Purchase Receipt

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Overview

Purchase Receipt – Business Overview

What the Purchase Receipt is used for

The Purchase Receipt is a core business document in Dafater that records the actual receipt of goods from a supplier. It confirms that items ordered have physically arrived at your warehouse or store and makes those items available for use, sale, or further processing.

In simple terms, the Purchase Receipt answers the business question:
“Have we actually received the goods we purchased?”

It is the official proof that inventory has been received, checked, and accepted.


Prerequisites before using the Purchase Receipt

Before creating a Purchase Receipt, the following business setup should already be in place:

These preparations ensure that receipts are accurate and aligned with purchasing and inventory policies.


Typical workflow and how it fits into business processes

The Purchase Receipt fits into the purchasing and inventory cycle as follows:

  1. Purchase Order is issued
    The business orders goods from a supplier.

  2. Goods arrive at the warehouse or store
    Physical delivery is made by the supplier.

  3. Goods are inspected
    Quantities, condition, and specifications are verified.

  4. Purchase Receipt is created

    • Confirms what was actually received
    • Records quantities and storage location
    • Updates available inventory in Dafater
  5. Next business steps

    • Goods become available for sale, production, or internal use
    • Supplier invoices can be matched against the Purchase Receipt
    • Any shortages or damages can be flagged immediately

This workflow ensures that inventory records reflect reality, not just what was ordered.


Key business scenarios where the Purchase Receipt is essential

The Purchase Receipt is critical in many day-to-day business situations, including:


Important considerations for users

When working with the Purchase Receipt, users should keep the following in mind:


Business value summary

The Purchase Receipt protects the business from inventory errors, payment disputes, and operational confusion. It creates a clear link between purchasing, inventory, and finance, ensuring that Dafater always reflects what the business truly owns and can use.

In short, it turns supplier deliveries into verified, usable inventory.

Basic Information

Fields

Field Name Label Type Required Options Description
title Title Data - Short descriptive title for this purchase receipt document
naming_series Series Select MAT-PRE-.YYYY.-, MAT-PR-RET-.YYYY.- Defines automatic numbering series for purchase receipts in Dafater
supplier Supplier Link Supplier Supplier from whom goods are received
supplier_name Supplier Name Data - Displays the supplier’s registered name
supplierdeliverynote Supplier Delivery Note Data - Supplier’s delivery note reference number
subcontracting_receipt Subcontracting Receipt Link Subcontracting Receipt Linked subcontracting receipt for received finished goods
posting_date Date Date - Date when stock and accounting entries are posted
posting_time Posting Time Time - Exact time of posting inventory and accounting entries
setpostingtime Edit Posting Date and Time Check - Allow manual editing of posting date and time
company Company Link Company Company under which the purchase receipt is recorded
applyputawayrule Apply Putaway Rule Check - Automatically apply warehouse putaway rules on receipt
is_return Is Return Check - Indicates this receipt is a return to supplier
return_against Return Against Purchase Receipt Link Purchase Receipt Original purchase receipt being returned
cost_center Cost Center Link Cost Center Cost center charged for this purchase receipt
project Project Link Project Associated project for tracking purchase consumption
currency Currency Link Currency Transaction currency for this purchase receipt
conversion_rate Exchange Rate Float - Exchange rate to company base 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 buying price list
plcconversionrate Price List Exchange Rate Float - Exchange rate from price list to company currency
ignorepricingrule Ignore Pricing Rule Check - Ignore automated pricing rules for this receipt
scan_barcode Scan Barcode Data Barcode Scan item barcode to quickly add items
set_warehouse Accepted Warehouse Link Warehouse Default warehouse where accepted items are stored
setfromwarehouse Set From Warehouse Link Warehouse Source warehouse for transferred or subcontracted items
rejected_warehouse Rejected Warehouse Link Warehouse Warehouse for storing rejected or damaged items
is_subcontracted Is Subcontracted Check - Indicates items are received from subcontracting process
supplier_warehouse Supplier Warehouse Link Warehouse Supplier warehouse used in subcontracting transactions
items Items Table Purchase Receipt Item List of items received from the supplier
total_qty Total Quantity Float - Total quantity of all received items
totalnetweight Total Net Weight Float - Combined net weight of all received 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 base currency
total Total Currency currency Total amount in transaction currency
net_total Net Total Currency currency Net total before taxes in transaction currency
taxwithholdingnet_total Tax Withholding Net Total Currency currency Net total amount subject to tax withholding
basetaxwithholdingnettotal Base Tax Withholding Net Total Currency - Tax withholding net total in company currency
tax_category Tax Category Link Tax Category Tax category applied for supplier taxation
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 shipping cost calculation
incoterm Incoterm Link Incoterm International commercial terms governing delivery
named_place Named Place Data - Specified place 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 in company base currency
basetaxesandchargesdeducted Taxes and Charges Deducted (Company Currency) Currency Company:company:default_currency Deducted taxes in company base currency
basetotaltaxesandcharges Total Taxes and Charges (Company Currency) Currency Company:company:default_currency Total taxes and charges in company currency
taxesandcharges_added Taxes and Charges Added Currency currency Added taxes in transaction currency
taxesandcharges_deducted Taxes and Charges Deducted Currency currency Deducted taxes in transaction currency
totaltaxesand_charges Total Taxes and Charges Currency currency Total taxes and charges in transaction currency
basegrandtotal Grand Total (Company Currency) Currency Company:company:default_currency Final payable amount in company base currency
baseroundingadjustment Rounding Adjustment (Company Currency) Currency Company:company:default_currency Rounding difference applied in company currency
baseroundedtotal Rounded Total (Company Currency) Currency Company:company:default_currency Rounded payable amount in company currency
baseinwords In Words (Company Currency) Data - Grand total amount written in words
grand_total Grand Total Currency currency Final payable amount in transaction currency
rounding_adjustment Rounding Adjustment Currency currency Rounding difference applied to total amount
rounded_total Rounded Total Currency currency Rounded payable amount in transaction currency
in_words In Words Data - Grand total amount written in words
disableroundedtotal Disable Rounded Total Check - Disable automatic rounding of the grand total
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 - Explanation of how taxes and charges are calculated
pricing_rules Pricing Rule Detail Table Pricing Rule Detail Details of pricing rules applied to items
getcurrentstock Get Current Stock Button getcurrentstock Fetch current stock levels for listed items
supplied_items Consumed Items Table Purchase Receipt Item Supplied Items consumed during subcontracting process
supplier_address Supplier Address Link Address Supplier’s official address for this transaction
address_display Address Small Text - Formatted display of the supplier address
contact_person Contact Person Link Contact Primary supplier contact person
contact_display Contact Small Text - Formatted display of contact details
contact_mobile Mobile No Small Text Phone Supplier contact mobile number
contact_email Contact Email Small Text Email Supplier contact email address
dispatch_address Dispatch Address Template Link Address Address template from where goods are dispatched
dispatchaddressdisplay Dispatch Address Text Editor - Formatted display of dispatch address
shipping_address Shipping Address Template Link Address Address template where goods are delivered
shippingaddressdisplay Shipping Address Small Text - Formatted display of shipping address
billing_address Billing Address Link Address Address used for billing and invoicing
billingaddressdisplay Billing Address Small Text - Formatted display of billing address
tc_name Terms Link Terms and Conditions Terms and conditions template applied
terms Terms and Conditions Text Editor - Detailed terms and conditions text
status Status Select , Draft, Partly Billed, To Bill, Completed, Ret... Current workflow status of the purchase receipt
per_billed % Amount Billed Percent - Percentage of receipt amount already billed
per_returned % Returned Percent - Percentage of items returned to supplier
auto_repeat Auto Repeat Link Auto Repeat Auto repeat settings for recurring purchase receipts
letter_head Letter Head Link Letter Head Letterhead used for printing this document
groupsameitems Group same items Check - Group identical items into single rows
selectprintheading Print Heading Link Print Heading Custom heading displayed on printed document
language Print Language Data - Language used for document printing
transporter_name Transporter Name Data - Name of the logistics or transport provider
lr_no Vehicle Number Data - Vehicle or lorry receipt number
lr_date Vehicle Date Date - Date associated with the vehicle or lorry receipt
instructions Instructions Small Text - Special handling or delivery instructions
isinternalsupplier Is Internal Supplier Check - Marks supplier as internal group company
represents_company Represents Company Link Company Company represented by the internal supplier
intercompanyreference Inter Company Reference Link Delivery Note Linked inter-company delivery or reference document
remarks Remarks Small Text - Additional comments or notes for this receipt
range Range Data - Statutory or regulatory range information
amended_from Amended From Link Purchase Receipt Original purchase receipt amended by this document
isoldsubcontracting_flow Is Old Subcontracting Flow Check - Indicates usage of legacy subcontracting process
other_details Other Details HTML
Other Details
Additional informational section for reference

Child Tables

Items (Purchase Receipt Item)

Field Name Label Type Required Options Description
barcode Barcode Data - Scannable code for quick item identification during receipt
hasitemscanned Has Item Scanned Check - Indicates whether item was scanned during receipt process
item_code Item Code Link Item Unique Dafater item identifier being received
product_bundle Product Bundle Link Product Bundle Linked product bundle received as a combined set
supplierpartno Supplier Part Number Data - Supplier-specific part number for received item
item_name Item Name Data - Item name displayed for business clarity
description Description Text Editor - Detailed business description of the received item
brand Brand Link Brand Brand associated with the received item
item_group Item Group Link Item Group Item category used for classification and reporting
image Image Attach - Attached image of the received item
image_view Image View Image image Preview of attached item image
received_qty Received Quantity Float - Total quantity physically received from supplier
qty Accepted Quantity Float - Quantity accepted after inspection
rejected_qty Rejected Quantity Float - Quantity rejected due to quality or mismatch
uom UOM Link UOM Unit of measure used for receiving item
stock_uom Stock UOM Link UOM Base stock unit maintained in Dafater inventory
conversion_factor Conversion Factor Float - Conversion rate between UOM and stock UOM
retain_sample Retain Sample Check - Marks whether sample quantity is retained
sample_quantity Sample Quantity Int - Quantity kept as quality or reference sample
receivedstockqty Received Qty in Stock UOM Float - Received quantity converted to stock UOM
stock_qty Accepted Qty in Stock UOM Float - Accepted quantity converted to stock UOM
returned_qty Returned Qty in Stock UOM Float - Quantity returned from stock in stock UOM
pricelistrate Price List Rate Currency currency Standard price from applicable price list
basepricelist_rate Price List Rate (Company Currency) Currency Company:company:default_currency Price list rate in company base 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 price list rate
ratewithmargin Rate With Margin Currency currency Item rate after applying margin
discount_percentage Discount on Price List Rate (%) Percent - Percentage discount applied on price list rate
discount_amount Discount Amount Currency currency Discount value deducted from item rate
distributeddiscountamount Distributed Discount Amount Currency currency Allocated discount amount for 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 purchase rate for the item
amount Amount Currency currency Total amount for accepted quantity
base_rate Rate (Company Currency) Currency Company:company:default_currency Final item rate in company currency
base_amount Amount (Company Currency) Currency Company:company:default_currency Total item amount in company currency
pricing_rules Pricing Rules Small Text - Pricing rules applied to calculate item rate
stockuomrate Rate of Stock UOM Currency currency Rate per unit of stock UOM
isfreeitem Is Free Item Check - Indicates item received free of cost
apply_tds Apply TDS Check - Specifies whether TDS applies on this item
net_rate Net Rate Currency currency Rate after discounts and adjustments
net_amount Net Amount Currency currency Net payable amount for the item
itemtaxtemplate Item Tax Template Link Item Tax Template Tax template applied specifically to this item
basenetrate Net Rate (Company Currency) Currency Company:company:default_currency Net item rate in company currency
basenetamount Net Amount (Company Currency) Currency Company:company:default_currency Net item amount in company currency
valuation_rate Valuation Rate Currency Company:company:default_currency Inventory valuation rate for received item
salesincomingrate Sales Incoming Rate Currency Company:company:default_currency Incoming rate used for sales valuation
itemtaxamount Item Tax Amount Included in Value Currency Company:company:default_currency Tax amount included in item valuation
rmsuppcost Raw Materials Supplied Cost Currency Company:company:default_currency Cost of raw materials supplied by company
landedcostvoucher_amount Landed Cost Voucher Amount Currency Company:company:default_currency Allocated landed cost applied to this item
amountdifferencewithpurchaseinvoice Amount Difference with Purchase Invoice Currency - Difference between receipt and invoice amounts
billed_amt Billed Amt Currency currency Amount already billed for this item
warehouse Accepted Warehouse Link Warehouse Warehouse where accepted items are stored
rejected_warehouse Rejected Warehouse Link Warehouse Warehouse where rejected items are stored
from_warehouse From Warehouse Link Warehouse Source warehouse for returned or transferred items
material_request Material Request Link Material Request Linked material request fulfilling this receipt
purchase_order Purchase Order Link Purchase Order Purchase order against which item is received
purchase_invoice Purchase Invoice Link Purchase Invoice Purchase invoice linked to this receipt item
allowzerovaluation_rate Allow Zero Valuation Rate Check - Allows item valuation rate to be zero
returnqtyfromrejectedwarehouse Return Qty from Rejected Warehouse Check - Returns rejected quantity from rejected warehouse
isfixedasset Is Fixed Asset Check - Marks item as a fixed asset
asset_location Asset Location Link Location Physical location of the received asset
asset_category Asset Category Link Asset Category Asset category for capitalization and depreciation
schedule_date Required By Date - Date by which item was required
quality_inspection Quality Inspection Link Quality Inspection Linked quality inspection record for this item
materialrequestitem Material Request Item Data - Reference to specific material request item
purchaseorderitem Purchase Order Item Data - Reference to specific purchase order item
purchaseinvoiceitem Purchase Invoice Item Data - Reference to specific purchase invoice item
purchasereceiptitem Purchase Receipt Item Data - Unique identifier for this receipt line
deliverynoteitem Delivery Note Item Data - Linked delivery note item reference
putaway_rule Putaway Rule Link Putaway Rule Rule defining warehouse putaway strategy
addserialbatch_bundle Add Serial / Batch No Button - Button to add serial or batch details
serialandbatch_bundle Serial and Batch Bundle Link Serial and Batch Bundle Linked serial and batch bundle record
useserialbatch_fields Use Serial No / Batch Fields Check - Enables serial and batch entry fields
addserialbatchforrejected_qty Add Serial / Batch No (Rejected Qty) Button - Add serial or batch for rejected quantity
rejectedserialandbatchbundle Rejected Serial and Batch Bundle Link Serial and Batch Bundle Serial and batch details for rejected items
serial_no Serial No Text - Serial numbers of accepted items
rejectedserialno Rejected Serial No Text - Serial numbers of rejected items
batch_no Batch No Link Batch Batch number associated with received item
includeexplodeditems Include Exploded Items Check - Includes exploded BOM items in receipt
bom BOM Link BOM Bill of Materials linked to the item
weightperunit Weight Per Unit Float - Weight of a single unit
total_weight Total Weight Float - Total weight of received quantity
weight_uom Weight UOM Link UOM Unit of measure for item weight
manufacturer Manufacturer Link Manufacturer Manufacturer of the received item
manufacturerpartno Manufacturer Part Number Data - Manufacturer-specific part number
expense_account Expense Account Link Account Expense account used for item posting
itemtaxrate Item Tax Rate Code - Applicable tax rates for this item
wipcompositeasset WIP Composite Asset Link Asset Linked work-in-progress composite asset
provisionalexpenseaccount Provisional Expense Account Link Account Temporary expense account used before finalization
project Project Link Project Project associated with this receipt item
cost_center Cost Center Link Cost Center Cost center for accounting allocation
page_break Page Break Check - Forces page break in printed document
sales_order Sales Order Link Sales Order Sales order linked to this receipt
salesorderitem Sales Order Item Data - Specific sales order item reference
subcontractingreceiptitem Subcontracting Receipt Item Data - Linked subcontracting receipt item reference

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 or charge is added or deducted
charge_type Type Select , Actual, On Net Total, On Previous Row Amount,... Determines how the tax or charge amount is calculated
row_id Reference Row # Data - Reference row number for dependent tax or charge calculation
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 amount is considered in payment totals
account_head Account Head Link Account Ledger account used to post this tax or charge
description Description Small Text - Additional explanation of the tax or charge purpose
istaxwithholding_account Is Tax Withholding Account Check - Identifies if this account is used for tax withholding
rate Tax Rate Float - Percentage rate applied for calculating the tax or charge
cost_center Cost Center Link Cost Center Cost center against which the tax or charge is booked
account_currency Account Currency Link Currency Currency of the selected tax or charge account
tax_amount Amount Currency currency Calculated tax or charge amount in transaction currency
taxamountafterdiscountamount Tax Amount After Discount Amount Currency currency Tax amount calculated after applying item discounts
total Total Currency currency Running total including this tax or charge
basetaxamount Amount (Company Currency) Currency Company:company:default_currency Tax or charge amount in company base currency
base_total Total (Company Currency) Currency Company:company:default_currency Total amount including tax 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

Pricing Rule Detail (Pricing Rule Detail)

Field Name Label Type Required Options Description
pricing_rule Pricing Rule Link Pricing Rule Linked Dafater pricing rule governing item pricing conditions
item_code Item Code Data - Item identifier to which Dafater pricing rule applies
margin_type Margin Type Data - Type of margin applied by Dafater pricing rule
rateordiscount Rate or Discount Data - Rate or discount value defined in Dafater pricing rule
child_docname Child Docname Data - Reference child document name used for Dafater rule processing
rule_applied Rule Applied Check - Indicates whether Dafater pricing rule was successfully applied

Consumed Items (Purchase Receipt Item Supplied)

Field Name Label Type Required Options Description
mainitemcode Item Code Link Item Finished or main item being received in Dafater.
rmitemcode Raw Material Item Code Link Item Raw material item supplied against the main item.
item_name Item Name Data - Readable name of the supplied raw material item.
bomdetailno BOM Detail No Data - Bill of Materials line reference for supplied raw material.
description Description Text Editor - Detailed description of the supplied item for operational clarity.
stock_uom Stock Uom Link UOM Stock unit of measure used for inventory tracking.
conversion_factor Conversion Factor Float - Multiplier to convert purchase unit into stock unit.
reference_name Reference Name Data - Reference document or identifier linked to this supply.
rate Rate Currency Company:company:default_currency Valuation rate per unit for the supplied item.
amount Amount Currency Company:company:default_currency Total value calculated for the supplied quantity.
required_qty Available Qty For Consumption Float - Quantity available and required for production consumption.
consumed_qty Qty to Be Consumed Float - Quantity actually consumed during manufacturing or receipt.
current_stock Current Stock Float - Current on-hand stock available in Dafater stores.
batch_no Batch No Link Batch Batch identifier for traceability of the supplied item.
serial_no Serial No Text - Serial numbers associated with individually tracked items.
purchase_order Purchase Order Link Purchase Order Purchase order against which the item was supplied.

Permissions

Role Read Write Create Delete Submit Cancel
Stock Manager
Stock User
Accounts User
Purchase User
DocType Relationship Module
Asset Linked from Assets
Delivery Note Linked from Stock
Stock Entry Linked from Stock
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
Delivery Note Links to Stock
Incoterm Links to Setup
Letter Head Links to Printing
Price List Links to Stock
Print Heading Links to Setup
Project Links to Projects
Purchase Receipt Links to Stock
Purchase Taxes and Charges Template Links to Accounts
Shipping Rule Links to Accounts
Subcontracting Receipt Links to Subcontracting
Supplier Links to Buying
Tax Category Links to Accounts
Terms and Conditions Links to Setup
Warehouse Links to Stock