1. Cold Chain SCM
  2. Data model
Reference

The tables behind Cold Chain SCM

Cold Chain SCM ships with 13 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
13
Features
6, plus shared settings
Change it
Add fields and tables in Proto

How the model is organised

Organization and identity

Organizations, team members and Users establish ownership and membership; storage locations carries the site context.

Stock identity

Stock items and stock lots define the product, base unit, lot code, expiry and release state.

Operating work

Stock requests carries owner, status and revision; cold chain reviews records excursion findings.

Quantity and evidence

Stock reservations captures claims; stock movements captures posted changes; review decisions, record attachments and operation receipts preserve decisions and effects.

Every table, by feature

Stock setup

5 tablesAbout this feature
  • Organizations

    Operating organizations that own cold chain stock, locations and requests.

  • Stock items

    Lot-tracked cold chain stock items with base units.

    Linked to Organizations
  • Stock lots

    Lot codes with expiry and release state.

    Linked to Stock items
  • Storage locations

    Temperature-controlled storage locations and counterparties.

    Linked to Organizations
  • Team members

    Authenticated platform identities with an operational role inside an organization.

    Linked to Organizations, Users

Stock requests

6 tablesAbout this feature
  • Stock requests

    Operational stock requests that carry the lifecycle and revision for cold chain work.

    Linked to Organizations, Team members, Storage locations, Stock items
  • Stock items

    Lot-tracked cold chain stock items with base units.

    Linked to Organizations
  • Stock lots

    Lot codes with expiry and release state.

    Linked to Stock items
  • Storage locations

    Temperature-controlled storage locations and counterparties.

    Linked to Organizations
  • Review decisions

    Independent reviewer decisions recorded against a frozen request revision.

    Linked to Stock requests, Team members
  • Record attachments

    Uploaded evidence files linked to a stock request.

    Linked to Stock requests, Team members

Cold chain review

5 tablesAbout this feature
  • Cold chain reviews

    Cold chain review records supporting disposition of a cold-chain hold.

    Linked to Stock requests, Organizations
  • Stock requests

    Operational stock requests that carry the lifecycle and revision for cold chain work.

    Linked to Organizations, Team members, Storage locations, Stock items
  • Stock lots

    Lot codes with expiry and release state.

    Linked to Stock items
  • Record attachments

    Uploaded evidence files linked to a stock request.

    Linked to Stock requests, Team members
  • Review decisions

    Independent reviewer decisions recorded against a frozen request revision.

    Linked to Stock requests, Team members

Reviewer decisions

5 tablesAbout this feature
  • Review decisions

    Independent reviewer decisions recorded against a frozen request revision.

    Linked to Stock requests, Team members
  • Stock requests

    Operational stock requests that carry the lifecycle and revision for cold chain work.

    Linked to Organizations, Team members, Storage locations, Stock items
  • Team members

    Authenticated platform identities with an operational role inside an organization.

    Linked to Organizations, Users
  • Record attachments

    Uploaded evidence files linked to a stock request.

    Linked to Stock requests, Team members
  • Cold chain reviews

    Cold chain review records supporting disposition of a cold-chain hold.

    Linked to Stock requests, Organizations

Reservations and movements

7 tablesAbout this feature
  • Stock reservations

    Active claims against eligible free quantity.

    Linked to Stock requests, Stock items, Storage locations, Stock lots
  • Stock movements

    Posted signed stock movements that establish on-hand quantity.

    Linked to Stock requests, Stock items, Storage locations, Stock movements
  • Stock requests

    Operational stock requests that carry the lifecycle and revision for cold chain work.

    Linked to Organizations, Team members, Storage locations, Stock items
  • Stock items

    Lot-tracked cold chain stock items with base units.

    Linked to Organizations
  • Stock lots

    Lot codes with expiry and release state.

    Linked to Stock items
  • Storage locations

    Temperature-controlled storage locations and counterparties.

    Linked to Organizations
  • Operation receipts

    Stable operation keys and persisted results for every guarded action.

    Linked to Stock requests

Evidence and reconciliation

6 tablesAbout this feature
  • Record attachments

    Uploaded evidence files linked to a stock request.

    Linked to Stock requests, Team members
  • Operation receipts

    Stable operation keys and persisted results for every guarded action.

    Linked to Stock requests
  • Review decisions

    Independent reviewer decisions recorded against a frozen request revision.

    Linked to Stock requests, Team members
  • Stock requests

    Operational stock requests that carry the lifecycle and revision for cold chain work.

    Linked to Organizations, Team members, Storage locations, Stock items
  • Stock movements

    Posted signed stock movements that establish on-hand quantity.

    Linked to Stock requests, Stock items, Storage locations, Stock movements
  • Team members

    Authenticated platform identities with an operational role inside an organization.

    Linked to Organizations, Users

Shared and settings

1 table
  • Users

    Users

    Linked to Users

Keys and references

Stock requests links to its organization, owner, item and locations. Cold chain reviews, review decisions, record attachments, operation receipts and stock movements link back to the parent request. Stock reservations links to the request, item, location and optionally lot. A stock movements record may reference an earlier movement through Reverses. Team members links to Organizations and Users. Keep those references intact during migration so a decision, attachment and operation result can be traced to the correct request.

Migration order

  1. Import Organizations and Users, then team members.
  2. Add storage locations and stock items for each organization.
  3. Add stock lots with expiry and release state.
  4. Add stock requests with owners, status and revision.
  5. Bring across related cold chain reviews, record attachments and review decisions.
  6. Reconcile stock reservations, stock movements and operation receipts against the accepted cutoff.

Set up Cold Chain SCM your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started