Field Sales Line — entity reference

One item line on a Field Sales van run. A line keeps each stage of the van journey in its own quantity field rather than overwriting one figure: Quantity is the planned load, Received Quantity and the three Take-In fields are what was confirmed onto the van, Sold Quantity is the day-end total from the run's invoices, and the four Check-In fields are what came back to the depot. Releasing, taking in and unloading the run build inventory transfers from these figures; the transfers, not the line, are what move stock. Lines built by Build Van Loads also remember the customer order line they carry.

Fields

Field	Label	Type	Required	What it does
`Amount`	Amount	Number		Shown on the line view and list but not stored: any value typed here is discarded. The money on a van sale lives on the invoice raised during the run.
`CheckInDamagedQuantity`	Check-In Damaged Quantity	Decimal		Damage found when the stock came back off the van at day end. Unload copies it onto the return transfer line as its damaged quantity. Separate from the take-in damage found on the way out. Not on the standard line form.
`CheckInExcessQuantity`	Check-In Excess Quantity	Decimal		Excess found in the day-end count. Unload copies it onto the return transfer line as its excess quantity. Not on the standard line form.
`CheckInReceivedQuantity`	Check-In Received Quantity	Decimal		What the dispatcher counted back into the depot at day end. When it is greater than zero, Unload returns exactly this quantity to the depot. When it is empty or zero, Unload returns the calculated remainder instead: received (or planned) quantity minus Sold Quantity minus Damaged Quantity, never below zero. Not on the standard line form.
`CheckInShortageQuantity`	Check-In Shortage Quantity	Decimal		Shortage found in the day-end count. Unload copies it onto the return transfer line as its shortage quantity. Not on the standard line form.
`ConversionRatio`	Conversion Ratio	Number		How many base units one unit of UOM holds. It is copied from the item's unit of measure when the line is saved, not typed in. Not on the standard line form.
`ConversionRatio1`	Conversion Ratio 1	Number		How many base units one unit of UOM1 holds, copied from the item's unit of measure when the line is saved. Not on the standard line form.
`CreatedById`	Created By	Lookup → UserAccount	Yes
`CreatedDateTime`	Created Date	DateAndTime	Yes
`DamagedQuantity`	Damaged Quantity	Number		A general damage figure, separate from the take-in and check-in damage fields. It is not copied onto any transfer line, but Unload subtracts it when it has to calculate the return quantity because no Check-In Received Quantity was recorded.
`ExcessQuantity`	Excess Quantity	Calculated		Shown on the line form and list but not stored. Record excess in Take-In Excess Quantity or Check-In Excess Quantity instead.
`ExpectedReceivedQuantity`	Expected Received Quantity	Calculated		Defined in metadata but not stored, and not shown on any standard form.
`FieldSalesId`	Field Sales	Lookup	Yes	The Field Sales van run this line belongs to. Every line must have one: saving a line whose run cannot be found fails with Field Sales document not found.
`Id`	Id	Guid	Yes
`ItemId`	Item	Lookup		The item being loaded. A line without an item is skipped when transfers are built.
`ItemLotId`	Item Lot	Lookup		The batch or serial lot being loaded, for lot-tracked items. When a line has a lot, saving it creates (or updates) a copy of that lot assigned to the run's branch, partner and van, so the lot can be traced on the van. Saving fails with Item Lot not found if the lot does not exist. Not on the standard line form.
`ModifiedById`	Modified By	Lookup → UserAccount	Yes
`Name`	Line Name	Text	Yes	The line number, generated automatically from the Field Sales Line Name Setting (series FSL). Lines created by Build Van Loads are named after their run instead.
`OwnerId`	Owner	Lookup → UserAccount	Yes
`Quantity`	Quantity	Number		The planned load quantity in base units. Release Load moves this quantity from the depot to the van, and the van capacity check multiplies it by each item's unit weight and volume. Lines with zero or no quantity are skipped.
`ReceivedQuantity`	Received Quantity	Number		What was confirmed onto the van. With single-step van loading (the default), Release Load sets it to the planned Quantity on every line, replacing anything typed earlier. With two-step loading, the rep enters it on the Van Run card and Take In moves this quantity onto the van; if it is empty or zero, the planned Quantity is used. The day-end sales roll-up never changes it.
`RecordTypeId`	Record Type	Guid, hidden
`ShortageQuantity`	Shortage Quantity	Calculated
`SKUId`	Item SKU	Lookup		The item SKU being loaded, copied onto every transfer line. Sales are matched back to the line by item, SKU and lot together.
`SoldQuantity`	Sold Quantity	Number		The total quantity sold from the van, filled by the day-end roll-up from the invoice lines of the invoices linked to the run. Invoice lines are grouped by item, SKU and lot, and each total is written to the first load line with the same three values; a sale with a different SKU or lot reaches no line. The roll-up replaces the figure rather than adding to it.
`TakeInDamagedQuantity`	Take-In Damaged Quantity	Decimal		Damage the rep found when counting the stock onto the van in the two-step flow. Take In copies it onto the van's inward transfer line as its damaged quantity. Not used by single-step loading.
`TakeInExcessQuantity`	Take-In Excess Quantity	Decimal		Excess the rep found when counting the stock onto the van in the two-step flow; copied onto the inward transfer line as its excess quantity. The Van Run card requires Received + Damage + Short − Excess to equal the planned Quantity.
`TakeInShortageQuantity`	Take-In Shortage Quantity	Decimal		Shortage the rep found when counting the stock onto the van in the two-step flow; copied onto the inward transfer line as its shortage quantity.
`UIProps`	UI Props	Text
`UOM`	UOM	PickList		An alternative unit of measure for the planned quantity. It must be one of the item's units of measure, or saving fails with UOM is not defined for this Item. Not on the standard line form.
`UOM1`	UOM1	PickList		A second alternative unit of measure for the planned quantity, with the same rule as UOM. Not on the standard line form.
`UOMQuantity`	UOM Quantity	Number		The planned quantity expressed in UOM. When it is filled, Quantity is worked out from it in base units (UOM Quantity × Conversion Ratio). When only Quantity is given, this field is filled back from it.
`UOMQuantity1`	UOM Quantity 1	Number		The planned quantity expressed in UOM1. Its base-unit value (UOM Quantity 1 × Conversion Ratio 1) is added to the UOM leg when Quantity is worked out.
`UpdatedDateTime`	Modified Date	DateAndTime	Yes

Actions

Action	Label	Type	What it does
`BulkHeader`	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	Edit	Edit in page.
`New`	New	New	New

UserAccount — looks up via OwnerId
UserAccount — looks up via CreatedById
UserAccount — looks up via ModifiedById
TransferLine — referenced by via FieldSalesLineId

Field Sales Line — entity reference

Fields

Actions

Related entities

Related topics