This page provides detailed information about common fields used throughout the Bizconnekt platform. Reference this guide when filling out forms across different modules.
Date Fields
Field Name Description Format Example Document Date Date when the document is created or issued DD/MM/YYYY 15/10/2025 Due Date Date by which payment or action is expected DD/MM/YYYY 30/10/2025 Delivery Date Expected or actual delivery date DD/MM/YYYY 25/10/2025
Reference Number Fields
Field Name Description Auto-Generated Example Document Number Unique identifier for the document Yes (configurable) PO-2025-001 Reference Number External reference or customer PO number No CUST-PO-12345 Transaction ID System-generated unique transaction identifier Yes TXN-20251015-001
Status Fields
Status Description What It Means Draft Document is created but not submitted Can be edited or deleted freely Pending Approval Submitted and awaiting approval Cannot be edited; can be recalled by creator Approved Approved by authorized person Active and can proceed to next stage Rejected Approval denied Needs revision or cancellation Completed All actions finished Archived; cannot be modified Cancelled Document is cancelled No further action possible
Financial Fields
Amount Fields
Field Name Description Calculation Sub Total Total before taxes and discounts Sum of all line items Discount Reduction in price Can be % or fixed amount Tax Amount Total tax (GST/VAT) Calculated based on tax rates Total Amount Final payable amount Sub Total - Discount + Tax Paid Amount Amount already paid Sum of all payments Balance Due Outstanding amount Total Amount - Paid Amount
Tax Fields (GST India)
Field Name Description Common Values GSTIN GST Identification Number 15-digit alphanumeric Place of Supply State where goods/services delivered State names or codes HSN/SAC Code Product/Service classification code 4-8 digit code CGST Rate Central GST percentage 0%, 2.5%, 6%, 9%, 14% SGST Rate State GST percentage 0%, 2.5%, 6%, 9%, 14% IGST Rate Integrated GST (interstate) 0%, 5%, 12%, 18%, 28%
Customer/Supplier Fields
Field Name Description Required Business Name Legal name of customer/supplier Yes Contact Person Primary contact name Yes Email Business email address Yes Phone Contact number with country code Yes GSTIN GST registration number For India - Yes PAN Permanent Account Number For India - Yes Billing Address Invoice address Yes Shipping Address Delivery address (can be different) Optional
Payment Terms Fields
Field Name Description Example Payment Terms Agreed payment conditions Net 30, Net 45, Advance Credit Limit Maximum credit allowed ₹5,00,000 Credit Days Number of days for payment 30, 45, 60 days
Item/Product Fields
Field Name Description Example Item Code/SKU Unique product identifier PROD-001, SKU-ABC-123 Item Name Product name/description Steel Pipe 2 inch Category Product classification Raw Material, Finished Good Unit of Measure How item is measured/sold Pcs, Kg, Ltr, Mtr HSN Code Tax classification code 73041100 Selling Price Default sales price per unit ₹250.00 Purchase Price Default purchase price per unit ₹180.00
Document Line Item Fields
Field Name Description How It Works Item Product/service being sold/purchased Select from item master Quantity Number of units Numeric value Rate Price per unit Auto-filled, can be edited Amount Line total (Qty × Rate) Auto-calculated Discount Discount on this line % or fixed amount Tax Rate Applicable GST rate Based on HSN code Tax Amount Tax on this line Auto-calculated Net Amount Final line amount Amount - Discount + Tax
Approval & Workflow Fields
Field Name Description When Visible Approval Status Current approval state Always visible Approver Person who needs to approve After submission Approval Date When document was approved After approval Rejection Reason Why document was rejected After rejection Comments Approval/rejection notes Optional at any stage
Tips for Using Fields
Best Practices
Required Fields : Marked with red asterisk (*) - must be filled before savingAuto-filled Fields : System populates these based on settings - verify before proceedingCalculated Fields : Cannot be edited manually - automatically computedLookup Fields : Click the search icon to select from existing recordsDate Fields : Use date picker or enter in DD/MM/YYYY formatNumber Fields : Do not include currency symbols or commas - system formats automatically Need More Help?
Last Updated: October 2025 s