The tables behind ERP + CRM

Unqualified or in qualification demand with source, score and conversion state.

Customer, prospect and partner companies with owner, terms and credit position.

People at an account with role, email and phone contact detail.

Qualified revenue pursuits with stage, amount, probability and expected close.

Scheduled and completed sales and service activities linked to records.

Employee records with department, position, employment terms and payroll eligibility.

Priced offers with revision, approval state and acceptance.

Quoted products with quantity, unit price and discount.

Confirmed customer orders with fulfillment, credit and invoicing state.

Ordered products with ordered, shipped and invoiced quantities.

Customer agreements with active dates, billing mode and remaining scope.

Products, quantities and prices committed within a contract.

Unique billing or delivery cycles generated for a contract period.

Named pricing books applied to customers, markets and currencies.

Effective dated price per product within a price book.

Current credit position, limit and hold state per customer.

Immutable revisions of governed documents retained with effective dates.

Requests for customer or authorizer signature on a governed document.

Internal purchase requests routed for independent approval.

Requested products, quantities and needed dates within a requisition.

Supplier commitments with receipt, match and payment state.

Ordered supplier lines with received, matched and billed quantities.

Customer, prospect and partner companies with owner, terms and credit position.

Supplier bills matched to PO prices and accepted goods or services.

Supplier bill lines with matched quantity and price difference.

Matched goods receipt and PO quantities consumed by a bill line.

Acceptance of services using completion evidence without warehouse stock.

Returns to suppliers with original cost and billed state.

Supplier arrivals held as custody until inspected and accepted.

Arrived lines with lot or serial, quantity and acceptance state.

Inspection results gating acceptance and quality release.

Accepted and rejected quantities against a received arrival.

Custody, ownership and transfer events retained for traceability.

Returns to suppliers with original cost and billed state.

Sellable and manufacturable products with units, costing and stock policy.

Stocking locations including owned, custody and in transit ownership locations.

On hand and reserved quantity per product, warehouse and lot or serial.

Reservations of traced stock against demand documents.

Custody, ownership and transfer events retained for traceability.

Every owned stock movement with quantity, cost and linked document.

Cost layers consumed on issue and retained for valuation and returns.

Dispatch records with carrier evidence and shipped quantities.

Shipped lines with lot or serial identity and dispatched quantity.

Ordered products with ordered, shipped and invoiced quantities.

Allocation of order or invoice value to owners, cost centers or entities.

Customer returns with original scope, received condition and credit effect.

Stocking locations including owned, custody and in transit ownership locations.

Material requirements planning runs with demand, supply and shortage output.

MRP purchase and production proposals pending firming.

Effective dated bills of material defining component structure.

Components, quantities and scrap factors within a BOM revision.

Effective dated operation sequences used to produce an item.

Operations, work centers and setup or run time within a routing.

Capacity bearing production resources with cost rates.

Released production orders with frozen BOM, routing and cost rates.

Component requirements issued into WIP for a work order.

Released operations with schedule, assignment and reported time.

Production execution events with time, good output and scrap.

Accepted terminal output transferred into finished stock.

Material, labour and overhead cost entries charged to a work order.

Customer invoices posted to AR and Revenue with tax, delivery and settlement status.

Invoice line items carrying quantity, price, discount and tax detail.

Incoming customer cash recorded to bank with unapplied receipt status.

Allocations of received cash to specific invoice remainders.

Supplier bills matched to PO prices and accepted goods or services.

Prepared supplier payment runs requiring independent release.

Outgoing payments with settlement confirmation state.

Statement lines imported from a bank account pending reconciliation.

Balanced accounting entries posted to the ledger for a period and entity.

Debit and credit lines of a journal entry with account, cost center and amount.

Fiscal periods per entity with the open and close state the close checklist drives.

Required close checklist tasks for an entity period.

Ordering and blocking dependencies between close tasks.

Reusable close checklist templates defining required tasks and dependencies.

Capitalized assets with cost, accumulated depreciation and disposal state.

Valuation books defining depreciation method and basis for assets.

Fixed asset classes carrying default depreciation method and useful life.

Acquisition, transfer, impairment and disposal events retained for an asset.

Periodic depreciation processing runs over an asset book.

Per-asset depreciation amounts produced by a depreciation run.

Balanced accounting entries posted to the ledger for a period and entity.

Fiscal periods per entity with the open and close state the close checklist drives.

Required close checklist tasks for an entity period.

Per-target allocation amounts produced by an allocation run.

Driver based cost allocation runs posting balanced allocation entries.

Approval requests with decision, approver, reason and linked source document.

Time bounded delegation of approval authority between roles.

Company bank accounts owned by an entity, used for receipts, payments and statement lines.

Per-account budget amounts within a budget version.

Locked or draft financial budgets per entity, period and account scope.

Account master shared across entities with a self-parenting tree, control flags and intercompany flag.

Effective dated compensation changes retained as history.

Elimination and adjustment entries applied during consolidation.

Entity scope and ownership applied within a consolidation run.

Per-entity consolidated balances produced by a consolidation run.

Translation, ownership and elimination runs producing consolidated results.

Responsibility centers used for budgeting, allocation and expense reporting.

Customer credit requests with requested limit, decision and expiry.

ISO currency codes used as functional, reporting and transaction currencies.

Organization departments used for workforce reporting and approvals.

Effective dated pay component assignment per employee.

Approved effective operating, posting and approval policies.

Legal entities under a reporting parent, each owning its trial balance and fiscal calendar.

Read-only effective exchange rates for this app.

Dated currency multipliers by source and type; required rates are reviewed and frozen on a transaction.

Observed holiday calendars for an entity or region.

Delivery attempts and responses for outbound integration events.

Inbound and outbound integration events with source identity and handling state.

Counted quantity per product, location and lot within a count.

Physical inventory count documents with variance review.

Entitled, taken and available leave per employee and leave type.

Recorded taken leave consuming approved balances.

Employee leave requests with reserved, approved or rejected state.

Leave categories with accrual rules and approval requirements.

Proposed changes to governed master data pending review and activation.

Opening balance import batches with cutoff, approval and activation state.

Individual imported opening balance or master items within a batch.

Earnings, deduction and employer cost components used in payroll.

Earning, deduction and employer cost lines of a pay statement.

Per-employee pay statements produced by an approved payroll run.

Allocation of made payments to bills and AP remainders.

Bank payment instructions with submitted, accepted and settled state.

Due-date rules applied to invoices, bills and payment runs.

Allocation of payroll cost to cost centers and production orders.

Imported payroll year to date opening balances per employee.

Payroll processing runs with frozen inputs, approval and settlement state.

Application people mapped to users with role title and active state.

Approved positions with department, grade and headcount authority.

Inventory, WIP and COGS posting accounts per product and entity.

Refunds of customer credit requiring independent approval and one funding source.

Per-balance revaluation differences produced by a revaluation run.

Foreign currency revaluation runs over eligible remaining monetary balances.

Attributed sales activity evidence submitted against an opportunity and owner.

Tax rates applied to document lines, mapped to a jurisdiction and a GL account.

Tax returns prepared and filed for a jurisdiction and period.

Authorities that levy tax and receive filings: country, state, province, city.

Per-day or per-assignment time lines within a timesheet.

Employee timesheets submitted for approval by period.

Users

Per-date working state and shift hours of a work calendar.

Working calendars defining working and nonworking patterns.