A posting rule that connects one kind of document line to the inventory ledger. When a line is posted, every active rule for that line type whose condition the line meets writes one inventory ledger entry of the rule's ledger type and moves the stock and lot counters the rule names. Rules are platform-managed: the Inventory Ledger Settings setup screen lists them and opens each one read-only, and create, edit and delete requests are refused for every user. The seeded set has 56 rules covering goods receipt, inspection, bill, shipment, delivery order, invoice, allocation, picking, service order, adjustment and transfer lines; the sales order SoftCommit rule and the transfer InTransit rule ship inactive, and credit note lines have no rule.
Fields
| Field | Label | Type | Required | What it does |
|---|
Condition | Condition | MultiLineText | | Formula the line must satisfy for the rule to post, for example DamagedQuantity > 0 AND GoodsReceiptId != null. It can read the line's own fields and fields of records the line links to. An empty condition always matches. Conditions of different rules for the same line are not exclusive: every matching rule posts its own entry. |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
DecrementalQuantityField | Decremental Quantity Field | Text | | Stock counter (or comma-separated list of counters) that the posted quantity is subtracted from on the matching stock record and item lot. Used only when the rule has no linked Decrement Field; the setup dialog shows only the linked field, so a rule can take from a counter the dialog leaves blank. |
Entity | Entity | Text | | The document line the rule watches, such as Goods Receipt Line or Invoice Line. A posting run only looks at rules for the line type being posted. |
Id | Id | Guid | Yes | |
IncrementalQuantityField | Incremental Quantity Field | Text | | Stock counter (or comma-separated list of counters) that the posted quantity is added to on the matching stock record and item lot. Used only when the rule has no linked Increment Field; the setup dialog shows only the linked field, so the three undelivered invoice line rules show a blank Increment Field although they add to Sold Quantity and Pending Deliveries. |
InventoryLedgerType | Inventory Ledger Type | Text | | The movement type written on every ledger entry the rule creates, such as Inward, Sold, Outward, Allocation, Picked, Adjustment or TransferOutward. Reversals of a line are matched on this type. |
IsActive | Is Active | Boolean | | Only active rules post. Two seeded rules are inactive: SoftCommit for sales order lines and InTransit for transfer outward lines. |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | Yes | Internal rule name. Several rules share a name (for example every invoice line rule is named Sold), so use Label to tell them apart. |
OwnerId | Owner | Lookup → UserAccount | Yes | |
ParentEntity | Parent Entity | Text | | The header document the rule takes the company and branch from, such as Goods Receipt for a goods receipt line. Blank on the transfer line rules, which use the line itself as the header. |
QuantityField | Quantity Field | Text | | The line field whose value becomes the entry's quantity, for example Supplier Quantity on goods receipt lines or Current Released Quantity on transfer outward lines. If the line has a Cancelled Quantity, it is subtracted first. |
RecordTypeId | Record Type | Guid, hidden | | |
Sequence | Sequence | Number | | Order in which a line's rules are evaluated (then by label). Must be unique for the same line type and ledger type; a duplicate is refused with a validation message. |
UIProps | UI Props | Text | | Display settings for the record. Not used by posting. |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
Actions
| Action | Label | Type | What it does |
|---|
BulkDelete | Delete | Delete | Delte |
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
Delete | Delete | Delete | Delete |
DeleteInList | Delete | Delete | Delete in a list page |
Edit | Edit | EditInline | Edit |
EditInLine | Edit | EditInline | Edit in list Record |
Editinlist | Edit | Edit | Edit |
New | New | New | New |
