Data model

The proposed records, relationships and migration evidence behind quoting, production and job cost.

60 tables · 278 relationships

How the model is organised

People, policy and capacity

Customers, Suppliers, Employees, WorkCenters, WorkResources, ScheduleSlots, ShopPolicies and ApprovalDecisions. Employee identity and supervisor scope connect people to their authorized work; reviewed policies and decisions preserve the basis of release.

Customers
Suppliers
Employees
WorkCenters
WorkResources
ScheduleSlots
ShopPolicies
ApprovalDecisions

Parts and offered work

Parts, PartRoutings, PartRoutingOperations, Quotes, QuoteLines, QuoteOperations, QuoteMaterials and QuoteVersions. Offered alternatives and accepted revisions retain their quantities, prices, drawings, instructions and cost assumptions.

Parts
PartRoutings
PartRoutingOperations
Quotes
QuoteLines
QuoteOperations
QuoteMaterials
QuoteVersions

Orders and job commitments

SalesOrders, SalesOrderLines, Jobs, JobOperations, JobMaterials, JobSnapshots, JobAllocations, JobTransfers and ChangeOrders. Demand allocation distinguishes customer commitments from component transfers, splits and remakes.

SalesOrders
SalesOrderLines
Jobs
JobOperations
JobMaterials
JobSnapshots
JobAllocations
JobTransfers
ChangeOrders

Material custody

Materials, MaterialStock, MaterialReservations, MaterialIssues, MaterialMovements, CustomerMaterialReceipts and CustomerMaterialReturns. Exact claims, source issues, base-unit conversions, heat and ownership keep movements accountable.

Materials
MaterialStock
MaterialReservations
MaterialIssues
MaterialMovements
CustomerMaterialReceipts
CustomerMaterialReturns

Floor work and quality

TimeTickets, TimeAllocations, ProductionLots, ProductionEvents, Inspections, NonConformances and ScrapCostAllocations. Production, inspection and analytical loss attribution retain different purposes and cannot repeatedly create accepted quantity or cost.

TimeTickets
TimeAllocations
ProductionLots
ProductionEvents
Inspections
NonConformances
ScrapCostAllocations

Purchasing and outside operations

PurchaseOrders, PurchaseOrderLines, Receipts and OutsideDispatches. Supplier receipts retain their purchase and dispatch basis; customer-owned receipts have their own record type.

PurchaseOrders
PurchaseOrderLines
Receipts
OutsideDispatches

Delivery and returned work

Shipments, ShipmentLines, ShipmentAllocations and CustomerReturns. Reservations, confirmed dispatch and returned custody keep their original quantities and documents.

Shipments
ShipmentLines
ShipmentAllocations
CustomerReturns

Billing and cash

BillingObligations, Invoices, InvoiceLines, InvoiceAllocations, PriorBillingAllocations, Payments, PaymentApplications, CreditApplications and FinanceAdjustments. Billed scope, credits and cash applications remain distinct, with linked corrections and available balances.

BillingObligations
Invoices
InvoiceLines
InvoiceAllocations
PriorBillingAllocations
Payments
PaymentApplications
CreditApplications
FinanceAdjustments

Cost and operation history

JobCostEntries, ShopEvents, ShopDeliveries and MigrationBatches. Stable local effects, signed cost corrections, destination results and reviewed opening evidence support reconciliation.

JobCostEntries
ShopEvents
ShopDeliveries
MigrationBatches

Keys and references

Records use stable identifiers; human document numbers support shop work without replacing identity. Preserve the source namespace and identifier when importing external records. Released versions retain content identity and source lineage, so an approved traveler or posted amount is not reconstructed later from a mutable master.

Material claims identify exact stock and ownership. Production and shipment allocations identify eligible quantities and order demand. Local operation identities prevent duplicate effects, while delivery identities record the destination’s outcome separately. A timeout is unresolved evidence, not proof that a remote action failed.

Migration order

Agree the source systems, cutoff, opening mode, functional currency and reconciliation owners in MigrationBatches. Choose new-job cutover or an explicitly scoped in-flight transfer.
Stage stable identifiers for customers, suppliers, employees, work centers and resources. Resolve cyclic employee/supervisor references after identifiers exist, then validate roles, calendars, rates and reviewed policies.
Load materials, conversions, stock by heat and ownership, usable remnant details and certificate evidence. Retain source issues and movements needed to explain reservations and possible returns.
Load applicable part revisions, routings and exact quote versions before their accepted order and job references. Preserve released traveler snapshots and accepted commercial authority.
For in-flight work, reconcile demand allocations, operation lots, time and cost history, material claims, outside custody, inspections and shipments. A current status plus hours cannot establish the remaining work.
Reconcile billing obligations, prior billings, invoice credits, cash receipts and effective applications. Opening balances must agree with their history; do not separately import a derived paid amount and then apply the same cash again.
Review opening totals and references before activation. Historical imports suppress new operational messages, stock effects, postings and shipment notices; separately enable new processing and verified destination delivery after acceptance.

Tables

Find a table 60 tables

CustomersCompanies the shop quotes and builds for, with terms, markup defaults and the cert requirement that follows every job.master

Field	Type	Required	Details
`CustomerCode`	text	yes
`CompanyName`	text	yes
`PrimaryContact`	text
`Email`	text
`Phone`	text
`BillingAddress`	text
`ShippingAddress`	text
`PaymentTerms`	select	yes	Net 30, Net 45, Net 60, Prepaid, COD
`MaterialMarkupPercent`	decimal		Default markup on material and outside cost for new quote lines
`LabourMarkupPercent`	decimal		Default markup on labour, machine and burden cost for new quote lines
`TaxExempt`	boolean		Requires reviewed applicable evidence and validity; boolean alone does not grant exemption
`CertRequired`	boolean	yes	Material certs must ship with every job
`Active`	boolean	yes
`TaxExemptionEvidence`	attachment		Customer-specific exemption evidence
`TaxExemptionScope`	longtext		Jurisdiction/category/effective scope reviewed under ShopPolicies
`TaxExemptionExpiry`	date		Expiry or documented open-ended validity

SuppliersMaterial suppliers and outside processors such as heat treat, plating, anodising and grinding houses.master

Field	Type	Required	Details
`SupplierCode`	text	yes
`CompanyName`	text	yes
`SupplierType`	select	yes	Material, OutsideProcessing, Both, Tooling
`Services`	text		Processes offered, e.g. heat treat, anodise, grind
`PrimaryContact`	text
`Email`	text
`Phone`	text
`PaymentTerms`	select		Net 30, Net 60, Prepaid
`LeadTimeDays`	number		Typical turnaround
`Approved`	boolean	yes	On the approved supplier list
`Active`	boolean	yes

EmployeesEveryone who works in the shop: estimators, planners, supervisors, machinists, welders, inspectors and office staff.master

Field	Type	Required	Details
`EmployeeNumber`	text	yes
`FullName`	text	yes
`JobTitle`	text	yes
`Email`	text
`Phone`	text
`DefaultWorkCenter`	reference		→ WorkCenters
`LaborRate`	decimal		Per hour; an override used instead of the work centre labour rate when the shop costs by person. Visible to Shop Owner and Admin only
`Shift`	select		Day, Evening, Night
`Active`	boolean	yes
`UserID`	text		Unique authenticated principal identifier; required for interactive/service actions, never matched by display name alone
`Roles`	longtext	yes	Admin-controlled set of the nine declared role names; one person retains one identity across roles
`Supervisor`	reference		→ Employees. Named reporting relationship; work-centre ticket scope also checks WorkCenters.Supervisor

WorkCentersMachines, cells, benches and the outside-processing placeholder, each with the rates that price an hour of work.master

Field	Type	Required	Details
`WorkCenterCode`	text	yes
`Description`	text	yes
`WorkCenterType`	select	yes	Machine, Manual, Assembly, Inspection, Outside
`MachineRate`	decimal	yes	USD per occupied machine hour, including approved setup, run and rework; rate/policy snapshot retained
`LaborRate`	decimal	yes	USD per allocated labour hour; employee override only under policy and protected visibility
`BurdenRate`	decimal	yes	USD per hour on the approved LaborHours or MachineHours burden basis
`CapacityHoursPerDay`	decimal	yes	Summary only; actual available capacity comes from WorkResources calendars
`NumberOfMachines`	number	yes	Number of active eligible WorkResources, not an extra multiplier on their summed calendars
`Supervisor`	reference		→ Employees; the Shop Supervisor who approves tickets and sequences this queue
`Active`	boolean	yes
`Policy`	reference	yes	→ ShopPolicies. Rate/calendar policy version
`RateVersion`	text	yes	Immutable approved rates and effective interval; new version cannot rewrite posted tickets
`RateHistoryJSON`	longtext	yes	Reviewed effective-rate intervals; only Shop Owner/Admin prepare changes under protected policy

PartsCustomer part numbers and internal parts, with the revision, drawing and material spec the quote and job are built to.master

Field	Type	Required	Details
`PartNumber`	text	yes	Customer part number or internal number
`Revision`	text	yes
`Description`	text	yes
`Customer`	reference		→ Customers; blank for internal parts
`MaterialSpec`	text		e.g. 6061-T6, 4140 HT, 304 SS
`Drawing`	attachment
`UOM`	select	yes	EA, FT, LB, SET
`LastQuotedPrice`	decimal		Reference price from the chosen sent benchmark QuoteLine, with quantity/UOM/date/version; not an unexplained mixed-break price
`LastJobCost`	decimal		Reference cost per accepted good unit of a reviewed completed customer-job family; no automatic replacement by a split, remake, component or Adjustment job
`CertRequired`	boolean
`Active`	boolean	yes
`LastQuotedLine`	reference		→ QuoteLines. Explicit benchmark offered alternative, not arbitrary final row
`LastQuotedQuantity`	number		Quantity break that absorbs setup for LastQuotedPrice
`LastQuotedUOM`	text		Frozen unit at LastQuotedDate
`LastQuotedDate`	datetime		Dispatch time of benchmark offer version
`LastQuoteVersion`	reference		→ QuoteVersions
`LastCostJob`	reference		→ Jobs. Reviewed root customer-job family
`LastCostQuantity`	number		Nonzero uniquely accepted good units in that closed family
`LastCostAt`	datetime		Owner-reviewed cost benchmark time

PartRoutingsThe versioned standard routing for a part revision, frozen through the quoted and released snapshots for repeat work.master

Field	Type	Required	Details
`RoutingNumber`	text	yes
`Part`	reference	yes	→ Parts
`Revision`	text	yes
`Status`	select	yes	Draft, Active, Obsolete
`EffectiveFrom`	date
`Notes`	longtext
`VersionNumber`	number	yes	Immutable activated routing/drawing revision
`Approval`	reference		→ ApprovalDecisions. Production Manager technical activation review, owner when rate/policy changes

PartRoutingOperationsEach operation in the standard routing with its work centre, times and the program the operator loads. Line item of PartRoutings.line item

Field	Type	Required	Details
`Routing`	reference	yes	→ PartRoutings
`OperationNumber`	number	yes	10, 20, 30
`WorkCenter`	reference	yes	→ WorkCenters
`Description`	text	yes
`SetupHours`	decimal	yes
`RunHoursPerUnit`	decimal	yes
`OutsideSupplier`	reference		→ Suppliers when the work centre is Outside
`OutsideCostPerUnit`	decimal
`InspectionRequired`	boolean	yes
`ProgramNumber`	text		CNC program the operator loads
`SetupSheet`	attachment		Fixture, tooling and offsets for the setup
`Instructions`	longtext		Printed on the traveler

MaterialsRaw stock and hardware: bar, plate, sheet, tube, castings and purchased items.master

Field	Type	Required	Details
`MaterialCode`	text	yes
`Description`	text	yes
`MaterialType`	select	yes	Bar, Plate, Sheet, Tube, Casting, Hardware, Consumable
`Specification`	text		Alloy, condition and size
`UOM`	select	yes	FT, IN, LB, KG, EA, SQFT. This is the material base unit; conversions must be explicit and dimensionally compatible
`StandardCost`	decimal	yes	Per UOM, used when no supplier quote
`LastReceiptCost`	decimal		Per UOM, from the last accepted receipt; shown beside the standard on a quote
`LastReceiptDate`	date
`PreferredSupplier`	reference		→ Suppliers
`CertRequired`	boolean	yes
`Active`	boolean	yes
`ConversionPolicyJSON`	longtext	yes	Reviewed exact conversions (e.g. IN to FT 1/12); length-to-weight requires material-specific measured factor/evidence

MaterialStockOn-hand raw material by heat number and location, including remnants and customer-supplied stock, each record tied to the receipt that brought it in.transaction

Field	Type	Required	Details
`StockNumber`	text	yes
`Material`	reference	yes	→ Materials
`HeatNumber`	text		Mill heat or lot
`Location`	text	yes	Rack, bay or bin
`Ownership`	select	yes	Shop, CustomerSupplied
`Customer`	reference		→ Customers when customer-supplied
`Supplier`	reference		→ Suppliers; the mill or distributor it came from
`Receipt`	reference		→ Receipts; the receipt that created it, blank for opening stock
`ParentStock`	reference		→ MaterialStock; the record a remnant was cut from, so it inherits heat, supplier and cert
`QuantityOnHand`	decimal	yes	Derived net posted MaterialMovements in base UOM, including quarantine; never directly edited
`QuantityReserved`	decimal	yes	Active MaterialReservations plus Reserved CustomerMaterialReturns in base UOM; neither job nor custody-return claims can spend the same free stock
`UnitCost`	decimal	yes	USD per material base UOM, inherited on returns/remnants; zero for CustomerSupplied
`Remnant`	boolean	yes	Cut-off returned to stock
`CertAttachment`	attachment
`Status`	select	yes	Available, Reserved, Consumed, Scrapped, Quarantined. Projection; only eligible accepted nonheld stock is allocatable
`ReceivedDate`	date	yes
`LastUpdated`	date	yes	Business-date summary of LastUpdatedAt
`CustomerReceipt`	reference		→ CustomerMaterialReceipts. Source for customer stock without any paid supplier PO
`BaseUOM`	text	yes	Frozen Materials.UOM for balance and cost
`UsableDimensions`	longtext		Measured length/width/thickness or other usable remnant geometry with units
`VersionNumber`	number	yes	Atomic balance/identity revision
`LastUpdatedAt`	datetime	yes	Exact last inventory event time
`Migration`	reference		→ MigrationBatches
`SourceKey`	text		Stable original source record/revision identifier, required on import; same key reused on retry

QuotesA priced offer to a customer, usually against their RFQ, with one line per part and quantity break.transaction

Field	Type	Required	Details
`QuoteNumber`	text	yes
`Customer`	reference	yes	→ Customers
`CustomerRFQ`	text		The customer's RFQ or inquiry number
`QuoteDate`	date	yes
`ValidUntil`	date	yes
`RequestedDelivery`	date		What the customer asked for
`Estimator`	reference	yes	→ Employees
`Status`	select	yes	Draft, PendingReview, Approved, Sent, Won, Lost, NoBid, Expired. Approved means released for sending; Sent requires successful actual dispatch evidence
`TargetMarginPercent`	decimal	yes	Protected 0–100 floor copied from active ShopPolicies, not editable by Estimator
`MarginPercent`	decimal		Nullable decimal: lowest offered alternative margin only when every offered margin is known. Any zero-price/unknown-cost alternative sets null and blocks EligibleEstimator release; never omitted from the minimum
`TotalPrice`	decimal	yes	Before acceptance, total of explicitly marked display alternatives; after acceptance, exact accepted alternatives. Labels distinguish an illustrative total from the accepted order value
`LostReason`	select		Price, LeadTime, NoBid, Capacity, Other
`CustomerDrawings`	attachment
`Notes`	longtext
`VersionNumber`	number	yes	Working offer revision
`Policy`	reference	yes	→ ShopPolicies. Frozen margin/rounding/currency authority
`CurrentVersion`	reference		→ QuoteVersions. Complete submitted/sent offer
`AcceptedVersion`	reference		→ QuoteVersions. Exact customer-accepted offer
`ReleaseDecision`	reference		→ ApprovalDecisions. Eligible Estimator or Shop Owner decision for all offered alternatives
`SentAt`	datetime		First successfully evidenced provider/manual dispatch of this exact version, not approval/release/request time
`AcceptedAt`	datetime		Evidence-based customer acceptance time
`AcceptanceEvidence`	attachment		Customer PO/written agreement to exact offered part revisions, quantities and prices
`Migration`	reference		→ MigrationBatches
`SourceKey`	text		Stable original source record/revision identifier, required on import; same key reused on retry
`MarginKnown`	boolean	yes	True only when every offered alternative has known valid margin; false always requires Shop Owner exception review
`ReleasedAt`	datetime		Commercial release time before sending; separate from SentAt
`ReleaseEvent`	reference		→ ShopEvents. Stable reviewed send intent; failures remain Approved/pending delivery

QuoteLinesOne part at one quantity, with its estimated cost, markups, price and margin. Quantity breaks are separate lines for the same part. Line item of Quotes.line item

Field	Type	Required	Details
`Quote`	reference	yes	→ Quotes
`LineNumber`	number	yes
`Part`	reference	yes	→ Parts
`Revision`	text	yes
`Quantity`	number	yes	Positive offered quantity in an AlternativeGroup; an unquoted quantity needs a revised reviewed offer
`EstimatedMaterialCost`	decimal	yes	Rolled up from QuoteMaterials
`EstimatedLaborCost`	decimal	yes	Labour only; machine and burden retained separately
`EstimatedOutsideCost`	decimal	yes	Rolled up from outside operations
`MaterialMarkupPercent`	decimal	yes	On material and outside cost; defaults from the customer
`LabourMarkupPercent`	decimal	yes	On labour, machine and burden cost; defaults from the customer
`UnitPrice`	decimal	yes	USD per offered unit, after setup-plus-run/material/outside extension and markup; rounded display consistent with binding LineTotal
`LineTotal`	decimal	yes	Authoritative offered net amount; quantity × unrounded unit price rounded once under frozen policy
`MarginPercent`	decimal		Nullable decimal: 100 × (LineTotal - total estimated costs) / LineTotal; null for zero price or unknown costs, with MarginKnown false and required owner review
`LeadTimeDays`	number	yes	Promised on the quote
`Selected`	boolean	yes	Customer accepted this exact offered alternative; false before acceptance, not an approval-population filter
`Notes`	text
`AlternativeGroup`	text	yes	Same part/revision/requirement alternatives; at most one accepted quantity option per group unless explicitly separate scopes
`Offered`	boolean	yes	True for every customer-selectable alternative, all of which require margin review
`DisplayAlternative`	boolean	yes	One per group for illustrative quote total; does not hide others from review
`EstimatedMachineCost`	decimal	yes	Separate machine estimate
`EstimatedBurdenCost`	decimal	yes	Separate overhead estimate
`EstimatedTotalCost`	decimal	yes	Material + Labor + Machine + Burden + Outside, no duplicate cost components
`DrawingSnapshot`	attachment		Exact drawing sent with this offer
`RoutingSnapshotJSON`	longtext	yes	Operations, material, rates, instructions and source revisions at quote release
`AcceptedQuantity`	number	yes	Zero before acceptance; must equal an offered Quantity or trigger a revised offer
`MarginKnown`	boolean	yes	True only for positive price and fully known cost basis; unknown offered alternatives remain in review population

QuoteOperationsThe estimated routing for a quote line: each operation, its work centre and the hours that price it. Line item of QuoteLines.line item

Field	Type	Required	Details
`QuoteLine`	reference	yes	→ QuoteLines
`OperationNumber`	number	yes	10, 20, 30
`WorkCenter`	reference	yes	→ WorkCenters
`Description`	text	yes
`SetupHours`	decimal	yes
`RunHoursPerUnit`	decimal	yes
`OutsideSupplier`	reference		→ Suppliers when the work centre is Outside
`OutsideCostPerUnit`	decimal		From the supplier's quote
`EstimatedCost`	decimal	yes	Separate labour, machine and burden extension for setup plus run quantity, or the defined outside pricing amount; not charged twice
`SourceOperation`	reference		→ PartRoutingOperations
`SourceVersion`	text	yes	Routing and work-centre rate version
`InspectionRequired`	boolean	yes	Carried through to job, not looked up from mutable routing later
`InspectionMode`	select	yes	None, FirstArticle, InProcess, Final
`ProgramNumber`	text		Frozen program identity/revision
`SetupSheet`	attachment		Frozen offered setup sheet
`Instructions`	longtext		Frozen work instructions
`LaborRate`	decimal	yes	USD hourly estimate basis
`MachineRate`	decimal	yes	USD hourly estimate basis
`BurdenRate`	decimal	yes	USD hourly estimate basis
`EstimatedLaborCost`	decimal	yes	Labour estimate only
`EstimatedMachineCost`	decimal	yes	Machine estimate only
`EstimatedBurdenCost`	decimal	yes	Burden estimate only
`OutsidePriceBasis`	select		PerUnit, Lot. Lot amount charged once for declared scope
`FirstArticleSampleQuantity`	number		Positive required sample count for FirstArticle; permission covers only exact approved setup/revision

QuoteMaterialsMaterial and hardware estimated for a quote line, at the supplier's quoted price, the last receipt cost or the standard cost. Line item of QuoteLines.line item

Field	Type	Required	Details
`QuoteLine`	reference	yes	→ QuoteLines
`Material`	reference	yes	→ Materials
`Description`	text		Cut size or blank description
`QuantityPerUnit`	decimal	yes
`UOM`	select	yes	FT, IN, LB, KG, EA, SQFT
`UnitCost`	decimal	yes	Supplier quote, last receipt cost or standard cost
`CustomerSupplied`	boolean	yes	Costed at zero
`EstimatedCost`	decimal	yes
`ToBaseFactor`	decimal	yes	Positive frozen quantity-UOM to material-base-UOM conversion
`BaseQuantity`	decimal	yes	QuantityPerUnit × offered quantity × ToBaseFactor
`CostSource`	longtext	yes	Supplier quote/accepted receipt/standard version and age policy

SalesOrdersThe customer's purchase order as the shop accepted it, usually converted from a won quote. A blanket order has a reviewed total ceiling and uniquely keyed release lines that consume it.transaction

Field	Type	Required	Details
`SalesOrderNumber`	text	yes
`Customer`	reference	yes	→ Customers
`CustomerPONumber`	text	yes
`Quote`	reference		→ Quotes
`OrderDate`	date	yes
`RequestedShipDate`	date	yes
`Status`	select	yes	Open, InProduction, PartiallyShipped, Shipped, Invoiced, Closed, Cancelled
`ShipVia`	text
`TotalAmount`	decimal	yes	Sum of lines
`CustomerPOAttachment`	attachment
`Notes`	longtext
`AcceptedVersion`	reference		→ QuoteVersions. Required quote authority for quoted orders
`AcceptedBy`	reference	yes	→ Employees. Office Manager who verifies PO against offer
`AcceptedAt`	datetime	yes	Order acceptance time
`AcceptanceHash`	text	yes	Immutable PO/customer/offer/line/price/delivery and billing-mode basis
`BlanketQuantity`	number		Approved total demand ceiling across release lines
`BlanketAmount`	decimal		Approved total net value ceiling across release lines
`Currency`	text	yes	USD baseline
`Migration`	reference		→ MigrationBatches
`SourceKey`	text		Stable original source record/revision identifier, required on import; same key reused on retry

SalesOrderLinesOne part at one quantity, price and due date on the customer's order. Each line becomes a job; on a blanket order each release is a line. Line item of SalesOrders.line item

Field	Type	Required	Details
`SalesOrder`	reference	yes	→ SalesOrders
`LineNumber`	number	yes
`Part`	reference	yes	→ Parts
`Revision`	text	yes
`QuoteLine`	reference		→ QuoteLines
`QuantityOrdered`	number	yes
`QuantityShipped`	number	yes	Net fulfillment credited by posted dispatch/authorized return-replacement events across all linked jobs, never Draft/Packed quantities
`UnitPrice`	decimal	yes
`LineTotal`	decimal	yes
`DueDate`	date	yes	The release date on a blanket order
`Status`	select	yes	Open, Released, PartiallyShipped, Shipped, Closed, Cancelled
`ReleaseKey`	text	yes	Unique accepted PO/blanket release identity; retries do not add a release
`AcceptedVersion`	reference		→ QuoteVersions
`OriginalDueDate`	date	yes	Original agreed promise retained after approved due-date changes
`QuantityCancelled`	number	yes	Approved remaining demand reduction, excluding dispatched history
`BillingMode`	select	yes	Shipment, MilestoneFinal. Prevents both automatic shipment billing and final billing of same scope
`VersionNumber`	number	yes	Immutable accepted revision; changes require approved ChangeOrders

JobsThe order to the shop to make one part in one quantity by one date. The traveler is printed from it, and every hour, issue and receipt costs to it.transaction

Field	Type	Required	Details
`JobNumber`	text	yes
`JobType`	select	yes	Customer, Split, Remake, Internal, Tooling, Adjustment, Rework. Rework supports returned finished pieces without reopening a closed original job
`Customer`	reference		→ Customers. Required for customer-billed/owned work including Tooling; blank only for genuinely internal work
`SalesOrderLine`	reference		→ SalesOrderLines; blank for internal jobs
`ParentJob`	reference		→ Jobs. RelationshipType distinguishes Split, Component and Remake; not automatic cost-rollup authority
`NonConformance`	reference		→ NonConformances; the NCR a Remake job covers
`Part`	reference	yes	→ Parts
`Revision`	text	yes
`QuantityOrdered`	number	yes
`QuantityCompleted`	number	yes	Net eligible completed quantity at final production operation from posted ProductionEvents, separate from final acceptance
`QuantityScrapped`	number	yes	Unique physical pieces dispositioned as scrap; no additional stock or expense by changing this total
`QuantityAccepted`	number	yes	Unique presently accepted good pieces from final-lot decisions and permitted reversals, never sum repeated inspections
`QuantityShipped`	number	yes	Posted dispatch quantity from ShipmentAllocations, with original dispatch history preserved
`DueDate`	date	yes
`PlannedStart`	date
`PlannedEnd`	date
`ActualStart`	date		First time ticket
`ActualEnd`	date		Last final inspection passed
`Priority`	select	yes	Normal, Hot, Rush
`Status`	select	yes	Planned, Released, InProgress, OnHold, Inspection, Complete, Shipped, Closed, Cancelled
`Planner`	reference	yes	→ Employees
`EstimatedCost`	decimal	yes	Current approved estimate; original per-type release basis retained in JobSnapshots
`ActualCost`	decimal	yes	Signed sum of posted ledger originals and linked reversal/transfer legs; originals marked Reversed remain included once
`SellPrice`	decimal	yes	Assigned JobAllocations sales value; splits transfer value, component/remake/Adjustment work has no duplicate sale
`TravelerPrinted`	boolean	yes
`Notes`	longtext
`RelationshipType`	select	yes	Root, Split, Component, Remake, Adjustment, Rework
`OriginalJob`	reference		→ Jobs. Root recovery/adjustment lineage independent of ParentJob
`CustomerBilled`	boolean	yes	True for customer and billed tooling scope, false for true components/internal/remakes without new sale
`FulfillmentQuantity`	number	yes	Active customer demand allocated to this job; may differ from original production target after scrap/remake transfer
`CurrentSnapshot`	reference		→ JobSnapshots. Current approved traveler/estimate/drawing revision
`ReleaseDecision`	reference		→ ApprovalDecisions. Production Manager authorization bound to snapshot/material/holds
`CloseDecision`	reference		→ ApprovalDecisions. Shop Owner final close authority
`ReleasedAt`	datetime		Exact release time
`ClosedAt`	datetime		Exact terminal close time
`ActualStartedAt`	datetime		First posted operating instant; ActualStart retains date summary
`ActualEndedAt`	datetime		Actual completion/acceptance evidence; ActualEnd retains date summary
`CloseReady`	boolean	yes	Derived complete obligations by job type, not merely Status Shipped
`ReadyQuantity`	number	yes	Accepted eligible unheld quantity minus active shipment claims, limited by unfulfilled allocated customer demand
`BillingMode`	select	yes	Shipment, MilestoneFinal, Internal
`Migration`	reference		→ MigrationBatches
`SourceKey`	text		Stable original source record/revision identifier, required on import; same key reused on retry

JobOperationsThe routing as it is being run: each operation with estimated and actual hours, the operator, the schedule slot, the outside shipment and the status the traveler shows. Line item of Jobs.line item

Field	Type	Required	Details
`Job`	reference	yes	→ Jobs
`OperationNumber`	number	yes
`WorkCenter`	reference	yes	→ WorkCenters
`Description`	text	yes
`EstimatedSetupHours`	decimal	yes
`EstimatedRunHours`	decimal	yes	Run hours per unit times quantity
`ActualSetupHours`	decimal	yes	Posted net TimeAllocations for Setup; original and reversal effects retained
`ActualRunHours`	decimal	yes	Posted net TimeAllocations for Run; Rework reported separately
`QuantityCompleted`	number	yes	Unique net completed first-pass production-lot quantity, only after approved tickets/inspection constraints
`QuantityScrapped`	number	yes	Unique net scrapped input quantity; rework/reinspection does not create new original input
`OutsideSupplier`	reference		→ Suppliers
`OutsideCostPerUnit`	decimal
`SentDate`	date		Date summary of first actual outside dispatch
`QuantitySent`	number		Derived total posted OutsideDispatches for this operation; separate returned/outstanding quantities remain per dispatch
`OutsidePackingSlipNumber`	text		Display of primary dispatch only; every slip remains in OutsideDispatches
`ScheduledStart`	date		Date summary of ScheduleSlots.PlannedStart; not authority for machine overlap
`ScheduledEnd`	date		Date summary of ScheduleSlots.PlannedEnd
`Operator`	reference		→ Employees
`InspectionRequired`	boolean	yes	First article or in-process check before the next operation
`ProgramNumber`	text		Copied from the routing; the program the terminal shows
`SetupSheet`	attachment		Copied from the routing
`Status`	select	yes	Pending, Queued, Setup, Running, AwaitingInspection, OutsideProcessing, OnHold, Complete, Cancelled
`Instructions`	longtext		Printed on the traveler
`QuoteOperation`	reference		→ QuoteOperations. Frozen source operation
`Snapshot`	reference	yes	→ JobSnapshots
`InspectionMode`	select	yes	None, FirstArticle, InProcess, Final
`FirstArticleDecision`	reference		→ ApprovalDecisions. Authorizes continuation for exact operation/setup/revision, not completion of its full quantity
`ActualReworkHours`	decimal	yes	Net approved rework time, separate from original run hours
`Predecessor`	reference		→ JobOperations. Same job/revision; additional prerequisite scope retained in snapshot
`QueuePosition`	number		Explicit ordering within current resource queue
`PlannedStartAt`	datetime		Current confirmed schedule instant
`PlannedEndAt`	datetime		Current confirmed schedule instant
`FirstArticleSampleQuantity`	number		Positive required sample count for FirstArticle; permission covers only exact approved setup/revision

JobMaterialsMaterial the job needs, copied from the quote, with what has been reserved and issued against it. A line can also be a sub-part made on a child job. Line item of Jobs.line item

Field	Type	Required	Details
`Job`	reference	yes	→ Jobs
`LineNumber`	number	yes
`Material`	reference		→ Materials; blank when a child job supplies the line
`SourceJob`	reference		→ Jobs; the child job whose completed pieces fulfil this line
`Description`	text		Cut size, or the sub-part
`QuantityRequired`	decimal	yes
`UOM`	select	yes	FT, IN, LB, KG, EA, SQFT
`QuantityIssued`	decimal	yes	Net posted base-quantity issues/returns or accepted component transfer, not child completion alone
`EstimatedUnitCost`	decimal	yes
`CustomerSupplied`	boolean	yes	Requires same customer ownership on claims/issues; zero valuation does not remove quantity control
`CertRequired`	boolean	yes	Heat number must be recorded on issue
`Status`	select	yes	Open, Reserved, OnOrder, Issued, Short
`BaseQuantityRequired`	decimal	yes	Required material quantity in frozen base UOM
`ToBaseFactor`	decimal	yes	Frozen conversion of this requirement UOM to material base
`QuantityReserved`	decimal	yes	Derived active exact-stock MaterialReservations
`Snapshot`	reference	yes	→ JobSnapshots. Approved material/ownership requirement

ChangeOrdersA change to a job after release: quantity, revision, due date, specification or cancellation, with its cost and price effect.transaction

Field	Type	Required	Details
`ChangeOrderNumber`	text	yes
`Job`	reference	yes	→ Jobs
`RequestedBy`	select	yes	Customer, Shop
`ChangeType`	select	yes	Quantity, Revision, DueDate, Specification, Cancellation
`Description`	longtext	yes
`RequestedDate`	date	yes
`OldValue`	text
`NewValue`	text
`CostImpact`	decimal		Signed added/removed estimate; positive unrecovered cost requires Shop Owner even if PriceImpact zero
`PriceImpact`	decimal		Signed approved customer amount change; no automatic repricing of dispatched/invoiced scope
`CustomerReference`	text		Customer PO revision or email reference
`Status`	select	yes	Draft, PendingApproval, Approved, Rejected, Applied
`ApprovedBy`	reference		→ Employees
`ApprovedDate`	date		Date summary of exact Decision.DecidedAt
`RequestedByEmployee`	reference	yes	→ Employees. Actual author
`FromSnapshot`	reference	yes	→ JobSnapshots
`ToSnapshot`	reference		→ JobSnapshots. Complete proposed new routing/material/drawing/estimate
`ExpectedOrderVersion`	number	yes	Stale-check version of affected SalesOrderLine
`TransitionJSON`	longtext	yes	Exact old/new quantities, revisions, routing/material, reservations, WIP lots, outside custody, shipments and billing effects
`CustomerAgreement`	attachment		Required for customer scope/price/delivery/deviation changes as agreed terms require
`Decision`	reference		→ ApprovalDecisions. Production Manager for eligible no-price/no-unrecovered-cost changes, Shop Owner for other changes/cancellation
`AppliedAt`	datetime		Single atomic application time
`ApplyEvent`	reference		→ ShopEvents. Unique from/to transition

TimeTicketsAn operator's clock-on and clock-off against one operation, or against an indirect code, with the quantity made and scrapped and the cost it posts.transaction

Field	Type	Required	Details
`TicketNumber`	text	yes
`Employee`	reference	yes	→ Employees
`Job`	reference		→ Jobs; blank for Indirect time
`JobOperation`	reference		→ JobOperations; blank for Indirect time
`WorkCenter`	reference	yes	→ WorkCenters; the employee's default work centre for Indirect time
`TicketDate`	date	yes
`ClockOn`	datetime	yes
`ClockOff`	datetime		Blank while the ticket is open
`Hours`	decimal	yes	Elapsed valid ClockOff - ClockOn hours before overlap allocation; corrections resubmit a new version
`TimeType`	select	yes	Setup, Run, Rework, Indirect
`IndirectCode`	select		Meeting, Cleanup, Maintenance, Training, WaitingMaterial, WaitingInspection, Other; required when TimeType is Indirect
`QuantityGood`	number	yes
`QuantityScrapped`	number	yes
`ScrapReason`	select		OperatorError, MaterialDefect, ToolBreakage, ProgramError, SetupScrap, Other
`LaborCost`	decimal	yes	Sum approved TimeAllocations.LaborHours × frozen actual labour rate
`MachineCost`	decimal	yes	Approved occupied MachineHours × frozen machine rate for Setup, Run and Rework
`BurdenCost`	decimal	yes	Approved hours on captured LaborHours or MachineHours burden policy, including Rework
`Status`	select	yes	Open, Submitted, Approved, Posted, Rejected, Reversed. Posted corrections append linked negative effects, not overwrite clock data
`Notes`	text
`VersionNumber`	number	yes	Submitted time/quantity snapshot revision
`Approval`	reference		→ ApprovalDecisions. Independent Shop Supervisor for own centre or Production Manager
`OriginalTicket`	reference		→ TimeTickets. Corrected/reversal source
`SubmittedHash`	text		Clock instants, allocations, quantities, job/operation revision and rate policy
`ProductionLot`	reference		→ ProductionLots. Exact input scope; indirect tickets have no production lot
`PostedAt`	datetime		Atomic quantity/cost posting time
`PostEvent`	reference		→ ShopEvents
`Migration`	reference		→ MigrationBatches
`SourceKey`	text		Stable original source record/revision identifier, required on import; same key reused on retry

MaterialIssuesMaterial drawn from stock to a job, by heat number, and returns of unused stock and remnants.transaction

Field	Type	Required	Details
`IssueNumber`	text	yes
`Job`	reference	yes	→ Jobs
`JobMaterial`	reference	yes	→ JobMaterials
`Material`	reference	yes	→ Materials
`Stock`	reference	yes	→ MaterialStock. Origin stock identity; return/remnant destination is separate DestinationStock
`HeatNumber`	text		Copied from the stock record
`IssueType`	select	yes	Issue, Return, RemnantReturn, Scrap
`Quantity`	decimal	yes	Positive stated UOM quantity; BaseQuantity drives stock/cost, never raw incompatible units
`UOM`	select	yes	FT, IN, LB, KG, EA, SQFT
`UnitCost`	decimal	yes	Frozen USD per material base UOM from original issue/stock; customer-supplied zero
`ExtendedCost`	decimal	yes	Signed base quantity × original base-unit cost: positive issue, negative return, no additional expense for already-issued scrap
`IssuedBy`	reference	yes	→ Employees
`IssueDate`	date	yes
`Status`	select	yes	Draft, Posted, Reversed. Signed linked reversal entries retain originals in totals
`OriginalIssue`	reference		→ MaterialIssues. Required for Return, RemnantReturn and issued-stock Scrap
`DestinationStock`	reference		→ MaterialStock. Return/remnant destination with same owner/heat/cert and cost provenance
`Reservation`	reference		→ MaterialReservations. Exact claim consumed by Issue
`ToBaseFactor`	decimal	yes	Frozen positive conversion; e.g. 18 IN × 1/12 = 1.5 FT
`BaseQuantity`	decimal	yes	Quantity × ToBaseFactor
`ScrapScope`	select		AtIssue, AlreadyIssued. AlreadyIssued has no second physical stock debit or added job cost
`Event`	reference		→ ShopEvents. Unique issue/return/scrap/reversal effect
`PostedAt`	datetime		Exact posting time
`Reverses`	reference		→ MaterialIssues. Exact original posting; no reversal beyond unreversed available scope
`Migration`	reference		→ MigrationBatches
`SourceKey`	text		Stable original source record/revision identifier, required on import; same key reused on retry
`PhysicalQuantityRemaining`	decimal	yes	Derived original issued base quantity less documented consumption, scrap and prior returns; return cannot recover already consumed material

PurchaseOrdersOrders to suppliers for material, outside processing, tooling and expense items, most of them for a named job.transaction

Field	Type	Required	Details
`PurchaseOrderNumber`	text	yes
`Supplier`	reference	yes	→ Suppliers
`POType`	select	yes	Material, OutsideProcessing, Tooling, Expense
`OrderDate`	date	yes
`RequiredDate`	date	yes
`PromisedDate`	date		From the supplier's acknowledgement
`Buyer`	reference	yes	→ Employees
`Status`	select	yes	Draft, PendingApproval, Approved, Sent, PartiallyReceived, Received, Closed, Cancelled
`ShipVia`	text
`TotalAmount`	decimal	yes	Sum of lines
`CertRequired`	boolean	yes	Mill cert or process cert must come back with the goods
`Notes`	longtext
`VersionNumber`	number	yes	Complete submitted revision; Sent content frozen
`Policy`	reference	yes	→ ShopPolicies
`Approval`	reference		→ ApprovalDecisions. AutomaticWithinLimit or Shop Owner; author cannot edit outcome
`SubmittedHash`	text		Supplier, line quantities/UOM/price/certs/job scope and freight/tax approval basis
`ApprovedAt`	datetime		Version-bound approval time
`SentAt`	datetime		Actual reviewed order dispatch time
`FreightAmount`	decimal	yes	Known committed freight included in approval basis
`TaxAmount`	decimal	yes	Known committed nonrecoverable/charged tax under configured policy
`ApprovalAmount`	decimal	yes	TotalAmount + FreightAmount + TaxAmount; missing material commitments block rather than become zero

PurchaseOrderLinesOne material, service or item on the order, tied to the job and, for outside work, to the operation it fulfils. Line item of PurchaseOrders.line item

Field	Type	Required	Details
`PurchaseOrder`	reference	yes	→ PurchaseOrders
`LineNumber`	number	yes
`LineType`	select	yes	Material, OutsideService, Tooling, Other
`Material`	reference		→ Materials
`Job`	reference		→ Jobs
`JobOperation`	reference		→ JobOperations for outside processing
`Description`	text	yes
`QuantityOrdered`	decimal	yes
`QuantityReceived`	decimal	yes	Physical net arrived quantity, separate from accepted/rejected/returned
`UOM`	select	yes	FT, IN, LB, KG, EA, SQFT, LOT
`UnitCost`	decimal	yes	USD per UOM; for LOT this is entire declared lot amount, not a per-piece multiplier
`LineTotal`	decimal	yes
`RequiredDate`	date	yes
`Status`	select	yes	Open, PartiallyReceived, Received, Closed
`OriginalPromisedDate`	date		First acknowledged line/operation promise, never overwritten
`PromisedDate`	date		Current line promise with revision/reason evidence
`QuantityAccepted`	decimal	yes	Net inspected/cert-approved quantity
`QuantityRejected`	decimal	yes	Currently rejected/unresolved quantity
`QuantityReturned`	decimal	yes	Physically returned-to-supplier quantity
`LotScopeQuantity`	number		Required for LOT outside pricing; positive production-piece scope
`LotBillingRule`	select		ProportionalAccepted, FullAccepted. Frozen agreed basis for LOT charge recognition

ReceiptsWhat came in the door against a purchase order line: material with its heat and cert, or parts back from an outside processor.transaction

Field	Type	Required	Details
`ReceiptNumber`	text	yes
`PurchaseOrder`	reference	yes	→ PurchaseOrders
`PurchaseOrderLine`	reference	yes	→ PurchaseOrderLines
`ReceiptDate`	date	yes
`QuantityReceived`	decimal	yes	Actual arrived quantity in ReceiptUOM; accepted/rejected/returned tracked separately
`HeatNumber`	text		From the mill cert or the supplier's tag
`CertReceived`	boolean	yes
`CertAttachment`	attachment
`SupplierPackingSlip`	text
`Location`	text		Rack or bay for material
`ReceivedBy`	reference	yes	→ Employees
`InspectionRequired`	boolean	yes
`Status`	select	yes	Received, PendingInspection, Accepted, Rejected, Returned, PartiallyAccepted. Arrival never itself makes stock usable
`Notes`	text
`ReceiptUOM`	text	yes	Observed delivery unit
`ToBaseFactor`	decimal	yes	Frozen compatible conversion to material base or outside piece UOM
`BaseQuantity`	decimal	yes	Arrived quantity in authoritative base unit
`QuantityAccepted`	decimal	yes	Net accepted base quantity after inspection and cert decision
`QuantityRejected`	decimal	yes	Net rejected base quantity
`QuantityReturned`	decimal	yes	Evidenced supplier return base quantity
`OutsideDispatch`	reference		→ OutsideDispatches. Required for outside returns
`AcceptanceDecision`	reference		→ ApprovalDecisions. Cert/inspection release of exact arrived scope
`ArrivedAt`	datetime	yes	Actual arrival instant
`AcceptedAt`	datetime		Exact acceptance posting time
`Event`	reference		→ ShopEvents
`Migration`	reference		→ MigrationBatches
`SourceKey`	text		Stable original source record/revision identifier, required on import; same key reused on retry
`UnitCostBase`	decimal	yes	Order unit price divided by receipt-to-base factor when UOM matches; exact PO-to-base conversion otherwise; outside LOT follows frozen dispatch scope

InspectionsFirst article, in-process, final and receiving inspections, with the result and the disposition that moves the job or the receipt. A final inspection is recorded per lot presented, so a job can be accepted in pieces.transaction

Field	Type	Required	Details
`InspectionNumber`	text	yes
`InspectionType`	select	yes	FirstArticle, InProcess, Final, Receiving, OutsideReturn
`Job`	reference		→ Jobs
`JobOperation`	reference		→ JobOperations
`Receipt`	reference		→ Receipts
`Part`	reference		→ Parts
`Inspector`	reference	yes	→ Employees
`InspectionDate`	date	yes
`QuantityInspected`	number	yes
`QuantityAccepted`	number	yes	Accepted quantity of this exact presented scope; final projection uses net unique ProductionEvents, not a sum of inspection rows
`QuantityRejected`	number	yes
`Result`	select	yes	Pass, Fail, ConditionalAccept. ConditionalAccept requires permitted disposition/customer evidence
`Disposition`	select		Accept, Rework, Scrap, ReturnToSupplier, UseAsIs
`Status`	select	yes	Pending, InProgress, Complete, Superseded, Reversed
`ReportAttachment`	attachment		FAI report, CMM report or cert of conformance
`Notes`	longtext
`ProductionLot`	reference		→ ProductionLots. Required for shop/output inspections, not a free overlapping quantity
`CustomerReceipt`	reference		→ CustomerMaterialReceipts. Customer-owned receiving scope without supplier PO
`Snapshot`	reference		→ JobSnapshots. Drawing/traveler revision inspected
`PriorInspection`	reference		→ Inspections. Reinspection/superseding source; cannot add accepted pieces a second time
`Decision`	reference		→ ApprovalDecisions. Quality Inspector decision with exact presented quantity/revision
`CompletedAt`	datetime		Actual decision/completion time
`Event`	reference		→ ShopEvents. Atomic accepted/rejected split or first-article permission
`Migration`	reference		→ MigrationBatches
`SourceKey`	text		Stable original source record/revision identifier, required on import; same key reused on retry

NonConformancesA part, lot or delivery that does not meet the drawing or the order, from wherever it was found, with cause, disposition and the cost of dealing with it.transaction

Field	Type	Required	Details
`NCRNumber`	text	yes
`Job`	reference		→ Jobs; blank for a Receiving NCR raised before any job
`JobOperation`	reference		→ JobOperations where it was found
`Inspection`	reference		→ Inspections
`Supplier`	reference		→ Suppliers; for OutsideProcessor and Receiving sources
`Receipt`	reference		→ Receipts; the delivery it was found on
`PurchaseOrderLine`	reference		→ PurchaseOrderLines
`Source`	select	yes	InProcess, FinalInspection, OutsideProcessor, Receiving, CustomerReturn
`QuantityAffected`	number	yes
`Description`	longtext	yes
`CauseCode`	select		Operator, Machine, Program, Material, Tooling, Drawing, Supplier, Handling
`Disposition`	select		Rework, Scrap, UseAsIs, ReturnToSupplier, Remake
`ReworkOperation`	reference		→ JobOperations added for rework
`CostOfNonConformance`	decimal		Analytical allocation from ScrapCostAllocations plus genuinely incremental rework/outside cost, not duplicated ledger expense
`RaisedBy`	reference	yes	→ Employees
`RaisedDate`	date	yes
`ClosedDate`	date
`Status`	select	yes	Open, PendingDisposition, Dispositioned, Closed
`ProductionLot`	reference		→ ProductionLots
`CustomerReturn`	reference		→ CustomerReturns. Original dispatch/return custody lineage
`CustomerAgreement`	attachment		Required written customer approval for UseAsIs or customer-required cert/spec deviation
`DispositionDecision`	reference		→ ApprovalDecisions. Quality Inspector technical disposition plus required Production Manager/Shop Owner/customer evidence
`DisposedAt`	datetime		Exact disposition time
`DispositionHash`	text		Affected original units, revision, scope, recovery and customer evidence

ShipmentsA packing slip to one customer: how it went, whether the certs went with it, and a line per job on the truck.transaction

Field	Type	Required	Details
`ShipmentNumber`	text	yes	Packing slip number
`Customer`	reference	yes	→ Customers
`ShipDate`	date	yes
`ShipVia`	select	yes	CustomerPickup, Ground, Freight, Courier, ShopDelivery
`Carrier`	text
`TrackingNumber`	text
`CertsIncluded`	boolean	yes	Projection of frozen complete cert pack or authorized scoped waiver; a toggle is not clearance
`CertPack`	attachment		Material certs, process certs, FAI and CofC for every job on the slip
`ShippedBy`	reference	yes	→ Employees
`Status`	select	yes	Draft, Packed, Shipped, Delivered, Cancelled. Only confirmed Shipped dispatch consumes physical/fulfillment quantity
`Notes`	text
`DispatchAt`	datetime		Actual custody transfer time
`DeliveredAt`	datetime		Evidenced arrival time, not carrier label creation
`CertDecision`	reference		→ ApprovalDecisions. Missing mandatory evidence needs valid customer-approved deviation where required; owner note alone insufficient
`ContentHash`	text		Frozen packed lines, accepted lots, customers/revisions, certs and waiver scope
`DispatchEvent`	reference		→ ShopEvents
`Migration`	reference		→ MigrationBatches
`SourceKey`	text		Stable original source record/revision identifier, required on import; same key reused on retry

ShipmentLinesOne job's pieces on a packing slip, against the order line they fulfil. Line item of Shipments.line item

Field	Type	Required	Details
`Shipment`	reference	yes	→ Shipments
`LineNumber`	number	yes
`Job`	reference	yes	→ Jobs
`SalesOrderLine`	reference		→ SalesOrderLines. Required for customer demand; raw customer-material returns use CustomerMaterialReturns instead
`Part`	reference	yes	→ Parts
`Revision`	text	yes
`QuantityShipped`	number	yes	Planned claimed quantity before dispatch, immutable actual dispatched quantity afterward; source is exact eligible ShipmentAllocations
`CustomerPOLine`	text		Printed on the packing slip
`JobAllocation`	reference		→ JobAllocations. Customer demand portion fulfilled
`Return`	reference		→ CustomerReturns. Replacement/reshipment entitlement when applicable

InvoicesThe bill to the customer: for a shipment at the sales order price, or a deposit, progress or final invoice against a job, or a credit memo against an earlier invoice.finance

Field	Type	Required	Details
`InvoiceNumber`	text	yes
`Customer`	reference	yes	→ Customers
`InvoiceType`	select	yes	Shipment, Deposit, Progress, Final, CreditMemo
`Shipment`	reference		→ Shipments; required for a Shipment invoice
`RelatedInvoice`	reference		→ Invoices. Primary credited invoice for CreditMemo; final prior-billing offsets are all recorded in PriorBillingAllocations
`CustomerPONumber`	text		Printed on the invoice
`InvoiceDate`	date	yes
`DueDate`	date	yes	From the customer's terms
`Subtotal`	decimal	yes	Sum of authoritative InvoiceLines.LineTotal after prior billing, excluding separate tax/freight
`FreightAmount`	decimal
`TaxAmount`	decimal	yes
`TotalAmount`	decimal	yes	Subtotal + FreightAmount + TaxAmount; CreditMemo stores negative gross amount
`AmountPaid`	decimal	yes	Net posted PaymentApplications after linked reversals; customer credits are separate
`Status`	select	yes	Draft, Sent, PartiallyPaid, Paid, Overdue, Void, Issued, Rejected. Only unissued Draft may void directly; posted history uses approved credit/correction
`Notes`	text
`Currency`	text	yes	USD baseline, matching order/customer payments
`Balance`	decimal	yes	Positive invoice TotalAmount minus effective cash and credit applications; CreditMemo Balance is zero, credit availability tracked separately
`CreditApplied`	decimal	yes	Posted CreditApplications targeting this positive invoice
`CreditRemaining`	decimal	yes	For CreditMemo, absolute TotalAmount minus Reserved/Posted CreditApplications; never apply a credit twice
`IssueDecision`	reference		→ ApprovalDecisions. Office Manager normal issue, Shop Owner credit/financial exception approval
`ContentHash`	text		Immutable issued terms, scope, tax and prior-billing basis
`TaxStatus`	select	yes	Estimated, Pending, Final, ReviewRequired. Final required before issue/send/cash
`TaxEvidence`	longtext		Configured effective rates/exemption/net base/cents or accounting finalization evidence; no default zero for unknown tax
`IssuedAt`	datetime		Local posting time, separate from accounting destination acknowledgment
`IssueEvent`	reference		→ ShopEvents
`Migration`	reference		→ MigrationBatches
`SourceKey`	text		Stable original source record/revision identifier, required on import; same key reused on retry

InvoiceLinesOne job on an invoice: the pieces shipped at the order price, or the milestone amount on a deposit, progress or final invoice. Line item of Invoices.line item

Field	Type	Required	Details
`Invoice`	reference	yes	→ Invoices
`LineNumber`	number	yes
`Job`	reference	yes	→ Jobs
`ShipmentLine`	reference		→ ShipmentLines; blank on deposit, progress and credit lines
`Description`	text	yes	Part and revision, or the milestone billed
`QuantityBilled`	number		Blank on deposit and progress lines
`UnitPrice`	decimal		From the sales order line
`LineTotal`	decimal	yes	Net new billable amount after documented prior-billing offsets; negative only on approved CreditMemo, not payment/deposit deductions
`Obligation`	reference		→ BillingObligations. Exact accepted commercial scope
`OriginalInvoiceLine`	reference		→ InvoiceLines. Required for credits, belonging to Invoice.RelatedInvoice; same customer/job, bounded remaining uncredited net/tax scope
`GrossScopeAmount`	decimal	yes	Full accepted scope being reconciled on Final line, otherwise current gross net charge
`PriorBilledAmount`	decimal	yes	Sum PriorBillingAllocations; independent of whether earlier invoices were paid
`TaxAmount`	decimal	yes	Final line tax on new taxable amount; negative on CreditMemo and bounded by original uncredited tax

PaymentsMoney received from a customer, applied to one or more invoices.finance

Field	Type	Required	Details
`PaymentNumber`	text	yes
`Customer`	reference	yes	→ Customers
`PaymentDate`	date	yes
`Amount`	decimal	yes
`AmountApplied`	decimal	yes	Net posted applications after confirmed application reversals
`Method`	select	yes	Check, ACH, Wire, Card, Cash
`Reference`	text		Check number or remittance reference
`Status`	select	yes	Received, PartiallyApplied, Applied, Returned, Refunded. Projection only; state toggle has no money effect
`UnappliedAmount`	decimal	yes	Original Amount minus net applied amount minus confirmed payment-funded returns/refunds
`ReturnedAmount`	decimal	yes	Confirmed cash returns on this receipt
`RefundedAmount`	decimal	yes	Confirmed payment-funded refunds, excluding credit-funded refunds
`RecordedAt`	datetime	yes	Receipt recording instant
`Currency`	text	yes	USD
`Event`	reference		→ ShopEvents. Unique bank/processor/source receipt
`Migration`	reference		→ MigrationBatches
`SourceKey`	text		Stable original source record/revision identifier, required on import; same key reused on retry

PaymentApplicationsThe part of a payment applied to one invoice, so one cheque can settle many invoices and one invoice can be paid in several parts. Line item of Payments.line item

Field	Type	Required	Details
`Payment`	reference	yes	→ Payments
`Invoice`	reference	yes	→ Invoices
`AmountApplied`	decimal	yes	Positive immutable amount capped by retained unapplied cash and same-customer final issued invoice Balance
`AppliedDate`	date	yes	Business-date summary; exact time retained in AppliedAt
`Status`	select	yes	Draft, Posted, PartiallyReversed, Reversed
`ReversedAmount`	decimal	yes	Confirmed linked FinanceAdjustments.ApplicationReversal amount
`AppliedAt`	datetime		Exact posting time
`AppliedBy`	reference	yes	→ Employees. Office Manager or configured limited identity
`Event`	reference		→ ShopEvents
`Migration`	reference		→ MigrationBatches
`SourceKey`	text		Stable original source record/revision identifier, required on import; same key reused on retry

JobCostEntriesThe immutable signed job cost ledger: source postings, approved incremental expenses and balanced transfer/reversal legs. Scrap attribution does not add the same cost again.finance

Field	Type	Required	Details
`EntryNumber`	text	yes
`Job`	reference	yes	→ Jobs
`JobOperation`	reference		→ JobOperations
`EntryDate`	date	yes
`CostType`	select	yes	Material, Labor, Machine, Burden, Outside, Scrap, Freight. Scrap as ledger classification only via balanced reclassification; analytical attribution alone adds no entry
`SourceType`	select	yes	TimeTicket, MaterialIssue, Receipt, NonConformance, ChildJob, Manual, Transfer. Source/action/leg key makes each effect unique
`SourceNumber`	text		The ticket, issue, receipt, NCR or child job number
`Quantity`	decimal		Hours or units
`Amount`	decimal	yes	Signed USD amount; corrections append negative linked legs; include original and reversal exactly once
`Status`	select	yes	Posted, Reversed, Draft, PendingApproval, Approved, Rejected. Reversed labels an original with compensation; signed posted-history totals still include that original
`Event`	reference		→ ShopEvents
`SourceKey`	text	yes	Unique event/source action/cost-type leg identity
`Reverses`	reference		→ JobCostEntries. Bounded original amount/quantity correction
`Transfer`	reference		→ JobTransfers. Balanced internal transfer, not an extra expense
`Approval`	reference		→ ApprovalDecisions. Shop Owner approval required for manual expense/freight correction
`RateSnapshot`	longtext		Quantity/hour/rate/policy basis used at posting
`SourceEvidence`	attachment		Supplier invoice difference, freight document or manual cost source
`PostedAt`	datetime		Exact immutable posting time

ShopPoliciesProtected versioned thresholds, authority exceptions, rates, tax and costing rules. Missing policy blocks the relevant action.master

Field	Type	Required	Details
`PolicyNumber`	text	yes	Unique immutable version
`Status`	select	yes	Draft, Submitted, Approved, Active, Retired
`Currency`	text	yes	USD
`TargetMarginPercent`	decimal	yes	0–100 inclusive; every offered alternative tested, equality eligible for Estimator release
`POApprovalLimit`	decimal	yes	Nonnegative gross USD commitment including known freight/tax; amount at or below limit uses explicit automatic path
`OwnerSelfApproval`	boolean	yes	Default false; configured small-shop exception requires recorded basis, never merely another role
`ExceptionScopes`	longtext		Explicit QuoteRelease, POApproval, ChangeApproval, ManualCost, JobClose scopes; never own TimeTicket or final quality acceptance
`RateBasis`	select	yes	WorkedAt, ApprovedAt. Exact choice frozen on ticket; default WorkedAt
`BurdenBasis`	select	yes	LaborHours, MachineHours
`OverlapPolicy`	longtext	yes	Approved labor-share and physical-machine rules; summed labor fraction cannot exceed one per employee/instant
`TaxPolicy`	longtext	yes	Configured jurisdiction/rate/exemption/date/rounding or external-accounting ownership
`TimeZone`	text	yes	IANA business timezone, instants retained with offsets
`PreparedBy`	reference	yes	→ Employees. Shop Owner or Admin
`ApprovedBy`	reference		→ Employees. Actual independent Shop Owner/Admin reviewer, or declared Shop Owner under explicit OwnerDeclaration path
`ApprovedAt`	datetime		Required actual policy approval/declaration time before activation
`ContentHash`	text	yes	Complete immutable policy content
`ActivationPath`	select	yes	IndependentReview, OwnerDeclaration. OwnerDeclaration is an explicit recorded small-shop governance exception, never represented as independent review
`DeclarationEvidence`	attachment		Required signed owner declaration when enabling own-approval scopes without another reviewer

ApprovalDecisionsNamed person or explicit automatic-policy decision bound to exact immutable inputs. Role changes never change the actor identity.transaction

Field	Type	Required	Details
`DecisionNumber`	text	yes	Unique decision
`Kind`	select	yes	QuoteRelease, POApproval, JobRelease, JobClose, TicketApproval, Disposition, ChangeApproval, ManualCost, ReceiptAcceptance, FirstArticle, FinalInspection, CertWaiver, InvoiceIssue, CreditApproval, RefundApproval, RoutingActivation, TransferApproval
`SubjectTable`	text	yes	Validated named source table
`SubjectKey`	text	yes	Exact record/revision
`SubjectHash`	text	yes	Complete submitted input and eligibility/amount/evidence basis
`InputSnapshot`	longtext	yes	Frozen lines, amounts, sources, requested scope, actor/editor set and review evidence
`Policy`	reference	yes	→ ShopPolicies
`Outcome`	select	yes	Pending, Approved, Rejected, Superseded, Blocked
`Path`	select	yes	IndependentPerson, EligibleEstimator, AutomaticWithinLimit, OwnerException, OperationalAuthorization
`RequestedBy`	reference	yes	→ Employees
`DecidedBy`	reference		→ Employees. Actual eligible signer; blank only for declared automatic path
`DecidedAt`	datetime		Actual decision time
`Reason`	longtext		Required for rejection, waiver and OwnerException
`Evidence`	attachment		Customer agreement/deviation or other approval evidence

QuoteVersionsComplete immutable submitted/sent offer with all quantity alternatives, original drawing/routing and prices; acceptance cannot pick an unreviewed quantity.transaction

Field	Type	Required	Details
`VersionNumber`	text	yes	Unique quote/revision number
`Quote`	reference	yes	→ Quotes
`Revision`	number	yes	Monotone working revision
`Status`	select	yes	Submitted, Approved, Sent, Accepted, Superseded, Withdrawn, Lost, Expired
`ContentHash`	text	yes	Complete offered alternatives, quantities/UOM, cost/rates/markups, part/drawing/routing, terms and policy hash
`LinesJSON`	longtext	yes	Immutable complete line/operation/material snapshots keyed by original line IDs
`Approval`	reference		→ ApprovalDecisions
`CreatedAt`	datetime	yes	Submission snapshot time
`SentAt`	datetime		First successful provider/manual dispatch evidenced on the matching version; not outbound request time
`AcceptedAt`	datetime		Valid customer evidence time
`AcceptanceJSON`	longtext		Exact alternatives/quantities/revisions/PO and remaining blanket authority
`AcceptanceEvidence`	attachment		Original customer acceptance
`ConversionEvent`	reference		→ ShopEvents. Unique accepted scope conversion

JobSnapshotsReleased or proposed job plan retaining drawing, traveler, cost breakdown and original-versus-current revision history.transaction

Field	Type	Required	Details
`SnapshotNumber`	text	yes	Unique job/revision
`Job`	reference	yes	→ Jobs
`QuoteVersion`	reference		→ QuoteVersions
`Revision`	number	yes	Plan revision
`Status`	select	yes	Proposed, Approved, Released, Superseded
`ContentHash`	text	yes	Full job/part/order/operations/material/quantity/cost/drawing basis
`PartRevision`	text	yes	Exact drawing/part revision
`Drawing`	attachment		Frozen drawing
`Traveler`	attachment		Released traveler attachment with revision/hash
`OperationsJSON`	longtext	yes	Exact operation IDs, inspection flags, program/setup/instructions, estimate by cost type and source revision
`MaterialsJSON`	longtext	yes	Requirement quantities/base conversions/customer ownership and cert scope
`EstimatedMaterial`	decimal	yes	Original/current basis by type
`EstimatedLabor`	decimal	yes	Labour only
`EstimatedMachine`	decimal	yes	Machine only
`EstimatedBurden`	decimal	yes	Burden only
`EstimatedOutside`	decimal	yes	Outside only
`OtherEstimate`	decimal	yes	Approved other estimated cost
`Previous`	reference		→ JobSnapshots
`ChangeOrder`	reference		→ ChangeOrders
`CreatedAt`	datetime	yes	Snapshot time
`ApprovedAt`	datetime		Plan approval time

JobAllocationsCustomer demand and sales-value allocation across root, split and recovery jobs; creating a child never creates another customer sale.transaction

Field	Type	Required	Details
`AllocationNumber`	text	yes	Unique accepted order/job scope
`SalesOrderLine`	reference	yes	→ SalesOrderLines
`Job`	reference	yes	→ Jobs
`Quantity`	number	yes	Assigned accepted customer demand
`NetAmount`	decimal	yes	Assigned accepted net sale; sum across active allocations cannot exceed order line value
`QuantityDispatched`	number	yes	Net fulfilled demand; physical original dispatch history remains in shipments
`QuantityReleased`	number	yes	Unfulfilled quantity transferred/cancelled by approved event
`Status`	select	yes	Reserved, Active, Fulfilled, Transferred, Cancelled
`SourceAllocation`	reference		→ JobAllocations. Split/remake authority without new demand
`Event`	reference	yes	→ ShopEvents
`CreatedAt`	datetime	yes	Atomic claim time

JobTransfersApproved atomic movement of split/component/remake scope, remaining work and assigned value/cost, with different reporting treatment by purpose.transaction

Field	Type	Required	Details
`TransferNumber`	text	yes	Unique transfer
`Type`	select	yes	Split, Component, Remake, Adjustment
`FromJob`	reference	yes	→ Jobs
`ToJob`	reference	yes	→ Jobs
`JobMaterial`	reference		→ JobMaterials. Required only for Component consumption
`Quantity`	number	yes	Defined physical/demand quantity; zero allowed for cost-only Adjustment
`Status`	select	yes	Draft, PendingApproval, Approved, Posted, Rejected
`ScopeJSON`	longtext	yes	Exact order claims, lots/operations, reservations, remaining work, estimate and sales shares; source/destination revision checks
`CostAllocationJSON`	longtext	yes	Source ledger IDs/cost types and balanced negative-source/positive-destination legs; no automatic full-child rollup
`Approval`	reference		→ ApprovalDecisions
`Event`	reference		→ ShopEvents
`PostedAt`	datetime		Atomic transfer time

MaterialReservationsExact stock claims owned by one job-material requirement, in base units and with matching ownership/heat/cert eligibility.transaction

Field	Type	Required	Details
`ReservationNumber`	text	yes	Unique claim
`Stock`	reference	yes	→ MaterialStock
`JobMaterial`	reference	yes	→ JobMaterials
`BaseQuantity`	decimal	yes	Positive active claim, at most eligible on-hand less other claims
`IssuedQuantity`	decimal	yes	Consumed into posted issues, not also active reserved
`ReleasedQuantity`	decimal	yes	Cancelled/reassigned remainder
`Status`	select	yes	Active, PartiallyConsumed, Consumed, Released
`StockVersion`	number	yes	Checked balance/identity version
`CreatedAt`	datetime	yes	Claim time
`Event`	reference	yes	→ ShopEvents

MaterialMovementsImmutable signed physical stock legs. Job consumption, returns, customer custody and rack scrap have distinct sources.transaction

Field	Type	Required	Details
`MovementNumber`	text	yes	Unique movement leg
`Stock`	reference	yes	→ MaterialStock
`BaseQuantity`	decimal	yes	Signed physical stock delta; zero for JobConsumption/IssuedScrap after earlier issue. Negative stock movement cannot exceed eligible stock/owned claim
`Type`	select	yes	Receipt, Issue, Return, Remnant, RackScrap, CustomerReturn, Reversal, Opening, JobConsumption, IssuedScrap
`Issue`	reference		→ MaterialIssues. JobConsumption/IssuedScrap points to the original positive Issue; other movements point to their posting source
`Receipt`	reference		→ Receipts
`CustomerReceipt`	reference		→ CustomerMaterialReceipts
`CustomerReturn`	reference		→ CustomerMaterialReturns
`Reverses`	reference		→ MaterialMovements
`Event`	reference	yes	→ ShopEvents. Source/action/leg uniqueness
`PostedAt`	datetime	yes	Posting time
`CostAmount`	decimal	yes	Signed stock valuation change; customer-owned zero
`ConsumedBaseQuantity`	decimal	yes	Positive for JobConsumption/IssuedScrap against original Issue, zero for ordinary rack movement; bounded by issued quantity still unused

CustomerMaterialReceiptsReceives customer-owned stock without a fabricated supplier purchase order. Custody, inspection and cert controls still apply.transaction

Field	Type	Required	Details
`ReceiptNumber`	text	yes	Unique customer inbound receipt
`Customer`	reference	yes	→ Customers
`Material`	reference	yes	→ Materials
`Job`	reference		→ Jobs
`Quantity`	decimal	yes	Observed arriving quantity
`UOM`	text	yes	Observed unit
`ToBaseFactor`	decimal	yes	Reviewed compatible conversion
`BaseQuantity`	decimal	yes	Quantity × factor
`HeatNumber`	text		Customer/mill lot
`Cert`	attachment		Ownership/material evidence
`OwnershipEvidence`	attachment	yes	Customer packing slip or entrusted-stock instruction
`Status`	select	yes	Received, PendingInspection, PartiallyAccepted, Accepted, Rejected, Returned
`AcceptedQuantity`	decimal	yes	Net accepted base quantity
`Decision`	reference		→ ApprovalDecisions
`ArrivedAt`	datetime	yes	Physical receipt time
`Event`	reference	yes	→ ShopEvents
`Migration`	reference		→ MigrationBatches
`SourceKey`	text		Stable original source record/revision identifier, required on import; same key reused on retry

CustomerMaterialReturnsActual return of unused customer-owned raw stock/remnants, separate from finished-part shipments and sales invoices.transaction

Field	Type	Required	Details
`ReturnNumber`	text	yes	Unique custody return
`Customer`	reference	yes	→ Customers
`Stock`	reference	yes	→ MaterialStock. Same customer, ownership and cert lineage
`BaseQuantity`	decimal	yes	Positive return quantity, reserved against free stock before dispatch
`Status`	select	yes	Draft, Reserved, Dispatched, Received, Cancelled
`AuthorizedBy`	reference	yes	→ Employees. Buyer or Production Manager after resolving job claims
`CustodyEvidence`	attachment		Customer instruction and handoff proof
`DispatchAt`	datetime		Actual custody transfer
`Event`	reference		→ ShopEvents

OutsideDispatchesEach transfer of a specific production lot to one supplier/operation with its original promise, receipt links and remaining custody.transaction

Field	Type	Required	Details
`DispatchNumber`	text	yes	Unique outside packing slip
`PurchaseOrderLine`	reference	yes	→ PurchaseOrderLines
`JobOperation`	reference	yes	→ JobOperations
`ProductionLot`	reference	yes	→ ProductionLots
`Supplier`	reference	yes	→ Suppliers
`Quantity`	number	yes	Positive pieces physically sent, bounded by eligible operation input
`QuantityReturned`	number	yes	Net physical pieces returned, independent of acceptance
`QuantityAccepted`	number	yes	Accepted return scope; does not complete the unsent/unreturned operation balance
`OriginalPromisedAt`	datetime		First agreed return promise
`PromisedAt`	datetime		Current evidenced promise
`PriceBasis`	select	yes	PerUnit, Lot
`PriceSnapshot`	longtext	yes	Unit/LOT scope, accepted/proportional billing policy and cert requirements
`Status`	select	yes	Draft, Sent, PartiallyReturned, Returned, Closed, Cancelled
`SentAt`	datetime		Actual outside custody transfer
`SentBy`	reference	yes	→ Employees. Buyer
`Event`	reference		→ ShopEvents
`Migration`	reference		→ MigrationBatches
`SourceKey`	text		Stable original source record/revision identifier, required on import; same key reused on retry

ProductionLotsTraceable disjoint quantities at an operation/state. A lot is split before different dispositions; one physical piece cannot be in two active lots.transaction

Field	Type	Required	Details
`LotNumber`	text	yes	Unique production cohort identity
`Job`	reference	yes	→ Jobs
`JobOperation`	reference		→ JobOperations
`Snapshot`	reference	yes	→ JobSnapshots
`ParentLot`	reference		→ ProductionLots. Genealogy only; consumed parent is not another physical balance
`PartRevision`	text	yes	Frozen piece revision
`Quantity`	number	yes	Current net positive physical cohort quantity from ProductionEvents
`State`	select	yes	Waiting, Running, Completed, AwaitingInspection, Accepted, Rejected, Rework, Outside, Held, Scrapped, Shipped, Consumed
`VersionNumber`	number	yes	Atomic scope/balance version
`MaterialLineageJSON`	longtext	yes	Issued heats/customer ownership/cert and upstream lot sources
`CreatedAt`	datetime	yes	Initial cohort creation time

ProductionEventsImmutable input/output quantity legs for production, inspection, scrap, transfer and dispatch. Preserve physical conservation and first-pass identity.transaction

Field	Type	Required	Details
`ProductionEventNumber`	text	yes	Unique event leg
`Job`	reference	yes	→ Jobs
`Operation`	reference		→ JobOperations
`Lot`	reference	yes	→ ProductionLots
`Quantity`	number	yes	Signed cohort delta; grouped effects conserve input/output except evidenced new input and scrap/dispatch terminal states
`Type`	select	yes	Input, Completion, Transfer, Inspection, Scrap, Rework, OutsideSend, OutsideReturn, Shipment, CustomerReturn, Reversal, Opening
`Ticket`	reference		→ TimeTickets
`Inspection`	reference		→ Inspections
`Reverses`	reference		→ ProductionEvents
`Event`	reference	yes	→ ShopEvents
`PostedAt`	datetime	yes	Posting time

ShipmentAllocationsClaims disjoint accepted lot quantities for one packing slip and customer demand allocation before actual dispatch.transaction

Field	Type	Required	Details
`AllocationNumber`	text	yes	Unique shipment claim
`ShipmentLine`	reference	yes	→ ShipmentLines
`ProductionLot`	reference	yes	→ ProductionLots. Accepted, correct customer/part/revision, no unresolved hold
`JobAllocation`	reference	yes	→ JobAllocations
`Quantity`	number	yes	Positive amount, within lot and remaining customer demand across all jobs
`Status`	select	yes	Reserved, Packed, Dispatched, Cancelled
`CertSnapshot`	longtext	yes	Frozen exact heat/process/final inspection and permitted waiver identities
`CreatedAt`	datetime	yes	Reservation time
`DispatchEvent`	reference		→ ShopEvents

CustomerReturnsEvidenced finished-part return against original dispatch, with bounded custody, financial entitlement and recovery linkage.transaction

Field	Type	Required	Details
`ReturnNumber`	text	yes	Unique return authorization/receipt
`ShipmentLine`	reference	yes	→ ShipmentLines
`Customer`	reference	yes	→ Customers
`OriginalInvoiceLine`	reference		→ InvoiceLines
`QuantityAuthorized`	number	yes	At most dispatched less prior authorized/received returns for same scope
`QuantityReceived`	number	yes	Actually received custody, never inferred from credit approval
`ProductionLot`	reference		→ ProductionLots. Quarantined returned physical pieces; old shipment remains
`Disposition`	select		Inspect, Rework, Remake, Scrap, ReturnToCustomer, CreditOnly
`ReplacementQuantity`	number	yes	Approved replacement demand from original shortfall, not new sale
`CreditEntitlement`	decimal	yes	Approved maximum remaining financial credit, separate from physical custody
`Status`	select	yes	Authorized, PartiallyReceived, Received, PendingDisposition, Resolved, Cancelled
`Approval`	reference		→ ApprovalDecisions
`ReceivedAt`	datetime		Physical return time
`Event`	reference		→ ShopEvents

WorkResourcesNamed physical machines/benches with approved working calendars; finite scheduling cannot multiply shared resources.master

Field	Type	Required	Details
`ResourceNumber`	text	yes	Unique physical resource
`WorkCenter`	reference	yes	→ WorkCenters
`Description`	text	yes	Machine/bench identity
`CalendarJSON`	longtext	yes	Timezone, shift intervals, breaks, holidays, downtime and effective version
`Policy`	reference	yes	→ ShopPolicies
`Active`	boolean	yes	Eligible for planning

ScheduleSlotsVersioned finite resource assignment and proposed displacement before a planner confirms a schedule.transaction

Field	Type	Required	Details
`SlotNumber`	text	yes	Unique operation/resource plan revision
`JobOperation`	reference	yes	→ JobOperations
`Resource`	reference		→ WorkResources. Required for internal resource assignment, absent only for outside supplier lead-time span
`QueuePosition`	number	yes	Deterministic sequence within assigned resource
`PlannedStart`	datetime	yes	Instant with configured timezone
`PlannedEnd`	datetime	yes	Later than start, uses working calendar for internal work
`RemainingHours`	decimal	yes	Eligible remaining setup/run estimate, with actual completion and rework scope explicit
`Status`	select	yes	Proposed, Confirmed, Running, Complete, Superseded, Cancelled
`Predecessor`	reference		→ ScheduleSlots
`CalendarVersion`	text	yes	Exact capacity/shift policy
`ConfirmedBy`	reference		→ Employees. Production Manager or own-centre Shop Supervisor
`ConfirmedAt`	datetime		Atomic schedule revision acceptance

TimeAllocationsSeparates labour effort from occupied-machine time across overlapping tickets, retaining interval and rate evidence.line

Field	Type	Required	Details
`Ticket`	reference	yes	→ TimeTickets
`Resource`	reference		→ WorkResources
`IntervalStart`	datetime	yes	Within ticket interval
`IntervalEnd`	datetime	yes	Later than start
`LaborShare`	decimal	yes	0–1 fraction; summed concurrent shares for employee never exceed 1
`LaborHours`	decimal	yes	Elapsed interval hours × LaborShare
`MachineHours`	decimal	yes	Occupied physical resource time; no double use of same machine/instant
`BurdenHours`	decimal	yes	LaborHours or MachineHours under captured policy
`LaborRate`	decimal	yes	Frozen actual USD hourly rate; employee-override value masked outside Shop Owner/Admin together with attributable employee cost detail
`MachineRate`	decimal	yes	Frozen actual USD hourly rate
`BurdenRate`	decimal	yes	Frozen actual USD hourly rate
`Policy`	reference	yes	→ ShopPolicies
`RateEffectiveAt`	datetime	yes	WorkedAt or ApprovedAt basis under policy, retained for rate variance
`Status`	select	yes	Draft, Submitted, Posted, Reversed
`RateSource`	longtext	yes	Frozen work-centre/employee-override source version; override detail restricted to Shop Owner/Admin

ScrapCostAllocationsAnalytical attribution of existing job costs to rejected/scrapped pieces; recording an allocation adds no expense.transaction

Field	Type	Required	Details
`AllocationNumber`	text	yes	Unique NCR/cost-entry attribution
`NonConformance`	reference	yes	→ NonConformances
`CostEntry`	reference	yes	→ JobCostEntries
`Amount`	decimal	yes	Nonnegative attributed existing cost, bounded by unreversed eligible source cost and no overlapping attribution
`Quantity`	number		Relevant unique pieces
`Basis`	longtext	yes	Allocation rationale and original work/material scope
`Status`	select	yes	Proposed, Approved, Reversed
`ApprovedBy`	reference		→ Employees. Production Manager, with owner for financial reclassification rather than analytical attribution
`ApprovedAt`	datetime		Approval time

BillingObligationsAccepted customer billing scope independent of cash receipts. Deposits, progress and final billing all consume the same authorized net value.transaction

Field	Type	Required	Details
`ObligationNumber`	text	yes	Unique accepted order/job billing scope
`SalesOrderLine`	reference	yes	→ SalesOrderLines
`Job`	reference	yes	→ Jobs. Root billing owner; splits share this obligation rather than copy its value
`Mode`	select	yes	Shipment, MilestoneFinal
`AuthorizedNet`	decimal	yes	Approved net sale scope including later authorized changes
`BilledNet`	decimal	yes	Net positive issued InvoiceAllocations; credits do not silently make scope billable again
`ReservedNet`	decimal	yes	Active draft invoice claims
`MilestonesJSON`	longtext	yes	Agreed deposit/progress/final shares, triggers/customer evidence and dates, total exactly AuthorizedNet
`Status`	select	yes	Draft, Active, Completed, Cancelled, Held
`AcceptedHash`	text	yes	Customer PO/offer/change authority and scope
`ActivatedAt`	datetime		Accepted billing plan time

InvoiceAllocationsClaims accepted unbilled scope once, preserving shipment/milestone identity and issued consumption.transaction

Field	Type	Required	Details
`AllocationNumber`	text	yes	Unique source obligation/charge tranche
`Obligation`	reference	yes	→ BillingObligations
`InvoiceLine`	reference	yes	→ InvoiceLines
`ShipmentLine`	reference		→ ShipmentLines. For shipment billing
`MilestoneKey`	text		Frozen agreed tranche identifier
`NetAmount`	decimal	yes	Positive new net billed amount, at most authorized remaining amount after other claims
`Status`	select	yes	Reserved, Issued, Cancelled, Corrected
`Event`	reference	yes	→ ShopEvents
`CreatedAt`	datetime	yes	Claim time

PriorBillingAllocationsExplains each prior deposit/progress amount offset on a Final invoice; never subtracts cash payments or reduces the prior receivable.transaction

Field	Type	Required	Details
`AllocationNumber`	text	yes	Unique final/source-line reconciliation
`FinalLine`	reference	yes	→ InvoiceLines
`PriorLine`	reference	yes	→ InvoiceLines. Same customer/billing obligation, prior issued positive deposit/progress scope
`NetAmount`	decimal	yes	Previously billed net amount offset from full final scope, regardless of payment status
`Status`	select	yes	Reserved, Applied, Cancelled
`CreatedAt`	datetime	yes	Final-intent preparation time
`Event`	reference	yes	→ ShopEvents

CreditApplicationsAllocates an issued negative CreditMemo to positive invoices or a confirmed refund, retaining unused customer credit.finance

Field	Type	Required	Details
`ApplicationNumber`	text	yes	Unique credit use
`CreditInvoice`	reference	yes	→ Invoices. Issued CreditMemo source
`Invoice`	reference		→ Invoices. Same-customer positive issued destination; XOR with Refund
`Refund`	reference		→ FinanceAdjustments. Credit-funded refund destination
`Amount`	decimal	yes	Positive gross amount within available credit and invoice Balance
`Status`	select	yes	Reserved, Posted, Cancelled, Reversed
`AppliedAt`	datetime		Posting time; refund only after confirmed cash effect
`AppliedBy`	reference	yes	→ Employees. Office Manager
`Event`	reference	yes	→ ShopEvents
`ReversalEvent`	reference		→ ShopEvents. Evidenced invoice-use correction, never fictitious reversal of cash already refunded

FinanceAdjustmentsLinked application reversals, cash returns and refunds; requests/unknown outcomes do not claim confirmed money movement.finance

Field	Type	Required	Details
`AdjustmentNumber`	text	yes	Unique adjustment
`Customer`	reference	yes	→ Customers
`Type`	select	yes	ApplicationReversal, Return, Refund
`Funding`	select	yes	Payment, CreditInvoice. Mutually exclusive funding sources
`Payment`	reference		→ Payments. Required for Payment, empty for CreditInvoice
`CreditInvoice`	reference		→ Invoices. Required CreditMemo source for CreditInvoice refund; empty for Payment
`Application`	reference		→ PaymentApplications. Required for ApplicationReversal
`Amount`	decimal	yes	Positive bounded amount; group first reverses applications before removing retained payment cash
`Status`	select	yes	Draft, Submitted, Approved, PendingConfirmation, Confirmed, Rejected, Uncertain
`Approval`	reference		→ ApprovalDecisions. Shop Owner for refunds/returns, Office Manager eligible routine misapplication correction
`Evidence`	attachment		Bank/processor return/refund confirmation or original remittance correction
`RelatedAdjustment`	reference		→ FinanceAdjustments. Groups application reversals with cash return/refund
`ConfirmedAt`	datetime		Actual effect time
`Event`	reference	yes	→ ShopEvents

ShopEventsDurable idempotent local business operations and source events; applies inventory, production, cost and finance effects atomically.transaction

Field	Type	Required	Details
`EventNumber`	text	yes	Unique operation identifier
`SourceKey`	text	yes	Unique authenticated source namespace/business action/revision key
`PayloadHash`	text	yes	Same key with changed payload is a conflict, never a second action
`Payload`	longtext	yes	Complete source/revision/identity/quantity/value inputs
`Kind`	text	yes	Validated action kind
`Status`	select	yes	Received, Claimed, Applied, Duplicate, Rejected, Quarantined, Uncertain
`Actor`	reference		→ Employees. Actual authorized actor or restricted service identity
`OccurredAt`	datetime	yes	Business event time
`AppliedAt`	datetime		Set in same transaction as local effects
`EffectsJSON`	longtext		Exact created source/ledger/claim IDs and before/after revisions
`Migration`	reference		→ MigrationBatches
`AuthenticationEvidence`	longtext	yes	Verified user/session or connector origin, permitted action and account/customer/source ownership

ShopDeliveriesDestination-specific requests, acknowledgments and reconciliation for configured accounting, floor, carrier, portal and email handoffs.transaction

Field	Type	Required	Details
`DeliveryNumber`	text	yes	Unique event/destination effect
`Event`	reference	yes	→ ShopEvents
`Destination`	text	yes	Configured connection/recipient
`IdempotencyKey`	text	yes	Reused for safe retries of identical action
`PayloadHash`	text	yes	Immutable outbound content
`Status`	select	yes	Pending, Sending, Acknowledged, Rejected, Uncertain, Reconciled, Cancelled
`ExternalReference`	text		Observed remote object identity
`AttemptedAt`	datetime		Last attempt
`AcknowledgedAt`	datetime		Actual destination confirmation, separate from local posting
`ReconciliationEvidence`	longtext		Query/manual evidence before uncertain retry, replacement or compensation
`ReconciledBy`	reference		→ Employees. Authorized destination owner
`AcknowledgmentEvidence`	longtext		Observed provider acceptance/manual dispatch proof for exact payload; customer receipt/read is separate where available

MigrationBatchesReviewed cutover with stable original identifiers, opening balances and suppressed historical effects.transaction

Field	Type	Required	Details
`BatchNumber`	text	yes	Unique source/cutover batch
`Mode`	select	yes	NewJobsOnly, InFlight, HistoryOnly
`SourceSystem`	text	yes	Original namespace/authority
`CutoffAt`	datetime	yes	Exact cutoff/timezone and source watermark
`Status`	select	yes	Staged, Reconciled, Approved, Activated, Rejected
`MappingJSON`	longtext	yes	Preallocated master/document IDs and second-pass cyclic references
`OpeningEvidence`	attachment		Original source snapshots and approved control totals
`ReconciliationJSON`	longtext	yes	WIP lots/operations, material claims/issues/custody, inspection, dispatch, costs and billing/cash state reconciled from source records
`SuppressedEffects`	longtext	yes	Historical notifications, receipts/issues, cost/invoice posting and external exports explicitly disabled
`ApprovedBy`	reference		→ Employees. Shop Owner with Production Manager, Quality Inspector and Office Manager evidence
`ApprovedAt`	datetime		Approval before live activation
`LiveOwnershipJSON`	longtext	yes	Which old/new system owns each open job, billing obligation and destination after cutover

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Job Shop Management

Modules

Job Shop Management

Processes

Job Shop Management

Industries

Job Shop Management

Reference

Job Shop Management

Data model

How the model is organised

People, policy and capacity

Parts and offered work

Orders and job commitments

Material custody

Floor work and quality

Purchasing and outside operations

Delivery and returned work

Billing and cash

Cost and operation history

Keys and references

Migration order

Tables

Start now Job Shop Management

Job Shop Management

Modules

Job Shop Management

Processes

Job Shop Management

Industries

Job Shop Management

Reference

Data model

How the model is organised

People, policy and capacity

Parts and offered work

Orders and job commitments

Material custody

Floor work and quality

Purchasing and outside operations

Delivery and returned work

Billing and cash

Cost and operation history

Keys and references

Migration order

Tables

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