feat: serial no and batch traceability report

erpnext/patches.txt

@@ -431,3 +431,4 @@ erpnext.patches.v15_0.repost_gl_entries_with_no_account_subcontracting #2025-08-
 erpnext.patches.v15_0.patch_missing_buying_price_list_in_material_request
 erpnext.patches.v15_0.remove_sales_partner_from_consolidated_sales_invoice
 erpnext.patches.v15_0.add_company_payment_gateway_account
+erpnext.patches.v16_0.update_serial_no_reference_name

erpnext/patches/v16_0/update_serial_no_reference_name.py

@@ -0,0 +1,27 @@
+import frappe
+
+
+def execute():
+	# Update the reference_name, reference_doctype fields for Serial No where it is null
+
+	sabb = frappe.qb.DocType("Serial and Batch Bundle")
+	sabb_entry = frappe.qb.DocType("Serial and Batch Entry")
+	serial_no = frappe.qb.DocType("Serial No").as_("sn")
+
+	query = (
+		frappe.qb.update(serial_no)
+		.join(sabb_entry)
+		.on(sabb_entry.serial_no == serial_no.name)
+		.join(sabb)
+		.on(sabb.name == sabb_entry.parent)
+		.set(serial_no.reference_name, serial_no.purchase_document_no)
+		.set(serial_no.reference_doctype, sabb.voucher_type)
+		.set(serial_no.posting_date, sabb.posting_date)
+		.where(
+			(sabb.voucher_no == serial_no.purchase_document_no)
+			& (sabb.is_cancelled == 0)
+			& (sabb_entry.docstatus == 1)
+		)
+	)
+
+	query.run()

erpnext/stock/doctype/serial_and_batch_bundle/serial_and_batch_bundle.py

@@ -1137,12 +1137,12 @@ class SerialandBatchBundle(Document):
 	def before_submit(self):
 		self.validate_serial_and_batch_data()
 		self.validate_serial_and_batch_no_for_returned()
-		self.set_purchase_document_no()
+		self.set_source_document_no()
 
 	def on_submit(self):
 		self.validate_serial_nos_inventory()
 
-	def set_purchase_document_no(self):
+	def set_source_document_no(self):
 		if self.flags.ignore_validate_serial_batch:
 			return
 
@@ -1154,10 +1154,9 @@ class SerialandBatchBundle(Document):
 			sn_table = frappe.qb.DocType("Serial No")
 			(
 				frappe.qb.update(sn_table)
-				.set(
-					sn_table.purchase_document_no,
-					self.voucher_no if not sn_table.purchase_document_no else self.voucher_no,
-				)
+				.set(sn_table.reference_doctype, self.voucher_type)
+				.set(sn_table.reference_name, self.voucher_no)
+				.set(sn_table.posting_date, self.posting_date)
 				.where(sn_table.name.isin(serial_nos))
 			).run()
 

erpnext/stock/doctype/serial_no/serial_no.json

@@ -39,7 +39,11 @@
   "company",
   "column_break_2cmm",
   "work_order",
-  "purchase_document_no"
+  "source_document_section",
+  "reference_doctype",
+  "posting_date",
+  "column_break_ctcx",
+  "reference_name"
  ],
  "fields": [
   {
@@ -262,13 +266,6 @@
    "fieldname": "column_break_2cmm",
    "fieldtype": "Column Break"
   },
-  {
-   "fieldname": "purchase_document_no",
-   "fieldtype": "Data",
-   "label": "Creation Document No",
-   "no_copy": 1,
-   "read_only": 1
-  },
   {
    "fieldname": "customer",
    "fieldtype": "Link",
@@ -277,12 +274,45 @@
    "options": "Customer",
    "print_hide": 1,
    "read_only": 1
+  },
+  {
+   "fieldname": "source_document_section",
+   "fieldtype": "Section Break",
+   "label": "Source Document"
+  },
+  {
+   "fieldname": "reference_doctype",
+   "fieldtype": "Link",
+   "ignore_user_permissions": 1,
+   "label": "Source Document Type",
+   "no_copy": 1,
+   "options": "DocType",
+   "read_only": 1
+  },
+  {
+   "fieldname": "column_break_ctcx",
+   "fieldtype": "Column Break"
+  },
+  {
+   "fieldname": "reference_name",
+   "fieldtype": "Dynamic Link",
+   "label": "Source Document Name",
+   "no_copy": 1,
+   "options": "reference_doctype",
+   "read_only": 1
+  },
+  {
+   "fieldname": "posting_date",
+   "fieldtype": "Date",
+   "label": "Posting Date",
+   "no_copy": 1,
+   "read_only": 1
   }
  ],
  "icon": "fa fa-barcode",
  "idx": 1,
  "links": [],
- "modified": "2025-07-15 13:36:21.938700",
+ "modified": "2025-08-05 17:17:11.328682",
  "modified_by": "Administrator",
  "module": "Stock",
  "name": "Serial No",

erpnext/stock/doctype/serial_no/serial_no.py

@@ -48,8 +48,10 @@ class SerialNo(StockController):
 		item_name: DF.Data | None
 		location: DF.Link | None
 		maintenance_status: DF.Literal["", "Under Warranty", "Out of Warranty", "Under AMC", "Out of AMC"]
-		purchase_document_no: DF.Data | None
+		posting_date: DF.Date | None
 		purchase_rate: DF.Float
+		reference_doctype: DF.Link | None
+		reference_name: DF.DynamicLink | None
 		serial_no: DF.Data
 		status: DF.Literal["", "Active", "Inactive", "Consumed", "Delivered", "Expired"]
 		warehouse: DF.Link | None

erpnext/stock/report/serial_and_batch_summary/serial_and_batch_summary.py

@@ -144,7 +144,15 @@ def get_columns(filters, data):
 		)
 
 	if not item_details or item_details.get("has_serial_no"):
-		columns.append({"label": _("Serial No"), "fieldname": "serial_no", "fieldtype": "Data", "width": 120})
+		columns.append(
+			{
+				"label": _("Serial No"),
+				"fieldname": "serial_no",
+				"fieldtype": "Link",
+				"width": 120,
+				"options": "Serial No",
+			}
+		)
 
 	if not item_details or item_details.get("has_batch_no"):
 		columns.extend(

erpnext/stock/report/serial_no_and_batch_traceability/serial_no_and_batch_traceability.js

@@ -0,0 +1,112 @@
+// Copyright (c) 2025, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+
+frappe.query_reports["Serial No and Batch Traceability"] = {
+	filters: [
+		{
+			fieldname: "item_code",
+			label: __("Item Code"),
+			options: "Item",
+			fieldtype: "Link",
+			get_query: () => {
+				return {
+					query: "erpnext.stock.doctype.serial_and_batch_bundle.serial_and_batch_bundle.item_query",
+				};
+			},
+		},
+		{
+			fieldname: "batches",
+			label: __("Batch No"),
+			fieldtype: "MultiSelectList",
+			options: "Batch",
+			get_data: (txt) => {
+				let filters = {
+					disabled: 0,
+				};
+
+				let item_code = frappe.query_report.get_filter_value("item_code");
+				if (item_code?.length) {
+					filters.item = ["in", item_code];
+				}
+
+				return frappe.db.get_link_options("Batch", txt, filters);
+			},
+		},
+		{
+			fieldname: "serial_nos",
+			label: __("Serial No"),
+			fieldtype: "MultiSelectList",
+			options: "Serial No",
+			get_data: (txt) => {
+				let filters = {};
+
+				let item_code = frappe.query_report.get_filter_value("item_code");
+				if (item_code?.length) {
+					filters.item_code = ["in", item_code];
+				}
+
+				return frappe.db.get_link_options("Serial No", txt, filters);
+			},
+		},
+		{
+			fieldname: "traceability_direction",
+			label: __("Tracebility Direction"),
+			fieldtype: "Select",
+			options: "Backward\nForward\nBoth",
+			default: "Backward",
+		},
+	],
+	formatter: function (value, row, column, data, default_formatter) {
+		if (column.fieldname === "qty" && !data.item_code) {
+			return "";
+		}
+
+		return custom_formatter(value, row, column, data, default_formatter);
+	},
+};
+
+function getTraceabilityLink({ type, value, original_value, item_code, data, filter_values }) {
+	if (!value) return value;
+
+	const base_url = type === "batch_no" ? "/app/batch/" : "/app/serial-no/";
+	const filter_list = filter_values[type]; // either batches or serial_nos
+
+	let css_class = "ellipsis";
+
+	if (filter_list?.length && !filter_list.includes(original_value)) {
+		// value not in filtered list
+		css_class = "ellipsis";
+	} else if (item_code && data.item_code && data.item_code !== item_code) {
+		// mismatch in item code
+		css_class = "ellipsis";
+	} else {
+		// color by direction
+		css_class = data.direction === "Backward" ? "ellipsis text-success" : "ellipsis text-danger";
+	}
+
+	return `<a class="${css_class}" href="${base_url}${original_value}">${original_value}</a>`;
+}
+
+function custom_formatter(value, row, column, data, default_formatter) {
+	let original_value = value;
+	let filter_values = {
+		batch_no: frappe.query_report.get_filter_value("batches"),
+		serial_no: frappe.query_report.get_filter_value("serial_nos"),
+	};
+	let item_code = frappe.query_report.get_filter_value("item_code");
+
+	value = default_formatter(value, row, column, data);
+
+	if (["batch_no", "serial_no"].includes(column.fieldname) && value) {
+		value = getTraceabilityLink({
+			type: column.fieldname,
+			value,
+			original_value,
+			item_code,
+			data,
+			filter_values,
+		});
+	}
+
+	return value;
+}

erpnext/stock/report/serial_no_and_batch_traceability/serial_no_and_batch_traceability.json

@@ -0,0 +1,52 @@
+{
+ "add_total_row": 0,
+ "add_translate_data": 0,
+ "columns": [],
+ "creation": "2025-08-05 13:41:28.654684",
+ "disabled": 0,
+ "docstatus": 0,
+ "doctype": "Report",
+ "filters": [],
+ "idx": 0,
+ "is_standard": "Yes",
+ "letterhead": null,
+ "modified": "2025-08-05 13:41:28.654684",
+ "modified_by": "Administrator",
+ "module": "Stock",
+ "name": "Serial No and Batch Traceability",
+ "owner": "Administrator",
+ "prepared_report": 0,
+ "ref_doctype": "Serial and Batch Bundle",
+ "report_name": "Serial No and Batch Traceability",
+ "report_type": "Script Report",
+ "roles": [
+  {
+   "role": "System Manager"
+  },
+  {
+   "role": "Purchase User"
+  },
+  {
+   "role": "Purchase Manager"
+  },
+  {
+   "role": "Stock User"
+  },
+  {
+   "role": "Stock Manager"
+  },
+  {
+   "role": "Delivery User"
+  },
+  {
+   "role": "Delivery Manager"
+  },
+  {
+   "role": "Manufacturing User"
+  },
+  {
+   "role": "Manufacturing Manager"
+  }
+ ],
+ "timeout": 0
+}

erpnext/stock/report/serial_no_and_batch_traceability/serial_no_and_batch_traceability.py

@@ -0,0 +1,462 @@
+# Copyright (c) 2025, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+import frappe
+from frappe import _
+from frappe.query_builder import Case
+
+
+def execute(filters: dict | None = None):
+	report = ReportData(filters)
+	data = report.get_data()
+	columns = report.get_columns()
+
+	return columns, data
+
+
+class ReportData:
+	def __init__(self, filters):
+		self.filters = filters
+		self.doctype_name = self.get_doctype()
+
+	def get_data(self):
+		result_data = []
+
+		if self.filters.get("traceability_direction") in ["Backward", "Both"]:
+			data = self.get_serial_no_batches()
+			source_data = self.prepare_source_data(data)
+			for key in source_data:
+				sabb_data = source_data[key]
+				if sabb_data.reference_doctype != "Stock Entry":
+					continue
+
+				self.set_backward_data(sabb_data)
+
+			self.parse_batch_details(source_data, result_data, "Backward")
+
+		if self.filters.get("traceability_direction") in ["Forward", "Both"]:
+			data = self.get_serial_no_batches()
+			batch_details = frappe._dict({})
+			for row in data:
+				value = row.serial_no or row.batch_no
+				self.set_forward_data(value, batch_details)
+
+			self.parse_batch_details(batch_details, result_data, "Forward")
+
+		return result_data
+
+	def parse_batch_details(self, sabb_data_details, data, direction, indent=0):
+		for key in sabb_data_details:
+			sabb = sabb_data_details[key]
+			row = {
+				"item_code": sabb.item_code,
+				"batch_no": sabb.batch_no,
+				"serial_no": sabb.serial_no,
+				"warehouse": sabb.warehouse,
+				"qty": sabb.qty,
+				"reference_doctype": sabb.reference_doctype,
+				"reference_name": sabb.reference_name,
+				"item_name": sabb.item_name,
+				"posting_date": sabb.posting_date,
+				"indent": indent,
+				"direction": direction,
+			}
+
+			if data and indent == 0:
+				data.append({})
+
+			if direction == "Forward" and row["qty"] > 0:
+				row["direction"] = "Backward"
+
+			if sabb.reference_doctype == "Purchase Receipt":
+				row["supplier"] = frappe.db.get_value(
+					"Purchase Receipt",
+					sabb.reference_name,
+					"supplier",
+				)
+			elif sabb.reference_doctype == "Stock Entry":
+				row["work_order"] = frappe.db.get_value(
+					"Stock Entry",
+					sabb.reference_name,
+					"work_order",
+				)
+
+			data.append(row)
+
+			raw_materials = sabb.get("raw_materials")
+			if raw_materials:
+				self.parse_batch_details(raw_materials, data, direction, indent + 1)
+
+		return data
+
+	def prepare_source_data(self, data):
+		source_data = frappe._dict({})
+		for row in data:
+			key = (row.item_code, row.reference_name)
+			if self.doctype_name == "Batch":
+				sabb_details = self.get_qty_from_sabb(row)
+				row.update(sabb_details)
+			else:
+				row.qty = 1
+
+			if key not in source_data:
+				row["raw_materials"] = frappe._dict({})
+				source_data[key] = row
+
+		return source_data
+
+	def get_qty_from_sabb(self, row):
+		sabb = frappe.qb.DocType("Serial and Batch Bundle")
+		sabb_entry = frappe.qb.DocType("Serial and Batch Entry")
+
+		query = (
+			frappe.qb.from_(sabb)
+			.inner_join(sabb_entry)
+			.on(sabb.name == sabb_entry.parent)
+			.select(
+				sabb_entry.qty,
+				sabb_entry.warehouse,
+			)
+			.where(
+				(sabb_entry.batch_no == row.batch_no)
+				& (sabb.voucher_type == row.reference_doctype)
+				& (sabb.voucher_no == row.reference_name)
+				& (sabb.is_cancelled == 0)
+				& (sabb_entry.docstatus == 1)
+			)
+		)
+
+		results = query.run(as_dict=True)
+
+		return results[0] if results else {}
+
+	def set_backward_data(self, sabb_data, qty=None):
+		if qty:
+			sabb_data.qty = qty
+
+		if "raw_materials" not in sabb_data:
+			sabb_data.raw_materials = frappe._dict({})
+
+		materials = self.get_materials(sabb_data)
+		for material in materials:
+			key = (material.item_code, material.batch_no)
+
+			# Recursive: batch has sub-components
+			if material.serial_no or material.batch_no:
+				value = material.serial_no or material.batch_no
+
+				if key not in sabb_data.raw_materials:
+					details = self.get_serial_no_batches(value)
+					if details:
+						details.update(self.get_qty_from_sabb(details))
+						sabb_data.raw_materials[key] = details
+
+				self.set_backward_data(sabb_data.raw_materials[key], material.qty)
+			else:
+				sub_key = material.item_code
+				if sub_key not in sabb_data.raw_materials:
+					sabb_data.raw_materials[sub_key] = frappe._dict(
+						{
+							"item_code": material.item_code,
+							"item_name": material.item_name,
+							"qty": material.qty or material.quantity,
+							"warehouse": material.warehouse,
+						}
+					)
+
+		return sabb_data
+
+	def get_serial_no_batches(self, name=None):
+		batches = self.filters.get("batches", [])
+		serial_nos = self.filters.get("serial_nos", [])
+
+		doctype = frappe.qb.DocType(self.doctype_name)
+		query = frappe.qb.from_(doctype).select(
+			doctype.reference_doctype,
+			doctype.reference_name,
+			doctype.item_name,
+		)
+
+		if self.doctype_name == "Batch":
+			query = query.select(
+				doctype.item.as_("item_code"),
+				doctype.name.as_("batch_no"),
+				doctype.manufacturing_date.as_("posting_date"),
+			)
+		else:
+			query = query.select(
+				doctype.item_code,
+				doctype.name.as_("serial_no"),
+				doctype.posting_date,
+			)
+
+		if name:
+			query = query.where(doctype.name == name)
+			data = query.run(as_dict=True)
+			return data[0] if data else {}
+
+		if batches:
+			query = query.where(doctype.name.isin(batches))
+		elif serial_nos:
+			query = query.where(doctype.name.isin(serial_nos))
+
+		if self.filters.get("item_code"):
+			if self.doctype_name == "Serial No":
+				query = query.where(doctype.item_code == self.filters.item_code)
+			else:
+				query = query.where(doctype.item == self.filters.item_code)
+
+		return query.run(as_dict=True)
+
+	def get_doctype(self):
+		if self.filters.item_code:
+			item_details = frappe.get_cached_value(
+				"Item",
+				self.filters.item_code,
+				["has_batch_no", "has_serial_no"],
+				as_dict=True,
+			)
+
+			if item_details.has_serial_no:
+				return "Serial No"
+			elif item_details.has_batch_no:
+				return "Batch"
+
+		elif self.filters.get("serial_nos"):
+			return "Serial No"
+
+		return "Batch"
+
+	def get_materials(self, sabb_data):
+		stock_entry = frappe.qb.DocType("Stock Entry")
+		stock_entry_detail = frappe.qb.DocType("Stock Entry Detail")
+		sabb_entry = frappe.qb.DocType("Serial and Batch Entry")
+
+		query = (
+			frappe.qb.from_(stock_entry)
+			.inner_join(stock_entry_detail)
+			.on(stock_entry.name == stock_entry_detail.parent)
+			.left_join(sabb_entry)
+			.on(
+				(stock_entry_detail.serial_and_batch_bundle == sabb_entry.parent)
+				& (sabb_entry.docstatus == 1)
+			)
+			.select(
+				stock_entry_detail.s_warehouse.as_("warehouse"),
+				stock_entry_detail.item_code,
+				stock_entry_detail.item_name,
+				stock_entry_detail.parenttype.as_("reference_doctype"),
+				stock_entry.name.as_("reference_name"),
+				(
+					(
+						stock_entry_detail.qty
+						/ Case().when(stock_entry.fg_completed_qty > 0, stock_entry.fg_completed_qty).else_(1)
+					)
+					* sabb_data.qty
+				).as_("qty"),
+				sabb_entry.batch_no,
+				sabb_entry.serial_no,
+				sabb_entry.qty.as_("quantity"),
+			)
+			.where(
+				(stock_entry.docstatus == 1)
+				& (stock_entry.purpose.isin(["Manufacture", "Repack"]))
+				& (stock_entry.name == sabb_data.reference_name)
+				& (stock_entry_detail.s_warehouse.isnotnull())
+			)
+		)
+
+		return query.run(as_dict=True)
+
+	def set_forward_data(self, value, sabb_data):
+		outward_entries = self.get_outward_sabb_entries(value)
+
+		for row in outward_entries:
+			if row.reference_doctype == "Stock Entry":
+				self.process_manufacture_or_repack_entry(row, sabb_data)
+			else:
+				self.add_direct_outward_entry(row, sabb_data)
+
+	def add_direct_outward_entry(self, row, batch_details):
+		key = (row.item_code, row.reference_name)
+		if key not in batch_details:
+			row["indent"] = 0
+			batch_details[key] = row
+
+	def get_outward_sabb_entries(self, value):
+		SABB = frappe.qb.DocType("Serial and Batch Bundle")
+		SABE = frappe.qb.DocType("Serial and Batch Entry")
+
+		query = (
+			frappe.qb.from_(SABB)
+			.inner_join(SABE)
+			.on(SABB.name == SABE.parent)
+			.select(
+				SABB.voucher_type.as_("reference_doctype"),
+				SABB.voucher_no.as_("reference_name"),
+				SABE.batch_no,
+				SABE.serial_no,
+				SABE.qty,
+				SABB.item_code,
+				SABB.item_name,
+				SABB.posting_date,
+				SABB.warehouse,
+			)
+			.where((SABB.is_cancelled == 0) & (SABE.docstatus == 1) & (SABB.type_of_transaction == "Outward"))
+		)
+
+		if self.doctype_name == "Serial No":
+			query = query.where(SABE.serial_no == value)
+		else:
+			query = query.where(SABE.batch_no == value)
+
+		return query.run(as_dict=True)
+
+	def process_manufacture_or_repack_entry(self, row, batch_details):
+		ste = frappe.db.get_value("Stock Entry", row.reference_name, ["purpose", "work_order"], as_dict=True)
+
+		if ste and ste.purpose in ["Manufacture", "Repack"]:
+			fg_item = self.get_finished_item_from_stock_entry(row.reference_name)
+			if not fg_item:
+				return
+
+			key = (fg_item.item_code, row.reference_name)
+
+			if key not in batch_details:
+				serial_no, batch_no = self.get_serial_batch_no(fg_item.serial_and_batch_bundle)
+				fg_item.update(
+					{
+						"work_order": ste.work_order,
+						"posting_date": row.posting_date,
+						"serial_no": serial_no,
+						"batch_no": batch_no,
+						"indent": 0,
+						"warehouse": fg_item.warehouse,
+						"raw_materials": frappe._dict({(row.item_code, row.reference_name): row}),
+					}
+				)
+				batch_details[key] = fg_item
+
+	def get_finished_item_from_stock_entry(self, reference_name):
+		return frappe.db.get_value(
+			"Stock Entry Detail",
+			{"parent": reference_name, "is_finished_item": 1},
+			[
+				"item_code",
+				"item_name",
+				"serial_and_batch_bundle",
+				"qty",
+				"parenttype as reference_doctype",
+				"parent as reference_name",
+				"t_warehouse as warehouse",
+			],
+			as_dict=True,
+		)
+
+	def get_serial_batch_no(self, serial_and_batch_bundle):
+		sabb_details = frappe.db.get_value(
+			"Serial and Batch Entry",
+			{"parent": serial_and_batch_bundle},
+			["batch_no", "serial_no"],
+			as_dict=True,
+		)
+
+		return (sabb_details.serial_no, sabb_details.batch_no) if sabb_details else (None, None)
+
+	def get_columns(self):
+		columns = [
+			{
+				"fieldname": "item_code",
+				"label": _("Item Code"),
+				"fieldtype": "Link",
+				"options": "Item",
+				"width": 180,
+			},
+			{
+				"fieldname": "item_name",
+				"label": _("Item Name"),
+				"fieldtype": "Data",
+				"width": 120,
+			},
+		]
+
+		if self.doctype_name == "Serial No":
+			columns.append(
+				{
+					"fieldname": "serial_no",
+					"label": _("Serial No"),
+					"fieldtype": "Link",
+					"options": "Serial No",
+					"width": 150,
+				}
+			)
+		else:
+			columns.append(
+				{
+					"fieldname": "batch_no",
+					"label": _("Batch No"),
+					"fieldtype": "Link",
+					"options": "Batch",
+					"width": 140,
+				}
+			)
+
+		columns.extend(
+			[
+				{
+					"fieldname": "qty",
+					"label": _("Quantity"),
+					"fieldtype": "Float",
+					"width": 90,
+				},
+				{
+					"fieldname": "reference_doctype",
+					"label": _("Voucher Type"),
+					"fieldtype": "Data",
+					"width": 130,
+				},
+				{
+					"fieldname": "reference_name",
+					"label": _("Source Document No"),
+					"fieldtype": "Dynamic Link",
+					"options": "reference_doctype",
+					"width": 200,
+				},
+				{
+					"fieldname": "warehouse",
+					"label": _("Warehouse"),
+					"fieldtype": "Link",
+					"options": "Warehouse",
+					"width": 120,
+				},
+				{
+					"fieldname": "posting_date",
+					"label": _("Posting Date"),
+					"fieldtype": "Date",
+					"width": 120,
+				},
+				{
+					"fieldname": "work_order",
+					"label": _("Work Order"),
+					"fieldtype": "Link",
+					"options": "Work Order",
+					"width": 160,
+				},
+				{
+					"fieldname": "supplier",
+					"label": _("Supplier"),
+					"fieldtype": "Link",
+					"options": "Supplier",
+					"width": 150,
+				},
+				{
+					"fieldname": "customer",
+					"label": _("Customer"),
+					"fieldtype": "Link",
+					"options": "Customer",
+					"width": 150,
+				},
+			]
+		)
+
+		return columns

erpnext/stock/serial_batch_bundle.py

@@ -423,7 +423,7 @@ class SerialBatchBundle:
 				"Active"
 				if warehouse
 				else status
-				if (sn_table.purchase_document_no != sle.voucher_no or sle.is_cancelled != 1)
+				if (sn_table.reference_name != sle.voucher_no or sle.is_cancelled != 1)
 				else "Inactive",
 			)
 			.set(sn_table.company, sle.company)
@@ -1263,6 +1263,10 @@ class SerialBatchCreation:
 		if self.get("voucher_no"):
 			voucher_no = self.get("voucher_no")
 
+		voucher_type = ""
+		if self.get("voucher_type"):
+			voucher_type = self.get("voucher_type")
+
 		for _i in range(abs(cint(self.actual_qty))):
 			serial_no = make_autoname(self.serial_no_series, "Serial No")
 			sr_nos.append(serial_no)
@@ -1280,6 +1284,7 @@ class SerialBatchCreation:
 					self.item_name,
 					self.description,
 					"Active",
+					voucher_type,
 					voucher_no,
 					self.batch_no,
 				)
@@ -1299,7 +1304,8 @@ class SerialBatchCreation:
 				"item_name",
 				"description",
 				"status",
-				"purchase_document_no",
+				"reference_doctype",
+				"reference_name",
 				"batch_no",
 			]
 

erpnext/stock/workspace/stock/stock.json

@@ -1,11 +1,12 @@
 {
+ "app": "erpnext",
  "charts": [
   {
    "chart_name": "Warehouse wise Stock Value",
    "label": "Warehouse wise Stock Value"
   }
  ],
- "content": "[{\"id\":\"BJTnTemGjc\",\"type\":\"onboarding\",\"data\":{\"onboarding_name\":\"Stock\",\"col\":12}},{\"id\":\"WKeeHLcyXI\",\"type\":\"number_card\",\"data\":{\"number_card_name\":\"Total Stock Value\",\"col\":4}},{\"id\":\"6nVoOHuy5w\",\"type\":\"number_card\",\"data\":{\"number_card_name\":\"Total Warehouses\",\"col\":4}},{\"id\":\"OUex5VED7d\",\"type\":\"number_card\",\"data\":{\"number_card_name\":\"Total Active Items\",\"col\":4}},{\"id\":\"A3svBa974t\",\"type\":\"chart\",\"data\":{\"chart_name\":\"Warehouse wise Stock Value\",\"col\":12}},{\"id\":\"wwAoBx30p3\",\"type\":\"spacer\",\"data\":{\"col\":12}},{\"id\":\"LkqrpJHM9X\",\"type\":\"header\",\"data\":{\"text\":\"<span class=\\\"h4\\\"><b>Quick Access</b></span>\",\"col\":12}},{\"id\":\"OR8PYiYspy\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Item\",\"col\":3}},{\"id\":\"KP1A22WjDl\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Material Request\",\"col\":3}},{\"id\":\"0EYKOrx6U1\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Stock Entry\",\"col\":3}},{\"id\":\"cqotiphmhZ\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Purchase Receipt\",\"col\":3}},{\"id\":\"Xhjqnm-JxZ\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Delivery Note\",\"col\":3}},{\"id\":\"yxCx6Tay4Z\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Stock Ledger\",\"col\":3}},{\"id\":\"o3sdEnNy34\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Stock Balance\",\"col\":3}},{\"id\":\"m9O0HUUDS5\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Dashboard\",\"col\":3}},{\"id\":\"NwWcNC_xNj\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Learn Inventory Management\",\"col\":3}},{\"id\":\"9AmAh9LnPI\",\"type\":\"spacer\",\"data\":{\"col\":12}},{\"id\":\"3SmmwBbOER\",\"type\":\"header\",\"data\":{\"text\":\"<span class=\\\"h4\\\"><b>Masters &amp; Reports</b></span>\",\"col\":12}},{\"id\":\"OAGNH9njt7\",\"type\":\"card\",\"data\":{\"card_name\":\"Items Catalogue\",\"col\":4}},{\"id\":\"jF9eKz0qr0\",\"type\":\"card\",\"data\":{\"card_name\":\"Stock Transactions\",\"col\":4}},{\"id\":\"tyTnQo-MIS\",\"type\":\"card\",\"data\":{\"card_name\":\"Stock Reports\",\"col\":4}},{\"id\":\"dJaJw6YNPU\",\"type\":\"card\",\"data\":{\"card_name\":\"Settings\",\"col\":4}},{\"id\":\"rQf5vK4N_T\",\"type\":\"card\",\"data\":{\"card_name\":\"Serial No and Batch\",\"col\":4}},{\"id\":\"7oM7hFL4v8\",\"type\":\"card\",\"data\":{\"card_name\":\"Tools\",\"col\":4}},{\"id\":\"ve3L6ZifkB\",\"type\":\"card\",\"data\":{\"card_name\":\"Key Reports\",\"col\":4}},{\"id\":\"8Kfvu3umw7\",\"type\":\"card\",\"data\":{\"card_name\":\"Other Reports\",\"col\":4}}]",
+ "content": "[{\"id\":\"WKeeHLcyXI\",\"type\":\"number_card\",\"data\":{\"number_card_name\":\"Total Stock Value\",\"col\":4}},{\"id\":\"6nVoOHuy5w\",\"type\":\"number_card\",\"data\":{\"number_card_name\":\"Total Warehouses\",\"col\":4}},{\"id\":\"OUex5VED7d\",\"type\":\"number_card\",\"data\":{\"number_card_name\":\"Total Active Items\",\"col\":4}},{\"id\":\"A3svBa974t\",\"type\":\"chart\",\"data\":{\"chart_name\":\"Warehouse wise Stock Value\",\"col\":12}},{\"id\":\"wwAoBx30p3\",\"type\":\"spacer\",\"data\":{\"col\":12}},{\"id\":\"LkqrpJHM9X\",\"type\":\"header\",\"data\":{\"text\":\"<span class=\\\"h4\\\"><b>Quick Access</b></span>\",\"col\":12}},{\"id\":\"OR8PYiYspy\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Item\",\"col\":3}},{\"id\":\"KP1A22WjDl\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Material Request\",\"col\":3}},{\"id\":\"0EYKOrx6U1\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Stock Entry\",\"col\":3}},{\"id\":\"cqotiphmhZ\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Purchase Receipt\",\"col\":3}},{\"id\":\"Xhjqnm-JxZ\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Delivery Note\",\"col\":3}},{\"id\":\"yxCx6Tay4Z\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Stock Ledger\",\"col\":3}},{\"id\":\"o3sdEnNy34\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Stock Balance\",\"col\":3}},{\"id\":\"m9O0HUUDS5\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Dashboard\",\"col\":3}},{\"id\":\"NwWcNC_xNj\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Learn Inventory Management\",\"col\":3}},{\"id\":\"9AmAh9LnPI\",\"type\":\"spacer\",\"data\":{\"col\":12}},{\"id\":\"3SmmwBbOER\",\"type\":\"header\",\"data\":{\"text\":\"<span class=\\\"h4\\\"><b>Masters &amp; Reports</b></span>\",\"col\":12}},{\"id\":\"OAGNH9njt7\",\"type\":\"card\",\"data\":{\"card_name\":\"Items Catalogue\",\"col\":4}},{\"id\":\"jF9eKz0qr0\",\"type\":\"card\",\"data\":{\"card_name\":\"Stock Transactions\",\"col\":4}},{\"id\":\"tyTnQo-MIS\",\"type\":\"card\",\"data\":{\"card_name\":\"Stock Reports\",\"col\":4}},{\"id\":\"dJaJw6YNPU\",\"type\":\"card\",\"data\":{\"card_name\":\"Settings\",\"col\":4}},{\"id\":\"rQf5vK4N_T\",\"type\":\"card\",\"data\":{\"card_name\":\"Serial No and Batch\",\"col\":4}},{\"id\":\"7oM7hFL4v8\",\"type\":\"card\",\"data\":{\"card_name\":\"Tools\",\"col\":4}},{\"id\":\"ve3L6ZifkB\",\"type\":\"card\",\"data\":{\"card_name\":\"Key Reports\",\"col\":4}},{\"id\":\"8Kfvu3umw7\",\"type\":\"card\",\"data\":{\"card_name\":\"Other Reports\",\"col\":4}}]",
  "creation": "2020-03-02 15:43:10.096528",
  "custom_blocks": [],
  "docstatus": 0,
@@ -286,80 +287,6 @@
    "onboard": 0,
    "type": "Link"
   },
-  {
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Serial No and Batch",
-   "link_count": 0,
-   "onboard": 0,
-   "type": "Card Break"
-  },
-  {
-   "dependencies": "Item",
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Serial No",
-   "link_count": 0,
-   "link_to": "Serial No",
-   "link_type": "DocType",
-   "onboard": 1,
-   "type": "Link"
-  },
-  {
-   "dependencies": "Item",
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Batch",
-   "link_count": 0,
-   "link_to": "Batch",
-   "link_type": "DocType",
-   "onboard": 1,
-   "type": "Link"
-  },
-  {
-   "dependencies": "Item",
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Installation Note",
-   "link_count": 0,
-   "link_to": "Installation Note",
-   "link_type": "DocType",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "dependencies": "Serial No",
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Serial No Service Contract Expiry",
-   "link_count": 0,
-   "link_to": "Serial No Service Contract Expiry",
-   "link_type": "Report",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "dependencies": "Serial No",
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Serial No Status",
-   "link_count": 0,
-   "link_to": "Serial No Status",
-   "link_type": "Report",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "dependencies": "Serial No",
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Serial No Warranty Expiry",
-   "link_count": 0,
-   "link_to": "Serial No Warranty Expiry",
-   "link_type": "Report",
-   "onboard": 0,
-   "type": "Link"
-  },
   {
    "hidden": 0,
    "is_query_report": 0,
@@ -601,6 +528,7 @@
    "link_to": "Warehouse Wise Stock Balance",
    "link_type": "Report",
    "onboard": 0,
+   "report_ref_doctype": "Stock Ledger Entry",
    "type": "Link"
   },
   {
@@ -761,9 +689,107 @@
    "link_type": "Report",
    "onboard": 0,
    "type": "Link"
+  },
+  {
+   "hidden": 0,
+   "is_query_report": 0,
+   "label": "Serial No and Batch",
+   "link_count": 8,
+   "link_type": "DocType",
+   "onboard": 0,
+   "type": "Card Break"
+  },
+  {
+   "dependencies": "Item",
+   "hidden": 0,
+   "is_query_report": 0,
+   "label": "Serial No",
+   "link_count": 0,
+   "link_to": "Serial No",
+   "link_type": "DocType",
+   "onboard": 1,
+   "type": "Link"
+  },
+  {
+   "dependencies": "Item",
+   "hidden": 0,
+   "is_query_report": 0,
+   "label": "Batch",
+   "link_count": 0,
+   "link_to": "Batch",
+   "link_type": "DocType",
+   "onboard": 1,
+   "type": "Link"
+  },
+  {
+   "hidden": 0,
+   "is_query_report": 1,
+   "label": "Serial No and Batch Traceability",
+   "link_count": 0,
+   "link_to": "Serial No and Batch Traceability",
+   "link_type": "Report",
+   "onboard": 0,
+   "type": "Link"
+  },
+  {
+   "hidden": 0,
+   "is_query_report": 1,
+   "label": "Serial No Ledger",
+   "link_count": 0,
+   "link_to": "Serial No Ledger",
+   "link_type": "Report",
+   "onboard": 0,
+   "type": "Link"
+  },
+  {
+   "dependencies": "Item",
+   "hidden": 0,
+   "is_query_report": 0,
+   "label": "Installation Note",
+   "link_count": 0,
+   "link_to": "Installation Note",
+   "link_type": "DocType",
+   "onboard": 0,
+   "type": "Link"
+  },
+  {
+   "dependencies": "Serial No",
+   "hidden": 0,
+   "is_query_report": 0,
+   "label": "Serial No Service Contract Expiry",
+   "link_count": 0,
+   "link_to": "Serial No Service Contract Expiry",
+   "link_type": "Report",
+   "onboard": 0,
+   "report_ref_doctype": "Serial No",
+   "type": "Link"
+  },
+  {
+   "dependencies": "Serial No",
+   "hidden": 0,
+   "is_query_report": 0,
+   "label": "Serial No Status",
+   "link_count": 0,
+   "link_to": "Serial No Status",
+   "link_type": "Report",
+   "onboard": 0,
+   "report_ref_doctype": "Serial No",
+   "type": "Link"
+  },
+  {
+   "dependencies": "Serial No",
+   "hidden": 0,
+   "is_query_report": 0,
+   "label": "Serial No Warranty Expiry",
+   "link_count": 0,
+   "link_to": "Serial No Warranty Expiry",
+   "link_type": "Report",
+   "onboard": 0,
+   "report_ref_doctype": "Serial No",
+   "type": "Link"
   }
  ],
- "modified": "2023-07-04 14:38:14.988756",
+ "modified": "2025-08-06 13:22:35.414711",
  "modified_by": "Administrator",
  "module": "Stock",
  "name": "Stock",
@@ -836,11 +862,13 @@
   {
    "label": "Stock Ledger",
    "link_to": "Stock Ledger",
+   "report_ref_doctype": "Stock Ledger Entry",
    "type": "Report"
   },
   {
    "label": "Stock Balance",
    "link_to": "Stock Balance",
+   "report_ref_doctype": "Stock Ledger Entry",
    "type": "Report"
   },
   {
@@ -849,5 +877,6 @@
    "type": "Dashboard"
   }
  ],
- "title": "Stock"
+ "title": "Stock",
+ "type": "Workspace"
 }