1. SCM with Cycle Counting
  2. Data model
Reference

The tables behind SCM with Cycle Counting

SCM with Cycle Counting 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
Change it
Add fields and tables in Proto

How the model is organised

Organization setup

Organizations, storage locations, team members and Users define entity, place and staff identity.

Item and lot setup

Stock items and stock lots define the counted item and lot evidence.

Operational work

Stock requests parents count sessions, stock movements and operation receipts.

Claims and review

Stock reservations holds available-stock claims; review decisions and record attachments retain decisions and evidence.

Every table, by feature

Stock requests

8 tablesAbout this feature
  • Stock requests

    Operational stock request that parents counts, movements and reviews.

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

    Stock keeping units with base unit and lot tracking policy.

    Linked to Organizations
  • Storage locations

    Warehouses, zones and storage locations where stock is held.

    Linked to Organizations
  • Count sessions

    Blind cycle count sessions for a stock request and zone.

    Linked to Stock requests, Organizations
  • Review decisions

    Independent reviewer decisions on a source revision.

    Linked to Stock requests, Team members
  • Stock movements

    Posted signed stock movements; the only source of on-hand balances.

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

    Reservations that reduce available quantity without changing on hand.

    Linked to Stock requests, Stock items, Storage locations, Stock lots
  • Operation receipts

    Idempotent execution receipts for each guarded operation.

    Linked to Stock requests

Count sessions

6 tablesAbout this feature
  • Count sessions

    Blind cycle count sessions for a stock request and zone.

    Linked to Stock requests, Organizations
  • Stock requests

    Operational stock request that parents counts, movements and reviews.

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

    Independent reviewer decisions on a source revision.

    Linked to Stock requests, Team members
  • Record attachments

    Uploaded evidence files linked to a stock request.

    Linked to Stock requests, Team members
  • Stock movements

    Posted signed stock movements; the only source of on-hand balances.

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

    Idempotent execution receipts for each guarded operation.

    Linked to Stock requests

Stock position

6 tablesAbout this feature
  • Stock movements

    Posted signed stock movements; the only source of on-hand balances.

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

    Operational stock request that parents counts, movements and reviews.

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

    Stock keeping units with base unit and lot tracking policy.

    Linked to Organizations
  • Stock lots

    Lot and expiry evidence for lot-tracked items.

    Linked to Stock items
  • Storage locations

    Warehouses, zones and storage locations where stock is held.

    Linked to Organizations
  • Operation receipts

    Idempotent execution receipts for each guarded operation.

    Linked to Stock requests

Reservations

6 tablesAbout this feature
  • Stock reservations

    Reservations that reduce available quantity without changing on hand.

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

    Operational stock request that parents counts, movements and reviews.

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

    Posted signed stock movements; the only source of on-hand balances.

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

    Stock keeping units with base unit and lot tracking policy.

    Linked to Organizations
  • Stock lots

    Lot and expiry evidence for lot-tracked items.

    Linked to Stock items
  • Storage locations

    Warehouses, zones and storage locations where stock is held.

    Linked to Organizations

Review and evidence

7 tablesAbout this feature
  • Review decisions

    Independent reviewer decisions on a source revision.

    Linked to Stock requests, Team members
  • Record attachments

    Uploaded evidence files linked to a stock request.

    Linked to Stock requests, Team members
  • Operation receipts

    Idempotent execution receipts for each guarded operation.

    Linked to Stock requests
  • Count sessions

    Blind cycle count sessions for a stock request and zone.

    Linked to Stock requests, Organizations
  • Stock requests

    Operational stock request that parents counts, movements and reviews.

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

    Posted signed stock movements; the only source of on-hand balances.

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

    Named staff tied to a platform identity and organization.

    Linked to Organizations, Users

Organization setup

7 tablesAbout this feature
  • Organizations

    Legal entities operating cycle-count programs.

  • Stock items

    Stock keeping units with base unit and lot tracking policy.

    Linked to Organizations
  • Stock lots

    Lot and expiry evidence for lot-tracked items.

    Linked to Stock items
  • Storage locations

    Warehouses, zones and storage locations where stock is held.

    Linked to Organizations
  • Team members

    Named staff tied to a platform identity and organization.

    Linked to Organizations, Users
  • Users

    Users

    Linked to Users
  • Stock requests

    Operational stock request that parents counts, movements and reviews.

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

Keys and references

Stock requests is the main parent for count, review and execution history. Count sessions.Parent, review decisions.Parent, operation receipts.Parent and stock movements.Parent reference it. Stock reservations.Request points to the same request. Stock movements.Reverses points to the original movement for a compensating entry. Team members.User connects staff to platform identity.

Migration order

  1. Organizations and people. Set up Organizations, Users and team members.
  2. Stock setup. Add storage locations, stock items and stock lots.
  3. Open work. Add stock requests and any current stock reservations.
  4. History. Add count sessions, review decisions, record attachments, stock movements and operation receipts with their original links intact.

Set up SCM with Cycle Counting your way.

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

How to get started