Quantity Tracking Configuration
These settings control quantity tracking — the engine that links documents and records how much of a source document has been satisfied by the documents created from it (for example, how much of a Sales Order has been invoiced or delivered). The system keeps a tracking table of satisfied vs. remaining quantities and validates each new document against the policy you set here.
Where to find it
Open the document's Document Term (توجيه), then the Track Quantities / Related Doc Track Quantity groups.
Two policies, two directions
trackInvoiceQuantity controls this document's own quantity policy. relatedDocQtyPolicy controls the policy applied against the related/source document this one was created from (بناءً على). They are independent — set each according to whether you are checking the document itself or its link back to the order/receipt that spawned it.
Tracking This Document's Quantities
This group is hidden entirely when the supply-chain configuration option to hide it is enabled; otherwise it is shown for all inventory document terms.
Track Quantities termConfig.trackInvoiceQuantity — The master switch for this document's own quantity-tracking policy. It decides whether the document's quantity must be less than, equal to, or more than the source quantity it satisfies, or whether no policy check runs at all.
Track Invoice Quantity Fields termConfig.trackInvoiceQuantityFields — Selects which quantity field (the first/primary quantity or the second quantity) the policy above is applied to.
Update Qty at Save termConfig.updateQtyOnSave — Controls which line quantity-tracking values are refreshed on every save: all values, only reservation-related values, or none.
The two policy fields above accept these values:
Policy value (trackInvoiceQuantity / relatedDocQtyPolicy) | Meaning |
|---|---|
LessQuantity | The tracked quantity may be less than the source quantity. |
SameQuantity | The tracked quantity must equal the source quantity. |
MoreQuantity | The tracked quantity may be more than the source quantity. |
None | No policy check is applied. |
The "fields" selectors above accept these values:
Field selector (trackInvoiceQuantityFields / relatedDocQtyFields) | Meaning |
|---|---|
TrackInFirst | Track against the first (primary) quantity. |
TrackInSecond | Track against the second quantity. |
And updateQtyOnSave accepts:
| Value | Meaning |
|---|---|
None | Do not refresh tracking values on save. |
UpdateAll | Refresh all line tracking values. |
UpdateForReservation | Refresh only reservation-related tracking values. |
Tracking Related Documents' Quantities
This group is added for all inventory document terms. It governs how the document tracks its quantities back against the related (from/origin) document — and writes the satisfied amount back into it.
relatedDocQtyPolicy termConfig.relatedDocQtyPolicy — The quantity-tracking policy applied specifically against the related/linked document — the counterpart of trackInvoiceQuantity, but for the from-document relationship. Uses the same TrackQuantityPolicy values (LessQuantity / SameQuantity / MoreQuantity / None).
Related Doc Qty Fields termConfig.relatedDocQtyFields — Selects which quantity field (first or second) is tracked for the related-document policy.
Force Qty termConfig.forceTrackQtyOfRelatedDocs — Forces quantity tracking against the related (from/origin) document even when it would not otherwise be triggered.
Ignore Track Qty When Adding Lines Manually termConfig.ignoreTrackQtyWhenAddingLinesManually — Skips track-quantity validation and recording for lines the user adds by hand, rather than lines pulled from a linked document.
Force Do Not Include Reserved With Qty Validation termConfig.forceDoNotIncludeReserved — When validating available/remaining quantities, excludes already-reserved quantity from the calculation.
Do Not Allow Deleting Line In Track Quantity Documents termConfig.doNotAllowDeletingLineInTrackQtyDocs — Prevents deleting a line once it participates in quantity tracking, protecting the integrity of satisfied/remaining values.
Prevent Saving If Qty Tracking Fields Negative termConfig.preventSavingIfQtyTrackingFieldsNegative — Blocks the save when any tracked quantity field would become negative.
Update Track Qty In Related Doc termConfig.updateTrackQtyInRelatedDoc — On save, writes the satisfied quantity back into the related/source document's tracking values (for example, marking the Sales Order as partly invoiced).
Allow Negative Remaining In Track Quantity termConfig.allowNegativeRemainingInTrackQty — Permits over-satisfying: the remaining (un-satisfied) tracked quantity may go below zero.
Order Status Qty Track Config termConfig.orderStatusQtyTrackConfig — References an OrderStatusQtyTrackConfig master file whose lines map order-status criteria to which quantity value is copied into tracking — i.e. it defines the source of the tracked quantity.
Negate Quantity Tracking termConfig.negativeQtyTrackValue — Records the tracking quantity with a negated sign, used for return / reverse-direction documents.
Create All Track Entries With Save termConfig.createTrackEntriesWithSave — Creates all system quantity-tracking table entries immediately on save, rather than lazily on a later action.
Update Order Status In Case Of termConfig.orderStatusWithQtyTrackType — Chooses which tracked quantity field (first or second) drives automatic order-status updates — for example, changing the status when the first vs. second quantity is fully satisfied. Uses the TrackQuantityFields values.
Validate Satisfied Quantity (System + Manual) For Order Cancelled Status termConfig.validateSatisfiedQtyWithCancelledOrderStatus — When an order is set to Cancelled, validates that the satisfied quantity — both system-tracked and manually entered — is consistent before allowing the status change.
Permitted Percentage Value To Skip Quantity Track Value termConfig.permittedPercentageToSkipQtyTrackValue — A tolerance percentage by which the tracked quantity may be exceeded or skipped without triggering a track-quantity validation error.
Track Quantity For Matched Lines With Query Applies termConfig.trackQtyForLinesMatchingQuery — Restricts quantity tracking to the lines that match the given query/filter.
Return-aware and stock-document tracking
These two options apply only to specific document types.
Consider Returned Qty For Track Qty In Related Doc termConfig.considerReturnQtyForTrackQtyInRelatedDoc — Subtracts returned quantities when computing the satisfied quantity against the related document. Available only for Sales Invoice, Service-Center Sales Invoice, Purchase Invoice, and Service-Center Purchase Invoice terms.
Deducting Track Quantity From Stock Document Quantity termConfig.deductTrackQtyFromStockDocQty — Deducts the tracked quantity from the linked stock document's quantity, avoiding double-counting between the invoice and the stock receipt. Available only for Purchase Invoice and Service-Center Purchase Invoice terms.
Serial & Special-Serial Handling
These options govern how serial numbers interact with quantity tracking and line-quantity entry.
Allow Special Serial Numbers termConfig.allowSpecialSerialNumbers — Allows special / non-standard serial numbers in the context of quantity tracking.
Calculate Quantity From Serial With Data Entry termConfig.calcQtyFromSerialWithEntry — Derives the line quantity from the count of serial numbers entered during data entry, so the quantity stays in step with the serials captured.