price list rate in company currency | |
| margin_type | Margin Type | Select | , Percentage, Amount | Defines margin as percentage or fixed amount | |
| marginrateor_amount | Margin Rate or Amount | Float | - | Margin value applied on item rate | |
| ratewithmargin | Rate With Margin | Currency | currency | Item rate after applying margin | |
| discount_percentage | Discount on Price List Rate (%) | Percent | - | Discount percentage applied on price list rate | |
| discount_amount | Discount Amount | Currency | currency | Discount amount applied to this item | |
| distributeddiscountamount | Distributed Discount Amount | Currency | currency | Discount distributed proportionately to this item | |
| baseratewith_margin | Rate With Margin (Company Currency) | Currency | Company:company:default_currency | Rate with margin in company currency | |
| rate | Rate | Currency | currency | Final buying rate per unit | |
| amount | Amount | Currency | currency | Total amount before taxes for this item | |
| itemtaxtemplate | Item Tax Template | Link | Item Tax Template | Tax template applied specifically to this item | |
| base_rate | Rate (Company Currency) | Currency | ✓ | Company:company:default_currency | Item rate in company currency |
| base_amount | Amount (Company Currency) | Currency | ✓ | Company:company:default_currency | Item amount in company currency |
| pricing_rules | Pricing Rules | Small Text | - | Pricing rules applied by Dafater for this item | |
| stockuomrate | Rate of Stock UOM | Currency | currency | Item rate based on stock UOM | |
| isfreeitem | Is Free Item | Check | - | Indicates item is supplied free of charge | |
| apply_tds | Apply TDS | Check | - | Apply tax deduction at source on this item | |
| net_rate | Net Rate | Currency | currency | Rate after discounts and taxes adjustments | |
| net_amount | Net Amount | Currency | currency | Net total amount for this item | |
| basenetrate | Net Rate (Company Currency) | Currency | Company:company:default_currency | Net rate in company currency | |
| basenetamount | Net Amount (Company Currency) | Currency | Company:company:default_currency | Net amount in company currency | |
| from_warehouse | From Warehouse | Link | Warehouse | Source warehouse for internal stock transfer | |
| warehouse | Target Warehouse | Link | Warehouse | Target warehouse where item will be received | |
| actual_qty | Available Qty at Target Warehouse | Float | - | Available stock quantity at target warehouse | |
| companytotalstock | Available Qty at Company | Float | - | Total available stock across the company | |
| material_request | Material Request | Link | Material Request | Linked material request driving this purchase | |
| materialrequestitem | Material Request Item | Data | - | Specific material request item reference | |
| sales_order | Sales Order | Link | Sales Order | Sales order linked to this purchase item | |
| salesorderitem | Sales Order Item | Data | - | Sales order item reference | |
| salesorderpacked_item | Sales Order Packed Item | Data | - | Packed item reference from sales order | |
| supplier_quotation | Supplier Quotation | Link | Supplier Quotation | Supplier quotation used for this purchase | |
| supplierquotationitem | Supplier Quotation Item | Link | Supplier Quotation Item | Specific supplier quotation item reference | |
| deliveredbysupplier | To be Delivered to Customer | Check | - | Supplier delivers item directly to customer | |
| againstblanketorder | Against Blanket Order | Check | - | Indicates item ordered against a blanket order | |
| blanket_order | Blanket Order | Link | Blanket Order | Linked blanket order reference | |
| blanketorderrate | Blanket Order Rate | Currency | - | Rate agreed in the blanket order | |
| received_qty | Received Qty | Float | - | Quantity received from supplier | |
| returned_qty | Returned Qty | Float | - | Quantity returned to supplier | |
| billed_amt | Billed Amount | Currency | currency | Amount already billed for this item | |
| expense_account | Expense Account | Link | Account | Expense or asset account for item booking | |
| wipcompositeasset | WIP Composite Asset | Link | Asset | Work-in-progress asset linked to this item | |
| manufacturer | Manufacturer | Link | Manufacturer | Manufacturer of the purchased item | |
| manufacturerpartno | Manufacturer Part Number | Data | - | Manufacturer’s part number for the item | |
| bom | BOM | Link | BOM | Bill of Materials linked to this purchase | |
| includeexplodeditems | Include Exploded Items | Check | - | Include BOM exploded items in purchase | |
| weightperunit | Weight Per Unit | Float | - | Weight of a single unit | |
| total_weight | Total Weight | Float | - | Total weight based on ordered quantity | |
| weight_uom | Weight UOM | Link | UOM | Unit of measure for weight | |
| project | Project | Link | Project | Project associated with this purchase item | |
| cost_center | Cost Center | Link | Cost Center | Cost center charged for this purchase | |
| isfixedasset | Is Fixed Asset | Check | - | Marks item as a fixed asset | |
| itemtaxrate | Item Tax Rate | Code | - | Applicable tax rates for this item | |
| production_plan | Production Plan | Link | Production Plan | Linked production plan reference | |
| productionplanitem | Production Plan Item | Data | - | Production plan item reference | |
| productionplansubassemblyitem | Production Plan Sub Assembly Item | Data | - | Sub-assembly item linked to production plan | |
| page_break | Page Break | Check | - | Forces page break after this item in print |
Purchase Order Pricing Rule (Pricing Rule Detail)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| pricing_rule | Pricing Rule | Link | Pricing Rule | Linked Dafater pricing rule applied to this item. | |
| item_code | Item Code | Data | - | Item identifier for which the pricing rule is evaluated. | |
| margin_type | Margin Type | Data | - | Defines margin calculation method used by the pricing rule. | |
| rateordiscount | Rate or Discount | Data | - | Specifies rate or discount value applied by the rule. | |
| child_docname | Child Docname | Data | - | Stores Dafater child document reference for pricing application. | |
| rule_applied | Rule Applied | Check | - | Indicates whether the pricing rule was successfully applied. |
Supplied Items (Purchase Order Item Supplied)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| mainitemcode | Item Code | Link | Item | Finished item linked to supplied raw materials in Dafater purchase order | |
| rmitemcode | Raw Material Item Code | Link | Item | Raw material item supplied by customer for manufacturing | |
| stock_uom | Stock Uom | Link | UOM | Inventory unit of measure used for raw material tracking | |
| reserve_warehouse | Reserve Warehouse | Link | Warehouse | Warehouse where supplied raw materials are reserved in Dafater | |
| conversion_factor | Conversion Factor | Float | - | Multiplier to convert purchase unit into stock unit | |
| bomdetailno | BOM Detail No | Data | - | Reference number linking item to bill of materials detail | |
| reference_name | Reference Name | Data | - | Source document reference for supplied material entry | |
| rate | Rate | Currency | Company:company:default_currency | Valuation rate of supplied raw material for cost calculation | |
| amount | Amount | Currency | Company:company:default_currency | Total value of supplied raw material based on rate | |
| required_qty | Required Qty | Float | - | Quantity of raw material required for the purchase order | |
| supplied_qty | Supplied Qty | Float | - | Quantity of raw material supplied by the customer | |
| consumed_qty | Consumed Qty | Float | - | Quantity of supplied raw material consumed in production | |
| returned_qty | Returned Qty | Float | - | Quantity of unused raw material returned to customer | |
| totalsuppliedqty | Total Supplied Qty | Float | - | Cumulative quantity of raw material supplied for this item |
Purchase Taxes and Charges (Purchase Taxes and Charges)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| category | Consider Tax or Charge for | Select | ✓ | Valuation and Total, Valuation, Total | Defines whether tax or charge affects valuation, total, or both |
| adddeducttax | Add or Deduct | Select | ✓ | Add, Deduct | Specifies whether the tax amount is added or deducted |
| charge_type | Type | Select | ✓ | , Actual, On Net Total, On Previous Row Amount,... | Determines how the tax or charge is calculated |
| row_id | Reference Row # | Data | - | References another tax row for calculation dependency | |
| includedinprint_rate | Is this Tax included in Basic Rate? | Check | - | Indicates if tax is included in item basic rate | |
| includedinpaid_amount | Considered In Paid Amount | Check | - | Marks whether tax is considered in paid amount | |
| account_head | Account Head | Link | ✓ | Account | Ledger account used to record this tax or charge |
| description | Description | Small Text | ✓ | - | Additional details explaining the tax or charge |
| istaxwithholding_account | Is Tax Withholding Account | Check | - | Identifies if account is used for tax withholding | |
| rate | Tax Rate | Float | - | Percentage or rate used to calculate tax amount | |
| cost_center | Cost Center | Link | Cost Center | Cost center against which tax amount is booked | |
| account_currency | Account Currency | Link | Currency | Currency of the selected tax account | |
| tax_amount | Amount | Currency | currency | Calculated tax or charge amount in document currency | |
| taxamountafterdiscountamount | Tax Amount After Discount Amount | Currency | currency | Tax amount calculated after applying discounts | |
| total | Total | Currency | currency | Cumulative total including this tax or charge | |
| basetaxamount | Amount (Company Currency) | Currency | Company:company:default_currency | Tax amount converted to company base currency | |
| base_total | Total (Company Currency) | Currency | Company:company:default_currency | Cumulative total in company base currency | |
| basetaxamountafterdiscount_amount | Tax Amount After Discount Amount | Currency | Company:company:default_currency | Discounted tax amount in company base currency | |
| itemwisetax_detail | Item Wise Tax Detail | Code | - | System-generated breakdown of tax applied per item |
Payment Schedule (Payment Schedule)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| payment_term | Payment Term | Link | Payment Term | Dafater-defined payment term governing schedule conditions | |
| description | Description | Small Text | - | Additional notes explaining this payment schedule entry | |
| due_date | Due Date | Date | ✓ | - | Date when this scheduled payment becomes due |
| modeofpayment | Mode of Payment | Link | Mode of Payment | Preferred Dafater mode for collecting this scheduled payment | |
| invoice_portion | Invoice Portion | Percent | - | Percentage of total invoice allocated to this payment | |
| discount_type | Discount Type | Select | Percentage, Amount | Specifies whether discount is percentage-based or fixed amount | |
| discount_date | Discount Date | Date | - | Last date to avail applicable payment discount | |
| discount | Discount | Float | - | Discount value applicable to this scheduled payment | |
| payment_amount | Payment Amount | Currency | ✓ | currency | Scheduled amount to be paid for this payment term |
| outstanding | Outstanding | Currency | currency | Remaining unpaid amount for this scheduled payment | |
| paid_amount | Paid Amount | Currency | currency | Amount already received against this scheduled payment | |
| discounted_amount | Discounted Amount | Currency | - | Payment amount after applying eligible discount | |
| basepaymentamount | Payment Amount (Company Currency) | Currency | Company:company:default_currency | Scheduled payment amount converted to company base currency | |
| base_outstanding | Outstanding (Company Currency) | Currency | Company:company:default_currency | Outstanding balance in company base currency | |
| basepaidamount | Paid Amount (Company Currency) | Currency | Company:company:default_currency | Paid amount recorded in company base currency |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| Purchase User | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Stock User | ✓ | |||||
| Purchase Manager | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| Sales Order | Linked from | Selling |
| Stock Entry | Linked from | Stock |
| Subcontracting Order | Linked from | Subcontracting |
| Address | Links to | Contacts |
| Auto Repeat | Links to | Automation |
| Company | Links to | Setup |
| Contact | Links to | Contacts |
| Cost Center | Links to | Accounts |
| Currency | Links to | Geo |
| Customer | Links to | Selling |
| Incoterm | Links to | Setup |
| Letter Head | Links to | Printing |
| Payment Terms Template | Links to | Accounts |
| Price List | Links to | Stock |
| Print Heading | Links to | Setup |
| Project | Links to | Projects |
| Purchase Order | Links to | Buying |
| Purchase Taxes and Charges Template | Links to | Accounts |
| Sales Order | Links to | Selling |
| Shipping Rule | Links to | Accounts |
| Supplier | Links to | Buying |
| Supplier Quotation | Links to | Buying |
| Tax Category | Links to | Accounts |
| Tax Withholding Category | Links to | Accounts |
| Terms and Conditions | Links to | Setup |
| Warehouse | Links to | Stock |