Field Reference

This page explains the most common fields used in Bizak. It is a quick reference, not a full field list for every form.

How to read fields

• Some fields are required.
• Some fields depend on role or setup.
• Some fields only appear on specific screens.
• Some values come from related master data such as items, ledgers, customers, or vendors.

Common fields

Field	Simple meaning	Typical use
status	Current state of the record	Shows whether the record is open, posted, closed, or similar
approval_status	Approval state	Shows whether the record can be posted or needs review
date	Transaction date	Used for posting and reports
posting_date	Accounting date	Used when a document affects ledgers
reference	Source or document reference	Helps trace the record later
reference_from	Source text or document source	Links one record to another
ref_type	Source document type	Tells the system which workflow created the record
ref_id	Source document id	Links to the exact source record
memo	Short note	Stores a simple explanation
currency_name	Currency used	Supports multi-currency records
exchange_rate	Currency conversion rate	Converts values when currency changes
department_name	Department label	Tracks results by department
class_name	Class label	Adds another reporting split
project_name	Project label	Ties the record to a project
location_name	Location label	Tracks branch, store, or warehouse use
source_location	Source warehouse	Shows where stock comes from
destination_location_id	Destination warehouse	Shows where stock goes
ledger_name	Linked ledger	Connects the record to accounting
account_name	Account label	Used on finance and adjustment screens
item_name	Item label	Identifies the product or service line
unit_name	Unit label	Shows the unit used for quantity
customer	Customer record	Used in sales and receipt flows
vendor_name	Vendor record	Used in procurement and payment flows
payment_mode	Method of payment	Used for cash, bank, cheque, or transfer
order_type_name	POS order type	Separates dine-in, takeout, or other POS flows

Typical field groups

Identity fields

These fields tell the system what the record is.

• code
• number
• name
• type
• category

Link fields

These fields point to another record.

• customer
• vendor
• item
• ledger
• location
• project
• department

Control fields

These fields affect behavior.

• status
• approval status
• active or inactive
• tax settings
• stock settings
• payment settings

Tracking fields

These fields help users trace a record later.

• reference
• memo
• date
• posting date
• created by
• updated by
• workflow history

Example by screen

Sales invoice

Common fields usually include:

• customer
• invoice date
• reference
• currency
• item lines
• tax
• payment terms

Purchase order

Common fields usually include:

• vendor
• order date
• reference
• delivery date
• item lines
• location
• currency

Journal entry

Common fields usually include:

• date
• reference
• ledger lines
• department
• project
• memo

Inventory adjustment

Common fields usually include:

• date
• location
• item
• quantity
• reason
• account

Quick tips

• Use the same reference format across the team.
• Keep dates in the format set in company preferences.
• Check the linked master record when a dropdown is empty.
• Use a ledger or account name that matches finance setup.