Data model

Inspect the customer, commercial and operating records behind the specification.

69 tables · 323 relationships

How the model is organized

Customers and access

Accounts, Contacts, Users and Territories establish customer identity and team responsibility. Activities and Cases retain follow-up and scoped sales escalations. Entities, Currencies, ExchangeRates and CRMPolicies supply the operating boundaries.

Accounts
Contacts
Users
Territories establish customer identity
team responsibility

Lead intake

Leads and LeadScores retain captured interest and its source signals. RoutingRules and RoutingAssignments explain how eligible owners receive work. CommunicationPreferences preserves the recipient's current restrictions across capture, conversion and merges.

Leads
LeadScores retain captured interest
its source signals

Campaigns

Campaigns, CampaignMembers, Segments and Emails describe the audience and proposed outreach. MessageDeliveries records actual dispatch outcomes; CampaignAttributions records the disclosed source and weighting used for commercial measurement.

Campaigns
CampaignMembers
Segments
Emails describe the audience
proposed outreach

Pipeline

Opportunities, OpportunityProducts and OpportunityContacts retain the deal and buying committee. OpportunityHistory preserves changes. ForecastPeriods, ForecastEntries, ForecastItems and PipelineSummaries retain identified reporting populations, while Quotas holds effective earner and period allocations.

Opportunities
OpportunityProducts
OpportunityContacts retain the deal
buying committee

Offers

Products, PriceBooks and PriceBookEntries supply the commercial basis. CPQRules and Configurations preserve the technical evaluation. Quotes and QuoteItems retain offered quantities, net prices and discounts. DocumentVersions and ApprovalDecisions bind each required decision to the actual version and signer.

Products
PriceBooks
PriceBookEntries supply the commercial basis

Agreements

Contracts and ContractItems preserve accepted terms and line scope. SignatureRequests records the required customer acceptance. ContractCycles identifies each eligible charge period, Renewals links term decisions, and CommercialAllocations controls cumulative order and billing scope.

Contracts
ContractItems preserve accepted terms
line scope

Delivery and receivables

Orders and OrderItems retain accepted fulfilment work. FulfilmentEvents and UsageRecords supply delivery and measured-usage evidence. Invoices, InvoiceItems and TaxAssessments establish issued charges. PaymentsReceived, PaymentApplications, CreditAdjustments, CreditApplications and Refunds retain cash, settlement and correction history. DunningActions tracks eligible collection follow-up.

Orders
OrderItems retain accepted fulfilment work

Sales compensation

CommissionPlans, CommissionCredits and Commissions retain the earning basis, allocated share and calculation. CommissionStatements freezes membership; CommissionAdjustments preserves attributable corrections; CommissionPayouts records independently authorized requests and confirmed settlement.

CommissionPlans
CommissionCredits
Commissions retain the earning basis
allocated share
calculation

Governance and connections

MasterChanges retains proposed sensitive edits and approval evidence. IntegrationEvents and OutboundDeliveries distinguish authenticated incoming events from destination-specific requests and outcomes. MigrationBatches and MigrationItems retain source identities, cutoff, mappings and reconciled historical positions.

MasterChanges retains proposed sensitive edits
approval evidence

Keys and references

Record identities remain stable when display names or document numbers change. Lines retain their parent and exact source references. Source allocations preserve the quantity and net amount already consumed, including reservations and compensating entries; a link to the contract header alone cannot establish what remains available for a partial order or invoice.

Currency and amount basis travel together. Where an original currency selector remains, it must agree with the linked currency record. Frozen rates explain cross-currency limits, forecasts, quotas and applications. Today’s rate or territory assignment must not rewrite an earlier accepted offer or earning.

Document versions, conversion keys, contract-cycle keys and provider event identities distinguish repeated delivery from new work. Reversals consume a bounded portion of the original effect and cannot also count as new forward processing. Current customer access is distinct from historical earning ownership, and both restrictions apply through joins and exports.

Migration order

Register the batch, source namespace, cutoff and file digests. Load currencies, entities and user identities, then resolve manager, territory and commission-plan references in a controlled second pass.
Load customer and contact identities with reviewed duplicate mappings. Preserve source evidence, ownership history and the most restrictive communication preferences across related lead and contact identities.
Load product, price, configuration, routing, quota and earning policies with their effective versions and independent approval evidence. Unknown dependencies remain exceptions until resolved.
Import pipeline history and selected forecast submissions with their original dates, source membership and currencies. Load accepted offers, contract versions, required signatures, renewal links and existing cycle identities.
Reconcile original gross invoices, receipts and credits with their effective historical applications once. Preserve ordered, fulfilled and billed scope and its remaining availability. Opening summaries represent that same history; importing a net balance and subtracting its prior applications again would reduce it twice.
Preserve commission credit, approved statement membership, paid history and unresolved payout requests. Historical Won, Active, Sent and Paid records remain nonposting evidence. Keep pending provider identities and reservations until their outcome is reconciled.
Have the commercial, finance and marketing owners accept their relevant totals, access and lifecycle examples. Freeze the opening position before new operational events begin at the agreed cutoff.

Tables

Find a table 69 tables

AccountsCompanies or households being sold to. The customer-360 anchor.master

Field	Type	Required	Details
`AccountNumber`	text	yes
`Name`	text	yes
`Type`	select	yes	Prospect, Customer, Partner, Competitor
`Industry`	select		Manufacturing, Distribution, ProfessionalServices, Software, FinancialServices, Healthcare, Education, Retail, PublicSector, Other
`AnnualRevenue`	currency		Optional reported company revenue in AnnualRevenueCurrency, with source/as-of context; not CRM recognised revenue
`EmployeeCount`	number
`Website`	text
`BillingAddress`	text
`ShippingAddress`	text
`Territory`	reference		→ Territories
`Owner`	reference	yes	→ Users
`Parent`	reference		→ Accounts (self)
`Active`	toggle	yes
`Entity`	reference	yes	→ Entities. Legal/selling or employing entity; linked records must satisfy the same approved entity scope
`AnnualRevenueCurrency`	reference		→ Currencies
`Segment`	select		Enterprise, MidMarket, SmallBusiness, Consumer, Partner, Other
`Country`	text		ISO country for territory routing
`Region`	text		Reviewed geography code for routing
`ReportingCurrency`	reference	yes	→ Currencies
`OpenPipelineAmount`	formula	yes	fx: current eligible open opportunity amounts converted once to ReportingCurrency under snapshot policy
`OutstandingReceivables`	formula	yes	fx: positive open invoice balances in ReportingCurrency; unapplied cash/credits shown separately
`OpenCaseCount`	formula	yes	fx: count Cases for Account with Status New, Open or InProgress
`LastActivityAt`	datetime		Latest evidenced performed activity or actual communication, not merely a due date
`MergedInto`	reference		→ Accounts. Reviewed surviving identity; historic snapshots remain unchanged

ContactsIndividual people at an account.master

Field	Type	Required	Details
`FirstName`	text	yes
`LastName`	text	yes
`Account`	reference		→ Accounts
`Title`	text
`Email`	text	yes
`Phone`	text
`LinkedIn`	text
`DoNotEmail`	toggle	yes	Restrictive email suppression projection from CommunicationPreferences; checked again at actual dispatch
`DoNotCall`	toggle	yes	Restrictive calling suppression projection, including merged lead/contact identities
`Active`	toggle	yes
`ContactNumber`	text	yes	Stable contact identity
`RecipientKey`	text	yes	Canonical normalised recipient identity; duplicate contact/lead records cannot evade suppression
`MergedInto`	reference		→ Contacts
`CreatedAt`	datetime	yes	Actual capture time
`PreferenceVersion`	number	yes	Latest effective preference version
`Entity`	reference	yes	→ Entities. Unlinked lead/contact identity still has explicit access scope

UsersCRM users — reps, managers, admins, marketers.master

Field	Type	Required	Details
`UserID`	text	yes
`FullName`	text	yes
`Email`	text	yes
`Role`	select	yes	Admin, Rep, Manager, Ops, Marketing, CPQAdmin, ARClerk, Viewer. Exact display mapping in permissions; authenticated UserID, not role label, defines the actual person
`Territory`	reference		→ Territories
`Manager`	reference		→ Users
`Quota`	currency		Read-only annual summary of approved Quotas in ReportingCurrency; current value never recalculates earned history
`CommissionPlan`	reference		→ CommissionPlans
`Active`	toggle	yes
`Entity`	reference	yes	→ Entities. Legal/selling or employing entity; linked records must satisfy the same approved entity scope
`Roles`	longtext	yes	Approved set of the eight declared display roles; entity/team scope and effective interval retained
`ReportingCurrency`	reference	yes	→ Currencies
`ManagerDiscountLimitPercent`	number		Maximum normal commercial discount for eligible Sales Manager; absent means no authority
`ExceptionDiscountLimitPercent`	number		Explicit higher commercial ceiling for named eligible Sales Manager; not a CPQ technical permission
`PayoutLimit`	currency		Authorised AR Clerk payout/refund limit in ReportingCurrency; no amount/role means no authority

TerritoriesNamed-account or geo territories.master

Field	Type	Required	Details
`TerritoryCode`	text	yes
`Name`	text	yes
`Type`	select	yes	Geo, Named Account, Industry
`Region`	text
`Manager`	reference		→ Users
`Active`	toggle	yes
`Entity`	reference	yes	→ Entities. Legal/selling or employing entity; linked records must satisfy the same approved entity scope

ProductsSellable products and services.master

Field	Type	Required	Details
`SKU`	text	yes
`Name`	text	yes
`ProductFamily`	select		Software, Services, Hardware, Subscription, Usage, Support, Training, Other
`Type`	select	yes	OneTime, Subscription, Usage
`UOM`	select	yes	EA, Seat, Hour, GB
`Active`	toggle	yes
`RequiresCPQ`	toggle	yes	Has config rules
`PricingPolicyJSON`	longtext	yes	Charge unit, supported cadence, minimum commitments, usage units, proration and delivery/billing requirements

PriceBooksNamed price lists (Standard, Partner, Enterprise, Regional).master

Field	Type	Required	Details
`Name`	text	yes
`Currency`	select	yes	USD, EUR, GBP, CAD, AUD, JPY, CHF, SGD, Other. Preserved selector; must match CurrencyRecord.Code, with Other requiring an explicitly enabled currency
`EffectiveFrom`	date	yes
`EffectiveTo`	date
`Active`	toggle	yes
`Entity`	reference	yes	→ Entities. Legal/selling or employing entity; linked records must satisfy the same approved entity scope
`CurrencyRecord`	reference	yes	→ Currencies. Authoritative ISO currency identity, not an independent second choice

PriceBookEntriesProduct price in a specific price book. Line item of PriceBooks.line item

Field	Type	Required	Details
`Product`	reference	yes	→ Products
`UnitPrice`	currency	yes	Authorised list price per ChargeUnit/cadence in parent price-book currency; never altered on a sent quote to disguise a discount
`MinDiscountPercent`	number		Inclusive self-release ceiling for each line (legacy field name retained), default zero only when explicitly configured; range 0–100
`MaxDiscountPercent`	number		Inclusive normal Sales Manager ceiling per line, >= MinDiscountPercent; manager personal ceiling also applies
`Active`	toggle	yes
`PriceBook`	reference	yes	→ PriceBooks. Explicit form of the original line-item parent; child authority inherits the parent scope
`EntryNumber`	text	yes	Stable versioned entry
`EffectiveFrom`	date	yes	Inclusive, within book interval
`EffectiveTo`	date		Exclusive
`ChargeUnit`	select	yes	OneTime, Month, Quarter, Year, UsageUnit
`Revision`	reference	yes	→ DocumentVersions. Activated price/rule snapshot

CampaignsMarketing campaigns.master

Field	Type	Required	Details
`CampaignCode`	text	yes
`Name`	text	yes
`Type`	select	yes	Email, Event, Webinar, Paid, Outbound, Content
`Status`	select	yes	Planned, Live, Completed, Cancelled
`StartDate`	date	yes
`EndDate`	date
`Budget`	currency
`ActualCost`	currency		Sum of approved cost-source items in CostEvidenceJSON, in Currency; changed estimate cannot silently restate closed attribution
`Owner`	reference	yes	→ Users
`Entity`	reference	yes	→ Entities. Legal/selling or employing entity; linked records must satisfy the same approved entity scope
`Currency`	reference	yes	→ Currencies
`Segment`	reference		→ Segments
`Version`	reference		→ DocumentVersions. Frozen approved message/segment/budget scope
`ApprovedBy`	reference		→ Users. Independent Marketing Manager for bulk release, not preparer/material editor
`CostEvidenceJSON`	longtext	yes	Actual spend source IDs/date/currency and conversion; estimates labelled separately
`ClosedSnapshot`	reference		→ DocumentVersions

CommissionPlansNamed commission schemes applied to reps.master

Field	Type	Required	Details
`PlanCode`	text	yes
`Name`	text	yes
`BaseRate`	number	yes	Percentage; 5 means 5/100 of the explicitly selected eligible commission basis
`AcceleratorThreshold`	number		Percentage of approved same-period Quotas basis; converted threshold = quota × percent/100, absent disables acceleration
`AcceleratedRate`	number		Percentage on only the marginal qualifying slice above threshold; not retroactive on earlier earnings
`EffectiveFrom`	date	yes
`EffectiveTo`	date
`Entity`	reference	yes	→ Entities. Legal/selling or employing entity; linked records must satisfy the same approved entity scope
`PlanNumber`	text	yes	Unique immutable plan/version
`Currency`	reference	yes	→ Currencies. Plan/quota/credited-deal comparison currency
`Basis`	select	yes	AnnualRecurringValue, NetBookings, CollectedNet. Chosen policy, never called recognised revenue
`OneTimeTreatment`	select	yes	Excluded, IncludeNet
`UsageTreatment`	select	yes	CommittedMinimumOnly, BilledActual, CollectedActual, Excluded
`MeasurementPolicyJSON`	longtext	yes	ACV cadence normalization/date, recurring ramps, eligibility/vesting, cancellation/clawback, rounding, period and attained-order policy
`Version`	reference	yes	→ DocumentVersions
`Status`	select	yes	Draft, Active, Retired
`ApprovedBy`	reference		→ Users. Independent Sales Manager, not plan author/material editor or an earner whose personal plan assignment is being approved

LeadsUnqualified inbound prospects.transaction

Field	Type	Required	Details
`LeadNumber`	text	yes
`FirstName`	text	yes
`LastName`	text	yes
`Email`	text	yes
`Company`	text		Pre-account creation
`Phone`	text
`Source`	select	yes	Web, Event, Referral, Outbound, Partner, Content
`Campaign`	reference		→ Campaigns
`Status`	select	yes	New, Working, Qualified, Disqualified, Converted
`Owner`	reference		→ Users. Nullable only in unassigned intake; assignment requires active eligible Sales Rep
`Score`	number	yes	min(100, max(0, sum current eligible deduplicated LeadScores.Points))) under frozen scoring policy; expired/reversed signals excluded
`ConvertedAccount`	reference		→ Accounts. Exact conversion result after a qualification decision, not implicit status side effect
`ConvertedOpportunity`	reference		→ Opportunities
`Entity`	reference	yes	→ Entities. Legal/selling or employing entity; linked records must satisfy the same approved entity scope
`CreatedDate`	date	yes	Capture business date for views/cohorts
`CapturedAt`	datetime	yes	Actual capture timestamp
`SourceKey`	text	yes	Unique provider/account/form submission or manual capture identity
`RecipientKey`	text	yes	Canonical recipient identity shared with contacts/preferences
`Country`	text		Routing input
`Region`	text		Routing input
`Industry`	text		Reviewed routing input
`MatchedAccount`	reference		→ Accounts. Named-account routing input
`QualifiedAt`	datetime		Actual qualification decision
`ConvertedAt`	datetime		Atomic conversion time
`ConvertedContact`	reference		→ Contacts
`ConversionKey`	text		Unique conversion action; retries return original Account/Contact/Opportunity
`QualificationDecision`	reference		→ ApprovalDecisions
`DoNotEmail`	toggle	yes	Restrictive preference projection, preserved through conversion/merge
`DoNotCall`	toggle	yes	Restrictive preference projection
`Active`	toggle	yes	Inactive/disqualified recipients are not automatically campaign eligible
`DisqualificationReason`	text		Required on Disqualified
`MergedInto`	reference		→ Leads

LeadScoresScoring signals contributing to a lead's composite score. Line item of Leads.line item

Field	Type	Required	Details
`Signal`	select	yes	Demographic, Firmographic, Behavioral, Engagement
`Points`	number	yes	+/- contribution
`Reason`	text
`CapturedAt`	date	yes	Business-date summary of OccurredAt
`Lead`	reference	yes	→ Leads. Explicit form of the original line-item parent; child authority inherits the parent scope
`ScoreNumber`	text	yes	Unique signal/event identity
`Policy`	reference	yes	→ CRMPolicies
`SourceKey`	text	yes	Provider/signal identity, unique per eligible occurrence
`OccurredAt`	datetime	yes	Actual signal time
`ExpiresAt`	datetime		Expiry under scoring version
`Status`	select	yes	Active, Expired, Reversed, Rejected
`ReversalOf`	reference		→ LeadScores

OpportunitiesQualified deals in the pipeline.transaction

Field	Type	Required	Details
`OpportunityNumber`	text	yes
`Name`	text	yes
`Account`	reference	yes	→ Accounts
`Stage`	select	yes	Discovery, Proposal, Negotiation, ClosedWon, ClosedLost
`Amount`	formula	yes	fx: current proposed net committed TCV from OpportunityProducts; ClosedWon freezes accepted ContractItems total, usage estimates shown separately
`Probability`	number	yes	0–100, defaults by stage
`WeightedAmount`	formula	yes	fx: Amount × Probability / 100
`CloseDate`	date	yes	Expected close date for open pipeline; actual terminal time is ClosedAt
`Currency`	select	yes	USD, EUR, GBP, CAD, AUD, JPY, CHF, SGD, Other. Preserved selector; must match CurrencyRecord.Code, with Other requiring an explicitly enabled currency
`ForecastCategory`	select	yes	Pipeline, BestCase, Commit, Closed, Omitted
`LeadSource`	select		Web, Event, Referral, Outbound, Partner, Content, ExistingCustomer, Other
`Owner`	reference	yes	→ Users
`PrimaryContact`	reference		→ Contacts
`NextStep`	text
`LossReason`	select		Price, Competition, NoBudget, NoDecision, Timing, PoorFit, Procurement, Other. Required on ClosedLost
`Entity`	reference	yes	→ Entities. Legal/selling or employing entity; linked records must satisfy the same approved entity scope
`CurrencyRecord`	reference	yes	→ Currencies. Authoritative ISO currency identity, not an independent second choice
`CreatedAt`	datetime	yes	Actual opportunity creation
`ClosedAt`	datetime		Actual terminal decision, preserved through controlled reopen history
`WonContract`	reference		→ Contracts. Current accepted active contract required before ClosedWon economic effects
`StageVersion`	number	yes	Atomic version for stage/owner/value change
`Competitor`	reference		→ Accounts. Type Competitor where known
`CompetitorNotes`	text		Attributed loss evidence, not guessed
`SegmentSnapshot`	text		Accepted/forecast segment basis, not overwritten by account realignment
`TerritorySnapshot`	reference		→ Territories. Historical close/forecast attribution
`SourceLead`	reference		→ Leads

OpportunityProductsProducts on an opportunity. Line item of Opportunities.line item

Field	Type	Required	Details
`Product`	reference	yes	→ Products
`Quantity`	number	yes
`UnitPrice`	currency	yes	Proposed authorised gross/list per charge cadence in opportunity currency; DiscountPercent applied once in draft extension
`DiscountPercent`	number		0 default
`LineTotal`	formula	yes	fx: proposed net committed term value after one discount and cadence/proration. Accepted phase follows exact ContractItems value, not an independent editable copy
`Opportunity`	reference	yes	→ Opportunities. Explicit form of the original line-item parent; child authority inherits the parent scope
`LineNumber`	text	yes	Stable source line
`ChargeUnit`	select	yes	OneTime, Month, Quarter, Year, UsageUnit
`StartDate`	date		Inclusive recurring/service start
`EndDate`	date		Exclusive recurring/service end
`CommittedUnits`	number	yes	Contracted billing cycles/proration or minimum usage; estimated future usage excluded from committed total

OpportunityContactsBuying-committee members on an opportunity. Line item of Opportunities.line item

Field	Type	Required	Details
`Contact`	reference	yes	→ Contacts
`Role`	select	yes	Champion, EconomicBuyer, TechnicalEvaluator, Influencer, Blocker
`IsPrimary`	toggle	yes	At most one per opportunity; when set, parent Opportunities.PrimaryContact must match the same validated contact
`Opportunity`	reference	yes	→ Opportunities. Explicit form of the original line-item parent; child authority inherits the parent scope

QuotesCustomer-facing priced proposals.transaction

Field	Type	Required	Details
`QuoteNumber`	text	yes
`Opportunity`	reference	yes	→ Opportunities
`PriceBook`	reference	yes	→ PriceBooks
`Status`	select	yes	Draft, PendingApproval, Approved, Sent, Accepted, Rejected, Expired
`TotalAmount`	formula	yes	fx: sum of committed QuoteItems.LineTotal in quote Currency, excluding uncommitted usage estimates and separately assessed tax
`TotalDiscountPercent`	formula	yes	fx: weighted list-to-net discount disclosure only; every individual line must satisfy its own approval threshold
`ExpiresAt`	date	yes
`PreparedBy`	reference	yes	→ Users
`SentAt`	date		Business-date summary of actual SentTimestamp, never populated on outbound intent
`Entity`	reference	yes	→ Entities. Legal/selling or employing entity; linked records must satisfy the same approved entity scope
`Currency`	reference	yes	→ Currencies. Must match resolved PriceBook.CurrencyRecord
`Version`	reference		→ DocumentVersions
`AcceptedVersion`	reference		→ DocumentVersions
`SentTimestamp`	datetime		Actual provider/manual dispatch evidence
`CommercialDecision`	reference		→ ApprovalDecisions
`TechnicalDecision`	reference		→ ApprovalDecisions
`TaxAssessment`	reference		→ TaxAssessments. Estimate/final ownership disclosed before sending

QuoteItemsProducts and prices on a quote. Line item of Quotes.line item

Field	Type	Required	Details
`Product`	reference	yes	→ Products
`Quantity`	number	yes
`ListPrice`	currency	yes	Frozen authorised PriceBookEntry.UnitPrice in quote currency and cadence, not a free approval-routing input
`DiscountPercent`	number		0 default
`UnitPrice`	formula	yes	fx: ListPrice × (1 − DiscountPercent/100); net per charge unit, never discounted again downstream
`LineTotal`	formula	yes	fx: Quantity × net UnitPrice × committed cadence/proration units, with final rounding; OneTime units=1 and uncommitted Usage excluded
`Quote`	reference	yes	→ Quotes. Explicit form of the original line-item parent; child authority inherits the parent scope
`LineNumber`	text	yes	Stable quote line identity
`PriceBookEntry`	reference	yes	→ PriceBookEntries
`Configuration`	reference		→ Configurations. Required for Products.RequiresCPQ
`ChargeUnit`	select	yes	OneTime, Month, Quarter, Year, UsageUnit
`StartDate`	date		Inclusive
`EndDate`	date		Exclusive
`CommittedUnits`	number	yes	Positive contracted billing periods/proration or committed usage minimum; no future usage guess
`EstimatedUsageAmount`	currency		Nonbinding labelled estimate, not accepted TCV or commission basis
`PriceSnapshotJSON`	longtext	yes	Book/rule revision, list/net, UOM/quantity/term, thresholds, currency and rounding; all committed net values exclude tax, with tax-inclusive source prices normalised before final approval

ContractsSigned agreements with customers.transaction

Field	Type	Required	Details
`ContractNumber`	text	yes
`Account`	reference	yes	→ Accounts
`Opportunity`	reference		→ Opportunities (source deal)
`Quote`	reference		→ Quotes
`Status`	select	yes	Draft, PendingSignature, Active, Renewed, Terminated, Expired
`StartDate`	date	yes
`EndDate`	date	yes
`TotalContractValue`	currency	yes	Immutable sum of accepted ContractItems committed net value in Currency; one-time and recurring split, uncommitted usage excluded
`AutoRenew`	toggle	yes
`RenewalNoticeDays`	number
`SignedAt`	date		Business-date summary of all-required-signature completion, not one recipient event
`SignedByContact`	reference		→ Contacts. Primary customer signer summary; full required signer evidence is SignatureRequests
`Entity`	reference	yes	→ Entities. Legal/selling or employing entity; linked records must satisfy the same approved entity scope
`Owner`	reference	yes	→ Users. Responsible Sales Rep; Sales Manager approves final terms
`Currency`	reference	yes	→ Currencies
`Version`	reference	yes	→ DocumentVersions
`AcceptedVersion`	reference		→ DocumentVersions
`SignatureRequest`	reference		→ SignatureRequests
`CommercialDecision`	reference		→ ApprovalDecisions
`PriorContract`	reference		→ Contracts
`SuccessorContract`	reference		→ Contracts
`TermsArtifact`	attachment	yes	Exact approved/signed terms and order of precedence
`RenewalPolicyJSON`	longtext	yes	Prior recurring basis, notice/calendar, auto-renew authority, term and agreed uplift/price-book alternative
`TerminatedAt`	datetime		Actual approved effective termination evidence

RenewalsUpcoming contract renewals tracked as a pipeline.transaction

Field	Type	Required	Details
`RenewalNumber`	text	yes
`Contract`	reference	yes	→ Contracts
`Account`	reference	yes	→ Accounts
`Owner`	reference	yes	→ Users
`Status`	select	yes	Upcoming, InProgress, Won, Lost, NotRenewing
`DueDate`	date	yes	Contract end date
`ExpectedAmount`	currency	yes	Prior continuing recurring basis plus proposed agreed changes, in Currency and disclosed annual/term basis; no lost base or double booking
`UpsellAmount`	currency		Incremental proposed amount only; kept separate from continuing base and renewal uplift
`NewOpportunity`	reference		→ Opportunities created on conversion
`TermVersion`	reference	yes	→ DocumentVersions
`GenerationKey`	text	yes	Unique contract/accepted-term renewal cycle
`Currency`	reference	yes	→ Currencies
`PriorRecurringAmount`	currency	yes	Prior eligible accepted recurring basis, excluding one-time/uncommitted usage
`ProposedRecurringAmount`	currency	yes	Continuing base plus separately approved uplift/quantity changes
`ProposedOneTimeAmount`	currency	yes	New one-time charges, separate from recurring comparison
`SuccessorContract`	reference		→ Contracts
`AtRisk`	toggle	yes	Flag requires RiskEvidence
`RiskEvidence`	text		Dated customer/support/usage evidence
`CreatedAt`	datetime	yes	Actual generation time
`Decision`	reference		→ ApprovalDecisions
`Obsolete`	toggle	yes	True when source term terminates/supersedes; cannot generate active successor effects

OrdersFulfilment orders generated from closed-won contracts.transaction

Field	Type	Required	Details
`OrderNumber`	text	yes
`Account`	reference	yes	→ Accounts
`Contract`	reference		→ Contracts. Required for native economic order creation from accepted scope; optional only for approved nonposting historical import
`OrderDate`	date	yes
`Status`	select	yes	Pending, Provisioning, Active, Cancelled. Header projection; individual fulfilment/allocation determines billing eligibility
`TotalAmount`	formula	yes	fx: sum of allocated accepted OrderItems net amounts, never repeat full contract value for staged orders
`Currency`	select	yes	USD, EUR, GBP, CAD, AUD, JPY, CHF, SGD, Other. Preserved selector; must match CurrencyRecord.Code, with Other requiring an explicitly enabled currency
`Entity`	reference	yes	→ Entities. Legal/selling or employing entity; linked records must satisfy the same approved entity scope
`CurrencyRecord`	reference	yes	→ Currencies. Authoritative ISO currency identity, not an independent second choice
`Owner`	reference	yes	→ Users. Sales Ops coordinates accepted-order delivery
`Version`	reference	yes	→ DocumentVersions
`GenerationKey`	text	yes	Stable contract-version/order-scope identity

OrderItemsFulfilment line items. Line item of Orders.line item

Field	Type	Required	Details
`Product`	reference	yes	→ Products
`Quantity`	number	yes
`UnitPrice`	currency	yes	Net accepted ContractItems price per agreed charge cadence; never apply quote discount again
`LineTotal`	formula	yes	Allocated accepted net amount for this order scope, including committed cadence/proration and final rounding remainder
`ProvisionedAt`	date		Business-date summary of cumulative completed FulfilmentEvents; one provider callback cannot complete unfulfilled quantity
`Order`	reference	yes	→ Orders. Explicit form of the original line-item parent; child authority inherits the parent scope
`LineNumber`	text	yes	Stable order line
`ContractItem`	reference	yes	→ ContractItems
`ContractCycle`	reference		→ ContractCycles
`AcceptedAllocation`	reference	yes	→ CommercialAllocations
`QuantityFulfilled`	number	yes	BaselineFulfilledQuantity plus net Native confirmed FulfilmentEvents; MigrationHistory events substantiate baseline, never add twice
`QuantityInvoiced`	number	yes	BaselineInvoicedQuantity plus net Native issued CommercialAllocations; historical allocations substantiate baseline only
`BaselineFulfilledQuantity`	number	yes	Nonposting cutover history
`BaselineInvoicedQuantity`	number	yes	Nonposting cutover history

InvoicesCustomer invoices generated by AR on order fulfilment.transaction

Field	Type	Required	Details
`InvoiceNumber`	text	yes
`Account`	reference	yes	→ Accounts
`Order`	reference		→ Orders
`InvoiceDate`	date	yes
`DueDate`	date	yes
`Status`	select	yes	Draft, Sent, Paid, Overdue, Cancelled, PartiallyPaid, Disputed. Cancelled only before issue; issued balances use linked credits/reversals
`Subtotal`	formula	yes	fx: SUM(InvoiceItems.LineTotal)
`Tax`	formula		fx: assessed TaxAssessments.TotalTax for the exact version; null while unresolved, and TaxKnown false prevents issue
`TotalAmount`	formula		fx: Subtotal + Tax only when TaxKnown; null while tax is unresolved, never substitute zero
`AmountPaid`	currency	yes	BaselineCashPaid plus net Native PaymentApplications.InvoiceCashAmount; MigrationHistory applications reconcile the baseline and are not added twice
`Currency`	select	yes	USD, EUR, GBP, CAD, AUD, JPY, CHF, SGD, Other. Preserved selector; must match CurrencyRecord.Code, with Other requiring an explicitly enabled currency
`Entity`	reference	yes	→ Entities. Legal/selling or employing entity; linked records must satisfy the same approved entity scope
`CurrencyRecord`	reference	yes	→ Currencies. Authoritative ISO currency identity, not an independent second choice
`Version`	reference	yes	→ DocumentVersions
`TaxAssessment`	reference		→ TaxAssessments
`IssueState`	select	yes	Draft, PendingReview, Issued, Reversed, MigrationOpening
`IssuedAt`	datetime		Actual local issue time
`AccountingState`	select	yes	NotSent, Submitted, Accepted, ReviewRequired, Rejected
`AccountingID`	text		External accepted invoice identity
`AmountOutstanding`	formula	yes	fx: TotalAmount − AmountPaid − CreditsApplied − WriteOffsApplied − DiscountsApplied, including baseline plus net new effects
`CreditsApplied`	currency	yes	Net effective credit applications in invoice currency
`WriteOffsApplied`	currency	yes	Approved noncash settlement, separate from cash
`DiscountsApplied`	currency	yes	Approved settlement discounts in invoice currency
`BaselineCashPaid`	currency	yes	Reconciled sum of effective MigrationHistory cash applications, not an additional amount alongside those same history rows
`BaselineNonCashSettled`	currency	yes	Reconciled historical credit/write-off/discount summary with component split; native rollups add only post-cutover effects
`DisputeReason`	text		Dispute scope and review owner
`TaxKnown`	toggle	yes	True only for valid assessed tax including evidenced zero; unresolved draft values remain null
`IssuedBy`	reference		→ Users. AR Clerk who issues current authorised version

InvoiceItemsBilled line items. Line item of Invoices.line item

Field	Type	Required	Details
`Product`	reference	yes	→ Products
`Quantity`	number	yes
`UnitPrice`	currency	yes	Accepted net price in invoice currency; no second discount
`LineTotal`	formula	yes	Allocated accepted net value for eligible delivered/period/usage scope with final rounding remainder
`Invoice`	reference	yes	→ Invoices. Explicit form of the original line-item parent; child authority inherits the parent scope
`LineNumber`	text	yes	Stable invoice line
`OrderItem`	reference		→ OrderItems
`ContractCycle`	reference		→ ContractCycles
`Allocation`	reference	yes	→ CommercialAllocations
`Fulfilment`	reference		→ FulfilmentEvents
`UsageRecord`	reference		→ UsageRecords

ForecastPeriodsPeriods for which forecasts are submitted.master

Field	Type	Required	Details
`Name`	text	yes	e.g. "FY26 Q2"
`Type`	select	yes	Month, Quarter, Year
`StartDate`	date	yes
`EndDate`	date	yes
`Status`	select	yes	Open, Submitted, Closed
`Entity`	reference	yes	→ Entities. Legal/selling or employing entity; linked records must satisfy the same approved entity scope
`Currency`	reference	yes	→ Currencies. Reporting currency for comparisons
`ClosedAt`	datetime		Actual immutable close snapshot time
`SnapshotVersion`	reference		→ DocumentVersions
`ClosedBy`	reference		→ Users. Sales Manager who locks selected submission and actual-population snapshot

ForecastEntriesVersioned rep submissions and explicitly identified manager rollups per period/category, each with immutable source membership.transaction

Field	Type	Required	Details
`Period`	reference	yes	→ ForecastPeriods
`Submitter`	reference	yes	→ Users
`Category`	select	yes	Pipeline, BestCase, Commit, Closed
`Amount`	currency	yes	Frozen submitted amount in Currency, reconciled to ForecastItems plus separately explained managerial adjustment
`SubmittedAt`	date		Business-date summary of SubmittedTimestamp; null while draft
`Notes`	text
`EntryNumber`	text	yes	Unique submitter/period/category/version
`Currency`	reference	yes	→ Currencies
`EntryType`	select	yes	RepSubmission, ManagerRollup
`Version`	reference		→ DocumentVersions
`Status`	select	yes	Draft, Submitted, Superseded, Closed
`SubmittedTimestamp`	datetime		Actual submission time
`SourceEntriesJSON`	longtext		Exact child submission versions for manager rollup, never add parent and children as separate business forecast
`AdjustmentAmount`	currency	yes	Explicit documented manager adjustment, zero for unadjusted snapshot

CommissionsImmutable earned commission from the accepted or collected source event required by the frozen plan, with marginal attainment and original earner attribution.transaction

Field	Type	Required	Details
`Opportunity`	reference	yes	→ Opportunities
`Earner`	reference	yes	→ Users
`Plan`	reference	yes	→ CommissionPlans
`DealAmount`	currency	yes	Frozen eligible credited basis in plan/quota currency after approved earner share and chosen ACV/bookings/collected policy
`CommissionAmount`	formula	yes	fx: BaseSlice × BaseRateSnapshot / 100 + AcceleratedSlice × AcceleratedRateSnapshot / 100, rounded once; separate reviewed adjustments never mutate original accrual
`EarnedAt`	date	yes	Business-date summary of eligible actual earning time, not mutable expected CloseDate
`Status`	select	yes	Accrued, Disputed, Paid. Status does not remove frozen statement membership or earned history
`Statement`	reference		→ CommissionStatements. Assigned once through atomic inclusion; disputed/reversal handling retains original membership
`CommissionNumber`	text	yes	Unique earning-source/earner/plan-version
`Credit`	reference	yes	→ CommissionCredits
`Quota`	reference	yes	→ Quotas
`Currency`	reference	yes	→ Currencies
`PlanVersion`	reference	yes	→ DocumentVersions
`BaseSlice`	currency	yes	Credited amount below/at marginal threshold
`AcceleratedSlice`	currency	yes	Credited amount above threshold; BaseSlice + AcceleratedSlice = DealAmount
`BaseRateSnapshot`	number	yes	Percent scale, e.g. 5 means 5%
`AcceleratedRateSnapshot`	number	yes	Percent scale
`EarnedTimestamp`	datetime	yes	Actual ordered eligible earning event
`CalculationJSON`	longtext	yes	Prior attainment, threshold, credited share, basis components, rate conversion, chronological tie key and rounding
`OperationKey`	text	yes	Unique accrual effect

CommissionStatementsMonthly payout rollup per earner.transaction

Field	Type	Required	Details
`Earner`	reference	yes	→ Users
`Period`	text	yes	e.g. "2026-04"
`TotalAccrued`	formula	yes	fx: sum of immutable Commissions.CommissionAmount explicitly included in this statement/earner/period/currency, regardless of later Paid status
`Adjustments`	currency		Frozen sum of approved CommissionAdjustments linked to this statement, not an unrestricted editable amount
`PayoutAmount`	formula	yes	fx: TotalAccrued + Adjustments
`Status`	select	yes	Draft, Approved, Paid, Disputed. Approved/Paid amounts and member set immutable; payout request/uncertainty tracked separately
`PaidAt`	date		Business-date summary of confirmed CommissionPayouts.SettledAt; request or payroll acknowledgement is not payment
`Entity`	reference	yes	→ Entities. Legal/selling or employing entity; linked records must satisfy the same approved entity scope
`StatementNumber`	text	yes	Unique earner/period/version
`Currency`	reference	yes	→ Currencies
`ForecastPeriod`	reference	yes	→ ForecastPeriods
`Version`	reference		→ DocumentVersions
`PreparedBy`	reference	yes	→ Users. Sales Ops
`Approval`	reference		→ ApprovalDecisions. Independent Sales Manager, not earner/material editor
`Payout`	reference		→ CommissionPayouts
`CreatedAt`	datetime	yes	Actual statement creation
`NetPaidAmount`	currency	yes	Sum of confirmed payout amounts less evidenced returns; outstanding = approved PayoutAmount − NetPaidAmount − active payout reservations

CampaignMembersLeads/contacts attributed to a campaign with response tracking.transaction

Field	Type	Required	Details
`Campaign`	reference	yes	→ Campaigns
`Lead`	reference		→ Leads. Exactly one of Lead or Contact; conversion retains original identity in RecipientSnapshotJSON
`Contact`	reference		→ Contacts. Exactly one of Contact or Lead
`Status`	select	yes	Sent, Opened, Clicked, Responded, Converted, Queued, Suppressed, Failed. Derived from evidence, not permission to send
`FirstTouch`	date		Business-date projection of first actual eligible interaction
`LastTouch`	date		Business-date projection of last actual eligible interaction
`MemberNumber`	text	yes	Unique campaign/canonical-recipient identity
`RecipientKey`	text	yes	Canonical identity; duplicate lead/contact does not produce another campaign membership/send
`RecipientSnapshotJSON`	longtext	yes	Original target, conversions/merge lineage, segment version, channel eligibility and timestamps

EmailsTracked email sends with open/click/reply events.transaction

Field	Type	Required	Details
`Subject`	text	yes
`FromUser`	reference	yes	→ Users
`ToContact`	reference		→ Contacts. Exactly one contact/lead target; retained historical snapshot after merge
`ToLead`	reference		→ Leads. Exactly one contact/lead target
`Campaign`	reference		→ Campaigns
`SentAt`	date		Nullable business-date summary of SentTimestamp; draft/queued/suppressed/failed message has no sent time
`OpenedAt`	date		First deduplicated provider-reported open date, labelled observational rather than proof a person read it
`FirstClickedAt`	date
`RepliedAt`	date
`EmailNumber`	text	yes	Unique message identity
`Status`	select	yes	Draft, Queued, Suppressed, Submitted, Sent, Failed, Uncertain, Cancelled
`Version`	reference		→ DocumentVersions. Frozen content and exact recipient/channel/purpose
`Delivery`	reference		→ MessageDeliveries
`SentTimestamp`	datetime		Actual provider acceptance-for-delivery/manual send evidence; delivery/read outcomes separate
`RecipientSnapshotJSON`	longtext	yes	Canonical identity, address, content hash, campaign membership and suppression version checked at dispatch

ActivitiesCalls, meetings, and tasks against leads / contacts / opportunities.transaction

Field	Type	Required	Details
`Type`	select	yes	Call, Meeting, Task, Email
`Subject`	text	yes
`RelatedTo`	select		Lead, Opportunity, Account, Contact
`RelatedID`	text		Validated stable source ID matching RelatedTo; account context for contacts/leads follows exact reviewed links, not fuzzy name
`Owner`	reference	yes	→ Users
`DueDate`	date
`CompletedAt`	date		Business-date projection of actual PerformedAt; task due/completion flag alone is not an evidenced call/email
`Status`	select	yes	Open, InProgress, Completed, Cancelled
`Outcome`	text
`ActivityNumber`	text	yes	Stable activity/source identity
`StartsAt`	datetime		Scheduled start with timezone
`EndsAt`	datetime		Scheduled end after start
`PerformedAt`	datetime		Actual occurrence, separately evidenced from schedule
`SourceKey`	text		Unique provider/calendar/call/manual action identity

CasesOptional in-CRM cases when Customer Support is not a separate app. Usedtransaction

Field	Type	Required	Details
`CaseNumber`	text	yes
`Account`	reference	yes	→ Accounts
`Reporter`	reference		→ Contacts
`Subject`	text	yes
`Priority`	select	yes	Low, Medium, High, Urgent
`Status`	select	yes	New, Open, InProgress, Resolved, Closed
`Owner`	reference	yes	→ Users
`Entity`	reference	yes	→ Entities. Legal/selling or employing entity; linked records must satisfy the same approved entity scope
`CreatedAt`	datetime	yes	Actual case intake
`ResolvedAt`	datetime		Actual resolution
`HistoryJSON`	longtext	yes	Owner/status/action evidence; Sales Rep works owned-account cases, Sales Manager escalates, no implied support-suite SLA

EntitiesLegal/selling entities with explicit currency, operating policy and accounting handoff ownership.master

Field	Type	Required	Details
`EntityNumber`	text	yes	Unique entity
`Name`	text	yes	Legal/selling name
`FunctionalCurrency`	reference	yes	→ Currencies
`ReportingCurrency`	reference	yes	→ Currencies
`TimeZone`	text	yes	IANA timezone
`Policy`	reference		→ CRMPolicies
`Active`	toggle	yes	Approved operating entity
`AccountingConnection`	text		Configured external accounting destination, not proof of availability

CurrenciesApproved ISO currencies and exact rounding scale.master

Field	Type	Required	Details
`CurrencyNumber`	text	yes	Unique currency
`Code`	text	yes	ISO 4217 code
`DecimalPlaces`	number	yes	Supported minor-unit precision
`Active`	toggle	yes	Allowed for new transactions

ExchangeRatesVersioned directional rate evidence frozen on conversions and snapshots.master

Field	Type	Required	Details
`RateNumber`	text	yes	Unique source/pair/type/date
`FromCurrency`	reference	yes	→ Currencies
`ToCurrency`	reference	yes	→ Currencies
`Rate`	number	yes	Positive multiplier: one FromCurrency equals Rate ToCurrency
`RateType`	select	yes	Spot, Reporting, Budget, Settlement
`EffectiveAt`	datetime	yes	Rate observation/effective time
`Source`	text	yes	Reviewed provider/manual evidence
`Status`	select	yes	Draft, Approved, Superseded

CRMPoliciesIndependent approved version of commercial, commission, communication, receivable and workflow rules.master

Field	Type	Required	Details
`PolicyNumber`	text	yes	Unique entity/version
`Entity`	reference	yes	→ Entities
`EffectiveFrom`	datetime	yes	Inclusive
`EffectiveTo`	datetime		Exclusive
`Status`	select	yes	Draft, Active, Retired
`RoutingJSON`	longtext	yes	Eligible role/user/entity/team scope, amount/currency limits, escalation and actual-person exclusions
`CommercialJSON`	longtext	yes	Per-line self/manager/exception discount ceilings, technical gating, tax-deviation and required stage/term evidence
`ScoringJSON`	longtext	yes	Signal dedupe/expiry/points and 0–100 bound
`CommunicationJSON`	longtext	yes	Purpose/channel authority, approval, suppression, cadence and provider uncertainty policy
`ReceivablesJSON`	longtext	yes	Issue/tax authority, routine discount/write-off/credit limits, independent exceptions and authoritative external reconciliation
`CommissionJSON`	longtext	yes	Eligibility, credited basis/period, payout segregation, refunds/clawbacks and rounding
`ApprovedBy`	reference		→ Users. Independent Sales Manager for commercial/commission, Marketing Manager for bulk communications, AR Clerk peer for finance scope; combined changes require each domain decision
`ApprovedAt`	datetime		Activation evidence

DocumentVersionsImmutable exact offer, terms, plan, message, forecast or statement content and authority population.transaction

Field	Type	Required	Details
`VersionNumber`	text	yes	Unique typed document/revision
`Entity`	reference	yes	→ Entities
`SourceTable`	text	yes	Validated table name
`SourceID`	text	yes	Stable source key
`Revision`	number	yes	Monotonic within source
`ContentHash`	text	yes	Canonical content hash
`SnapshotJSON`	longtext	yes	All material lines/terms/amounts/currencies/rates/configuration/signers/recipient/source versions
`MaterialEditorsJSON`	longtext	yes	Actual UserID set, not role labels
`PreparedBy`	reference	yes	→ Users
`Status`	select	yes	Frozen, Approved, Accepted, Posted, Superseded, Cancelled
`FrozenAt`	datetime	yes	Actual freeze time
`Supersedes`	reference		→ DocumentVersions
`Policy`	reference	yes	→ CRMPolicies

ApprovalDecisionsScoped exact-version decision with actual actor, limit and conflict evidence.transaction

Field	Type	Required	Details
`DecisionNumber`	text	yes	Unique version/action/step
`Version`	reference	yes	→ DocumentVersions
`Kind`	select	yes	Qualification, CommercialQuote, TechnicalConfiguration, ContractTerms, Renewal, MasterChange, ForecastAdjustment, CommissionPlan, CommissionStatement, CommissionPayout, CampaignRelease, Credit, WriteOff, Refund, TaxException
`AssignedTo`	reference	yes	→ Users
`ActualActor`	reference		→ Users
`Status`	select	yes	Pending, Approved, Rejected, Superseded
`RequestedAt`	datetime	yes	Actual request
`DecidedAt`	datetime		Actual decision
`Amount`	currency		Reviewed amount
`Currency`	reference		→ Currencies
`LimitSnapshotJSON`	longtext	yes	Applicable per-line percentages/amount ceilings, currency/rate/date and policy versions; no missing-limit fallback
`ConflictEvidenceJSON`	longtext	yes	Preparer, material editors, earner and review/payout exclusions; delegation must retain eligible role and approved scope
`DelegationEvidenceJSON`	longtext		Named grantor/delegate, approved grant ID, valid interval/actions/entity/limit; absent grant grants no authority
`Reason`	text		Required rejection/exception rationale

MasterChangesIndependent effective changes, merges and realignments retain old/new identifiers and surviving history.transaction

Field	Type	Required	Details
`ChangeNumber`	text	yes	Unique change
`Entity`	reference	yes	→ Entities
`Version`	reference	yes	→ DocumentVersions
`TargetTable`	text	yes	Validated master/source type
`TargetID`	text	yes	Stable identity
`OldValuesJSON`	longtext	yes	Prior values/links/suppression and ownership
`NewValuesJSON`	longtext	yes	Proposed values, surviving identity and explicit eligible open-work scope
`Status`	select	yes	Draft, Submitted, Approved, Applied, Rejected
`EffectiveAt`	datetime	yes	Effective change time
`Approval`	reference		→ ApprovalDecisions
`AppliedAt`	datetime		Atomic effect
`OperationKey`	text	yes	Unique merge/activation identity

RoutingRulesVersioned ordered assignment rules and atomic round-robin cursor.master

Field	Type	Required	Details
`RuleNumber`	text	yes	Unique version
`Entity`	reference	yes	→ Entities
`Priority`	number	yes	Named account precedes explicit campaign then territory/geography/industry then fallback unless approved policy explicitly differs
`CriteriaJSON`	longtext	yes	Exact input fields, territory/campaign/named account, conflict resolution and eligible active rep pool
`Territory`	reference		→ Territories
`Campaign`	reference		→ Campaigns
`AssignedUser`	reference		→ Users
`CursorVersion`	number	yes	Atomic round-robin cursor revision
`CursorStateJSON`	longtext	yes	Last chosen eligible user and deterministic next candidate, changed once per assignment
`Status`	select	yes	Draft, Active, Retired
`EffectiveFrom`	datetime	yes	Inclusive
`Version`	reference	yes	→ DocumentVersions

RoutingAssignmentsAuditable routing/reassignment result retains former ownership and matched input evidence.transaction

Field	Type	Required	Details
`AssignmentNumber`	text	yes	Unique lead/action
`Lead`	reference	yes	→ Leads
`Rule`	reference		→ RoutingRules
`PreviousOwner`	reference		→ Users
`NewOwner`	reference		→ Users. Null means explicit intake exception
`InputSnapshotJSON`	longtext	yes	Matched account/campaign/territory/geography, rule/cursor version and exclusions
`Status`	select	yes	Assigned, Unassigned, Superseded
`AssignedAt`	datetime	yes	Actual assignment
`OperationKey`	text	yes	Unique routing effect

CommunicationPreferencesCanonical recipient/channel/purpose preferences and most-restrictive suppression survive duplicate records and merges.transaction

Field	Type	Required	Details
`PreferenceNumber`	text	yes	Unique recipient/channel/purpose/version
`Entity`	reference	yes	→ Entities
`RecipientKey`	text	yes	Normalised address/phone identity and merge aliases
`Channel`	select	yes	Email, Call, SMS, Other
`Purpose`	select	yes	Marketing, SalesFollowUp, Service, Billing
`Status`	select	yes	Allowed, Suppressed, Unknown
`Reason`	text	yes	Recipient preference, unsubscribe, bounce, policy, inactive state or reviewed authority
`EffectiveAt`	datetime	yes	Actual preference time
`SourceKey`	text	yes	Deduplicated source event
`EvidenceJSON`	longtext	yes	Exact scope/evidence; transactional purpose is not an automatic bypass of configured restrictions
`Version`	number	yes	Monotonic dispatch-time check

SegmentsVersioned target criteria and recipient snapshot for channel campaigns.master

Field	Type	Required	Details
`SegmentNumber`	text	yes	Unique version
`Entity`	reference	yes	→ Entities
`Name`	text	yes	Audience name
`CriteriaJSON`	longtext	yes	Supported account/lead/contact fields and inclusion/exclusion logic, evaluated within access scope
`Status`	select	yes	Draft, Active, Retired
`Version`	reference	yes	→ DocumentVersions
`EffectiveFrom`	datetime	yes	Inclusive

MessageDeliveriesOne canonical recipient/channel/purpose message with current suppression check and actual send evidence.transaction

Field	Type	Required	Details
`MessageNumber`	text	yes	Unique campaign/version/recipient/channel/action
`CampaignMember`	reference		→ CampaignMembers
`Email`	reference		→ Emails. Email channel only
`Lead`	reference		→ Leads
`Contact`	reference		→ Contacts. Exactly one target or preserved historical alias mapping
`RecipientKey`	text	yes	Canonical recipient identity
`Channel`	select	yes	Email, Call, SMS, Other
`Purpose`	select	yes	Marketing, SalesFollowUp, Service, Billing
`Version`	reference	yes	→ DocumentVersions
`Status`	select	yes	Prepared, Queued, Suppressed, Submitted, Sent, Failed, Uncertain, Cancelled
`PreparedAt`	datetime	yes	Actual request
`PreferenceVersion`	number	yes	Most-restrictive applicable preference checked both at prepare and immediately before dispatch
`SentAt`	datetime		Provider/manual send evidence only
`ProviderID`	text		Stable external message/action identity
`Delivery`	reference		→ OutboundDeliveries
`OutcomeJSON`	longtext		Deduplicated delivered/open/click/reply/bounce evidence, observation source and timestamps
`OperationKey`	text	yes	Unique send; uncertain outcome prohibits blind repeat

CampaignAttributionsFrozen attributable pipeline/bookings/collection share prevents one sale being fully counted for every touch.transaction

Field	Type	Required	Details
`AttributionNumber`	text	yes	Unique opportunity/version/campaign/share
`Campaign`	reference	yes	→ Campaigns
`CampaignMember`	reference		→ CampaignMembers
`Opportunity`	reference	yes	→ Opportunities
`Contract`	reference		→ Contracts
`Basis`	select	yes	Pipeline, NetBookings, CollectedNet
`WeightPercent`	number	yes	0–100; active allocations sum at most 100 per source/basis under documented model
`Currency`	reference	yes	→ Currencies
`Amount`	currency	yes	Converted source basis × WeightPercent / 100
`ModelSnapshotJSON`	longtext	yes	Chosen first-touch/last-touch/fractional model, original source/touch IDs, dates, source amount/rates and campaign cost basis
`Status`	select	yes	Proposed, Frozen, Reversed
`AttributedAt`	datetime	yes	Actual snapshot time
`ReversalOf`	reference		→ CampaignAttributions

OpportunityHistoryImmutable actual stage, owner, amount, currency and close transitions preserve funnel/forecast cohorts.transaction

Field	Type	Required	Details
`HistoryNumber`	text	yes	Unique opportunity/version
`Opportunity`	reference	yes	→ Opportunities
`FromStage`	text		Prior declared stage
`ToStage`	select	yes	Discovery, Proposal, Negotiation, ClosedWon, ClosedLost
`Owner`	reference	yes	→ Users. Owner at event, not later account owner
`Currency`	reference	yes	→ Currencies
`Amount`	currency	yes	Frozen proposed/accepted basis
`ExpectedCloseDate`	date	yes	Expectation at event
`ChangedAt`	datetime	yes	Actual event time
`ChangedBy`	reference	yes	→ Users
`EvidenceJSON`	longtext	yes	Stage requirements, next step, accepted contract/close reason and controlled reopen rationale
`Status`	select	yes	Recorded, Corrected
`Replaces`	reference		→ OpportunityHistory
`OperationKey`	text	yes	Unique transition and downstream effect identity

ForecastItemsImmutable opportunity-level membership under a specific rep or manager forecast submission.transaction

Field	Type	Required	Details
`ItemNumber`	text	yes	Unique entry/source-member
`Entry`	reference	yes	→ ForecastEntries
`Opportunity`	reference	yes	→ Opportunities
`History`	reference	yes	→ OpportunityHistory
`SourceEntry`	reference		→ ForecastEntries. Manager rollup child version, not an additional independent amount
`SourceCurrency`	reference	yes	→ Currencies
`SourceAmount`	currency	yes	Frozen source value
`Rate`	reference		→ ExchangeRates
`ReportingAmount`	currency	yes	Converted once into entry currency
`Probability`	number	yes	Frozen 0–100
`ExpectedCloseDate`	date	yes	Frozen expectation
`Status`	select	yes	Included, Omitted
`CapturedAt`	datetime	yes	Snapshot time

PipelineSummariesReproducible grouped pipeline snapshot supplies the two aggregate screens with real summary columns.transaction

Field	Type	Required	Details
`SummaryNumber`	text	yes	Unique snapshot/entity/dimension
`Entity`	reference	yes	→ Entities
`SummaryType`	select	yes	ByStage, ByAccount
`Stage`	select		Discovery, Proposal, Negotiation
`Account`	reference		→ Accounts
`Owner`	reference		→ Users. Optional scoped filter, not inferred account reassignment
`Currency`	reference	yes	→ Currencies
`PipelineAmount`	currency	yes	Eligible open opportunity total converted once
`WeightedAmount`	currency	yes	Sum source amount × probability/100 after conversion
`OpportunityCount`	number	yes	Unique opportunities, no line/member duplicate
`SnapshotJSON`	longtext	yes	Source opportunity/history IDs, rates, scope and snapshot timestamp
`Status`	select	yes	Current, Superseded
`CapturedAt`	datetime	yes	Actual snapshot time

QuotasApproved effective per-earner/territory/period quota versions with common currency and attainment basis.master

Field	Type	Required	Details
`QuotaNumber`	text	yes	Unique earner/period/version
`Entity`	reference	yes	→ Entities
`Earner`	reference	yes	→ Users
`Period`	reference	yes	→ ForecastPeriods
`Territory`	reference		→ Territories
`Currency`	reference	yes	→ Currencies
`Amount`	currency	yes	Positive quota; zero/unknown cannot create infinite acceleration
`Basis`	select	yes	AnnualRecurringValue, NetBookings, CollectedNet
`EffectiveFrom`	date	yes	Inclusive
`EffectiveTo`	date		Exclusive
`Status`	select	yes	Draft, Approved, Superseded
`Version`	reference	yes	→ DocumentVersions
`Approval`	reference		→ ApprovalDecisions. Independent Sales Manager, not author/material editor or quota earner
`AttainmentVersion`	number	yes	Atomic eligible-credit sequence version

CPQRulesEffective technical compatibility and configuration rules separate from commercial discount authority.master

Field	Type	Required	Details
`RuleNumber`	text	yes	Unique rule/version
`Entity`	reference	yes	→ Entities
`Product`	reference	yes	→ Products
`RuleType`	select	yes	Requires, Excludes, QuantityLimit, Compatibility, RequiredOption, TechnicalException
`RuleJSON`	longtext	yes	Exact product/options/dependencies/UOM/quantity constraints and safe conflict outcome
`Status`	select	yes	Draft, Active, Retired
`EffectiveFrom`	date	yes	Inclusive
`EffectiveTo`	date		Exclusive
`Version`	reference	yes	→ DocumentVersions
`ApprovedBy`	reference		→ Users. Independent CPQ Admin, not rule author

ConfigurationsChosen product/option combination and frozen rule results bound to exact quote version.transaction

Field	Type	Required	Details
`ConfigurationNumber`	text	yes	Unique offer configuration/version
`Quote`	reference	yes	→ Quotes
`SelectionJSON`	longtext	yes	Products/options/quantities and related line IDs
`RuleSnapshotJSON`	longtext	yes	Exact active rule versions and pass/fail/exception result
`Status`	select	yes	Draft, Valid, PendingReview, ApprovedException, Invalid, Superseded
`CheckedAt`	datetime	yes	Actual evaluation
`TechnicalDecision`	reference		→ ApprovalDecisions. Independent CPQ Admin for nonstandard technical scope
`Version`	reference	yes	→ DocumentVersions

SignatureRequestsAll required signatures or reviewed equivalent acceptance on the exact current contract version.transaction

Field	Type	Required	Details
`SignatureNumber`	text	yes	Unique provider/account/envelope or manual evidence key
`Contract`	reference	yes	→ Contracts
`Version`	reference	yes	→ DocumentVersions
`RequiredSignersJSON`	longtext	yes	Expected signer identities/capacity and full completion criteria
`Status`	select	yes	Prepared, Sent, PartiallySigned, Completed, Declined, Voided, Expired, ReviewRequired
`RequestedAt`	datetime	yes	Actual request
`CompletedAt`	datetime		All required signers complete, not one recipient-signed notification
`ProviderID`	text		External envelope identifier
`SignedArtifact`	attachment		Final signed content/hash
`Event`	reference		→ IntegrationEvents
`VerifiedBy`	reference		→ Users. Sales Manager verifies contract/evidence match
`VerifiedAt`	datetime		Actual Sales Manager acceptance-evidence review time, distinct from provider CompletedAt

ContractItemsAccepted line commitment preserves net price, cadence, term and recurring versus one-time/usage basis.transaction

Field	Type	Required	Details
`ItemNumber`	text	yes	Stable accepted contract line
`Contract`	reference	yes	→ Contracts
`QuoteItem`	reference		→ QuoteItems. Original exact accepted offer line
`Product`	reference	yes	→ Products
`Version`	reference	yes	→ DocumentVersions
`Quantity`	number	yes	Accepted licensed/delivered quantity
`Currency`	reference	yes	→ Currencies
`NetUnitPrice`	currency	yes	Net accepted price per ChargeUnit, never discounted twice
`ChargeUnit`	select	yes	OneTime, Month, Quarter, Year, UsageUnit
`StartDate`	date	yes	Inclusive service/delivery interval
`EndDate`	date	yes	Exclusive service end
`CommittedUnits`	number	yes	Agreed cycles/proration or usage minimum
`CommittedNet`	currency	yes	Tax-exclusive accepted net quantity × rate × committed units with frozen rounding; source tax-inclusive offers must be normalised before acceptance
`AnnualRecurringValue`	currency	yes	Quantity × accepted active net recurring rate × cadence annualisation (Month12, Quarter4, Year1) at the plan measurement date; do not sum future ramp intervals, one-time or uncommitted usage
`TermsJSON`	longtext	yes	Proration/day count, ramp intervals, renewal, delivery/period/usage billing trigger, approved minimum and tax ownership
`Status`	select	yes	Accepted, Suspended, Ended, Superseded

ContractCyclesOne accepted billing/delivery occurrence per line/period; recurrence cannot generate duplicate orders or invoices.transaction

Field	Type	Required	Details
`CycleNumber`	text	yes	Unique accepted-line/period/action identity
`ContractItem`	reference	yes	→ ContractItems
`PeriodStart`	date	yes	Inclusive
`PeriodEnd`	date	yes	Exclusive
`Type`	select	yes	OneTime, SubscriptionPeriod, UsagePeriod
`Trigger`	select	yes	Fulfilment, PeriodStart, PeriodEnd, ApprovedUsage
`Quantity`	number	yes	Agreed quantity or approved charge units
`NetAmount`	currency	yes	Committed minimum or fixed period charge in contract currency, not an extra amount to add to measured usage total
`DueDate`	date	yes	Agreed eligibility date
`Status`	select	yes	Scheduled, Reserved, PartiallyFulfilled, Fulfilled, PartiallyBilled, Billed, Suspended, Cancelled
`OperationKey`	text	yes	Unique occurrence
`CurrentUsageRecord`	reference		→ UsageRecords. Exact current approved period assessment, superseding prior assessment by linked correction
`BilledNetAmount`	currency	yes	Net issued billing allocations including baseline and effective credits; minimum invoiced early counts toward the same usage-period entitlement

CommercialAllocationsAtomic accepted line/cycle quantities and amounts allocated to staged orders and eligible invoice scope.transaction

Field	Type	Required	Details
`AllocationNumber`	text	yes	Unique source/target/purpose
`ContractItem`	reference	yes	→ ContractItems
`Cycle`	reference		→ ContractCycles
`OrderItem`	reference		→ OrderItems
`InvoiceItem`	reference		→ InvoiceItems
`Kind`	select	yes	OrderCommitment, Billing, CreditRestoration. ReversalOf makes the record a compensating portion of its original, not another forward allocation
`Quantity`	number	yes	Positive accepted eligible quantity
`NetAmount`	currency	yes	Accepted source-currency amount: fixed scope bounded by committed line/cycle value; measured usage bounded by current approved total usage entitlement less all prior net period billing, including minimum charges
`Status`	select	yes	Reserved, Posted, Released, Reversed
`CreatedAt`	datetime	yes	Atomic claim time
`PostedAt`	datetime		Local economic record committed
`ReversalOf`	reference		→ CommercialAllocations
`OperationKey`	text	yes	Unique effect across retries
`SourceMode`	select	yes	Native, MigrationHistory. Historical rows are nonposting source evidence; baseline-plus-new rollups exclude them from the new-effects term
`UsageRecord`	reference		→ UsageRecords. Required for measured-usage billing beyond fixed committed scope

FulfilmentEventsActual partial delivery/provisioning acceptance from verified external or manual evidence, not a header status.transaction

Field	Type	Required	Details
`FulfilmentNumber`	text	yes	Unique provider/source/line/tranche
`OrderItem`	reference	yes	→ OrderItems
`Quantity`	number	yes	Positive confirmed quantity, within ordered remaining scope
`OccurredAt`	datetime	yes	Actual service/provisioning/delivery time
`Status`	select	yes	Received, ReviewRequired, Confirmed, Reversed
`Evidence`	attachment	yes	Delivery/provisioning/customer acceptance per signed terms
`Event`	reference		→ IntegrationEvents
`ConfirmedBy`	reference		→ Users. Sales Ops reviews operational proof, independent of external event identity
`ReversalOf`	reference		→ FulfilmentEvents
`OperationKey`	text	yes	Unique effect; reverse only unused downstream scope or linked credits/corrections
`SourceMode`	select	yes	Native, MigrationHistory. Historical rows are nonposting source evidence; baseline-plus-new rollups exclude them from the new-effects term
`ConfirmedAt`	datetime		Actual Sales Ops decision time, distinct from physical/provisioning OccurredAt

UsageRecordsMeasured accepted usage per contract line/period and source identity, with correction lineage.transaction

Field	Type	Required	Details
`UsageNumber`	text	yes	Unique provider/meter/period/event key
`ContractItem`	reference	yes	→ ContractItems
`Cycle`	reference	yes	→ ContractCycles
`PeriodStart`	datetime	yes	Inclusive measured interval
`PeriodEnd`	datetime	yes	Exclusive measured interval
`Quantity`	number	yes	Nonnegative observed total usage in period/charge units; corrected record supersedes a prior assessment with explicit delta evidence, never sum both full observations
`UOM`	text	yes	Exact agreed charge unit
`Status`	select	yes	Received, ReviewRequired, Approved, Billed, Reversed
`EvidenceJSON`	longtext	yes	Source meter IDs, completeness, aggregation, duplicates, agreed minimum/tiers/rates and review
`ApprovedBy`	reference		→ Users. AR Clerk validates final billing entitlement after Sales Ops meter/completeness review
`ReversalOf`	reference		→ UsageRecords
`AssessedNetAmount`	currency		Approved total period charge under signed units/tiers/minimum; includes the minimum already owed rather than adding it again
`MeterReviewedBy`	reference		→ Users. Sales Ops
`MeterReviewedAt`	datetime		Actual source completeness/usage review
`ApprovedAt`	datetime		Actual AR Clerk assessment approval

TaxAssessmentsConfigured tax authority, supply facts and exact assessed amount for proposal or invoice version.transaction

Field	Type	Required	Details
`AssessmentNumber`	text	yes	Unique source/version/tax request
`Version`	reference	yes	→ DocumentVersions
`Currency`	reference	yes	→ Currencies
`Basis`	select	yes	Estimate, Authoritative
`TaxableNet`	currency	yes	Accepted eligible net basis, no second discount
`TotalTax`	currency		Null until valid assessment; zero requires evidence
`Status`	select	yes	Requested, ReviewRequired, Assessed, Approved, Superseded
`AssessedAt`	datetime		Actual provider/manual calculation
`EvidenceJSON`	longtext	yes	Jurisdiction/supply dates, rates, exemptions, tax-inclusive/exclusive rule, rounding, authority and line allocation
`ApprovedBy`	reference		→ Users. Independent AR Clerk for finance exception, Sales Manager for material commercial total deviation
`Event`	reference		→ IntegrationEvents
`FinanceDecision`	reference		→ ApprovalDecisions. Independent AR Clerk tax exception decision where required
`CommercialDecision`	reference		→ ApprovalDecisions. Independent Sales Manager approves material departure from agreed commercial total when needed

PaymentsReceivedEvidenced incoming cash or reconciled external AR receipt, with unchanged original amount and separate applications.transaction

Field	Type	Required	Details
`PaymentNumber`	text	yes	Unique bank/accounting/manual source receipt
`Entity`	reference	yes	→ Entities
`Account`	reference		→ Accounts. May be unidentified until reviewed attribution
`Currency`	reference	yes	→ Currencies
`Amount`	currency	yes	Positive magnitude; ReceiptKind determines economic sign. Only CashReceipt creates allocatable new cash
`ReceivedAt`	datetime	yes	Actual receipt time
`SourceKey`	text	yes	Unique external/manual evidence identity
`Status`	select	yes	Unapplied, PartiallyApplied, Applied, Returned, Reversed, MigrationOpening
`AmountApplied`	currency	yes	Net effective cash consumed in payment currency, including explicit cutover history
`AmountRefunded`	currency	yes	Net payment-funded refunds and CashReturn amounts less evidenced reversals, including effective cutover history; credit-funded refunds excluded
`AmountUnapplied`	formula	yes	fx: for CashReceipt, Amount − AmountApplied − AmountRefunded; for CashReturn/ReturnReversal, zero (never a new allocatable receipt)
`ReservedAmount`	currency	yes	Active application/refund reservations; available = AmountUnapplied − ReservedAmount
`Evidence`	attachment	yes	Actual bank/accounting receipt proof, not invoice Paid flag
`AccountingID`	text		External authoritative cash record
`Event`	reference		→ IntegrationEvents
`ReversalOf`	reference		→ PaymentsReceived. CashReturn links original CashReceipt; ReturnReversal links the exact prior CashReturn
`ReceiptKind`	select	yes	CashReceipt, CashReturn, ReturnReversal
`SourceMode`	select	yes	Native, MigrationHistory
`RecordedBy`	reference	yes	→ Users. AR Clerk recording bank/accounting evidence; automated service acts under explicit assigned identity/scope

PaymentApplicationsSeparate payment and invoice currency portions, noncash settlement and reversals, bounded by current available balances.transaction

Field	Type	Required	Details
`ApplicationNumber`	text	yes	Unique receipt/invoice/effect
`Payment`	reference	yes	→ PaymentsReceived
`Invoice`	reference	yes	→ Invoices
`PaymentAmount`	currency	yes	Cash consumed in Payment.Currency
`InvoiceCashAmount`	currency	yes	Cash-funded portion in invoice CurrencyRecord
`DiscountAmount`	currency	yes	Approved noncash discount in invoice currency
`WriteOffAmount`	currency	yes	Approved noncash write-off in invoice currency
`InvoiceSettledAmount`	currency	yes	InvoiceCashAmount + DiscountAmount + WriteOffAmount
`RateEvidenceJSON`	longtext	yes	Explicit currency pair/date/multiplier and external accounting settlement/FX evidence; same currency multiplier1
`Status`	select	yes	Reserved, Applied, Reversed, Cancelled. Original applied record remains immutable; reversals link original scope and never themselves imply bank money returned
`AppliedAt`	datetime		Actual local application acceptance
`Decision`	reference		→ ApprovalDecisions. Independent AR Clerk for exceptions above policy or disputed scope
`AccountingID`	text		Authoritative external application identity
`ReversalOf`	reference		→ PaymentApplications
`OperationKey`	text	yes	Unique effect; atomic cash and invoice claim
`SourceMode`	select	yes	Native, MigrationHistory. Historical rows are nonposting source evidence; baseline-plus-new rollups exclude them from the new-effects term
`AppliedBy`	reference	yes	→ Users. Actual AR Clerk or explicit scoped service identity for routine authorised allocation

CreditAdjustmentsPositive credit-note magnitude with original invoice/line tax and net provenance, leaving historical cash intact.transaction

Field	Type	Required	Details
`CreditNumber`	text	yes	Unique credit document
`Invoice`	reference	yes	→ Invoices
`Version`	reference	yes	→ DocumentVersions
`NetAmount`	currency	yes	Positive original-invoice-currency net credit magnitude
`TaxAmount`	currency	yes	Positive original tax reversal per eligible source allocation
`TotalAmount`	currency	yes	NetAmount + TaxAmount, bounded by remaining creditable source
`Status`	select	yes	Draft, PendingApproval, Issued, Reversed, MigrationOpening
`IssuedAt`	datetime		Actual credit issue
`Approval`	reference		→ ApprovalDecisions. Always records exact credit version and issuer; routine in-policy undisputed credit may use explicit self-confirmation, otherwise ActualActor must be a different AR Clerk from preparer/material editors within authorised limit
`SourceAllocationJSON`	longtext	yes	Original invoice lines/fulfilment/usage, quantities, rates/tax and prior credit caps
`AmountUsed`	currency	yes	Net effective applied credits plus settled credit-funded refunds; each historical/native application counted once, refund reservations not counted as settlement
`ReservedAmount`	currency	yes	Active unapplied credit/refund reservations; TotalAmount − AmountUsed − ReservedAmount must remain nonnegative
`AccountingID`	text		External accepted credit identity
`ReversalOf`	reference		→ CreditAdjustments
`IssuedBy`	reference		→ Users. Actual AR Clerk credit issuer, retained after reassignment

CreditApplicationsSame-entity/customer/currency credit allocation or reserved surplus for a refund.transaction

Field	Type	Required	Details
`ApplicationNumber`	text	yes	Unique credit/target/effect
`Credit`	reference	yes	→ CreditAdjustments
`Invoice`	reference		→ Invoices. Required for invoice settlement, absent for refund reservation
`Kind`	select	yes	InvoiceSettlement, RefundReservation
`Amount`	currency	yes	Credit/document currency amount
`Status`	select	yes	Reserved, Applied, Released, Reversed
`CreatedAt`	datetime	yes	Atomic reservation
`AppliedAt`	datetime		Actual local effect
`ReversalOf`	reference		→ CreditApplications
`OperationKey`	text	yes	Unique credit consumption
`SourceMode`	select	yes	Native, MigrationHistory. Historical rows are nonposting source evidence; baseline-plus-new rollups exclude them from the new-effects term

RefundsIndependently authorised external cash refund funded either by unapplied receipt cash or surplus credit, never both.transaction

Field	Type	Required	Details
`RefundNumber`	text	yes	Unique refund request
`Entity`	reference	yes	→ Entities
`Account`	reference	yes	→ Accounts
`Payment`	reference		→ PaymentsReceived. Unapplied cash source
`CreditApplication`	reference		→ CreditApplications. RefundReservation source; exactly one funding source
`Currency`	reference	yes	→ Currencies
`Amount`	currency	yes	Bounded positive funding amount
`Status`	select	yes	Draft, PendingApproval, Approved, Submitted, Uncertain, Settled, Rejected, Returned
`RequestedAt`	datetime	yes	Actual request
`Approval`	reference		→ ApprovalDecisions. Mandatory independent AR Clerk decision on exact source/amount/beneficiary version, with ActualActor.UserID different from RequestedBy and every material editor; explicit PayoutLimit and conversion, no limit means no authority
`Delivery`	reference		→ OutboundDeliveries
`SettledAt`	datetime		Verified bank/accounting refund completion
`Event`	reference		→ IntegrationEvents
`OperationKey`	text	yes	Unique economic refund, stable across safe retries
`ReturnedAmount`	currency	yes	Cumulative actual refund money returned to the company, 0 through Amount, from deduplicated authoritative events; restores original payment/credit funding only once
`ReturnEvidenceJSON`	longtext		Original settlement ID, return event IDs/times/amounts and source-funding restoration; original SettledAt stays historical
`RequestedBy`	reference	yes	→ Users. Actual refund preparer, cannot approve this request even when holding multiple roles

DunningActionsUnique eligible overdue-invoice reminder under balance, dispute, suppression and cadence rules.transaction

Field	Type	Required	Details
`DunningNumber`	text	yes	Unique invoice/policy/stage/cadence window
`Invoice`	reference	yes	→ Invoices
`Policy`	reference	yes	→ CRMPolicies
`BalanceSnapshot`	currency	yes	Positive actual overdue outstanding, excluding disputed/suppressed scope per policy
`Status`	select	yes	Prepared, Suppressed, Sent, Failed, Uncertain, Cancelled
`DueAt`	datetime	yes	Earliest eligible send
`Message`	reference		→ MessageDeliveries
`SentAt`	datetime		Actual communication evidence
`OperationKey`	text	yes	Unique reminder window; retry cannot send another reminder blindly

CommissionCreditsAccepted earning attribution and quota basis per actual earner, independent of later account ownership.transaction

Field	Type	Required	Details
`CreditNumber`	text	yes	Unique accepted-event/earner/share/version
`Opportunity`	reference	yes	→ Opportunities
`Contract`	reference	yes	→ Contracts
`Earner`	reference	yes	→ Users
`Quota`	reference	yes	→ Quotas
`Plan`	reference	yes	→ CommissionPlans
`SharePercent`	number	yes	0–100; standard shares per source sum at most100. Any overlay has separately identified approved pool/budget and cannot be mixed into standard-share quota attainment
`Currency`	reference	yes	→ Currencies. Same as quota/plan comparison currency
`EligibleBasis`	currency	yes	Annual recurring/booked/collected source basis × share/100 converted once
`AttainmentBefore`	currency	yes	Prior eligible credited basis in stable chronological earning sequence; backdated correction affects only reviewed delta, never silently rerates original commissions
`Status`	select	yes	Reserved, Earned, Reversed
`EarnedAt`	datetime	yes	Actual eligibility event, with deterministic tie key
`BasisSnapshotJSON`	longtext	yes	Accepted lines, recurring measurement date/cadence, one-time/usage treatment, collections if needed, rates and original attribution
`Approval`	reference		→ ApprovalDecisions. Independent Sales Manager for split/exception
`ReversalOf`	reference		→ CommissionCredits
`OperationKey`	text	yes	Atomic accrual/attainment identity

CommissionAdjustmentsAttributable clawback, dispute resolution, SPIF or correction with independent review; never edit an earned commission.transaction

Field	Type	Required	Details
`AdjustmentNumber`	text	yes	Unique source/earner/adjustment
`Commission`	reference		→ Commissions
`Statement`	reference	yes	→ CommissionStatements
`Earner`	reference	yes	→ Users
`Kind`	select	yes	Clawback, SPIF, Correction, DisputeResolution
`Amount`	currency	yes	Signed statement-currency adjustment
`Reason`	text	yes	Evidence and affected original earning scope
`Status`	select	yes	Draft, Submitted, Approved, Rejected, Reversed
`CreatedAt`	datetime	yes	Actual request
`Approval`	reference		→ ApprovalDecisions. Independent Sales Manager, not earner/material editor
`ReversalOf`	reference		→ CommissionAdjustments

CommissionPayoutsIndependent approved payout request and verified settlement, with durable uncertainty and rejection handling.transaction

Field	Type	Required	Details
`PayoutNumber`	text	yes	Unique statement/version/payout
`Statement`	reference	yes	→ CommissionStatements
`Version`	reference	yes	→ DocumentVersions
`Currency`	reference	yes	→ Currencies
`Amount`	currency	yes	Frozen positive approved amount for this request, capped by approved statement net amount less net prior settled and currently reserved payouts
`Status`	select	yes	Prepared, Approved, Submitted, Acknowledged, Uncertain, Settled, Rejected, Returned
`PreparedBy`	reference	yes	→ Users. Sales Ops prepares the request; actual person differs from statement reviewer, payout authoriser and earner
`Approval`	reference		→ ApprovalDecisions. AR Clerk authorises request independently of preparer, statement reviewer and earner within converted limit
`RequestedAt`	datetime	yes	Actual request
`SettledAt`	datetime		Actual verified payroll/bank payout, not acknowledgement
`Delivery`	reference		→ OutboundDeliveries
`Event`	reference		→ IntegrationEvents
`Supersedes`	reference		→ CommissionPayouts. Retry only after authoritative nonexecution; economic key unchanged
`OperationKey`	text	yes	Unique payout effect
`ReturnedAmount`	currency	yes	Cumulative actual payout money returned to the company, 0 through Amount; original settlement remains historical and only net unpaid/recovered scope may be reauthorised
`ReturnEvidenceJSON`	longtext		Original payout ID, return IDs/times/amounts, cause and independently approved recovery/replacement request

IntegrationEventsAuthenticated external/manual evidence and one-time source effects across capture, signature, cash, usage, messages and payouts.transaction

Field	Type	Required	Details
`EventNumber`	text	yes	Unique provider/account/event identity
`Entity`	reference	yes	→ Entities
`SourceKey`	text	yes	Stable external namespace and ID
`ContentHash`	text	yes	Same key/different content enters review
`Status`	select	yes	Received, Authenticated, Applied, Ignored, ReviewRequired, Rejected
`OccurredAt`	datetime	yes	Original event time
`ReceivedAt`	datetime	yes	Actual arrival
`AuthenticatedAt`	datetime		Required for external effects
`EffectJSON`	longtext	yes	Current expected source/version, resulting IDs, operation keys and compensated scope
`AppliedAt`	datetime		Atomic effect completion
`MigrationBatch`	reference		→ MigrationBatches. Historical imports suppress operational callbacks

OutboundDeliveriesDurable destination intent and acknowledgement separate from contract acceptance, invoice issue or payout settlement.transaction

Field	Type	Required	Details
`DeliveryNumber`	text	yes	Unique destination/source/action
`Entity`	reference	yes	→ Entities
`Version`	reference	yes	→ DocumentVersions
`Destination`	text	yes	Configured authorised connection
`Action`	text	yes	Exact supported operation
`ContentHash`	text	yes	Immutable payload/recipient/amount basis
`OperationKey`	text	yes	Stable economic/action key across retries
`Status`	select	yes	Prepared, Submitted, Acknowledged, Uncertain, Reconciled, Rejected, Cancelled
`PreparedAt`	datetime	yes	Intent time
`SubmittedAt`	datetime		Actual transport
`AcknowledgedAt`	datetime		Actual provider response
`ProviderID`	text		External identity
`EvidenceJSON`	longtext		Redacted response/reconciliation, nonexecution evidence and safe retry lineage
`Supersedes`	reference		→ OutboundDeliveries

MigrationBatchesReviewed source/entity/cutoff import and nonposting baseline that suppresses historical automation.transaction

Field	Type	Required	Details
`BatchNumber`	text	yes	Unique migration
`Entity`	reference	yes	→ Entities
`CutoffAt`	datetime	yes	Exact source watermark
`Status`	select	yes	Prepared, Validated, Approved, Imported, Reconciled, Rejected
`Manifest`	attachment	yes	Source hashes, totals, owners and original statuses
`PolicyJSON`	longtext	yes	Single supported gross-original plus effective-history baseline: each source economic effect counted once; baseline summary fields reconcile historical rows and native additions exclude them. Suppress historical automation and retain unresolved requests before staged activation
`ApprovedBy`	reference		→ Users. Independent Sales Manager plus AR Clerk for balances/payouts and Marketing Manager for suppression
`ApprovedAt`	datetime		Accepted migration plan
`ReconciledAt`	datetime		Totals and representative lifecycle cases accepted

MigrationItemsStable source-to-target mapping and immutable original financial/commercial/communication history.transaction

Field	Type	Required	Details
`ItemNumber`	text	yes	Unique batch/source-table/source-ID
`Batch`	reference	yes	→ MigrationBatches
`SourceTable`	text	yes	Original type
`SourceID`	text	yes	Stable original identity
`ContentHash`	text	yes	Conflicting duplicate blocks
`TargetTable`	text	yes	Validated destination table
`TargetID`	text	yes	Mapped identity
`OriginalSnapshotJSON`	longtext	yes	Accepted versions, original gross amounts/effective cash-credit history, remaining allocations, prior commission/forecast attribution, suppression and unresolved external requests
`Status`	select	yes	Prepared, Validated, Imported, Reconciled, Rejected
`ImportedAt`	datetime		Actual load

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