Root of a GSTR-2B auto-drafted input-tax-credit statement for one recipient GSTIN and one return period (linked GSTFiscalPeriod). Unlike GSTR-1 it has no filing lifecycle - GSTN generates the statement (generationDate, typically the 14th of the month) - and deletion is blocked because it is a statutory statement. Every ITC section (B2B, credit/debit notes, ISD, imports, e-commerce, each with an amendment twin) hangs directly off the header; the Source discriminator lives on the supplier-level rows plus the IMPG/IMPGSEZ/ITCSummary records, separating Books rows (materialized from inward TaxTransaction - Bills and purchase notes - by ProcessGSTR2BData or the scheduled job) from Portal rows pulled from GSTN. Sections not derivable from purchase transactions (ISD, imports, e-commerce) are Portal-only. Draft headers are auto-provisioned per active registration each period.
Fields
| Field | Label | Type | Required | What it does |
|---|
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created On | DateAndTime | Yes | |
CutoffDate | Cutoff Date | Date | | The supplier-filing cutoff for this statement: supplier filings after this date appear in the NEXT month's GSTR-2B, not this one. Explains documents that are in your books but missing from the current statement. |
GenerationDate | Generation Date | Date | | When GSTN generated this auto-drafted statement - typically the 14th of each month. Informational; the statement has no filing lifecycle of its own. |
GSTFiscalPeriodId | GST Fiscal Period | Lookup → GSTFiscalPeriod | | The return period as a link to GSTFiscalPeriod rather than a raw MMYYYY string. Books materialization is refused while it is empty; the scheduled processing job discovers headers by this period's Open status. |
GSTIN | GSTIN | Text | | |
Id | Id | Guid | Yes | |
Label | Label | Text | | |
LastProcessedSourceCount | Source Rows Processed | Number, hidden | | |
LastProcessedUtc | Last Processed | DateAndTime | | |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | Yes | |
OwnerId | Owner | Lookup → UserAccount | Yes | |
ProcessedInvoiceValue | Processed Invoice Value | Decimal | | Total processed value for the period, written by materialization and surfaced on the GST console GSTR-2B card as ITC available. Same column shape as the GSTR1 header for cross-statement consistency. |
RecordTypeId | Record Type | Guid | | |
UIProps | UI Props | Text | | |
UpdatedDateTime | Modified On | DateAndTime | Yes | |
Actions
| Action | Label | Type | What it does |
|---|
AddTransactionInBooks | Add In Books | ServerAction (AddTransactionInBooks) | AddTransactionInBooks |
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
Delete | Delete | Edit | Delete |
DeleteListHeader | Delete List Header | Delete | Delete List Header |
DeleteListRow | Delete List Row | Delete | Delete List Row |
Edit | Edit | Edit | Edit |
EditListHeader | Edit List Header | Edit | Edit List Header |
EditListRow | Edit List Row | Edit | Edit List Row |
GetGSTR2B | Get GSTR2B | ServerAction (GetGSTR2B) | Read-only: builds the GSTN-style consolidated statement summary for one header in a single response - one block per ITC section (B2B, credit/debit notes, ISD, imports of goods and SEZ, e-commerce, each with amendments) with document counts and IGST/CGST/SGST-UTGST/cess plus taxable/invoice-value totals, the GSTN-computed ITC available and not-available roll-up, and a grand-total strip. Optional source argument selects the Books side (default, materialized from purchases) or the Portal side. |
GetGSTR2BReconciliation | Get GSTR2B Reconciliation | ServerAction (GetGSTR2BReconciliation) | GetGSTR2BReconciliation |
IgnoreTransaction | Ignore | ServerAction (IgnoreTransaction) | IgnoreTransaction |
New | New | New | New |
ProcessGSTR2BData | Process GSTR2B | ServerAction (ProcessGSTR2BData) | ProcessGSTR2BData |
PullFromGSTIN | Pull From GSTIN | ServerAction (PullFromGSTIN) | PullFromGSTIN |
VendorFollowup | Vendor Follow-up | ServerAction (VendorFollowup) | VendorFollowup |
