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Home/Docs/Entity Reference/Inventory Fulfilment — entity reference
REFERENCE · Last reviewed

Inventory Fulfilment — entity reference

The fulfilment document (Fulfilment Orders in the Warehouse and Inventory apps) is the warehouse's work order for outbound stock. It is released from a sales order or a service order, carries one fulfilment order line per item to fulfil, and hosts the warehouse actions in sequence: Allocation reserves specific stock, Picking turns allocation lines into picking lines, Confirm Picking records that the pick happened, and Picked Delivery or Allocation Delivery creates the delivery order. Every action has a selective variant for chosen lines and quantities. The quantities on the header are totals over the line grids, and progress is recorded in the read-only Document State field rather than in Status.

Fields

FieldLabelTypeRequiredWhat it does
AccountIdAccountLookup → AccountThe customer the goods are going to. Copied from the sales order or service order when the fulfilment is released and locked afterwards: changing it on a released fulfilment is refused.
AllocatedQuantityAllocated QuantityCalculated (calculated)Total quantity currently reserved on this document: the sum of the allocation lines. Cancelling an allocation writes a negative allocation line, so this total goes down when you cancel and means what is reserved now, not what was ever reserved.
AllocatedResourceIdAllocated ByLookup → ResourceThe warehouse person credited with the allocation. Filled in by hand on the New form or by editing; no action sets it.
BranchIdBranchLookup → BranchThe branch whose stock is used. Copied from the source order and locked afterwards. Allocation only looks at lots and stock records at this branch for the partner account, so stock held at another branch is never reserved. The branch must belong to the partner account.
CreatedByIdCreated ByLookup → UserAccountYes
CreatedDateTimeCreated DateDateAndTimeYes
DocumentDateDocument DateDateThe document's date. A fulfilment released from a service order takes the service order's document date. It cannot be changed once the fulfilment is saved.
ExternalIdExternalTextIdentifier of this fulfilment in an external system, used by integrations to match records. Not shown on the standard screens.
IdIdGuidYes
IsAllocatedAllocatedBooleanA flag that no fulfilment action sets. It stays as it was created (normally off) whatever has been allocated, so do not use it to judge progress; read Document State or the Allocated Quantity and pending quantities instead.
IsInJobQueueIn Job QueueBooleanNot used by the fulfilment actions; nothing in the fulfilment process reads or sets it.
IsPickedPickedBooleanA flag that no fulfilment action sets. Use Document State or Picked Quantity to see whether stock has been picked.
JobQueueIdJob QueueLookup → InterfaceQueue
ModifiedByIdModified ByLookup → UserAccountYes
NameDocument NumberTextThe fulfilment's document number, assigned automatically when it is created by the Inventory Fulfilment document name setting (series IF by default).
OrderIdOrderLookup → OrderThe sales order this fulfilment was released from. Empty for a fulfilment released from a service order. It cannot be changed after the fulfilment is created, and the partner account, branch and account are taken from it.
OwnerIdOwnerLookup → UserAccountYes
PartnerAccountIdPartner AccountLookup → AccountThe company that owns the stock and runs the branch. Copied from the source order and locked afterwards; allocation only reserves lots and stock records belonging to this partner account.
PendingAllocationDeliveryPending Allocation DeliveryCalculated (calculated)Quantity reserved on allocation lines that has not yet been delivered: what Allocation Delivery would still put on a delivery order. Allocation lines that have already been picked count here too, but they can only be delivered through Picked Delivery.
PendingAllocationQuantityPending Allocation QuantityCalculated (calculated)Quantity still waiting to be reserved: for each fulfilment order line, its quantity minus what is allocated and what is cancelled. When stock runs short, allocation reserves what it can and leaves the rest here.
PendingDeliveryQuantityPending Delivery QuantityCalculated (calculated)Total quantity on the allocation lines that has not been delivered yet, whether it would go through Allocation Delivery or Picked Delivery.
PendingPickedDeliveryPending Picked DeliveryCalculated (calculated)Quantity on picking lines that has not yet been delivered: what Picked Delivery would put on a delivery order. Cancelled picks are excluded.
PendingPickingQuantityPending Picking QuantityCalculated (calculated)Reserved quantity that has no picking line yet: what Picking would still create picking lines for.
PerformAllocationPerform AllocationBooleanNot used. Allocation is run with the Allocation or Selective Allocation action; ticking this box does nothing.
PerformCancelAllocationPerform Cancel AllocationBooleanNot used. Use the Cancel Allocation or Selective Cancel Allocation action.
PerformCancelPickingPerform Cancel PickingBooleanNot used. Use the Cancel Picking or Selective Cancel Picking action.
PerformPickingPerform PickingBooleanNot used. Use the Picking or Selective Picking action.
PickedQuantityPicked QuantityCalculated (calculated)Total quantity on the picking lines, net of cancelled picks (a cancelled pick is stored as a negative picking line).
RecordTypeIdRecord TypeGuid, hidden
ServiceOrderIdService OrderLookup → ServiceOrderThe service order this fulfilment was released from, when the parts are being issued for service work. Empty for a fulfilment released from a sales order.
StatusStatusPickListA picklist (Draft, Partially Allocated, Allocated) for your own process. The fulfilment actions never write it, so it changes only when a user or one of your business rules sets it. The read-only Document State field records what the actions have done. Values: Draft, Partially Allocated, Allocated.
UIPropsUI PropsText
UpdatedDateTimeModified DateDateAndTimeYes

Actions

ActionLabelTypeWhat it does
AllocationDeliveryAllocation DeliveryServerAction (AllocationDelivery)CreateAllocationDelivery
BulkDeleteDeleteDeleteDelete the selected records.
CancelAllocationCancel AllocationServerAction (CancelAllocation)PerformCancelAllocation
CancelPickingCancel PickingServerAction (CancelPicking)PerformCancelPicking
CloneCloneServerAction (Clone)Create a copy of this record
ConfirmPickingConfirm PickingServerAction (ConfirmPicking)Confirm Picking
DeleteDeleteDeleteDelete
DeleteInListDeleteDeleteDelete in a list page
EditEditEditEdit
EditInLineEditEditInlineEdit in page.
EditInListEditEditEdit List Row
EditListHeaderEditEditInline, inactiveEditListHeader
NewNewNewNew
PerformAllocationPerform AllocationServerAction (PerformAllocation)This action creates allocationLines
PerformPickingPerform PickingServerAction (PerformPicking)Creates picking line from allocation.
PickedDeliveryPicked DeliveryServerAction (PickedDelivery)Create Delivery Order from picked items.
SelectiveAllocationSelective AllocationServerAction (SelectiveAllocation)Allocates stock for chosen fulfilment order lines only. Args carry InventoryFulfilmentOrderLines with requestedQuantity, validated per line against pendingAllocationQuantity; unlisted lines are untouched, and the action refuses when nothing selected has pending allocation.
SelectiveAllocationDeliverySelective Allocation DeliveryServerAction (SelectiveAllocationDelivery)Creates a delivery order from chosen allocation lines with pending delivery quantity. Lines already moved to picking are refused - those must be delivered via SelectivePickedDelivery against their picking lines.
SelectiveCancelAllocationSelective Cancel AllocationServerAction (SelectiveCancelAllocation)Cancels allocated quantity on the chosen allocation lines, handing it back to free stock. The requested quantity per line is validated against eligibleReturnQuantity, and the action refuses when the selected lines have nothing allocated.
SelectiveCancelPickingSelective Cancel PickingServerAction (SelectiveCancelPicking)Cancels picked quantity on chosen picking lines - only lines whose picking is confirmed can be cancelled - and posts reversing inventory-ledger entries for the cancelled quantity. Creates return lines linked to the originals rather than mutating them.
SelectivePickedDeliverySelective Picked DeliveryServerAction (SelectivePickedDelivery)Creates a delivery order from chosen picking lines with pending delivery quantity, passing a requested quantity per line; refuses when no selected picking line has anything pending delivery.
SelectivePickingSelective PickingServerAction (SelectivePicking)Creates picking lines for chosen allocation lines. Args carry InventoryFulfilmentAllocationLines with requestedQuantity validated against each line's pendingPickingQuantity; refuses when no selected line has pending picking quantity.

Lookup filters

FilterLookup fieldNotes
Branch For Partner AccountBranchId
PartnerAccountFilterPartnerAccountId