Expense Record

  1. Fields:

    • naming_series: A Select field with the label "naming_series" and options "ER-.YYYY.-.#######". It is likely used to generate a unique series for expense records.
    • date: A Date field representing the date of the expense. It defaults to "Today" and is required.
    • section: A Link field to the "Section" DocType, indicating the section related to the expense.
    • supplier: A Link field to the "Supplier" DocType, representing the supplier associated with the expense.
    • expense_type: A Link field to the "Expense Type" DocType, indicating the type of expense. It is required.
    • bill_no: A Data field representing the bill number associated with the expense. It is required.
    • amount: A Currency field representing the amount of the expense. It is required.
    • attach_receipt: An Attach Image field allowing the attachment of receipts.
    • journal_entry: A Data field indicating the associated journal entry.
    • section_manager: A Link field to the "User" DocType, representing the section manager. It is read-only.
    • item: A Link field to the "Item" DocType, representing the expense item. It is read-only.
    • purchase_invoice: A Link field to the "Purchase Invoice" DocType. It is read-only.
  2. Grid Settings:

    • field_order: Specifies the order of fields in the form.
    • editable_grid: 1 (Indicates that the grid can be edited.)
  3. Sections and Breaks:

    • Several "Section Break" and "Column Break" fields are used to organize the layout of the form.
  4. Timestamps and Tracking:

    • creation: Timestamp indicating when the DocType was created.
    • modified: Timestamp indicating the last modification time.
    • modified_by: User who last modified the DocType.
    • track_changes: 1 (Indicates that changes to this DocType should be tracked.)
  5. Permissions:

    • Permissions are defined for roles "System Manager" and "Section Manager" to perform actions like create, delete, submit, etc.
  6. Sorting and Engine Information:

    • sort_field: "modified"
    • sort_order: "DESC" (Specifies the sorting order for the records based on the modification timestamp.)
    • engine: "InnoDB" (Database storage engine used.)

In summary, this DocType is designed to record and manage expense-related information. It captures details such as date, section, supplier, expense type, bill number, amount, attached receipts, and related entities like journal entry, section manager, item, and purchase invoice. The layout is organized with section breaks and column breaks for better presentation in the form.

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