Delivery Order — entity reference

The outbound dispatch document for goods leaving a branch: the customer, the billing, shipping and delivery addresses, the Delivery Order Lines being sent and the transport and e-way bill details. It is normally created by an action on another document - Allocation Delivery or Picked Delivery on a fulfilment or sales order, Delivery on a sales order (only for lines already invoiced or allocated) or on an invoice, or a change to the approved or rejected quantity of a Part To Part claim line. Creating it moves no stock: Post Inventory posts the unposted lines to the inventory ledger as Outward movements, and Post General Ledger books the lines' gross value as Unbilled Dispatch against Inventory Asset. Create Invoice bills lines that came from allocation or picking, and Release Shipment creates a shipment for a receiving branch in the same tenant. The shipped record layout shows only Post Inventory, Post General Ledger, Print DO, Edit and Delete; the other actions must be added to the layout header.

Fields

Field	Label	Type	Required	What it does
`AccountId`	Account	Lookup → Account		The customer receiving the goods, copied from the source order, fulfilment or invoice and locked after creation. On a claim delivery it is the claim's supplier. Release Shipment needs a branch whose partner account is this account.
`AccountName`	Account Name	Text
`ApprovedPart`	Approved Part	Boolean		True on the delivery order built from the approved quantities of a claim's Part To Part lines. Each change to a line's approved quantity adds another line to this one delivery order per claim.
`ApproximateDistance`	Approximate Distance	Decimal
`BillingAddress`	Billing Address	Text
`BillingCity`	Billing City	PickList		Values: Pune, Mumbai, Chandigarh.
`BillingCityPlaceId`	Billing City	Lookup → Place		Values: Pune, Chandigarh, Mumbai.
`BillingContactAddressId`	Billing Address	Lookup → ContactAddress
`BillingCountry`	Billing Country	PickList		Values: India.
`BillingPostalCode`	Billing Postal Code	Text
`BillingRegion`	Billing Region	Text
`BillingState`	Billing State	PickList		Values: Haryana, Maharashtra, New Delhi, Punjab.
`BillingStreet`	Billing Street	Text
`BillReturnId`	Bill Return	Lookup → BillReturn
`BranchId`	Branch	Lookup → Branch		The dispatching branch. It must belong to the partner account when the record is created and cannot be changed afterwards. Its stock is relieved when the lines are posted.
`ClaimId`	Claim	Lookup → Claim		The warranty claim whose Part To Part lines produced this delivery. A claim has at most one approved-parts and one rejected-parts delivery order.
`CreatedById`	Created By	Lookup → UserAccount	Yes
`CreatedDateTime`	Created Date	DateAndTime	Yes
`DeliveredDateTime`	Delivered Date Time	DateAndTime		The moment the goods were handed over. It is not on the shipped forms and nothing sets it automatically; when present on a delivery for a service order, repeat-repair checks use it as the handover time.
`DeliveryCity`	Delivery City	PickList
`DeliveryContactAddressId`	Delivery Address	Lookup → ContactAddress
`DeliveryCountry`	Delivery Country	PickList		Values: India.
`DeliveryDate`	Delivery Date	Date		The actual delivery date, entered by the user. Nothing fills it automatically.
`DeliveryDoneByResourceId`	Delivery By	Lookup → Resource		The resource who makes the delivery. It must be a valid resource on save and is kept for reference; it does not assign visits.
`DeliveryLocation`	Delivery Location	Text		A free-text description of where to deliver, not coordinates. Route and distance calculations deliberately ignore it and take the planned position from the ship-to account's stored geolocation instead.
`DeliveryPostalCode`	Delivery Postal Code	Text
`DeliveryRegion`	Delivery Region	Text
`DeliveryState`	Delivery State	PickList		The state or province of the ship-to address, held as free text. No code writes it; it is read once, when visit planning copies it onto the generated Visit as VisitState.
`DeliveryStreet`	Delivery Street	Text
`Discount`	Discount	Currency		A header discount. Changing it spreads the discount across the delivery order lines again.
`DiscountGroupId`	Discount Group	Lookup → DiscountGroup
`DocumentDate`	Document Date	Date		The accounting date of the dispatch. Set to the creation date by every delivery action except claim deliveries, which leave it empty, and locked after the first save. Post General Ledger dates its journal with it.
`EWayBillDate`	E-Way Bill Date	DateAndTime
`EWayBillNumber`	E-Way Bill Number	Text		The e-way bill number for the consignment, recorded by the user. The E Way Bill action on delivery orders generates nothing.
`ExternalId`	External	Text
`FailedItemTreatment`	Failed Item Treatment	PickList
`GeneralLedgerId`	General Ledger	Lookup → GeneralLedger
`GLAccountId`	GL Account	Lookup → GLAccount
`GSTIN`	GSTIN	Text		The customer's GST number. Filled from the billing contact address, otherwise from the account, when empty, and format-checked on every save.
`Id`	Id	Guid	Yes
`InventoryFulfilmentId`	Inventory Fulfillment	Lookup → InventoryFulfilment		The fulfilment whose allocation or picking lines produced this delivery order. One delivery order is created per fulfilment per run.
`InvoiceId`	Invoice	Lookup → Invoice		The invoice this delivery was created from in an invoice-first process. Posting its lines reduces the invoice's pending-delivery stock instead of a plain Outward movement.
`IsCancelled`	Cancelled	Boolean
`IsConfirmed`	Confirmed	Boolean
`IsDelivered`	Delivered	Boolean		Not set by any shipped process. Visit planning only picks up delivery orders where it is not true, so delivery orders stay eligible for Order Delivery visits.
`IsGLPosted`	Is GL Posted	Boolean		Not written by Post General Ledger; look for the journal sourced from the delivery order instead.
`IsGLPostingApproved`	Is GL Posting Approved	Boolean		Set to true by Post General Ledger just before the journal is posted.
`IsILPosted`	IL Posted	Boolean		A header-level inventory-posted flag that no code writes. Inventory posted state is tracked per line by DeliveryOrderLine.InventoryLedgerId, which is also what the posting action filters on.
`IsILPostingApproved`	IL Posting Approved	Calculated (calculated)		An approval gate for inventory posting that is never enforced: the handler collects the approved records on update but discards the result without acting on it, and PerformInventoryPosting does not consult it. Setting it true does not authorise anything on its own.
`IsInJobQueue`	In Job Queue	Boolean
`IsShipmentReleased`	Shipment Released	Boolean		Not written by Release Shipment. Each run of Release Shipment creates a new shipment, so check the shipments named after this document instead.
`JobInterfaceQueueId`	Job Queue	Lookup → InterfaceQueue
`JobQueueId`	Job Queue	Lookup
`LRDate`	LR Date	DateAndTime
`LRNumber`	LR Number	Text		The carrier's lorry receipt or consignment note number.
`ModifiedById`	Modified By	Lookup → UserAccount	Yes
`Name`	Document Number	Text		The document number, generated by the Delivery Order document name setting (default series DN). Released shipments are named SHP- followed by this number.
`OrderId`	Order	Lookup → Order		The sales order being delivered. Locked after creation. Create Invoice moves this order's Document State to Invoiced or Partially Invoiced.
`OwnerId`	Owner	Lookup → UserAccount	Yes
`PartnerAccountId`	Partner Account	Lookup → Account		The selling company that owns the document. Copied from the source, checked against the branch on creation and locked afterwards. It becomes the supplier on a released shipment, and Post General Ledger needs GL Posting Enabled on it.
`PerformPopulateChecklist`	Perform Populate Checklist	Boolean		Not used. Run the Populate Checklist action instead.
`PerformReleaseShipment`	Perform Release Shipment	Boolean		Not used. Run the Release Shipment action instead.
`PlaceOfSupply`	Place of Supply	PickList		The destination state for GST. Filled from the billing contact address, otherwise from the account, when empty; compared with Source of Supply to decide Tax Supply Type. Values: Haryana, Maharashtra, Gujarat, Rajasthan.
`PorterContactNumber`	Porter Contact Number	Text
`PriceAsOnDate`	Price As On Date	Date
`PriceListId`	Price List	Lookup → PriceList
`RecordTypeId`	Record Type	Guid, hidden
`RejectedPart`	Rejected Part	Boolean		True on the delivery order built from the rejected quantities of a claim's Part To Part lines; the counterpart of Approved Part.
`Remarks`	Remarks	Text
`RequestedDeliveryBranchTimeSlotBookingId`	Requested Delivery Time Slot Booking	Lookup → BranchTimeSlotBooking
`RequestedDeliveryBranchTimeSlotId`	Requested Delivery Time Slot	Lookup → BranchTimeSlot
`RequestedDeliveryDate`	Requested Delivery Date	Date		The date the customer asked for. Kept separate from the scheduled and actual delivery dates.
`RequestedDeliveryDateTime`	Requested Delivery Date Time	DateAndTime
`RequestedDeliveryTime`	Requested Delivery Time	TimeOnly
`RoundOff`	Round Off	Currency		TotalAmount is computed purely from the line roll-ups.
`ScheduledDeliveryDate`	Scheduled Delivery Date	Date		The date the warehouse plans to deliver, entered by the user.
`ScheduledDeliveryDateTime`	Scheduled Delivery Date Time	DateAndTime		The planned delivery time used by visit planning: an Order Delivery visit plan picks up delivery orders whose time falls in its window, or that have none, and uses it as the visit's planned start. It is not on the shipped forms.
`ServiceOrderId`	Service Order	Lookup → ServiceOrder		The service order this delivery serves, set when a picked delivery is made for a fulfilment raised from a service order.
`ShippingAddress`	Shipping Address	Text
`ShippingCity`	Shipping City	PickList		Values: Pune, Mumbai, Chandigarh.
`ShippingCityPlaceId`	Shipping City	Lookup → Place		Values: Pune, Chandigarh, Mumbai.
`ShippingContactAddressId`	Shipping Address	Lookup → ContactAddress
`ShippingCountry`	Shipping Country	PickList		Values: India.
`ShippingPostalCode`	Shipping Postal Code	Text
`ShippingRegion`	Shipping Region	Text
`ShippingState`	Shipping State	PickList		Values: Haryana, Maharashtra, New Delhi, Punjab.
`ShippingStreet`	Shipping Street	Text
`SourceOfSupply`	Source of Supply	PickList		The origin state for GST, filled from the dispatching branch when empty. Values: Rajasthan, Haryana, Maharashtra, Gujarat.
`Status`	Status	PickList		The dispatch stage. The seeded business rule Set Delivery Order Status To Delivered sets it to Delivered on a save once every line is posted to the inventory ledger, which drives the Pending and Delivered views. The shipped picklist values are inactive, so users do not pick it by hand. Values: Insurance Issued.
`Tax1`	Tax1	Currency
`Tax1Name`	Tax Name 1	Text
`Tax1Rate`	Tax Rate 1	Currency
`Tax1Type`	Tax Type 1	Text
`TaxSupplyType`	Tax Supply Type	PickList		The GST supply classification, recalculated on every save for India GST: Exempt, Export or SEZ from the GST registration type of the billing address or account, otherwise Outside State when Place of Supply differs from Source of Supply and Within State when they match. A value picked by hand is overwritten. Values: Within State, Outside State.
`TotalAmount`	Total Amount	Calculated (calculated)		Calculated as TotalLineAmount plus line tax, falling back to TotalTaxAmount2 when TotalLineTaxAmount is zero. It ignores the header Discount and RoundOff fields, so it is not necessarily the amount invoiced.
`TotalDiscountAmount`	Total Discount Amount	Calculated (calculated)
`TotalLineAmount`	Total Line Amount	Calculated (calculated)
`TotalLineBaseAmount`	Total Line Base Amount	Calculated (calculated)
`TotalLineGrossAmount`	Total Line Gross Amount	Calculated (calculated)		The sum of the lines' GrossAmount (line amount plus tax, less post-tax discounts). This is the figure PerformGLPosting books, as Dr Unbilled Dispatch / Cr Inventory Asset.
`TotalLineTaxAmount`	Total Line Tax Amount	Calculated (calculated)
`TotalTaxAmount`	Total Tax Posting Amount	Calculated (calculated)		Calculated as the line tax total plus the header Tax1, and labelled Total Tax Posting Amount. It pairs with TotalTaxAmount2, which is the same line total minus Tax1 - the two are a plus and minus pair, not two independent tax totals.
`TotalTaxAmount2`	Total Tax Amount	Calculated (calculated)
`TransportDocumentDate`	Transport Document Date	DateAndTime
`TransportDocumentNumber`	Transport Document No.	Text
`TransporterGSTIN`	Transporter GSTIN	Text		The carrier's GST number, format-checked on save.
`TransporterName`	Transporter Name	Text
`TransportMode`	Transport Mode	Text		How the goods travel, as free text (for example Road, Rail, Air or Ship). It is recorded only.
`UIProps`	UI Props	Text
`UpdatedDateTime`	Modified Date	DateAndTime	Yes
`VehicleNumber`	Vehicle Number	Text		The vehicle registration carrying the goods, format-checked on save. It is not linked to any asset or fleet record.
`VisitId`	Visit	Lookup → Visit		A visit linked to the delivery. Visit planning skips delivery orders where it is set, but generating an Order Delivery visit does not set it.

Actions

Action	Label	Type	What it does
`BulkDelete`	Delete	Delete	Delete the selected records.
`Clone`	Clone	ServerAction (`Clone`)	Create a copy of this record
`Delete`	Delete	Delete	Delete
`DeleteInList`	Delete	Delete	Delete in a list page
`Edit`	Edit	Edit	Edit
`EditInLine`	Edit	EditInline	Edit in page.
`EditInList`	Edit	Edit	Edit
`EditListHeader`	Edit	EditInline	EditListHeader
`EWayBill`	E Way Bill	ServerAction	Has no server behaviour for delivery orders and generates no e-way bill. Record the e-way bill number and date in the e-Way Bill panel instead.
`New`	New	New	New
`PerformCreateInvoice`	Create Invoice	ServerAction (`PerformCreateInvoice`)	Creates an invoice, one per sales order, from the delivery lines that still have quantity to invoice and came from an allocation or picking line; other lines are skipped. Refused when no line has quantity to invoice, or when the linked order lines are already fully invoiced. Not on the shipped record layout.
`PerformGLPosting`	Post General Ledger	ServerAction (`PerformGLPosting`)	Books the total of the lines' gross amounts as Unbilled Dispatch against Inventory Asset, dated with the Document Date, when GL Posting Enabled is on for the partner account. Running it again reverses the earlier journal and posts a new one.
`PerformInventoryPosting`	Post Inventory	ServerAction (`PerformInventoryPosting`)	Posts every line not yet posted to the inventory ledger as an Outward movement, releasing the picked, allocated or pending-delivery quantity behind it according to the line's source, and books the cost of goods sold. Refused when every line is already posted.
`PerformPopulateChecklist`	Populate Checklist	ServerAction (`PerformPopulateChecklist`)	Copies the lines of every checklist template whose Type is Delivery onto the delivery order as checklist lines. Creates nothing when no such template exists and adds another set on every run. Not on the shipped record layout.
`PerformReleaseShipment`	Release Shipment	ServerAction (`PerformReleaseShipment`)	Creates a shipment named SHP- plus the document number for the branch whose partner account is the delivery's account, with one line per delivery line. Refused when no line has quantity or no such branch exists. Each run creates another shipment. Not on the shipped record layout.
`PrintDO`	Print DO	Print	Prints the Delivery Order Report for the record through the browser's print dialog; changes no data.
`SelectiveReleaseShipment`	Selective Release Shipment	ServerAction (`SelectiveReleaseShipment`)	Creates a shipment for the chosen lines and quantities, each quantity checked against the line quantity. Uses the SelectivePostDelivery action layout, whose shipped lines list needs row selection switched on. Not on the shipped record layout.

Lookup filters

Filter	Lookup field	Notes
Branch For Partner Account	`BranchId`	PartnerAccountId = __target.PartnerAccountId
Customer Account Filter	`AccountId`
Executive Filter	`DeliveryDoneByResourceId`
Partner Account Filter	`PartnerAccountId`

InterfaceQueue — looks up via JobInterfaceQueueId
Branch — looks up via BranchId
Order — looks up via OrderId
Resource — looks up via DeliveryDoneByResourceId
ContactAddress — looks up via DeliveryContactAddressId
DiscountGroup — looks up via DiscountGroupId
Visit — looks up via VisitId
InventoryFulfilment — looks up via InventoryFulfilmentId
Place — looks up via ShippingCityPlaceId
UserAccount — looks up via CreatedById
Place — looks up via BillingCityPlaceId
PriceList — looks up via PriceListId
UserAccount — looks up via ModifiedById
UserAccount — looks up via OwnerId
ContactAddress — looks up via BillingContactAddressId
Claim — looks up via ClaimId
ServiceOrder — looks up via ServiceOrderId
Invoice — looks up via InvoiceId
GeneralLedger — looks up via GeneralLedgerId
BranchTimeSlot — looks up via RequestedDeliveryBranchTimeSlotId
ContactAddress — looks up via ShippingContactAddressId
Account — looks up via AccountId
Account — looks up via PartnerAccountId
BranchTimeSlotBooking — looks up via RequestedDeliveryBranchTimeSlotBookingId
GLAccount — looks up via GLAccountId
ProductDemo — referenced by via DeliveryOrderId
Journal — referenced by via SourceRecordId
Visit — referenced by via DeliveryOrderId
InventoryLedger — referenced by via ParentRecordId
VisitTaskActivity — referenced by via DeliveryOrderId
Invoice — referenced by via DeliveryOrderId
CreditNote — referenced by via DeliveryOrderId
DeliveryOrderLine — referenced by via DeliveryOrderId

Delivery Order — entity reference

Fields

Actions

Lookup filters

Related entities

Related topics