1. SCM with Kanban Replenishment
  2. Data model
Reference

The tables behind SCM with Kanban Replenishment

SCM with Kanban Replenishment 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, Customers, team members and Users establish accounts and staff context.

Demand

Customer orders and order lines hold customer commitments and quantity progress.

Pull requests

Replenishment signals records bin-triggered demand under an order.

Evidence

Fulfillment events, payment evidence, operation receipts, review decisions and record attachments retain dated outcomes and explanations.

Catalog

Products identifies stocked items and base units.

Every table, by feature

Customer orders

6 tablesAbout this feature
  • Customer orders

    Customer orders: the commercial container that drives replenishment, with owner, promised date, net amount and lifecycle status.

    Linked to Organizations, Team members, Customers
  • Customers

    Customer accounts eligible for kanban replenishment orders.

    Linked to Organizations
  • Organizations

    Organizations that buy, hold and receive replenished stock, with contact and relationship status.

  • Order lines

    Order lines under a customer order, carrying planned effort, owner and progress rollups.

    Linked to Customer orders
  • Replenishment signals

    Kanban replenishment signals: the pull card that triggers replenishment work for an order line, with priority, dates and state.

    Linked to Customer orders, Organizations
  • Operation receipts

    Receipts for every operational action taken in the app, with result state and actor.

    Linked to Customer orders

Order lines

5 tablesAbout this feature
  • Order lines

    Order lines under a customer order, carrying planned effort, owner and progress rollups.

    Linked to Customer orders
  • Customer orders

    Customer orders: the commercial container that drives replenishment, with owner, promised date, net amount and lifecycle status.

    Linked to Organizations, Team members, Customers
  • Products

    Stocked products and their standard USD prices.

  • Fulfillment events

    Dated fulfillment events promised against a customer order, with outcome status and owner.

    Linked to Customer orders, Products
  • Replenishment signals

    Kanban replenishment signals: the pull card that triggers replenishment work for an order line, with priority, dates and state.

    Linked to Customer orders, Organizations

Replenishment signals

5 tablesAbout this feature
  • Replenishment signals

    Kanban replenishment signals: the pull card that triggers replenishment work for an order line, with priority, dates and state.

    Linked to Customer orders, Organizations
  • Customer orders

    Customer orders: the commercial container that drives replenishment, with owner, promised date, net amount and lifecycle status.

    Linked to Organizations, Team members, Customers
  • Organizations

    Organizations that buy, hold and receive replenished stock, with contact and relationship status.

  • Operation receipts

    Receipts for every operational action taken in the app, with result state and actor.

    Linked to Customer orders
  • Review decisions

    Recorded review decisions on orders, order lines, signals and fulfillment events.

    Linked to Customer orders, Team members

Review and decisions

6 tablesAbout this feature
  • Review decisions

    Recorded review decisions on orders, order lines, signals and fulfillment events.

    Linked to Customer orders, Team members
  • Replenishment signals

    Kanban replenishment signals: the pull card that triggers replenishment work for an order line, with priority, dates and state.

    Linked to Customer orders, Organizations
  • Customer orders

    Customer orders: the commercial container that drives replenishment, with owner, promised date, net amount and lifecycle status.

    Linked to Organizations, Team members, Customers
  • Order lines

    Order lines under a customer order, carrying planned effort, owner and progress rollups.

    Linked to Customer orders
  • Operation receipts

    Receipts for every operational action taken in the app, with result state and actor.

    Linked to Customer orders
  • Team members

    Replenishment staff with capacity, role and the orders, signals and runs they own.

    Linked to Organizations, Users

Fulfillment and payments

6 tablesAbout this feature
  • Fulfillment events

    Dated fulfillment events promised against a customer order, with outcome status and owner.

    Linked to Customer orders, Products
  • Payment evidence

    Verified provider payment events for customer orders.

    Linked to Customer orders
  • Customer orders

    Customer orders: the commercial container that drives replenishment, with owner, promised date, net amount and lifecycle status.

    Linked to Organizations, Team members, Customers
  • Order lines

    Order lines under a customer order, carrying planned effort, owner and progress rollups.

    Linked to Customer orders
  • Products

    Stocked products and their standard USD prices.

  • Record attachments

    Files attached as evidence to orders, lines, signals, events, exceptions and decisions.

    Linked to Customer orders, Team members

Operations overview

6 tablesAbout this feature
  • Customer orders

    Customer orders: the commercial container that drives replenishment, with owner, promised date, net amount and lifecycle status.

    Linked to Organizations, Team members, Customers
  • Order lines

    Order lines under a customer order, carrying planned effort, owner and progress rollups.

    Linked to Customer orders
  • Replenishment signals

    Kanban replenishment signals: the pull card that triggers replenishment work for an order line, with priority, dates and state.

    Linked to Customer orders, Organizations
  • Operation receipts

    Receipts for every operational action taken in the app, with result state and actor.

    Linked to Customer orders
  • Review decisions

    Recorded review decisions on orders, order lines, signals and fulfillment events.

    Linked to Customer orders, Team members
  • Team members

    Replenishment staff with capacity, role and the orders, signals and runs they own.

    Linked to Organizations, Users

Shared and settings

1 table
  • Users

    Users

    Linked to Users

Keys and references

Customer orders is the parent of lines, signals, events, receipts, decisions, payment evidence and attachments. It references one organization, customer and owner. A signal also references an organization. Fulfillment events reference Products. Team members links staff to Organizations and Users; reviewers and uploaders reference team members. Keep record numbers, signal identifiers, operation keys, provider event identifiers and external event identifiers stable through imports and reconciliation.

Migration order

  1. Import Organizations and Users, then connect team members to their organizations and users.
  2. Import Customers and Products, checking active state, codes, SKU and base unit.
  3. Import customer orders with customer, organization and owner references.
  4. Import order lines and replenishment signals against their parent orders.
  5. Import dated fulfillment events, payment evidence, operation receipts, review decisions and record attachments with their parent references intact.
  6. Reconcile order totals, line quantities, signal status and event identifiers before opening the pilot queue.

Set up SCM with Kanban Replenishment your way.

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

How to get started