1. Kitting & Assembly
  2. Data model
Reference

The tables behind Kitting & Assembly

Kitting & Assembly ships with 97 tables, grouped here by the feature that uses them. Every record your team works with lives in one of them, and you can add fields and tables in Proto.

Tables
97
Features
6, plus shared settings
Change it
Add fields and tables in Proto

How the model is organised

Product and recipe

Stock items, BO ms, BOM lines, production routings and routing operations define the finished kit and its versioned inputs.

Demand and supply

Sales orders and sales order lines hold dealer demand; purchase orders, goods receipts and receipt acceptances establish component supply.

Warehouse

Inventory positions, stock layers, stock reservations and stock events track custody, value and claims.

Assembly

Kit builds, work order materials, work order operations, production entries, production completions and work order cost entries record the planned and actual build.

Handoff

Shipments, shipment lines, delivery routes, delivery attempts and delivery results connect finished stock to the dealer outcome.

Every table, by feature

Kit definitions

9 tablesAbout this feature
  • Stock items

    Trade goods and assembly outputs; master values do not rewrite transactions.

    Linked to Units of measure, Master changes
  • BO ms

    Effective distribution assembly/repacking recipes with explicit output basis.

    Linked to Master changes, Organizations, Stock items
  • BOM lines

    Component quantities per explicit output basis, preserving dimensions and allowed loss.

    Linked to BO ms, Stock items
  • Production routings

    Versioned assembly/repacking instructions, distinct from delivery routes.

    Linked to Organizations, BO ms, Master changes
  • Routing operations

    Ordered work instructions and declared labour/overhead bases.

    Linked to Production routings
  • Product units

    Versioned product-specific buy/sell packs and base conversions.

    Linked to Stock items, Units of measure, Master changes
  • Units of measure

    Dimension and precision for stock, purchase, sale and production quantities.

  • Standard costs

    Entity/product standard per base unit with immutable effective versions.

    Linked to Organizations, Stock items, Master changes
  • Master changes

    Protected master activation without direct Manage permission bypass.

    Linked to Organizations, Users, Review decisions

Build planning

9 tablesAbout this feature
  • Kit builds

    Released bounded assembly/kitting/repacking, without plant APS or payroll scope.

    Linked to Sales order lines, Users, Organizations, Document revisions
  • Sales order lines

    Bounded accepted quantity/value and retained original promise.

    Linked to Sales orders, Quote lines, Product units, Storage locations
  • BO ms

    Effective distribution assembly/repacking recipes with explicit output basis.

    Linked to Master changes, Organizations, Stock items
  • Production routings

    Versioned assembly/repacking instructions, distinct from delivery routes.

    Linked to Organizations, BO ms, Master changes
  • Standard costs

    Entity/product standard per base unit with immutable effective versions.

    Linked to Organizations, Stock items, Master changes
  • Stock items

    Trade goods and assembly outputs; master values do not rewrite transactions.

    Linked to Units of measure, Master changes
  • Storage locations

    Physical sites may host segregated entity-owned positions; legal owner stays on each position.

    Linked to Users
  • Review decisions

    Authoritative human decisions independent of document lifecycle.

    Linked to Users, Authority delegations, Exchange rates, Organizations
  • Document revisions

    Immutable typed document snapshots and source basis.

    Linked to Organizations, Users

Component supply

11 tablesAbout this feature
  • Purchase orders

    Immutable approved supplier commitments; cumulative amendments cannot bypass authority.

    Linked to Organizations, Currencies, Exchange rates, Document revisions
  • Purchase order lines

    Buy-unit quantities, frozen commercial costs and current accepted scope.

    Linked to Purchase orders, Requisition lines, Product units, Tax codes
  • Goods receipts

    Immutable actual arrivals and separately accepted quantities.

    Linked to Organizations, Document revisions, Operation receipts, Purchase orders
  • Goods receipt lines

    Receipt history does not change as accepted inventory moves or is consumed.

    Linked to Goods receipts, Purchase order lines, Locations, Standard costs
  • Receipt acceptances

    Independent bounded disposition tranches against one immutable actual arrival.

    Linked to Organizations, Operation receipts, Goods receipt lines, Standard costs
  • Inventory positions

    Current owned stock by complete identity and custody state; provenance is not a second balance.

    Linked to Organizations, Stock items, Storage locations, Locations
  • Stock layers

    Remaining quantity/carrying value with receipt/output/return lineage.

    Linked to Organizations, Inventory positions, Stock items, Stock events
  • Stock reservations

    Exclusive bounded demand claims through picking and owned transit.

    Linked to Organizations, Operation receipts, Inventory positions, Stock layers
  • Work order materials

    Frozen required input and actual traced issue/return scope.

    Linked to Kit builds, BOM lines, Stock items, Stock reservations
  • Stock events

    One immutable group of stock movements and the associated journal effect.

    Linked to Journal entries, Stock events, Organizations, Operation receipts
  • Stock movements

    Signed position/layer legs; transfers balance quantity and value by SKU.

    Linked to Stock events, Inventory positions, Stock layers, Stock reservations

Assembly execution

6 tablesAbout this feature
  • Work order operations

    Frozen instructions and assigned actual work.

    Linked to Kit builds, Routing operations, Users
  • Routing operations

    Ordered work instructions and declared labour/overhead bases.

    Linked to Production routings
  • Production entries

    Actual operation throughput, scrap and labour evidence; intermediate counts do not sum to output.

    Linked to Organizations, Operation receipts, Work order operations, Users
  • Kit builds

    Released bounded assembly/kitting/repacking, without plant APS or payroll scope.

    Linked to Sales order lines, Users, Organizations, Document revisions
  • Work order materials

    Frozen required input and actual traced issue/return scope.

    Linked to Kit builds, BOM lines, Stock items, Stock reservations
  • Review decisions

    Authoritative human decisions independent of document lifecycle.

    Linked to Users, Authority delegations, Exchange rates, Organizations

Completion and costing

9 tablesAbout this feature
  • Production completions

    Accepted terminal output and WIP cost allocation, once per actual completed scope.

    Linked to Organizations, Operation receipts, Review decisions, Kit builds
  • Production entries

    Actual operation throughput, scrap and labour evidence; intermediate counts do not sum to output.

    Linked to Organizations, Operation receipts, Work order operations, Users
  • Work order cost entries

    Immutable WIP debit/credit sources and bounded actual-cost allocation.

    Linked to Organizations, Operation receipts, Kit builds, Work order materials
  • Kit builds

    Released bounded assembly/kitting/repacking, without plant APS or payroll scope.

    Linked to Sales order lines, Users, Organizations, Document revisions
  • Standard costs

    Entity/product standard per base unit with immutable effective versions.

    Linked to Organizations, Stock items, Master changes
  • Inventory positions

    Current owned stock by complete identity and custody state; provenance is not a second balance.

    Linked to Organizations, Stock items, Storage locations, Locations
  • Stock layers

    Remaining quantity/carrying value with receipt/output/return lineage.

    Linked to Organizations, Inventory positions, Stock items, Stock events
  • Stock events

    One immutable group of stock movements and the associated journal effect.

    Linked to Journal entries, Stock events, Organizations, Operation receipts
  • Review decisions

    Authoritative human decisions independent of document lifecycle.

    Linked to Users, Authority delegations, Exchange rates, Organizations

Fulfillment

12 tablesAbout this feature
  • Sales orders

    Dealer-accepted scope plus mandatory independent commercial approval.

    Linked to Exchange rates, Document revisions, Review decisions, Dealers
  • Sales order lines

    Bounded accepted quantity/value and retained original promise.

    Linked to Sales orders, Quote lines, Product units, Storage locations
  • Inventory positions

    Current owned stock by complete identity and custody state; provenance is not a second balance.

    Linked to Organizations, Stock items, Storage locations, Locations
  • Stock reservations

    Exclusive bounded demand claims through picking and owned transit.

    Linked to Organizations, Operation receipts, Inventory positions, Stock layers
  • Pick tasks

    Actual picked quantities remain exclusively tied to the order and do not post COGS.

    Linked to Organizations, Operation receipts, Sales order lines, Stock reservations
  • Shipments

    Actual dispatch and title/delivery state separated for partial deliveries.

    Linked to Organizations, Document revisions, Operation receipts, Sales orders
  • Shipment lines

    Actual dispatch quantities and current title-transferred/delivered portions.

    Linked to Shipments, Sales order lines, Stock reservations, Stock events
  • Delivery routes

    Manual route/stop sequence and assigned execution; no optimization or live tracking.

    Linked to Users, Organizations, Document revisions, Review decisions
  • Route stops

    Explicit stable sequence and exact order/shipment ownership.

    Linked to Delivery routes, Shipments, Route stops
  • Delivery attempts

    Actual visit/handoff facts, separate from line outcomes and legal title.

    Linked to Organizations, Operation receipts, Route stops, Users
  • Delivery results

    Each attempt allocates line outcomes once; one visit may partially deliver many lines.

    Linked to Delivery attempts, Shipment lines, Stock events, Return lines
  • Stock events

    One immutable group of stock movements and the associated journal effect.

    Linked to Journal entries, Stock events, Organizations, Operation receipts

Shared and settings

60 tables
  • Accounting periods

    Entity-specific fiscal periods and guarded close.

    Linked to Organizations, Review decisions
  • Authority delegations

    Time- and scope-bounded coverage, never a new role.

    Linked to Organizations, Users, Currencies
  • Bank accounts

    Entity-owned bank currency balances and restricted destination data.

    Linked to Organizations, Currencies, Chart of accounts, Master changes
  • Bank statement lines

    Actual external bank evidence, not inferred payment success.

    Linked to Organizations, Operation receipts, Bank accounts, Users
  • Bill lines

    Supplier charges matched to accepted receipts, with explicit nonstock exceptions.

    Linked to Bill lines, Bills, Return lines, Purchase order lines
  • Bill matches

    Reserve and consume accepted receipt versus bill quantities/value once.

    Linked to Bill matches, Receipt acceptances, Organizations, Operation receipts
  • Bills

    Local supplier debit/credit documents with matching, carrying and separate settlement.

    Linked to Organizations, Currencies, Exchange rates, Document revisions
  • Cash applications

    Cross-currency cash allocation consumes both receipt and invoice scope atomically.

    Linked to Organizations, Operation receipts, Review decisions, Cash receipts
  • Cash receipts

    Actual customer cash recognized once to unapplied liability before invoice allocation.

    Linked to Organizations, Currencies, Exchange rates, Operation receipts
  • Chart of accounts

    Entity ledger accounts, including controlled subledger accounts.

    Linked to Organizations, Master changes
  • Close tasks

    Current source reconciliation evidence for an entity cutoff.

    Linked to Organizations, Accounting periods, Users
  • Count lines

    Observed base quantity and signed variance against an unchanged locked population.

    Linked to Inventory counts, Inventory positions, Users, Stock events
  • Count locks

    Time-bounded counted scope protecting all identities, including newly appearing positions.

    Linked to Organizations, Inventory counts, Storage locations
  • Credit applications

    Bounded customer/supplier credit allocation with retained surplus and reservations.

    Linked to Organizations, Operation receipts, Review decisions, Invoices
  • Credit reviews

    Atomic dealer exposure review and separately bounded exception.

    Linked to Organizations, Dealers, Sales orders, Currencies
  • Currencies

    Currency precision and display rules.

  • Dealer contacts

    Contacts and delivery sites belong to the dealer and are separate from authentication.

    Linked to Dealers
  • Dealers

    Entity-scoped trade customers, including dealer terms, holds and billing identity.

    Linked to Organizations, Payment terms, Price lists, Currencies
  • Distribution policies

    Versioned operational and financial rules with explicit finite limits.

    Linked to Organizations, Currencies, Users, Review decisions
  • Exchange rates

    Immutable dated conversion evidence; no hidden fallback.

    Linked to Organizations, Currencies, Users
  • Exchange rates 2

    Read-only effective exchange rates for this app.

  • Expiry allocations

    Expiry Allocations for ERP for FMCG.

    Linked to Sales order lines
  • Finance corrections

    Independent reviewed reversals, bank returns, write-offs and charges without editing posted history.

    Linked to Organizations, Document revisions, Operation receipts, Review decisions
  • Integration deliveries

    Outbound intent, attempt and reconciliation; a timeout is not nonexecution.

    Linked to Organizations, Document revisions, Operation receipts, Integration deliveries
  • Inventory counts

    Blind scoped counts with explicit review and cost before adjustment.

    Linked to Organizations, Review decisions, Storage locations, Document revisions
  • Invoice lines

    Exact unbilled title-transferred accepted price allocation or original credit scope.

    Linked to Shipment lines, Invoice lines, Return lines, Sales allocations
  • Invoices

    Local customer debit/credit documents with mandatory independent Finance Manager approval.

    Linked to Organizations, Currencies, Exchange rates, Document revisions
  • Journal entries

    Balanced entity-functional journals with source identity and immutable postings.

    Linked to Operation receipts, Review decisions, Accounting periods, Journal entries
  • Journal lines

    Nonnegative debit/credit magnitudes, one side per line, balanced in functional precision.

    Linked to Journal entries, Chart of accounts, Currencies
  • Locations

    Shallow warehouse bins, staging and transit custody locations.

    Linked to Storage locations
  • Migration batches

    Reviewed cutover: one full opening GL plus nonposting detailed balances.

    Linked to Journal entries, Users, Review decisions, Organizations
  • Migration items

    Replay-safe original identities, detailed remaining balances and prior effects.

    Linked to Migration batches
  • Operation receipts

    Authenticated inbound/manual evidence with idempotent economic effects.

    Linked to Organizations, Users
  • Organizations

    Separate legal books and stock ownership; shared masters do not consolidate balances.

    Linked to Currencies, Distribution policies
  • Payment allocations

    Reserved bill and payment currency quantities with current-carrying settlement.

    Linked to Payments, Bills, Exchange rates, Payment allocations
  • Payment runs

    Frozen payable settlement proposals and protected beneficiary snapshots.

    Linked to Document revisions, Review decisions, Users, Organizations
  • Payment terms

    Due-date terms, independent of actual cash settlement.

    Linked to Organizations, Master changes
  • Payments

    One economic supplier disbursement with authoritative settlement/rejection/return evidence.

    Linked to Organizations, Operation receipts, Payment runs, Suppliers
  • Posting profiles

    Approved source-specific stock, production and trade posting mappings.

    Linked to Organizations, Stock items, Chart of accounts, Master changes
  • Price list entries

    Quantity-tier price basis in a named product unit.

    Linked to Price lists, Product units
  • Price lists

    Effective entity/currency dealer pricing; no accepted-price mutation.

    Linked to Organizations, Currencies, Master changes
  • Quote lines

    All line/header discounts allocated once into accepted net value.

    Linked to Quotes, Product units, Tax codes, Standard costs
  • Quotes

    Versioned dealer offers with known pricing basis and real acceptance lineage.

    Linked to Organizations, Currencies, Exchange rates, Document revisions
  • Refunds

    Independent finance-authorized cash movement from exactly one available credit/unapplied source.

    Linked to Document revisions, Operation receipts, Review decisions, Invoices
  • Requisition lines

    Requested product quantities and source demand identity.

    Linked to Sales order lines, Requisitions, Product units, Storage locations
  • Requisitions

    Operational purchasing demand without automatic spend approval.

    Linked to Organizations, Document revisions, Users, Review decisions
  • Return dispositions

    Independent actual goods disposition without automatic credit or refund.

    Linked to Return lines, Locations, Users, Stock events
  • Return lines

    Exact original commercial/stock scope and actual returned quantities.

    Linked to Returns, Shipment lines, Goods receipt lines, Invoice lines
  • Returns

    Bounded customer/supplier physical return authorization, separate from commercial credits.

    Linked to Organizations, Document revisions, Review decisions, Dealers
  • Revaluation lines

    One remaining monetary source, not both detail and its control total.

    Linked to Revaluation runs, Currencies, Exchange rates
  • Revaluation runs

    Delta remeasurement of entity monetary balances after reconciliation, not presentation consolidation.

    Linked to Organizations, Document revisions, Review decisions, Accounting periods
  • Sales allocations

    Atomic claim of accepted line quantity and net/tax value across staged fulfillment/billing.

    Linked to Shipment lines, Organizations, Operation receipts, Invoice lines
  • Stock transfer lines

    Partial transfer quantities retain equal in-transit ownership and cost.

    Linked to Stock transfers, Stock items, Locations
  • Stock transfers

    Same-entity transfer with actual dispatch/partial receipt and retained owned transit.

    Linked to Organizations, Document revisions, Review decisions, Storage locations
  • Supplier bank accounts

    Restricted supplier payment destinations with independent finance confirmation.

    Linked to Suppliers, Currencies, Master changes
  • Suppliers

    Entity purchasing counterparties with separately controlled beneficiary data.

    Linked to Payment terms, Master changes, Organizations
  • Tax codes

    Configured additive tax treatment and evidence; no universal tax engine or filing claim.

    Linked to Organizations, Chart of accounts, Master changes
  • Team members

    People for ERP for FMCG.

    Linked to Users
  • Trade promotions

    Trade Promotions for ERP for FMCG.

    Linked to Suppliers, Stock items, Team members
  • Users

    Users

    Linked to Users, Master changes

Keys and references

A kit build points to its output product, bill, routing, standard cost and destination warehouse. Work order materials point to the bill lines and component stock items. Operations point to routing operations. Entries point to assigned operations, while completions point to the build and terminal entry. Stock events connect receipt, issue, output and dispatch changes to positions and layers. Shipment lines point back to order lines and stock reservations. Review decisions and document revisions preserve decision and snapshot context.

Migration order

  1. Create organizations, users, units, warehouses and stock items.
  2. Load effective bills, routings, standard costs and dealer or supplier masters.
  3. Load opening positions and layers with their stock identity and value evidence.
  4. Bring in open orders, receipts, reservations and released build scope with original references.
  5. Reconcile posted output, shipment and financial balances before operating the next cycle.

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