Data model

The tables, their keys and how they relate, written for the consultant or IT team that has to migrate into it or integrate with it.

65 tables · 185 relationships

How the model is organised

Master data

items, bills, routings, work centres, suppliers, customers, warehouses, chart of accounts. Loaded first, changed rarely, versioned.

Planning

forecasts, master schedule, planned orders, exceptions. Regenerated by the planning run.

Forecasts
MasterSchedule
PlannedOrders
MRPExceptions

Transactions

sales orders, purchase orders, work orders and their lines, goods receipts, stock movements, production logs, inspections. Append-heavy, with status.

Finance

journal entries and lines, periods, invoices, payments. Written by the transactions, never by hand except adjustments.

SupplierInvoices
PaymentRuns
Payments
ChartOfAccounts
JournalEntries
JournalEntryLines
AccountingPeriods
CustomerInvoices

Keys and references

Tables use reference fields for links such as a work order’s product, bill and routing. Document tables also define human-readable number fields where listed below; balance and line-item tables do not all have them. Lots and Serials are separate tables, but Inventory and StockMovements currently carry LotNumber as text. Migration and integration mappings must validate that value against the corresponding product and lot; it is not a declared foreign-key reference.

Migration order

Chart of accounts, departments, accounting periods
Warehouses and locations, work centres, calendars
Products, then bills and routings
Suppliers, supplier items, customer contacts, cost standards
Opening stock as receipts by lot, opening balances as journals
Open orders: sales, purchase, work orders in their current status

Tables

Find a table 65 tables

ContactsMaster list of business contacts (customers, vendors).master

Field	Type	Required	Details
`Type`	select	yes	Customer, Vendor, Both
`CompanyName`	text	yes
`PrimaryContact`	text
`Email`	text
`Phone`	text
`Address`	text
`PaymentTerms`	select		Net 30, Net 60, Prepaid

DepartmentsOrganizational departments (Production, Quality, Procurement, Finance, HR, IT).master

Field	Type	Required	Details
`DepartmentName`	text	yes
`Manager`	reference		→ Employees

EmployeesPlant employees including operators, planners, buyers, and QC inspectors.master

Field	Type	Required	Details
`EmployeeID`	text	yes
`FullName`	text	yes
`Department`	reference	yes	→ Departments
`JobTitle`	text	yes
`Email`	text	yes
`Phone`	text
`ShiftPattern`	select		Day, Swing, Night, Admin
`Active`	toggle	yes

ProductsCatalog of all items: finished goods, sub-assemblies, raw materials, components, and consumables.master

Field	Type	Required	Details
`SKU`	text	yes
`Description`	text	yes
`ItemType`	select	yes	FinishedGood, SubAssembly, Raw, Component, Consumable
`UOM`	select	yes	EA, KG, L, M
`StandardCost`	currency	yes
`UnitPrice`	currency		Sales price (FG only)
`LeadTimeDays`	number	yes
`LotControlled`	toggle	yes
`Active`	toggle	yes

WarehousesPhysical storage locations including raw stores, WIP buffers, and finished-goods warehouses.master

Field	Type	Required	Details
`WarehouseCode`	text	yes
`Location`	text	yes
`WarehouseType`	select	yes	Raw, WIP, FG, Quarantine
`Manager`	reference		→ Employees

LocationsBins, racks, line-side positions and docks inside a warehouse, with the zone an item may be restricted to.master

Field	Type	Required	Details
`LocationCode`	text	yes
`Warehouse`	reference	yes	→ Warehouses
`LocationType`	select	yes	Bin, Rack, LineSide, Quarantine, Dock
`Zone`	select		General, Hazardous, TemperatureControlled, Consignment
`Active`	toggle	yes

CalendarsWorking calendars for the plant and its work centres: working days, hours per day, holidays and planned downtime the planning run respects.master

Field	Type	Required	Details
`CalendarCode`	text	yes
`Description`	text	yes
`WorkingDays`	select	yes	MonToFri, MonToSat, Continuous
`HoursPerDay`	number	yes
`ValidFrom`	date	yes
`ValidTo`	date

ShiftsA shift on a calendar: when it starts and ends, and the work centre it runs at.master

Field	Type	Required	Details
`ShiftCode`	text	yes
`Description`	text	yes
`Calendar`	reference	yes	→ Calendars
`WorkCenter`	reference		→ WorkCenters
`StartTime`	text	yes	HH:MM
`EndTime`	text	yes	HH:MM
`Active`	toggle	yes

WorkCentersMachines, cells, and assembly stations where operations are performed.master

Field	Type	Required	Details
`WorkCenterCode`	text	yes
`Description`	text	yes
`Department`	reference	yes	→ Departments
`Supervisor`	reference		→ Employees
`CapacityHoursPerDay`	number	yes
`EfficiencyPercent`	number	yes	0–100, default 85
`HourlyRate`	currency	yes	Labor + overhead burden
`Active`	toggle	yes

OperatorsA shop-floor operator: the employee, the work centre they run, their shift and how they report time and quantity.master

Field	Type	Required	Details
`OperatorCode`	text	yes
`Employee`	reference	yes	→ Employees
`PrimaryWorkCenter`	reference	yes	→ WorkCenters
`Shift`	reference		→ Shifts
`CertifiedOperations`	text		Operation types the operator may run
`ReportingMethod`	select	yes	Terminal, Scanner, Supervisor
`Active`	toggle	yes

BillOfMaterialsBOM header — the recipe for producing a given product.master

Field	Type	Required	Details
`BOMNumber`	text	yes
`Product`	reference	yes	→ Products (FG or SubAssembly)
`Version`	text	yes	e.g. Rev A
`Status`	select	yes	Draft, Active, Obsolete
`EffectiveFrom`	date	yes
`EffectiveTo`	date

BOMComponentsEach raw or sub-assembly consumed to build the parent product. Line item of BillOfMaterials.line item

Field	Type	Required	Details
`Component`	reference	yes	→ Products (Raw, Component, or SubAssembly)
`QuantityPer`	number	yes	Qty per 1 parent
`UOM`	select	yes	EA, KG, L, M
`ScrapPercent`	number		Expected scrap, default 0

RoutingsRouting header — the sequence of operations required to build a product.master

Field	Type	Required	Details
`RoutingNumber`	text	yes
`Product`	reference	yes	→ Products
`Version`	text	yes
`Status`	select	yes	Draft, Active, Obsolete

RoutingOperationsEach operation in the routing sequence. Line item of Routings.line item

Field	Type	Required	Details
`OperationNumber`	number	yes	Sequence, e.g. 10, 20, 30
`Description`	text	yes
`WorkCenter`	reference	yes	→ WorkCenters
`SetupTimeMinutes`	number	yes
`RunTimeMinutesPerUnit`	number	yes
`QualityCheckRequired`	toggle	yes

EngineeringChangeOrdersAn engineering change order groups the item, bill and routing edits that land together, carries its approvals, and applies on an effective date.transaction

Field	Type	Required	Details
`ECONumber`	text	yes
`Product`	reference	yes	→ Products
`Reason`	select	yes	DesignImprovement, SupplierDiscontinuation, CostReduction, QualityFinding
`Description`	longtext	yes
`BillOfMaterials`	reference		→ BillOfMaterials (pending revision)
`Routing`	reference		→ Routings (pending revision)
`RequestedBy`	reference	yes	→ Employees
`RequestedDate`	date	yes
`EffectiveDate`	date
`CostEffect`	currency		From the rollup of the pending revision
`Status`	select	yes	Draft, Defined, Assessed, Approved, Applied, Verified, Rejected

InventoryOn-hand stock per product per warehouse.transaction

Field	Type	Required	Details
`Product`	reference	yes	→ Products
`Warehouse`	reference	yes	→ Warehouses
`LotNumber`	text		Required when Product.LotControlled
`QuantityOnHand`	number	yes
`QuantityAllocated`	number	yes	Committed to open Work/Sales Orders
`LastUpdated`	date	yes

LotsA quantity received or made together: supplier lot, receipt date and expiry, traced through issue, production and shipment.transaction

Field	Type	Required	Details
`LotNumber`	text	yes
`Product`	reference	yes	→ Products
`Supplier`	reference		→ Suppliers
`SupplierLot`	text
`WorkOrder`	reference		→ WorkOrders (made in house)
`ReceivedDate`	date	yes
`ExpiryDate`	date
`QuantityOnHand`	number	yes
`Status`	select	yes	Available, Quarantine, OnHold, Consumed, Expired

SerialsOne record per serialised unit: its lot, the work order that made it and the delivery it left on.transaction

Field	Type	Required	Details
`SerialNumber`	text	yes
`Product`	reference	yes	→ Products
`Lot`	reference		→ Lots
`WorkOrder`	reference		→ WorkOrders
`Warehouse`	reference		→ Warehouses
`Delivery`	reference		→ Deliveries
`CreatedDate`	date	yes
`Status`	select	yes	InStock, InProduction, Shipped, Scrapped, Returned

ReservationsStock reserved against a sales order or work order need date, hard to a lot or soft to a quantity.transaction

Field	Type	Required	Details
`ReservationNumber`	text	yes
`Product`	reference	yes	→ Products
`Warehouse`	reference	yes	→ Warehouses
`Lot`	reference		→ Lots (hard allocation)
`Quantity`	number	yes
`DemandType`	select	yes	SalesOrder, WorkOrder
`SalesOrder`	reference		→ SalesOrders
`WorkOrder`	reference		→ WorkOrders
`NeedDate`	date	yes
`Status`	select	yes	Open, Allocated, Issued, Released

CountPlansA cycle count or a full physical inventory: the warehouse, the ABC class it picks, when it runs and who approves the variances.transaction

Field	Type	Required	Details
`CountPlanNumber`	text	yes
`CountType`	select	yes	Cycle, Physical
`Warehouse`	reference	yes	→ Warehouses
`ABCClass`	select		A, B, C, All
`PlannedDate`	date	yes
`CountedBy`	reference		→ Employees
`ApprovedBy`	reference		→ Employees
`Status`	select	yes	Planned, InProgress, Counted, Approved, Posted, Cancelled

CountLinesOne counted item and location: the book quantity, the counted quantity and the variance waiting for approval. Line item of CountPlans.line item

Field	Type	Required	Details
`CountPlan`	reference	yes	→ CountPlans
`Product`	reference	yes	→ Products
`Location`	reference	yes	→ Locations
`Lot`	reference		→ Lots
`BookQuantity`	number	yes
`CountedQuantity`	number	yes
`Variance`	formula	yes	fx: CountedQuantity - BookQuantity
`VarianceValue`	currency		At standard cost
`Status`	select	yes	Open, Counted, Approved, Posted

StockMovementsEvery physical movement of stock — receipt, issue to WIP, completion, transfer, scrap.transaction

Field	Type	Required	Details
`Product`	reference	yes	→ Products
`Warehouse`	reference	yes	→ Warehouses
`LotNumber`	text
`MovementType`	select	yes	Receipt, IssueToWIP, Completion, Transfer, Scrap, Adjustment, Shipment
`Quantity`	number	yes	Signed: +in, -out
`ReferenceType`	select		WorkOrder, PurchaseOrder, SalesOrder, Manual
`ReferenceID`	text
`MovementDate`	date	yes
`Operator`	reference		→ Employees

SalesOrdersCustomer orders driving finished-goods demand.transaction

Field	Type	Required	Details
`SalesOrderNumber`	text	yes
`Customer`	reference	yes	→ Contacts
`OrderDate`	date	yes
`RequestedDeliveryDate`	date	yes
`Status`	select	yes	Draft, Submitted, Approved, InProduction, Shipped, Closed, Cancelled
`TotalAmount`	formula	yes	fx: SUM(SalesOrderLines.LineTotal)
`SalesManager`	reference	yes	→ Employees

SalesOrderLinesLine items of a Sales Order. Line item of SalesOrders.line item

Field	Type	Required	Details
`Product`	reference	yes	→ Products (FG)
`Quantity`	number	yes
`UnitPrice`	currency	yes
`LineTotal`	formula	yes	fx: Quantity * UnitPrice
`PromiseDate`	date		Set by MRP when scheduled

QuotesA priced offer to a customer: items, quantities, the price from the list or a configuration, and the requested date.transaction

Field	Type	Required	Details
`QuoteNumber`	text	yes
`Customer`	reference	yes	→ Contacts
`QuoteDate`	date	yes
`ValidUntil`	date	yes
`RequestedDate`	date
`TotalAmount`	formula	yes	fx: SUM(QuoteLines.LineTotal)
`SalesManager`	reference	yes	→ Employees
`SalesOrder`	reference		→ SalesOrders (once converted)
`Status`	select	yes	Draft, Sent, Accepted, Converted, Expired, Lost

QuoteLinesLine items of a quote. Line item of Quotes.line item

Field	Type	Required	Details
`Quote`	reference	yes	→ Quotes
`Product`	reference	yes	→ Products
`Quantity`	number	yes
`UnitPrice`	currency	yes
`LineTotal`	formula	yes	fx: Quantity * UnitPrice
`RequestedDate`	date

ForecastsForecast demand by item and period, entered or imported, consumed by actual orders as they arrive.transaction

Field	Type	Required	Details
`ForecastNumber`	text	yes
`Product`	reference	yes	→ Products
`Warehouse`	reference		→ Warehouses
`PeriodStart`	date	yes
`PeriodEnd`	date	yes
`ForecastQuantity`	number	yes
`ConsumedQuantity`	number	yes	By sales orders in the period
`ConsumptionRule`	select	yes	SamePeriod, Forward, Backward, None
`Status`	select	yes	Draft, Active, Consumed, Superseded

MasterScheduleThe master production schedule: what finished goods will be built, in what quantity, in which period, at which plant, inside its time fences.transaction

Field	Type	Required	Details
`ScheduleNumber`	text	yes
`Product`	reference	yes	→ Products (FinishedGood)
`Warehouse`	reference	yes	→ Warehouses
`PeriodStart`	date	yes
`PeriodEnd`	date	yes
`PlannedQuantity`	number	yes
`AvailableToPromise`	number	yes	From the schedule less open orders
`Fence`	select	yes	Demand, Planning, Open
`Planner`	reference	yes	→ Employees
`Status`	select	yes	Proposed, Firm, Released, Closed

PlannedOrdersA proposal from the MRP run: a planned work order or planned purchase, pegged to the demand that caused it.transaction

Field	Type	Required	Details
`PlannedOrderNumber`	text	yes
`OrderType`	select	yes	Work, Purchase
`Product`	reference	yes	→ Products
`Quantity`	number	yes
`ReleaseDate`	date	yes
`NeedDate`	date	yes
`SuggestedSupplier`	reference		→ Suppliers (purchase)
`PeggedTo`	select	yes	SalesOrder, Forecast, SafetyStock, DependentDemand
`PeggedReference`	text		The demand line that caused it
`Planner`	reference	yes	→ Employees
`WorkOrder`	reference		→ WorkOrders (once released)
`Requisition`	reference		→ Requisitions (once released)
`Status`	select	yes	Proposed, Firm, Released, Cancelled

MRPExceptionsThe action list from the planning run: expedite, de-expedite, cancel, past due and the shortage list, sorted by need date.transaction

Field	Type	Required	Details
`ExceptionNumber`	text	yes
`ExceptionType`	select	yes	Expedite, DeExpedite, Cancel, PastDue, Shortage
`Product`	reference	yes	→ Products
`PlannedOrder`	reference		→ PlannedOrders
`WorkOrder`	reference		→ WorkOrders
`PurchaseOrder`	reference		→ PurchaseOrders
`QuantityShort`	number
`NeedDate`	date	yes
`RunDate`	date	yes
`Owner`	reference	yes	→ Employees
`Status`	select	yes	Open, Actioned, Dismissed

DeliveriesA shipment to a customer against a sales order: picked, packed and sent with the carrier reference, and the lots and serials on it.transaction

Field	Type	Required	Details
`DeliveryNumber`	text	yes
`SalesOrder`	reference	yes	→ SalesOrders
`Customer`	reference	yes	→ Contacts
`Warehouse`	reference	yes	→ Warehouses
`ShipDate`	date	yes
`Carrier`	text
`CarrierReference`	text		Tracking or consignment number
`ShippedBy`	reference	yes	→ Employees
`Status`	select	yes	Picking, Packed, Shipped, Invoiced, Cancelled

WorkOrdersShop-floor orders to produce a specific product in a specific quantity.transaction

Field	Type	Required	Details
`WorkOrderNumber`	text	yes
`Product`	reference	yes	→ Products (FG or SubAssembly)
`BillOfMaterials`	reference	yes	→ BillOfMaterials
`Routing`	reference	yes	→ Routings
`QuantityOrdered`	number	yes
`QuantityCompleted`	number	yes	Cumulative accepted final-output quantity actually posted for this work order, net of explicit completion reversals. Derived from released terminal-operation ProductionLog entries and their once-only Completion movements; intermediate operation throughput does not add finished units.
`QuantityScrapped`	number	yes
`SourceSalesOrder`	reference		→ SalesOrders (if make-to-order)
`PlannedStart`	date	yes
`PlannedEnd`	date	yes
`Status`	select	yes	Planned, Released, InProgress, Completed, Closed, Cancelled
`Planner`	reference	yes	→ Employees

WorkOrderComponentsExploded BOM demand for a work order — what raw material is needed and from where. Line item of WorkOrders.line item

Field	Type	Required	Details
`WorkOrder`	reference	yes	→ WorkOrders
`Component`	reference	yes	→ Products
`QuantityRequired`	number	yes
`QuantityIssued`	number	yes	Rolled up from StockMovements
`Warehouse`	reference	yes	→ Warehouses (source)
`Status`	select	yes	Open, Allocated, Issued, Short

WorkOrderOperationsExploded routing steps for a work order — what runs where, in what sequence. Line item of WorkOrders.line item

Field	Type	Required	Details
`WorkOrder`	reference	yes	→ WorkOrders
`OperationNumber`	number	yes
`Description`	text	yes
`WorkCenter`	reference	yes	→ WorkCenters
`Operator`	reference		→ Employees
`PlannedStart`	date	yes
`PlannedEnd`	date	yes
`ActualStart`	date
`ActualEnd`	date
`Status`	select	yes	Pending, InProgress, Completed, OnHold

ProductionLogShop-floor time/qty transactions against a work-order operation.transaction

Field	Type	Required	Details
`WorkOrder`	reference	yes	→ WorkOrders
`OperationNumber`	number	yes
`Operator`	reference	yes	→ Employees
`WorkCenter`	reference	yes	→ WorkCenters
`StartTime`	date	yes
`EndTime`	date	yes
`QuantityGood`	number	yes
`QuantityScrapped`	number	yes
`Notes`	text

SuppliersThe supplier record: the contact, terms, currency, lead time, whether receipts need inspection and whether the supplier is on the approved list.master

Field	Type	Required	Details
`SupplierCode`	text	yes
`Contact`	reference	yes	→ Contacts (Vendor)
`PaymentTerms`	select	yes	Net 30, Net 60, Prepaid
`Currency`	select	yes	USD, EUR, GBP, INR
`DefaultLeadTimeDays`	number	yes
`InspectionRequired`	toggle	yes	Receipts go to quarantine
`Approved`	toggle	yes	On the approved list
`Buyer`	reference		→ Employees

SupplierItemsAn item a supplier is approved to supply: their item number, the agreed price, minimum order and lead time.master

Field	Type	Required	Details
`Supplier`	reference	yes	→ Suppliers
`Product`	reference	yes	→ Products
`SupplierItemNumber`	text	yes
`AgreedPrice`	currency	yes
`PurchaseUOM`	select	yes	EA, KG, L, M
`MinimumOrderQuantity`	number	yes
`LeadTimeDays`	number	yes
`Preferred`	toggle	yes
`ValidFrom`	date	yes
`ValidTo`	date

RequisitionsA request to buy: item, quantity, need date, cost centre and reason, from the MRP run or from a person.transaction

Field	Type	Required	Details
`RequisitionNumber`	text	yes
`Product`	reference	yes	→ Products
`Quantity`	number	yes
`NeedDate`	date	yes
`CostCentre`	reference	yes	→ Departments
`Reason`	select	yes	PlannedPurchase, Expense, OutsideProcessing, Service
`Requester`	reference	yes	→ Employees
`RequestedDate`	date	yes
`EstimatedValue`	currency	yes
`PurchaseOrder`	reference		→ PurchaseOrders (once ordered)
`Status`	select	yes	Draft, Submitted, Approved, Rejected, Ordered, Cancelled

ApprovalsOne decision on a requisition, purchase order, count variance, change order or supplier invoice: who decided, when, and the reason on the record.transaction

Field	Type	Required	Details
`ApprovalNumber`	text	yes
`ReferenceType`	select	yes	Requisition, PurchaseOrder, CountLine, EngineeringChangeOrder, SupplierInvoice, MasterSchedule
`ReferenceID`	text	yes
`Threshold`	currency		The limit that routed it here
`Approver`	reference	yes	→ Employees (assigned Approver; not the requester or buyer on the referenced document)
`DelegatedTo`	reference		→ Employees
`RequestedDate`	date	yes
`DecisionDate`	date
`Reason`	text
`Status`	select	yes	Pending, Approved, Rejected, Delegated

RequestsForQuotationA request for quotation sent to several suppliers for an item, with the replies compared on one screen and the award recorded.transaction

Field	Type	Required	Details
`RFQNumber`	text	yes
`Product`	reference	yes	→ Products
`Quantity`	number	yes
`NeedDate`	date	yes
`IssuedDate`	date	yes
`DueDate`	date	yes
`Buyer`	reference	yes	→ Employees
`AwardedSupplier`	reference		→ Suppliers
`AwardedPrice`	currency
`Status`	select	yes	Draft, Issued, Replied, Awarded, Cancelled

PurchaseOrdersOrders to vendors for raw materials and components.transaction

Field	Type	Required	Details
`PurchaseOrderNumber`	text	yes
`Vendor`	reference	yes	→ Contacts
`OrderDate`	date	yes
`RequiredDate`	date	yes
`Status`	select	yes	Draft, Submitted, Approved, PartiallyReceived, Received, Closed, Cancelled
`TotalAmount`	formula	yes	fx: SUM(PurchaseOrderLines.LineTotal)
`Buyer`	reference	yes	→ Employees

PurchaseOrderLinesLine items of a Purchase Order. Line item of PurchaseOrders.line item

Field	Type	Required	Details
`Product`	reference	yes	→ Products (Raw, Component)
`QuantityOrdered`	number	yes
`QuantityReceived`	number	yes	Rollup from GoodsReceipts
`UnitCost`	currency	yes
`LineTotal`	formula	yes	fx: QuantityOrdered * UnitCost
`Warehouse`	reference	yes	→ Warehouses (destination)

GoodsReceiptsPhysical receipt of raw materials against a purchase order.transaction

Field	Type	Required	Details
`ReceiptNumber`	text	yes
`PurchaseOrder`	reference	yes	→ PurchaseOrders
`ReceiptDate`	date	yes
`Warehouse`	reference	yes	→ Warehouses
`ReceivedBy`	reference	yes	→ Employees
`Status`	select	yes	Pending, PendingQC, Accepted, Rejected

SupplierInvoicesA supplier's invoice, matched line by line to the purchase order and the goods receipt within tolerances before it becomes payable.transaction

Field	Type	Required	Details
`InvoiceNumber`	text	yes
`Supplier`	reference	yes	→ Suppliers
`PurchaseOrder`	reference	yes	→ PurchaseOrders
`GoodsReceipt`	reference		→ GoodsReceipts
`InvoiceDate`	date	yes
`DueDate`	date	yes
`Amount`	currency	yes
`MatchStatus`	select	yes	Unmatched, Matched, Exception
`MatchedBy`	reference		→ Employees
`JournalEntry`	reference		→ JournalEntries
`Status`	select	yes	Received, Matched, Approved, Scheduled, Paid, Disputed

MatchExceptionsA difference the three-way match found between the invoice, the order and the receipt, with the amount and who it is with.transaction

Field	Type	Required	Details
`ExceptionNumber`	text	yes
`SupplierInvoice`	reference	yes	→ SupplierInvoices
`PurchaseOrderLine`	reference		→ PurchaseOrderLines
`ExceptionType`	select	yes	Price, Quantity, Date, MissingReceipt
`InvoicedValue`	currency	yes
`ExpectedValue`	currency	yes
`Difference`	formula	yes	fx: InvoicedValue - ExpectedValue
`AssignedTo`	reference	yes	→ Employees
`RaisedDate`	date	yes
`Status`	select	yes	Open, Resolved, WrittenOff, Disputed

PaymentRunsA payment run releasing matched invoices: who prepared it, who authorised it, and the bank account it draws on.transaction

Field	Type	Required	Details
`PaymentRunNumber`	text	yes
`RunDate`	date	yes
`PaymentDate`	date	yes
`BankAccount`	reference	yes	→ ChartOfAccounts
`TotalAmount`	formula	yes	fx: SUM(Payments.Amount)
`PreparedBy`	reference	yes	→ Employees
`AuthorisedBy`	reference		→ Employees (assigned Approver; neither the preparer nor the buyer on the order)
`JournalEntry`	reference		→ JournalEntries
`Status`	select	yes	Draft, Proposed, Authorised, Paid, Cancelled

PaymentsOne supplier payment inside a run: the invoice it settles, the amount and the reference the bank returns. Line item of PaymentRuns.line item

Field	Type	Required	Details
`PaymentRun`	reference	yes	→ PaymentRuns
`Supplier`	reference	yes	→ Suppliers
`SupplierInvoice`	reference	yes	→ SupplierInvoices
`Amount`	currency	yes
`PaymentMethod`	select	yes	BankTransfer, Cheque, Card
`BankReference`	text
`Status`	select	yes	Proposed, Paid, Returned

SupplierPerformancePer receipt, the facts the supplier scorecard rolls up: on time, quantity accurate, the inspection result and the price variance.transaction

Field	Type	Required	Details
`RecordNumber`	text	yes
`Supplier`	reference	yes	→ Suppliers
`GoodsReceipt`	reference	yes	→ GoodsReceipts
`PurchaseOrder`	reference	yes	→ PurchaseOrders
`ReceiptDate`	date	yes
`OnTime`	toggle	yes
`QuantityAccurate`	toggle	yes
`InspectionResult`	select	yes	Accepted, Rejected, NotInspected
`PriceVariance`	currency	yes
`NonConformanceReport`	reference		→ NonConformanceReports
`Status`	select	yes	Recorded, Reviewed

QualityInspectionsQuality inspections on incoming material, in-process, and final release.transaction

Field	Type	Required	Details
`InspectionNumber`	text	yes
`InspectionType`	select	yes	Incoming, InProcess, Final, FirstArticle
`ReferenceType`	select	yes	GoodsReceipt, WorkOrderOperation
`ReferenceID`	text	yes
`Product`	reference	yes	→ Products
`LotNumber`	text
`InspectedBy`	reference	yes	→ Employees
`InspectionDate`	date	yes
`QuantityInspected`	number	yes
`QuantityAccepted`	number	yes
`QuantityRejected`	number	yes
`Disposition`	select	yes	Accept, Reject, Rework, ReturnToVendor
`Notes`	text

InspectionPlansWhat to check for an item at a point, incoming, in-process at an operation or final, with the sampling rule; versioned.master

Field	Type	Required	Details
`PlanNumber`	text	yes
`Product`	reference	yes	→ Products
`InspectionType`	select	yes	Incoming, InProcess, Final, FirstArticle
`RoutingOperation`	reference		→ RoutingOperations (in-process)
`SamplingRule`	select	yes	Every, Sample, FirstArticle, Skip
`SampleSize`	number
`Version`	text	yes
`EffectiveFrom`	date	yes
`Status`	select	yes	Draft, Active, Obsolete

InspectionCharacteristicsOne characteristic on a plan: what is measured, how, with which instrument, and the limits. Line item of InspectionPlans.line item

Field	Type	Required	Details
`InspectionPlan`	reference	yes	→ InspectionPlans
`Sequence`	number	yes
`Characteristic`	text	yes
`Method`	select	yes	Measure, Gauge, Visual, Test
`Instrument`	reference		→ Instruments
`LowerLimit`	decimal
`Target`	decimal
`UpperLimit`	decimal
`Unit`	text
`Critical`	toggle	yes

InspectionResultsThe measured value or pass and fail per characteristic on one inspection. Line item of QualityInspections.line item

Field	Type	Required	Details
`QualityInspection`	reference	yes	→ QualityInspections
`Characteristic`	reference	yes	→ InspectionCharacteristics
`MeasuredValue`	decimal
`Instrument`	reference		→ Instruments
`Result`	select	yes	Pass, Fail
`InspectedBy`	reference	yes	→ Employees
`RecordedAt`	datetime	yes

NonConformanceReportsA failed inspection, a customer complaint or a floor observation, pointing at the lot, supplier, machine and operator, with its root cause.transaction

Field	Type	Required	Details
`NCRNumber`	text	yes
`Source`	select	yes	Inspection, CustomerComplaint, FloorObservation, SupplierIssue
`Product`	reference	yes	→ Products
`Lot`	reference		→ Lots
`WorkOrder`	reference		→ WorkOrders
`Supplier`	reference		→ Suppliers
`WorkCenter`	reference		→ WorkCenters
`QualityInspection`	reference		→ QualityInspections
`Quantity`	number	yes
`Description`	longtext	yes
`RaisedBy`	reference	yes	→ Employees
`RaisedDate`	date	yes
`RootCauseMethod`	select		FiveWhys, Fishbone, Other
`RootCause`	longtext
`Status`	select	yes	Open, Contained, Investigating, Dispositioned, Closed

CorrectiveActionsThe action that closes a non-conformance: an owner, a due date, and a verification by someone else before it closes.transaction

Field	Type	Required	Details
`CAPANumber`	text	yes
`NonConformanceReport`	reference	yes	→ NonConformanceReports
`ActionType`	select	yes	Corrective, Preventive
`Description`	longtext	yes
`Owner`	reference	yes	→ Employees
`DueDate`	date	yes
`CompletedDate`	date
`VerifiedBy`	reference		→ Employees (not the owner)
`VerifiedDate`	date
`Supplier`	reference		→ Suppliers (supplier-caused)
`Status`	select	yes	Open, InProgress, Completed, Verified, Closed

QualityHoldsA hold on a lot, a receipt or a work-order operation: nothing on hold can be issued, shipped or completed until the disposition lifts it.transaction

Field	Type	Required	Details
`HoldNumber`	text	yes
`HoldType`	select	yes	Lot, GoodsReceipt, WorkOrderOperation
`Lot`	reference		→ Lots
`GoodsReceipt`	reference		→ GoodsReceipts
`WorkOrder`	reference		→ WorkOrders
`OperationNumber`	number
`NonConformanceReport`	reference		→ NonConformanceReports
`PlacedBy`	reference	yes	→ Employees
`PlacedDate`	date	yes
`ReleasedBy`	reference		→ Employees (Quality Inspector; required before a hold is released)
`ReleasedDate`	date
`Disposition`	select		Accept, Rework, Reject, ReturnToVendor, UseAsIs
`Status`	select	yes	OnHold, Released, Scrapped, Returned

CertificatesCertificates of conformance, material test reports and calibration certificates, attached to a supplier lot or an instrument.master

Field	Type	Required	Details
`CertificateNumber`	text	yes
`CertificateType`	select	yes	Conformance, MaterialTest, Calibration
`Supplier`	reference		→ Suppliers
`Product`	reference		→ Products
`Lot`	reference		→ Lots
`IssuedDate`	date	yes
`ExpiryDate`	date
`Document`	attachment
`Status`	select	yes	Valid, Expired, Rejected

InstrumentsGauges and instruments with calibration intervals; an overdue instrument cannot be selected on an inspection.master

Field	Type	Required	Details
`InstrumentCode`	text	yes
`Description`	text	yes
`InstrumentType`	select	yes	Gauge, Caliper, Micrometer, Scale, Tester, Other
`WorkCenter`	reference		→ WorkCenters
`CalibrationIntervalDays`	number	yes
`LastCalibrated`	date	yes
`CalibrationDue`	date	yes
`Certificate`	reference		→ Certificates
`Status`	select	yes	InService, Overdue, OutOfService

ChartOfAccountsAccounting chart of accounts.master

Field	Type	Required	Details
`AccountCode`	text	yes
`AccountName`	text	yes
`AccountType`	select	yes	Asset, Liability, Equity, Revenue, Expense
`ParentAccount`	reference		→ ChartOfAccounts
`Active`	toggle	yes

JournalEntriesAccounting journal entries auto-posted from stock movements, work-order closures, receipts, and shipments.transaction

Field	Type	Required	Details
`JournalEntryNumber`	text	yes
`Date`	date	yes
`Description`	text
`Status`	select	yes	Draft, Posted, Reversed
`TotalDebit`	formula	yes	fx: SUM(JournalEntryLines.Debit)
`TotalCredit`	formula	yes	fx: SUM(JournalEntryLines.Credit)
`ReferenceType`	select		StockMovement, WorkOrder, GoodsReceipt, Invoice, Bill, Manual
`ReferenceID`	text

JournalEntryLinesLine items of a journal entry. Line item of JournalEntries.line item

Field	Type	Required	Details
`Account`	reference	yes	→ ChartOfAccounts
`Description`	text
`Debit`	currency	yes
`Credit`	currency	yes

AccountingPeriodsThe fiscal periods postings land in; a locked period takes a posting only after a named role reopens it.master

Field	Type	Required	Details
`PeriodCode`	text	yes	e.g. 2026-09
`FiscalYear`	number	yes
`StartDate`	date	yes
`EndDate`	date	yes
`LockedBy`	reference		→ Employees
`LockedDate`	date
`Status`	select	yes	Future, Open, Closing, Locked

CostStandardsThe standard cost of an item by element, material, labour, overhead and outside processing, pending or current, activated on a date.master

Field	Type	Required	Details
`Product`	reference	yes	→ Products
`Version`	text	yes
`MaterialCost`	currency	yes
`LabourCost`	currency	yes
`OverheadCost`	currency	yes
`OutsideProcessingCost`	currency	yes
`TotalStandardCost`	formula	yes	fx: MaterialCost + LabourCost + OverheadCost + OutsideProcessingCost
`EffectiveFrom`	date	yes
`ApprovedBy`	reference		→ Employees (assigned Approver for cost-standard activation)
`Status`	select	yes	Pending, Current, Superseded

CostRollupsA cost rollup run: it walks the bill and routing into a pending standard, is reviewed, and activates with a revaluation entry.transaction

Field	Type	Required	Details
`RollupNumber`	text	yes
`RunDate`	date	yes
`Scope`	select	yes	AllItems, ProductFamily, SingleItem
`Product`	reference		→ Products
`BillOfMaterials`	reference		→ BillOfMaterials
`Routing`	reference		→ Routings
`RunBy`	reference	yes	→ Employees
`ActivationDate`	date
`RevaluationEntry`	reference		→ JournalEntries
`Status`	select	yes	Pending, Reviewed, Activated, Discarded

CustomerInvoicesThe customer invoice a shipment raises at the order price; partial shipments invoice partially.transaction

Field	Type	Required	Details
`InvoiceNumber`	text	yes
`Customer`	reference	yes	→ Contacts
`SalesOrder`	reference	yes	→ SalesOrders
`Delivery`	reference	yes	→ Deliveries
`InvoiceDate`	date	yes
`DueDate`	date	yes
`Amount`	currency	yes
`AmountOutstanding`	currency	yes
`JournalEntry`	reference		→ JournalEntries
`Status`	select	yes	Draft, Issued, PartiallyPaid, Paid, Overdue, Credited

CashReceiptsMoney received from a customer and applied to its invoices.transaction

Field	Type	Required	Details
`ReceiptNumber`	text	yes
`Customer`	reference	yes	→ Contacts
`ReceiptDate`	date	yes
`Amount`	currency	yes
`PaymentMethod`	select	yes	BankTransfer, Cheque, Card
`BankReference`	text
`CustomerInvoice`	reference		→ CustomerInvoices
`AppliedAmount`	currency	yes
`JournalEntry`	reference		→ JournalEntries
`Status`	select	yes	Unapplied, PartiallyApplied, Applied, Reversed

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