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ERP.AI Warehouse Management

Warehouse Management

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Modules

Building and locationsMap your warehouse and configure the locations, handling rules and equipment that guide each task. ReceivingReconcile deliveries, resolve discrepancies and move received goods into storage. Put-away and replenishmentGuide stock into suitable storage and replenish pick faces for upcoming work. Inventory and license platesLocate stock, protect order commitments and trace each quantity through the warehouse.
PickingRelease prepared waves and guide operators from the right stock into the right order tote. PackingVerify each order's contents and prepare the right carton and carrier label. ShippingReconcile the staged load, close carrier manifests and record what leaves the warehouse. Cycle counting and exceptionsInvestigate stock differences and floor problems with controlled counts, corrections and approvals.

Warehouse Management

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Processes

Dock to stockReconcile each delivery and move confirmed stock from the receiving dock into storage. Order to shipTake an accepted order through reservation, wave release, picking and packing to carrier handover. End of day manifest closeMatch the staged load to carrier documents, close the manifest and confirm handover.
Cycle count to adjustmentTurn a protected physical count into an evidenced, authorized stock correction. Exception to resolutionAssign a floor problem to its owner and follow the corrective work through resolution.

Warehouse Management

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Industries

Parcel e-commerce fulfillmentKeep small orders moving from pick faces to packed parcels, with clear control over cutoffs and exceptions. Wholesale and B2B distributionCoordinate case and pallet orders, customer shipping requirements and freight handover.
Manufacturer's finished-goods warehouseConnect production receipts with storage and outbound orders while keeping quality and valuation responsibilities clear. Lot, expiry and controlled goodsPreserve stock identity and apply shelf-life, handling and hold rules throughout warehouse work.

Warehouse Management

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Reference

Roles and permissionsGive each warehouse team the access and authority its work needs. Reports and dashboardsSee what is moving, what is late and where stock needs attention. Data modelExplore the records behind warehouse work and plan a controlled data migration.
IntegrationsConnect warehouse work with order management, purchasing, carriers and the equipment on your floor. ImplementationPlan your warehouse rollout around the building, stock, connections and people who will use it. AI agentsHelp your team prepare warehouse work, investigate exceptions and follow up on delays.

Warehouse Management

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All systems
Modules
Building and locationsMap your warehouse and configure the locations, handling rules and equipment that guide each task.ReceivingReconcile deliveries, resolve discrepancies and move received goods into storage.Put-away and replenishmentGuide stock into suitable storage and replenish pick faces for upcoming work.Inventory and license platesLocate stock, protect order commitments and trace each quantity through the warehouse.PickingRelease prepared waves and guide operators from the right stock into the right order tote.PackingVerify each order's contents and prepare the right carton and carrier label.ShippingReconcile the staged load, close carrier manifests and record what leaves the warehouse.Cycle counting and exceptionsInvestigate stock differences and floor problems with controlled counts, corrections and approvals.
Processes
Dock to stockReconcile each delivery and move confirmed stock from the receiving dock into storage.Order to shipTake an accepted order through reservation, wave release, picking and packing to carrier handover.End of day manifest closeMatch the staged load to carrier documents, close the manifest and confirm handover.Cycle count to adjustmentTurn a protected physical count into an evidenced, authorized stock correction.Exception to resolutionAssign a floor problem to its owner and follow the corrective work through resolution.
Industries
Parcel e-commerce fulfillmentKeep small orders moving from pick faces to packed parcels, with clear control over cutoffs and exceptions.Wholesale and B2B distributionCoordinate case and pallet orders, customer shipping requirements and freight handover.Manufacturer's finished-goods warehouseConnect production receipts with storage and outbound orders while keeping quality and valuation responsibilities clear.Lot, expiry and controlled goodsPreserve stock identity and apply shelf-life, handling and hold rules throughout warehouse work.
Reference
Roles and permissionsGive each warehouse team the access and authority its work needs.Reports and dashboardsSee what is moving, what is late and where stock needs attention.Data modelExplore the records behind warehouse work and plan a controlled data migration.IntegrationsConnect warehouse work with order management, purchasing, carriers and the equipment on your floor.ImplementationPlan your warehouse rollout around the building, stock, connections and people who will use it.AI agentsHelp your team prepare warehouse work, investigate exceptions and follow up on delays.
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Warehouse Management References
Data model3 of 6
  • Roles and permissions1 of 6
  • Reports and dashboards2 of 6
  • Data model3 of 6
  • Integrations4 of 6
  • Implementation5 of 6
  • AI agents6 of 6

Data model

Explore the records behind warehouse work and plan a controlled data migration.

53 tables · 272 relationships

This is the authored data model for Warehouse Management. Use it to scope configuration, migration and integrations. A table name here is not evidence of a published application endpoint; access and actions must be configured and verified for the deployed application.

Data model 45 of 53 tables drawn
mastertransactionline item Warehouses.DefaultCarrier → Carriers Warehouses.Manager → Users Warehouses.Policy → WarehousePolicies Users.Warehouse → Warehouses Users.ZoneAffinity → Zones BinTypes.ApprovedBy → Users Bins.BinType → BinTypes Bins.ForwardPickItem → Items Bins.ApprovedBy → Users Locations.Bin → Bins Locations.Warehouse → Warehouses Locations.Zone → Zones PutawayRules.FixedItem → Items PutawayRules.FixedLocation → Locations PutawayRules.Warehouse → Warehouses PutawayRules.ApprovedBy → Users PackStations.Warehouse → Warehouses PackStations.Location → Locations PackStations.AssignedPacker → Users WarehousePolicies.Warehouse → Warehouses WarehousePolicies.PreparedBy → Users AuthorityDelegations.Warehouse → Warehouses AuthorityDelegations.Delegator → Users LicensePlates.Warehouse → Warehouses LicensePlates.CurrentLocation → Locations LicensePlates.Receipt → Receipts LicensePlates.Shipment → Shipments LicensePlates.DispositionedBy → Users LicensePlates.Order → Orders LicensePlates.LastEvent → StockEvents LPNMovements.LicensePlate → LicensePlates LPNMovements.FromLocation → Locations LPNMovements.Operator → Users LPNMovements.StockEvent → StockEvents Inventory.Item → Items Inventory.Warehouse → Warehouses Inventory.Location → Locations Inventory.LicensePlate → LicensePlates Inventory.ReceiptConfirmation → ReceiptConfirmations Inventory.ReceiptLine → ReceiptLines Receipts.Warehouse → Warehouses Receipts.Door → Locations Receipts.ReceivingLead → Users Receipts.CloseEvent → StockEvents Receipts.MigrationBatch → MigrationBatches PutawayTasks.Receipt → Receipts PutawayTasks.LicensePlate → LicensePlates PutawayTasks.FromLocation → Locations PutawayTasks.RuleApplied → PutawayRules PutawayTasks.AssignedTo → Users PutawayTasks.CompletionEvent → StockEvents MoveTasks.LicensePlate → LicensePlates MoveTasks.Item → Items MoveTasks.FromLocation → Locations MoveTasks.RequestedBy → Users MoveTasks.SourceInventory → Inventory MoveTasks.StockLock → LocationLocks MoveTasks.CompletionEvent → StockEvents BinReplenishments.Item → Items BinReplenishments.FromLocation → Locations BinReplenishments.LicensePlate → LicensePlates BinReplenishments.Wave → Waves BinReplenishments.AssignedTo → Users BinReplenishments.SourceInventory → Inventory BinReplenishments.StockLock → LocationLocks BinReplenishments.CompletionEvent → StockEvents Orders.Carrier → Carriers Orders.Warehouse → Warehouses Orders.ActiveWave → Waves Orders.MigrationBatch → MigrationBatches Orders.CancelledBy → Users Waves.Warehouse → Warehouses Waves.Carrier → Carriers Waves.ReleasedBy → Users Waves.Delegation → AuthorityDelegations Waves.ReleaseEvent → StockEvents PickTasks.Wave → Waves PickTasks.FromLocation → Locations PickTasks.LicensePlate → LicensePlates PickTasks.Item → Items PickTasks.AssignedTo → Users PickTasks.PickPath → PickPaths PickTasks.SourceInventory → Inventory PickTasks.CompletionEvent → StockEvents PickPaths.Wave → Waves PickPaths.Operator → Users PickConfirmations.PickTask → PickTasks PickConfirmations.Operator → Users PickConfirmations.SourceInventory → Inventory PickConfirmations.StockEvent → StockEvents Cartonization.Order → Orders Cartonization.SelectedCartonType → BinTypes Cartonization.ReviewedBy → Users Cartons.Order → Orders Cartons.Cartonization → Cartonization Cartons.CartonType → BinTypes Cartons.LicensePlate → LicensePlates Cartons.Shipment → Shipments Cartons.PackedEvent → StockEvents Cartons.ActiveLabelRequest → CarrierRequests PackTasks.Order → Orders PackTasks.FromLicensePlate → LicensePlates PackTasks.Carton → Cartons PackTasks.PackStation → PackStations PackTasks.AssignedTo → Users PackTasks.Plan → Cartonization PackTasks.Policy → WarehousePolicies PackTasks.VerificationEvent → StockEvents Shipments.Warehouse → Warehouses Shipments.Carrier → Carriers Shipments.Manifest → ShipManifests Shipments.TenderedBy → Users Shipments.TenderEvent → StockEvents ShipManifests.Warehouse → Warehouses ShipManifests.Carrier → Carriers ShipManifests.ClosedBy → Users ShipManifests.TransmitRequest → CarrierRequests CycleCounts.Warehouse → Warehouses CycleCounts.Coordinator → Users CycleCounts.Policy → WarehousePolicies CountResults.CycleCountTask → CycleCountTasks CountResults.Item → Items CountResults.LicensePlate → LicensePlates CountResults.CountedBy → Users CountResults.Inventory → Inventory CountResults.ReceiptConfirmation → ReceiptConfirmations Adjustments.Warehouse → Warehouses Adjustments.Location → Locations Adjustments.Item → Items Adjustments.LicensePlate → LicensePlates Adjustments.CountResult → CountResults Adjustments.Exception → Exceptions Adjustments.RequestedBy → Users Adjustments.Inventory → Inventory Adjustments.ReceiptConfirmation → ReceiptConfirmations Adjustments.StockLock → LocationLocks Adjustments.Policy → WarehousePolicies Adjustments.PostingEvent → StockEvents Exceptions.Warehouse → Warehouses Exceptions.Location → Locations Exceptions.LicensePlate → LicensePlates Exceptions.Item → Items Exceptions.RelatedPickTask → PickTasks Exceptions.RelatedReceipt → Receipts Exceptions.RaisedBy → Users Exceptions.Inventory → Inventory Exceptions.RelatedPackTask → PackTasks Exceptions.RoutingEvent → StockEvents LaborTracking.Operator → Users LaborTracking.Warehouse → Warehouses LaborTracking.SourceEvent → StockEvents ReceiptConfirmations.ReceiptLine → ReceiptLines ReceiptConfirmations.LicensePlate → LicensePlates ReceiptConfirmations.Item → Items ReceiptConfirmations.ReceivedBy → Users ReceiptConfirmations.StockEvent → StockEvents StockEvents.Warehouse → Warehouses StockEvents.Actor → Users StockEvents.MigrationBatch → MigrationBatches InventoryReservations.StockEvent → StockEvents InventoryReservations.Inventory → Inventory InventoryReservations.Wave → Waves InventoryReservations.PickTask → PickTasks InventoryReservations.PackTask → PackTasks LocationLocks.Warehouse → Warehouses LocationLocks.Location → Locations LocationLocks.Inventory → Inventory LocationLocks.CycleCountTask → CycleCountTasks LocationLocks.MoveTask → MoveTasks LocationLocks.Replenishment → BinReplenishments LocationLocks.Owner → Users CarrierRequests.Carrier → Carriers CarrierRequests.Carton → Cartons CarrierRequests.Shipment → Shipments CarrierRequests.Manifest → ShipManifests CarrierRequests.RequestedBy → Users WarehouseDeliveries.StockEvent → StockEvents WarehouseDeliveries.Warehouse → Warehouses WarehouseDeliveries.ReconciledBy → Users MigrationBatches.Warehouse → Warehouses MigrationBatches.PreparedBy → Users MigrationBatches.OpeningReceipt → Receipts MigrationBatches.OpeningEvent → StockEvents Zones.Warehouse → Warehouses ReceiptLines.Receipt → Receipts ReceiptLines.Item → Items CartonContents.Carton → Cartons CartonContents.Item → Items CartonContents.Inventory → Inventory CartonContents.ReceiptConfirmation → ReceiptConfirmations CartonContents.StockEvent → StockEvents CycleCountTasks.CycleCount → CycleCounts CycleCountTasks.Location → Locations CycleCountTasks.Item → Items CycleCountTasks.AssignedTo → Users CycleCountTasks.Lock → LocationLocks StockMovements.StockEvent → StockEvents StockMovements.Inventory → Inventory StockMovements.ReceiptLine → ReceiptLines StockMovements.ReceiptConfirmation → ReceiptConfirmations StockMovements.PickTask → PickTasks StockMovements.PackTask → PackTasks StockMovements.Adjustment → Adjustments StockMovements.Shipment → Shipments WarehousesmasterWarehouseCodeDefaultCarrierManager UsersmasterUserCodeWarehouseZoneAffinity BinTypesmasterBinTypeCodeApprovedByName BinsmasterBinCodeStatusAisle LocationsmasterLocationCodeBinWarehouse ItemsmasterSKUDescriptionBaseUOM CarriersmasterNameConnectorStatusSCAC PutawayRulesmasterRuleCodeFixedItemFixedLocation PackStationsmasterStationCodeStatusWarehouse WarehousePoliciesmasterPolicyNumberStatusWarehouse AuthorityDelegationsmasterDelegationNumberStatusWarehouse LicensePlatestransactionCreatedNumberStatusDisposition LPNMovementstransactionMovementNumberStatusLicensePlate InventorytransactionLotNumberStatusItem ReceiptstransactionReceiptNumberStatusWarehouse PutawayTaskstransactionTaskNumberStatusReceipt MoveTaskstransactionTaskNumberStatusLicensePlate BinReplenishmentstransactionReplenishmentNumberStatusItem OrderstransactionOrderNumberStatusCarrierService WavestransactionWaveNumberStatusWarehouse PickTaskstransactionTaskNumberStatusWave PickPathstransactionPathNumberStatusWave PickConfirmationstransactionConfirmationNumberStatusPickTask CartonizationtransactionCartonizationNumberStatusOrder CartonstransactionCartonNumberStatusLabelStatus PackTaskstransactionTaskNumberStatusOrder ShipmentstransactionShipmentNumberStatusWarehouse ShipManifeststransactionManifestNumberStatusWarehouse CycleCountstransactionCycleNumberStatusWarehouse CountResultstransactionResultNumberStatusCycleCountTask AdjustmentstransactionAdjustmentNumberStatusWarehouse ExceptionstransactionExceptionNumberStatusWarehouse LaborTrackingtransactionEntryNumberStatusOperator ReceiptConfirmationstransactionConfirmationNumberStockStatusStatus StockEventstransactionEventNumberStatusWarehouse InventoryReservationstransactionReservationNumberStatusStockEvent LocationLockstransactionLockNumberStatusWarehouse CarrierRequeststransactionRequestNumberStatusCarrier WarehouseDeliveriestransactionDeliveryNumberStatusStockEvent MigrationBatchestransactionBatchNumberStatusWarehouse ZoneslineZoneCodeWarehouseName ReceiptLineslineLotNumberDispositionStatus CartonContentslineLotNumberStatusCarton CycleCountTaskslineLotNumberStatusCycleCount StockMovementslineMovementNumberStatusStockEvent
Data model45 of 53 tables, within two hops of Receipts

How the model is organised

Building and catalogs

Warehouses, Zones, Aisles, Racks, Bins, BinTypes, Locations and PackStations describe the floor. Items carries warehouse attributes for the upstream item master. Carriers, CarrierServices, PutawayRules and Users provide operating context.

  • Warehouses
  • Zones
  • Aisles
  • Racks
  • Bins
  • BinTypes
  • Locations
  • PackStations describe the floor

Stock and traceability

LicensePlates identifies containers; Inventory holds their current item, lot and serial position. ReceiptConfirmations preserves receiving evidence. StockEvents and StockMovements retain signed effects separately from current stock, while LPNMovements records container movements.

  • LicensePlates identifies containers; Inventory holds their current item
  • lot
  • serial position

Inbound work

Receipts and ReceiptLines describe expected deliveries. Receiving evidence records what arrived. PutawayTasks, MoveTasks and BinReplenishments direct controlled movements.

  • Receipts
  • ReceiptLines describe expected deliveries

Outbound work

Orders and OrderLines connect demand to InventoryReservations, Waves and WaveOrders. PickTasks, PickPaths and PickConfirmations lead into Cartonization and CartonizationLines, PackTasks, Cartons and CartonContents. Shipments, ShipmentOrders, ShippingLabels and ShipManifests retain shipping evidence.

  • Orders
  • OrderLines connect demand to InventoryReservations
  • Waves
  • WaveOrders

Checks and controls

CycleCounts, CycleCountTasks, CountResults, Adjustments, Exceptions and LaborTracking support accuracy and investigation. WarehousePolicies, AuthorityDelegations and LocationLocks retain the rules, authority and count boundaries used. CarrierRequests, WarehouseDeliveries and MigrationBatches preserve external request outcomes, delivery evidence and cutover approval.

  • CycleCounts
  • CycleCountTasks
  • CountResults
  • Adjustments
  • Exceptions
  • LaborTracking support accuracy
  • investigation

Keys and references

Keep stable source identifiers during imports, and resolve references by identifier rather than a label that may change. License-plate codes identify the physical container; inventory identity also includes item, location, lot and serial where required. Preserve the order-line assignment of picked stock through packing. Container nesting must not count the same contents twice.

Store stock effects in the item’s base unit and retain the original quantity, unit and conversion used. Operational timestamps need a defined warehouse timezone; expiry and other calendar dates retain their date-only meaning. Accepted event identities and revisions prevent a repeated import or scan from applying its stock effect again.

Migration order

  1. 1 Agree the source identifiers, cutoff, stock owner and destination posting rules. Inventory valuation remains with the financial system.
  2. 2 Load items and their base units, conversions, dimensions, control flags and usable costs for adjustment review. Resolve warehouse configuration references in stages where records depend on each other.
  3. 3 Load the building, locations, stations, rules, carrier accounts and services, then users and scoped authority. Verify device and connector configuration separately.
  4. 4 Reconcile opening stock by item, base-unit quantity, location, plate, lot, serial, expiry and hold status. Use a reviewed opening-balance mode that suppresses historical receiving and shipping notifications.
  5. 5 Cut over between completed waves. Import eligible unreleased orders and expected receipts after reconciling duplicate source keys. An in-flight status alone cannot restore picks, allocations, cartons or carrier commitments.
  6. 6 Activate the reviewed baseline once, reconcile totals with the source and financial owner, and test new receipts, movements, shipments and corrections across the cutoff. Retain the old system for history according to the agreed retention plan.

Tables

53 tables
WarehousesPhysical distribution-center site. WMS may shadow themaster
FieldTypeRequiredDetails
WarehouseCodetextyes
Nametextyes
AddresstextyesStreet, city, state, ZIP
StateselectyesUS state code (AL, AK, AZ … WY)
TimeZonetextRequired IANA timezone before Active; persist operational instants in UTC and display/schedule in this timezone, including daylight-saving offsets
ShipFromNametextyesReturn-address name on labels
DefaultCarrierreference→ Carriers
Managerreference→ Users (Warehouse Manager)
Activetoggleyes
Policyreference→ WarehousePolicies (current effective approved control policy)
StockRevisionnumberyesMonotonic per-site posted stock-event sequence; positions and integration snapshots name this cutoff
UsersPeople who log into the system: managers, supervisors, leads, RFmaster
FieldTypeRequiredDetails
UserCodetextyesRF login / badge ID
FullNametextyes
Emailtext
RoleselectyesAdmin, WarehouseManager, ShiftSupervisor, ReceivingLead, WarehouseOperator, Packer, ShippingClerk, InventoryController, Viewer
Warehousereference→ Warehouses; required for operational roles; empty means all sites only for explicitly granted Admin or Viewer scope
ShiftselectDay, Swing, Night
ZoneAffinityreference→ Zones (preferred zone for task assignment)
EquipmentselectOnFoot, PalletJack, Forklift, ReachTruck
Activetoggleyes
OnShiftbooleanyesCurrent verified shift availability, not inferred from a static Shift label
EquipmentQualifiedUntildateRequired current qualification for powered-equipment tasks; local policy defines equipment evidence
ZonesFunctional zones inside a warehouse — Receiving, Bulk, Line item of Warehouses.line item
FieldTypeRequiredDetails
Warehousereferenceyes→ Warehouses
ZoneCodetextyes
Nametextyes
ZoneTypeselectyesReceiving, BulkReserve, ForwardPick, Pack, Ship, Quarantine, Returns, Hazmat
HazmatPermittedtoggleyes
Activetoggleyes
AislesAisles within a Zone — physical row of racks. Line item of Zones.line item
FieldTypeRequiredDetails
Zonereferenceyes→ Zones
AisleCodetextyese.g. A-01
TraversalOrdernumberyesSequence used by PickPaths
Activetoggleyes
RacksVertical rack frames within an Aisle. Line item of Aisles.line item
FieldTypeRequiredDetails
Aislereferenceyes→ Aisles
RackCodetextyes
SideselectLeft, Right
Activetoggleyes
BinTypesCatalog of physical container specs — storage bins, totes, palletsmaster
FieldTypeRequiredDetails
BinTypeCodetextyes
Nametextyes
LengthInnumberyesInches
WidthInnumberyesInches
HeightInnumberyesInches
WeightCapacityLbnumberyesPounds
TareWeightLbnumberEmpty carton or tote weight, added to the cartonization plan
HazmatPermittedtoggleyes
UsageTypeselectyesStorage, ShippingCarton, Tote, Pallet
Activetoggleyes
RevisionnumberyesVersion used by capacity and carton plans; existing approved work retains its snapshot
ApprovedByreference→ Users (Warehouse Manager signs capacity/configuration changes; Admin maintains the record)
ApprovedAtdatetimeRequired before changed capacity or geometry is activated
BinsPhysical storage bin coordinate. VelocityClass is the slot classmaster
FieldTypeRequiredDetails
BinCodetextyese.g. A-01-03-B-04
Aislereferenceyes→ Aisles. Denormalized lookup from Rack.Aisle for query speed.
Rackreferenceyes→ Racks
LevelnumberyesVertical level 1 = floor
PositionnumberyesPosition along the rack
BinTypereferenceyes→ BinTypes
VelocityClassselectA, B, C (slot class; empty for doors and staging)
IsForwardPicktoggleyes
MinReplenishLevelnumberForward-pick faces only, in the item's base UOM
ReplenishToLevelnumberForward-pick faces only
StatusselectyesActive, Blocked, Maintenance
ForwardPickItemreference→ Items (required for IsForwardPick; MinReplenishLevel/ReplenishToLevel use this item BaseUOM)
AllowMixedItemsbooleanyesFalse requires the same item across existing and pending stock
AllowMixedLotsbooleanyesFalse requires one compatible lot, counting planned inbound capacity
CapacityRevisionnumberyesChanges when configuration, occupancy or reserved incoming capacity changes
ApprovedByreference→ Users (Warehouse Manager approves configuration change; block/unblock retains its operational actor)
ApprovedAtdatetimeRequired for active configuration changes
LocationsGeneric location join — a Bin, a ReceivingDock door, amaster
FieldTypeRequiredDetails
LocationCodetextyes
LocationTypeselectyesBin, ReceivingDock, ShippingDock, PackStation, StagingLane, ReturnsCage
Binreference→ Bins (when LocationType = Bin)
Warehousereferenceyes→ Warehouses
Activetoggleyes
Zonereference→ Zones (required for non-Bin operational locations; Bin locations derive the same warehouse/zone through the rack)
TransitOnlybooleanyesTrue for a transit/staging location that cannot supply fresh available-to-promise stock
ItemsThe warehouse's shadow of the upstream item master, keyed by SKU.master
FieldTypeRequiredDetails
SKUtextyesItem code from the ERP item master
Descriptiontextyes
BaseUOMselectyesEA, CS, LB, GAL, FT; stock and task quantities use this unit exactly once; SerialControlled requires EA
CaseQtynumberBase units per case
PalletQtynumberBase units per pallet (Ti × Hi)
LengthInnumberyesDimensions of one base-unit handling package, in inches; unsuitable/missing package geometry holds automatic carton planning
WidthInnumberyes
HeightInnumberyes
WeightLbnumberyesWeight per BaseUOM in pounds; must be positive for capacity/pack checks
VelocityClassselectyesA, B, C (owned here, reviewed from pick history)
LotControlledtoggleyes
SerialControlledtoggleyes
ExpiryControlledtoggleyes
MinShelfLifeDaysnumberMinimum remaining life at ship for allocation
Hazmattoggleyes
HazmatClasstextDOT hazard class, e.g. 3, 8, 9
FreightClasstextNMFC freight class for LTL bills of lading, e.g. 70, 100, 175
UnitCostcurrencyUSD per BaseUOM, used only to size adjustment approval; missing, stale or unsupported cost cannot qualify for controller confirmation
Activetoggleyes
UnitCostAsOfdatetimeRequired when UnitCost is used for threshold sizing
UnitCostSourcetextUpstream cost identifier and version; WMS does not own valuation
DimensionBasistextReviewed base-unit package and allowed packing orientation; required for automatic cartonization
CarriersOutbound carrier catalog keyed by SCAC. Holds the account, the APImaster
FieldTypeRequiredDetails
SCACtextyesStandard carrier alpha code, e.g. FDEG, UPSN, ODFL
Nametextyes
ModeselectyesParcel, LTL, FTL
AccountNumbertextShipper account used for labels and manifests
APIProfileselectFedEx, UPS, USPSProvider, LTLTender, None; selector for a verified configured connector, not proof of connectivity
DimDivisornumberPositive divisor from the configured account/service contract; no universal carrier rate constant is assumed
PickupCutoffTimetextWarehouse-local HH:MM; dated cutoff instants are stored on Orders, Waves and carrier requests
Activetoggleyes
ConnectorStatusselectyesUnconfigured, Testing, Active, Suspended
ConnectorVersiontextVerified adapter/account version; adding an unsupported carrier requires integration work
CarrierServicesService levels a carrier offers — the ship method an order names. Line item of Carriers.line item
FieldTypeRequiredDetails
Carrierreferenceyes→ Carriers
ServiceCodetextyesThe carrier's own code, e.g. FEDEX_GROUND, 03
Nametextyese.g. Ground, Home Delivery, 2Day, Next Day Air, Priority Mail, LTL Standard
TransitDaysnumber
DailyCutoffTimetextLatest manifest close for same-day pickup on this service
Activetoggleyes
DimDivisorOverridedecimalPositive service/account-specific divisor, overriding carrier default
SupportedPackageRuleslongtextVerified service size, weight, label and tender requirements; unavailable rules block automatic release
PutawayRulesEffective directed-put-away rules. Lower numeric Priority is evaluated first; ties use RuleCode in ascending order. The first rule with a feasible compatible destination wins; a matching but infeasible fixed location never bypasses capacity or safety constraints.master
FieldTypeRequiredDetails
RuleCodetextyes
Nametextyes
PrioritynumberyesLower number first; deterministic RuleCode tie-break, same order in planning and override validation
ItemVelocityClassselectA, B, C, Any (matched from Items.VelocityClass to Bins.VelocityClass)
MaxWeightLbnumberOptional maximum loaded handling-unit weight to which this rule applies; destination capacity is independently enforced
HazmatOnlytoggle
FixedItemreference→ Items (route this SKU to a fixed location)
FixedLocationreference→ Locations
TargetZoneTypeselectBulkReserve, ForwardPick, Hazmat, Quarantine
Activetoggleyes
Warehousereferenceyes→ Warehouses
RevisionnumberyesFrozen version retained by each generated task
ApprovedByreference→ Users (Admin)
ApprovedAtdatetimeRequired before Active
PackStationsPack-station workstation — physical bench with a label printermaster
FieldTypeRequiredDetails
StationCodetextyes
Warehousereferenceyes→ Warehouses
Locationreferenceyes→ Locations (LocationType = PackStation)
ScalePresenttoggleyes
LabelPrinterIDtext
AssignedPackerreference→ Users
StatusselectyesAvailable, Occupied, Maintenance, Offline
LicensePlatesScannable pallet, tote, carton or cage. Its direct contents are Inventory rows; nested contents belong to child plates and are never copied onto the parent. Parent trees are acyclic, same-warehouse and physically co-located. Order-specific outbound totes/pallets retain ownership even when their pick path serves several orders.transaction
FieldTypeRequiredDetails
LPNtextyesGlobally unique scan code
SSCCtextGS1 serial shipping container code when the plate carries one (supplier pallet or outbound compliance)
ContainerTypeselectyesPallet, Tote, Carton, Cage
Warehousereferenceyes→ Warehouses
CurrentLocationreference→ Locations
ParentLPNreference→ LicensePlates (self) for nesting
Receiptreference→ Receipts (the receipt an inbound plate was created under)
Shipmentreference→ Shipments (the shipment an outbound tote or pallet is staged to)
StatusselectyesOpen, ReadyForPutaway, Stored, InTransit, Picked, Staged, Shipped, Voided
CreatedFromselectyesReceipt, Production, Return, Repack, Outbound, System
HoldReasonselectDamage, QualityHold, Expired, Recall, ReturnPending
DispositionselectReleaseToStock, Rework, Scrap, ReturnToVendor
DispositionedByreference→ Users
CreatedAtdatetimeyes
ClosedAtdatetime
Orderreference→ Orders (required on outbound order-specific tote/carton/pallet; multi-order shipping parents hold child plates only)
RevisionnumberyesChanges with location, nesting, hold, contents or state
LastEventreference→ StockEvents
CreatedNumbertextyesHuman-readable creation identifier, distinct from scannable LPN
LPNMovementsImmutable container custody event: physical location, nesting, close and void. Item/quantity/serial transfers are separately recorded in StockMovements, linked through the same StockEvent. Nesting never duplicates child stock on the parent.transaction
FieldTypeRequiredDetails
MovementNumbertextyes
LicensePlatereferenceyes→ LicensePlates
EventTypeselectyesCreated, Moved, Nested, Unnested, Picked, Staged, Closed, Voided, Shipped
FromLocationreference→ Locations
ToLocationreference→ Locations
ParentLPNreference→ LicensePlates (parent after a nesting change)
TaskTypeselectReceiving, Putaway, Move, Pick, Pack, Ship, Replenishment, CycleCount, Adjustment
TaskNumbertextThe task that caused the movement
Operatorreferenceyes→ Users
OccurredAtdatetimeyes
StockEventreferenceyes→ StockEvents
PreviousParentLPNreference→ LicensePlates (parent before change)
StatusselectyesRecorded; immutable custody evidence
InventoryCurrent stock position projected from signed posted StockMovements. A position key includes Warehouse, Item, Location, LicensePlate, LotNumber, SerialNumber, ReceiptConfirmation provenance, OrderLine ownership and Status. Existing identity fields are immutable; transfer creates or uses the destination identity and records paired movements. Zero-balance rows remain for traceability.transaction
FieldTypeRequiredDetails
Itemreferenceyes→ Items
Warehousereferenceyes→ Warehouses
Locationreferenceyes→ Locations
LicensePlatereference→ LicensePlates
LotNumbertext
SerialNumbertext
ExpiryDatedate
QuantityOnHandnumberyesSum of posted StockMovements.QuantityDelta for this exact position, in BaseUOM; never negative
QuantityAllocatednumberyesSum of signed InventoryReservations.QuantityDelta at Stage Hard for this exact position
QuantityAvailableformulayesfx: eligible unowned QuantityOnHand − active Soft − active Hard reservation balances; 0 for order-owned, blocked/held/expired/damaged/quarantine, transit-only or count-locked stock. Never negative.
StatusselectyesAvailable, Quarantine, Damaged, Expired, Held; status is part of exact stock identity and changes through a controlled transfer
LastMovementAtdatetime
InventoryNumbertextyesStable position identity, retained after its balance reaches zero
ReceiptConfirmationreference→ ReceiptConfirmations (required for received stock; opening stock links its reviewed baseline confirmation)
ReceiptLinereference→ ReceiptLines (matches receipt confirmation origin)
OrderLinereference→ OrderLines (physical order ownership after pick; never fresh ATP)
VersionnumberyesMonotonic version of quantity/status/identity effects used by tasks and count snapshots
QuantitySoftReserveddecimalyesSum of signed Soft reservation entries for this position
QuantityPickedReserveddecimalyesSum of signed Picked claims on order-owned tote or unverified carton/pallet stock; these units remain unavailable to other orders
QuantityPackedReserveddecimalyesSum of signed Packed reservation entries on the verified outbound position
ReceiptsInbound receipt header — one trailer, one ASN, one production runtransaction
FieldTypeRequiredDetails
ReceiptNumbertextyes
Warehousereferenceyes→ Warehouses
ReceiptTypeselectyesPurchaseOrder, Production, CustomerReturn, Transfer, OpeningBalance; OpeningBalance is migration-only and never normal procurement receipt delivery
SuppliertextSupplier name or code from the purchase order
PONumbertextExternal PO from scm-procurement
ASNNumbertextInbound ASN ID
RMANumbertextReturn authorization for a CustomerReturn receipt
CarrierSCACtextInbound carrier, e.g. FDEG, UPSN, ODFL
TrailerNumbertext
TrailerTypeselectDryVan53, DryVan48, Container40, Container20, StraightTruck, Parcel
SealNumbertextChecked against the ASN at arrival
Doorreference→ Locations (LocationType = ReceivingDock)
ScheduledArrivalAtdatetime
ActualArrivalAtdatetime
ReceivingLeadreference→ Users
StatusselectyesScheduledArrival, Arrived, Receiving, Closed, Cancelled
ClosedAtdatetimeUTC instant when Receiving Lead froze reviewed receipt totals; close does not wait for put-away
ASNDataattachmentOriginal ASN payload with stable external line identifiers; required for ASN import
ASNRevisiontextSource version used by the idempotent parser
SourceSystemtextyesOrigin namespace
SourceRecordIDtextyesUnique source receipt/ASN identity
SourceRevisionnumberyesImmutable input revision; same key with conflicting content is rejected
ContentDigesttextyesCanonical intake header and expected lines
ClosedByreference→ Users (Receiving Lead)
CloseEventreference→ StockEvents
ImportModeselectyesLive, HistoricalBaseline
MigrationBatchreference→ MigrationBatches (required for OpeningBalance/HistoricalBaseline)
ReceiptLinesStable expected line and immutable receiving evidence for a receipt. ReceivedQty sums signed posted ReceiptConfirmations.BaseQty for this exact line, independent of present LPN stock. AcceptedQty is separately tracked for the procurement handoff. Same-item lines remain distinct through source line identity, lot/serial and original confirmation. Line item of Receipts.line item
FieldTypeRequiredDetails
Receiptreferenceyes→ Receipts
Itemreferenceyes→ Items
UOMselectyesEA, CS, PL; ordered display unit. ExpectedQty/ReceivedQty and all operational quantities are BaseUOM; BaseUnitsPerUOM is frozen once
ExpectedQtynumberyesExpected base-unit quantity = ExpectedEnteredQty × BaseUnitsPerUOM; never convert again
ReceivedQtynumberyesSum of signed posted ReceiptConfirmations.BaseQty for this ReceiptLine; picking, moving, packing and shipping never change it
VarianceQtyformulayesfx: ReceivedQty − ExpectedQty
LotNumbertext
ExpiryDatedate
DispositionselectReturnToStock, Quarantine, Scrap, ReturnToVendor (returns and damaged lines)
StatusselectyesExpected, Receiving, Received, Short, Over, Damaged
LineNumbernumberyesStable unique line within receipt
SourceLineIDtextyesExternal expected line identity, or local generated identity
ExpectedEnteredQtydecimalyesOriginal amount in displayed UOM
BaseUnitsPerUOMdecimalyesPositive frozen conversion factor; 1 when UOM equals Item.BaseUOM
AcceptedQtydecimalyesSum of posted StockMovements.AcceptanceDelta for this receipt line; receipt acceptance is separate from later inventory use
AcceptanceEvidenceattachmentReceiving Lead disposition/variance evidence at close
PutawayTasksOperator task to move a received LPN from a ReceivingDock to itstransaction
FieldTypeRequiredDetails
TaskNumbertextyes
Receiptreference→ Receipts
LicensePlatereferenceyes→ LicensePlates
FromLocationreferenceyes→ Locations (typically ReceivingDock)
ToLocationreferenceyes→ Locations (suggested Bin)
ActualLocationreference→ Locations (the bin confirmed when the operator overrode the suggestion)
OverrideReasonselectBinFull, BinBlocked, WrongBinType, OperatorChoice
RuleAppliedreference→ PutawayRules
AssignedToreference→ Users
StatusselectyesOpen, Released, InProgress, Completed, Cancelled
StartedAtdatetime
CompletedAtdatetime
RuleRevisionnumberyesFrozen PutawayRules version
LPNRevisionnumberyesExpected plate contents/location revision; changes invalidate the suggestion
ReservedWeightLbdecimalyesIncoming loaded weight reserved at ToLocation
ReservedVolumeIn3decimalyesIncoming occupied volume reserved at ToLocation
CapacityReservedUntildatetimeyesCapacity claim expiry; expiry requires a fresh feasible suggestion
CompletionEventreference→ StockEvents (one atomic move effect)
OverrideCheckedByreference→ Users (operator; same full constraint checks as planning)
OverrideCheckedAtdatetimeRequired with ActualLocation
MoveTasksInternal LPN or loose-quantity move — consolidation, reslotting,transaction
FieldTypeRequiredDetails
TaskNumbertextyes
LicensePlatereference→ LicensePlates
Itemreference→ Items (when moving a loose quantity without a plate)
Quantitynumber
FromLocationreferenceyes→ Locations
ToLocationreferenceyes→ Locations
ReasonselectyesConsolidation, Reslotting, PutawayCorrection, ExceptionFix, Other
RequestedByreference→ Users
AssignedToreference→ Users
StatusselectyesOpen, PendingApproval, Released, InProgress, Completed, Cancelled
CompletedAtdatetime
SourceInventoryreference→ Inventory (required for loose-quantity move; exact lot/serial/provenance)
SourceVersionnumberExpected position version before moving
SerialNumbertextExact serial for a loose serialized move; quantity must equal 1
StockLockreference→ LocationLocks (exclusive source movement claim)
ReservedWeightLbdecimalTarget incoming weight reservation
ReservedVolumeIn3decimalTarget incoming volume reservation
CapacityReservedUntildatetimeExpired target claim must be recomputed
ApprovedByreference→ Users (Warehouse Manager for Reslotting)
ApprovedAtdatetimeRequired for a reslotting release
CompletionEventreference→ StockEvents
BinReplenishmentsTask that brings stock from reserve to a forward-pick face:transaction
FieldTypeRequiredDetails
ReplenishmentNumbertextyes
Itemreferenceyes→ Items
UOMselectyesEA, CS
FromLocationreferenceyes→ Locations (reserve Bin)
ToLocationreferenceyes→ Locations (forward-pick Bin)
LicensePlatereference→ LicensePlates (reserve plate drawn from)
Wavereference→ Waves (when TriggerEvent = WaveDemand)
RequestedQtynumberyesPositive BaseUOM requested transfer, no more than movable source stock and compatible target capacity after existing tasks
MovedQtynumberBaseUOM quantity moved by posted completion events; retries do not add again
AssignedToreference→ Users
TriggerEventselectyesBelowMin, WaveDemand, ScheduledTopOff, Manual
StatusselectyesOpen, InProgress, Completed, Cancelled
CompletedAtdatetime
SourceInventoryreferenceyes→ Inventory (one exact source lot/serial/provenance per task)
SourceVersionnumberyesExpected source version
StockLockreference→ LocationLocks (movement claim; Soft reservations follow the stock, Hard pick claims block relocation)
DemandKeytextyesUnique active warehouse + item + destination + demand source/revision; overlapping BelowMin and WaveDemand subtract already planned replenishments
BaseUnitsPerUOMdecimalyesFrozen display conversion; stored task quantities are already base units
ReservedWeightLbdecimalyesIncoming target weight reservation
ReservedVolumeIn3decimalyesIncoming target volume reservation
CapacityReservedUntildatetimeyesRecheck expired claim
CompletionEventreference→ StockEvents
OrdersOutbound order header. May shadow / sync from sales / CRM /transaction
FieldTypeRequiredDetails
OrderNumbertextyes
CustomertextyesAccount name (masked from floor roles)
ShipToNametextyesConsignee
ShipToAddresstextyes
ShipToStateselectyesUS state code
CarrierServicereferenceyes→ CarrierServices (the ship method on the order)
Carrierreferenceyes→ Carriers (derived from the service at intake; wave grouping key)
ShipCutoffAtdatetimeyesWave engine groups by this
PriorityselectyesStandard, Expedite, NextDay
Warehousereferenceyes→ Warehouses
StatusselectyesNew, Hold, ReadyToWave, Waved, Picking, Packing, Shipped, Cancelled
HoldReasonselectCreditHold, AddressHold, CustomerRequest, Backorder
OriginalShipCutoffAtdatetimeyesImmutable first accepted ship promise; operational rescheduling cannot erase lateness
SourceSystemtextyesOrigin namespace
SourceRecordIDtextyesUnique external order identity
SourceRevisionnumberyesFrozen fulfillment scope; changes after claim require reviewed cancel/replan of affected unshipped work
ContentDigesttextyesCanonical ordered quantities, addresses, carrier/service and cutoff
ActiveWavereference→ Waves (unique active Planning/Released/InProgress membership, claimed before planner emits work)
PlanningClaimKeytextStable order + source revision claim key; duplicate runs return the same membership
FulfilledAtdatetimeActual latest tender instant when all non-cancelled quantities have shipped
ImportModeselectyesLive, HistoricalBaseline
MigrationBatchreference→ MigrationBatches
CancellationEvidenceattachmentAuthorised upstream request and warehouse review of shipped, labelled and physically owned stock
CancelledByreference→ Users (Warehouse Manager authorising local unwind after upstream cancellation)
CancelledAtdatetimeAfter local work/reservations and carrier requests reconcile
OrderLinesPer-item line on an outbound Order. Quantities are stored in the Line item of Orders.line item
FieldTypeRequiredDetails
Orderreferenceyes→ Orders
LineNumbernumberyes
Itemreferenceyes→ Items
UOMselectyesEA, CS, PL
OrderedQtynumberyesOriginal accepted base-unit demand for this source revision
AllocatedQtynumberyesSum of active signed Soft + Hard + Picked + Packed reservations for this line; shipped quantity is separate
PickedQtynumberyesSum of active Picked + Packed reservation balances plus net ShippedQty; unpick reduces this without inventing another order
ShippedQtynumberyesNet base units issued by evidenced ShipmentTender stock events for this line, less authorised tender reversal before an erroneous handover is corrected
LotNumbertextIf the customer restricts the lot
StatusselectyesOpen, Allocated, Picking, Picked, Shipped, Short, Cancelled
EnteredQtydecimalyesOriginal ordered amount in UOM
BaseUnitsPerUOMdecimalyesFrozen positive input conversion; operational quantities are base units once
CancelledQtydecimalyesApproved unshipped quantity cancelled after owned stock is safely unpacked/unpicked and reservations released
UnreservedQtyformulayesfx: OrderedQty − CancelledQty − ShippedQty − AllocatedQty; nonnegative
PackedQtydecimalyesActive Packed reservation balance plus ShippedQty
SourceLineIDtextyesStable source line identity
WavesPick wave header — a batch of outbound Orders released togethertransaction
FieldTypeRequiredDetails
WaveNumbertextyes
Warehousereferenceyes→ Warehouses
ShipCutoffAtdatetimeyes
Carrierreference→ Carriers (wave grouping key)
ZoneFilterselectForwardPick, BulkReserve, Mixed
ReleasedAtdatetime
ReleasedByreference→ Users
OrderCountnumberyesRollup
LineCountnumberyesRollup
PickedLineCountnumberyesRollup of PickTasks Completed
OpenReplenishmentCountnumberyesRollup of this wave demand replenishments still needed and not Completed; cancelled tasks require a replacement or reviewed feasible alternate route
StatusselectyesPlanning, Released, InProgress, Completed, Cancelled
PlanRevisionnumberyesFrozen reviewed membership, inventory claims and carton plan version
PlanDigesttextyesExact release packet
PlanningKeytextyesIdempotent warehouse + scheduling window + batch identity
Delegationreference→ AuthorityDelegations (required for Shift Supervisor release)
ReleaseEventreference→ StockEvents (atomic Soft→Hard conversion and task creation)
ReplenishmentOverrideReasonlongtextRequired when releasing with open demand; feasible hard allocations must already exist
CartonPlanOverrideEvidenceattachmentAdmin-supported manual plan evidence; cannot bypass contents, compatibility or capacity checks
WaveOrdersOrders included in a Wave. Line item of Waves.line item
FieldTypeRequiredDetails
Wavereferenceyes→ Waves
Orderreferenceyes→ Orders
AddedAtdatetimeyes
StatusselectyesPlanned, Released, InProgress, Completed, RemovedFromWave
ClaimKeytextyesUnique active Order + SourceRevision; enforced before wave creation
OrderRevisionnumberyesClaimed immutable order scope
RemovedAtdatetimeRequired on removal with reservation/task reconciliation
RemovalReasontextReason and affected unshipped work disposition
PickTasksPick assignment per exact source Inventory identity and OrderLine. One task identifies one lot/serial/provenance row; split demand creates additional tasks. An operator path may span orders, but each destination tote or outbound pallet belongs to one order.transaction
FieldTypeRequiredDetails
TaskNumbertextyes
Wavereferenceyes→ Waves
OrderLinereferenceyes→ OrderLines
FromLocationreferenceyes→ Locations
LicensePlatereference→ LicensePlates (source plate)
ToLicensePlatereference→ LicensePlates (the tote, carton or outbound pallet the pick is placed in)
Itemreferenceyes→ Items
UOMselectyesEA, CS, PL
RequestedQtynumberyes
PickedQtynumberyes
LotNumbertext
AssignedToreference→ Users (Warehouse Operator)
PickPathreference→ PickPaths
SequencenumberPosition within the path
StatusselectyesOpen, Released, InProgress, Completed, Short, Hold, Cancelled
CompletedAtdatetime
SourceInventoryreferenceyes→ Inventory (matches item, location, source plate, lot and serial)
SourceVersionnumberyesVersion checked with the hard claim
SerialNumbertextRequired for serialized task; RequestedQty = 1
ReservationKeytextyesStable hard-claim identity; reservation entries tie it to this task
TaskKeytextyesUnique wave release + order line + source identity + split sequence
BaseUnitsPerUOMdecimalyesFrozen display conversion; RequestedQty/PickedQty are base units
StartedAtdatetimeStart of assigned execution
CompletionEventreference→ StockEvents
PickPathsGenerated walk-path per operator per Wave — sequence of PickTaskstransaction
FieldTypeRequiredDetails
PathNumbertextyes
Wavereferenceyes→ Waves
Operatorreferenceyes→ Users
StrategyselectyesSShape, ReturnPath, LargestGap, Manual
TaskCountnumberyes
EstimatedStepsnumberHeuristic walk length
StatusselectyesGenerated, InProgress, Completed
PickConfirmationsImmutable submitted scan evidence for a task, exact source position and order-owned destination. Wrong bin/item/serial or duplicate scan has no stock effect. Confirmed partial quantity is posted once and a final shortage releases only the unpicked hard balance.transaction
FieldTypeRequiredDetails
ConfirmationNumbertextyes
PickTaskreferenceyes→ PickTasks
ScannedLPNtextSource plate scanned
ScannedToLPNtextThe tote, carton or pallet the quantity was placed in
ScannedBintextyes
ScannedItemtextyes
ConfirmedQtynumberyes
Operatorreferenceyes→ Users
ScannedAtdatetimeyes
OutcomeselectyesConfirmed, Short, WrongBin, WrongItem
SourceInventoryreferenceyes→ Inventory
DestinationInventoryreference→ Inventory (order-owned resulting position after a valid pick)
SerialNumbertextScanned serial, required when controlled
EnteredQtydecimalyesScanned display quantity
BaseUnitsPerUOMdecimalyesFrozen conversion used once for ConfirmedQty
StockEventreferenceyes→ StockEvents (stable scanner/device event identity)
ReversesConfirmationreference→ PickConfirmations (controlled unpick/correction)
StatusselectyesRecorded, Posted, Rejected; Posted is immutable
CartonizationVersioned per-order handling-unit plan, using a carton or full-pallet type and durable CartonizationLines. Automatic fit is a heuristic checked against permitted orientation, contents, dimensions, weight and compatibility; a reviewed manual plan can resolve missing automatic fit without bypassing physical constraints.transaction
FieldTypeRequiredDetails
CartonizationNumbertextyes
Orderreferenceyes→ Orders
BundleSeqnumberyes1 for single-carton; N for multi-carton
SelectedCartonTypereferenceyes→ BinTypes (ShippingCarton for PlanKind Carton; Pallet for PlanKind Pallet)
TotalWeightLbnumberyesBase-unit content weight plus handling-unit tare; missing/unusable inputs hold planning
DimensionalWeightLbnumberyesConfigured dimensions divided by positive account/service divisor where applicable; freight uses its verified carrier weight rules
BillableWeightLbformulayesfx: MAX(TotalWeightLb, DimensionalWeightLb)
MultiCartonSplittoggleyes
StatusselectyesPlanned, Confirmed, Voided
PlanKindselectyesCarton, Pallet
PlanRevisionnumberyesFrozen bundle contents version
OrderRevisionnumberyesOrder source revision used
PlanDigesttextyesExact quantities, dimensions, orientation, weights and carrier rules
PlanningMethodselectyesAutomatic, ReviewedManual
ReviewedByreference→ Users (Warehouse Manager; Admin supplies configuration override evidence where needed)
ReviewedAtdatetimeRequired for ReviewedManual
EvidenceattachmentManual arrangement and physical checks
CartonsPhysical carton produced — the unit that gets a tracking numbertransaction
FieldTypeRequiredDetails
CartonNumbertextyes
Orderreferenceyes→ Orders
Cartonizationreference→ Cartonization
CartonTypereferenceyes→ BinTypes
LicensePlatereference→ LicensePlates (carton LPN)
Shipmentreference→ Shipments
SSCCtextGS1-128 serial shipping container code for compliance labels
ContentsWeightLbnumberyes
TrackingNumbertextFilled by shipping-label workflow
ShipLabelURLtextPDF/ZPL URL
StatusselectyesOpen, Packed, LabelGenerated, Staged, Manifested, Shipped, Voided
PackedAtdatetime
ShippedAtdatetime
RevisionnumberyesContents, dimensions, service or address change invalidates label request and pack verification
PackedEventreference→ StockEvents
TenderEventreference→ StockEvents
ActiveLabelRequestreference→ CarrierRequests (same exact carton revision)
LabelStatusselectyesNotRequested, Pending, Uncertain, Ready, Failed, VoidPending, Voided; separate from physical Carton.Status
CartonContentsImmutable per-confirmation content quantity for an exact order line, stock provenance and serial. Current packed contents sum posted transfer/reversal entries; scanning content and transferring the same stock are one event, not independent additions. Line item of Cartons.line item
FieldTypeRequiredDetails
Cartonreferenceyes→ Cartons
OrderLinereferenceyes→ OrderLines
Itemreferenceyes→ Items
QuantitynumberyesSigned BaseUOM packed amount; negative only on a linked authorised unpack/correction entry
LotNumbertext
SerialNumbertext
Inventoryreferenceyes→ Inventory (exact order-owned carton position)
SourceInventoryreferenceyes→ Inventory (tote source identity)
ReceiptConfirmationreference→ ReceiptConfirmations (origin)
PlanLinereferenceyes→ CartonizationLines
StockEventreferenceyes→ StockEvents
ReversesContentreference→ CartonContents (unpack/correction; original retained)
PackedAtdatetimeyesActual scan instant
StatusselectyesPosted; compensating entries retain original history
PackTasksPer-Carton task at a PackStation, opened when the picked tote fortransaction
FieldTypeRequiredDetails
TaskNumbertextyes
Orderreferenceyes→ Orders
FromLicensePlatereference→ LicensePlates (the picked tote scanned to open the task)
Cartonreference→ Cartons (required for carton plan; null for verified full-pallet plan)
PackStationreferenceyes→ PackStations
AssignedToreference→ Users (Packer)
ScaleWeightLbnumberCaptured from scale
WeightVarianceLbformulafx: ScaleWeightLb − Cartonization.TotalWeightLb using this task Plan; policy compares absolute deviation
HoldReasonselectWeightVariance, WrongItem, MissingItem, DamagedGoods, CartonMissing, MissingScale, MissingDimensions, CarrierUncertain
StatusselectyesOpen, InProgress, Verified, LabelPrinted, Completed, Held, Cancelled
StartedAtdatetime
CompletedAtdatetime
Planreferenceyes→ Cartonization (exact order bundle and revision)
OutputLicensePlatereferenceyes→ LicensePlates (carton or full-pallet output; same Order)
Policyreferenceyes→ WarehousePolicies (frozen weight tolerance version)
VerifiedAtdatetimeRequired on Verified, with complete contents and weight checks
VerifiedByreference→ Users (assigned Packer)
HoldReleasedByreference→ Users (Warehouse Manager)
HoldReleasedAtdatetimeRequired for human hold release
HoldReleaseEvidenceattachmentRequired reason and corrected re-verification; never waive missing/wrong stock
VerificationEventreference→ StockEvents
WeightEvidenceattachmentScale observation or independently reviewed external-scale evidence; missing weight never becomes a zero-variance pass
ShipmentsOutbound shipment — the freight unit handed to the carrier for onetransaction
FieldTypeRequiredDetails
ShipmentNumbertextyes
Warehousereferenceyes→ Warehouses
Carrierreferenceyes→ Carriers
CarrierServicereferenceyes→ CarrierServices
Manifestreference→ ShipManifests
ShipToNametextyesConsignee
ShipToAddresstextyes
TrackingNumbertextLead carton's tracking number for parcel
PRONumbertextCarrier's progressive number for LTL
BOLNumbertextBill of lading number for LTL and FTL
FreightClasstextReviewed applicable classification from commodity details and configured carrier/routing rules; never assume highest item class is universally correct
OrderCountnumberyesRollup of ShipmentOrders
TotalCartonsnumberyesRollup of Cartons
TotalPalletsnumberyesCount of outermost pallet handling units tendered for the shipment; nested child inventory is not counted as additional parent stock
TotalWeightLbnumberyes
ShipDatedateWarehouse-local calendar date derived from TenderedAt after actual handover; not used for within-day on-time tests
StatusselectyesPending, LabelsReady, Staged, Manifested, Shipped, Delivered, Voided
RevisionnumberyesFrozen shipment contents and carrier/account/address scope
TenderedAtdatetimeActual evidenced carrier handover instant; receipt/transmission time stored separately
TenderedByreference→ Users (Shipping Clerk)
TenderEvidenceattachmentSigned pickup, driver scan or reconciled carrier acknowledgement required before Shipped
TenderEventreference→ StockEvents (one authoritative issue of exact verified contents)
DeliveredAtdatetimeCarrier delivery evidence; no second warehouse quantity issue
ContentsDigesttextFrozen order-line/lot/serial/provenance and LPN tree at manifest close
ShipmentOrdersOrders carried by a Shipment. One row for a parcel shipment; several Line item of Shipments.line item
FieldTypeRequiredDetails
Shipmentreferenceyes→ Shipments
Orderreferenceyes→ Orders
AddedAtdatetimeyes
StatusselectyesPlanned, Packed, Shipped, Removed
ShippingLabelsEach generated carrier document — a parcel label per Carton, atransaction
FieldTypeRequiredDetails
LabelNumbertextyes
Cartonreference→ Cartons (parcel)
Shipmentreference→ Shipments (LTL BOL)
Carrierreferenceyes→ Carriers
CarrierServicereferenceyes→ CarrierServices
LabelTypeselectyesParcel, BOL, Compliance
TrackingNumbertextRequired for Parcel; BOL/compliance documents use DocumentReference and need not invent a parcel tracking number
LabelURLtextyesPDF/ZPL location
GeneratedAtdatetimeyes
VoidedtoggleyesTrue only after confirmed remote void or a supported reconciliation decision; timeout is not void success
VoidReasontextAudit reason required to void
VoidedAtdatetime
Requestreferenceyes→ CarrierRequests (confirmed remote result for exact document revision)
DocumentReferencetextyesCarrier label ID, BOL reference or compliance document identity
StatusselectyesGenerated, VoidPending, Voided, Superseded
ReplacesLabelreference→ ShippingLabels (confirmed prior void/supersession)
ShipManifestsDaily carrier manifest — closed at end-of-day per Warehouse, pertransaction
FieldTypeRequiredDetails
ManifestNumbertextyes
Warehousereferenceyes→ Warehouses
Carrierreferenceyes→ Carriers
CarrierAccounttextyesShipper account or mode the close runs for, e.g. FedEx Express, FedEx Ground
ManifestDatedateyes
ShipmentCountnumberyesRollup of Shipments
TotalWeightLbnumberyesRollup
ClosedByreference→ Users (Shipping Clerk)
ClosedAtdatetime
StatusselectyesOpen, Closed, Transmitted; Transmitted requires a recorded accepted delivery, and none of these alone proves physical tender
RevisionnumberyesMembership and totals freeze at close; corrections require a new reviewed revision
ContentsDigesttextExact shipment revisions and LPN contents authorised at close
TransmitRequestreference→ CarrierRequests (manifest submission and acknowledgement)
TransmittedAtdatetimeActual destination acknowledgement time
TenderedShipmentCountnumberyesShipments with independent evidenced TenderEvent, separate from ShipmentCount
CycleCountsCount cycle header — ABC cadence or exception-driven.transaction
FieldTypeRequiredDetails
CycleNumbertextyes
Warehousereferenceyes→ Warehouses
BinScopeselectyesSingleBin, ZoneSweep, AisleSweep, ABCAll, ExceptionDriven
FrequencyABCselectA_Weekly, B_Monthly, C_Quarterly, OneOff
ScheduledFordateyes
Coordinatorreferenceyes→ Users (Inventory Controller)
TaskCountnumberyesRollup
VarianceCountnumberRollup
StatusselectyesScheduled, InProgress, PendingReview, Adjusted, Closed, Cancelled
Policyreferenceyes→ WarehousePolicies (effective count cadence, tolerance and threshold)
CreatedAtdatetimeyesScheduling event instant
ScheduleKeytextyesUnique site + scope + scheduled occurrence; repeated scheduler does not duplicate active counts
CycleCountTasksPer-Bin count assignment within a CycleCount. Line item of CycleCounts.line item
FieldTypeRequiredDetails
CycleCountreferenceyes→ CycleCounts
Locationreferenceyes→ Locations
Itemreference→ Items (optional restriction to one SKU)
LotNumbertext
AssignedToreference→ Users
StatusselectyesAssigned, Counting, Counted, Recount, Adjusted, Closed, Cancelled
CountedAtdatetime
Lockreference→ LocationLocks (Count lock for this entire location before physical count)
SnapshotAtdatetimePhysical-count snapshot instant
SnapshotRevisionnumberWarehouse stock revision retained for audit only; unrelated-bin increments do not invalidate unchanged counted positions
StartedAtdatetimeActual physical count start
ClosedAtdatetimeCompletion after correction/review and lock release
SnapshotPositionsattachmentFrozen complete position-ID/version set for the locked location, including expected zero/count identities
SnapshotDigesttextDigest of the locked-location identity/version set; new/missing identities invalidate this count
CountResultsExact-position physical count evidence at a locked location, including serial and origin. Every expected positive stock identity is counted, including explicit zeros; discovered stock has a documented new identity. Recounts are independent immutable results under a valid lock and version snapshot.transaction
FieldTypeRequiredDetails
ResultNumbertextyes
CycleCountTaskreferenceyes→ CycleCountTasks
Itemreferenceyes→ Items
LicensePlatereference→ LicensePlates
LotNumbertext
CountSequencenumberyes1 = first count, 2 = recount
ExpectedQtynumberyesBase-unit on-hand snapshot while the task lock is valid; never a later live balance
CountedQtynumberyesNonnegative physical BaseUOM quantity; serialized identity is exactly 0 or 1
VarianceQtyformulayesfx: CountedQty − ExpectedQty
VariancePercentformulafx: VarianceQty / ExpectedQty × 100 when ExpectedQty > 0; 0 when both quantities are 0; otherwise null and Discovery flag forces review
CountedByreferenceyes→ Users
CountedAtdatetimeyes
StatusselectyesRecorded, RecountRequired, Confirmed, Superseded
Inventoryreference→ Inventory (required for an existing position; null only for discovered identity before approved creation)
SerialNumbertextRequired for serial-controlled stock
ExpiryDatedateRequired for expiry-controlled discovered stock
ReceiptConfirmationreference→ ReceiptConfirmations (existing origin; discovered stock requires reviewed provenance before available release)
InventoryVersionnumberVersion at SnapshotAt; stale or expired lock requires recount
SnapshotAtdatetimeyesCount snapshot instant
DiscoverybooleanyesExpectedQty = 0 and CountedQty > 0; never treated as within-percent tolerance
Supersedesreference→ CountResults (recount retains first result)
ConfirmedByreference→ Users (Inventory Controller)
ConfirmedAtdatetimeRequired for Confirmed
AdjustmentsInventory adjustments from cycle count, damage, or exceptiontransaction
FieldTypeRequiredDetails
AdjustmentNumbertextyes
Warehousereferenceyes→ Warehouses
Locationreferenceyes→ Locations
Itemreferenceyes→ Items
LicensePlatereference→ LicensePlates
LotNumbertext
QuantityBeforenumberyesExact versioned on-hand quantity at approved correction snapshot
QuantityAfternumberyesNonnegative corrected BaseUOM balance under the same valid count/position lock
QuantityDeltaformulayesfx: QuantityAfter − QuantityBefore
ValueDeltaformulafx: ABS(QuantityDelta) × CostSnapshotUSD per BaseUOM; unusable cost blocks posting pending reviewed cost evidence, never defaults to 0
SourceselectyesCycleCount, Damage, ExceptionResolution, ManualCorrection, ReturnsDisposition
CountResultreference→ CountResults
Exceptionreference→ Exceptions
Reasontext
RequestedByreferenceyes→ Users
ApprovedByreference→ Users (Warehouse Manager for above threshold, discovered/identity-changing, reserved/order-owned stock, or exceptional cost review; independent of requester and counter)
ApprovedAtdatetime
PostedAtdatetime
StatusselectyesDraft, PendingApproval, Approved, Posted, Rejected
Inventoryreference→ Inventory (exact existing identity; new discovered identity is created only in approved posting)
SerialNumbertextExact serial; positive final position unique and quantity 1
ExpiryDatedateRequired controlled expiry for discovered stock
ReceiptConfirmationreference→ ReceiptConfirmations (provenance where known)
InventoryVersionnumberExpected version; mismatch blocks posting and requires recount/reapproval
StockLockreferenceyes→ LocationLocks (valid correction lock)
Policyreferenceyes→ WarehousePolicies (frozen thresholds)
CostSnapshotUSDdecimalUsable nonnegative USD cost per BaseUOM; required before posting
CostAsOfdatetimeCost effective instant
CostEvidenceattachmentRequired for missing/stale upstream cost or a reviewed alternative
ConfirmedByreference→ Users (Inventory Controller for eligible below-threshold confirmation)
ConfirmedAtdatetimeActual confirmation time
ApprovalBasisselectyesControllerConfirmation, ManagerApproval
ApprovalDigesttextExact identity, quantity, version, cost and policy reviewed; edits invalidate decision
PostingEventreference→ StockEvents (one signed correction, with affected reservations resolved atomically)
ExceptionsOperator-flagged issues — short pick, damage, wrong item, nottransaction
FieldTypeRequiredDetails
ExceptionNumbertextyes
ExceptionTypeselectyesShortPick, Damage, WrongItem, NotFound, Overage, BinBlocked, EquipmentDown
Warehousereferenceyes→ Warehouses
Locationreference→ Locations
LicensePlatereference→ LicensePlates
Itemreference→ Items
QuantityImpactednumber
RelatedPickTaskreference→ PickTasks
RelatedReceiptreference→ Receipts
PhotoattachmentTaken on the scanner at the moment of raising
RaisedByreferenceyes→ Users
RaisedAtdatetimeyes
SeverityselectyesLow, Medium, High, Critical
ResolutionselectRecount, Adjustment, Reroute, ReturnToVendor, EscalatedQuality, NoActionRequired
ResolvedByreference→ Users
ResolvedAtdatetime
StatusselectyesOpen, Routed, InTriage, Resolved, Cancelled
Inventoryreference→ Inventory (exact affected position)
RelatedPackTaskreference→ PackTasks
Ownerreference→ Users (scope-eligible triage owner)
ResolutionEvidenceattachmentRequired before Resolved; authority decisions/postings remain in their linked records
RoutingEventreference→ StockEvents (idempotent follow-up creation; cannot create duplicate reallocation/count work)
LaborTrackingOperator on-task time per task type, linked to the task by type andtransaction
FieldTypeRequiredDetails
EntryNumbertextyes
Operatorreferenceyes→ Users
Warehousereferenceyes→ Warehouses
TaskTypeselectyesReceiving, Putaway, Move, Pick, Pack, Ship, CycleCount, Replenishment, Exception, Idle
TaskNumbertextThe task of that type the time was booked to
StartedAtdatetimeyes
EndedAtdatetime
DurationMinutesformulafx: (EndedAt − StartedAt) in minutes using UTC instants; negative/zero durations excluded from rate calculations
UnitsHandlednumberConfirmed base-unit operational effects only; task retries/voids excluded; unlike units are not silently summed
StatusselectyesOpen, Closed
SourceEventreference→ StockEvents (unique relevant handling event)
TimeSourceselectyesTaskClock, ReviewedManual
CorrectionReasontextRequired for reviewed manual corrections; original timing retained
ReceiptConfirmationsImmutable receiving scan and correction evidence per exact expected line and physical identity. Posted quantities record what arrived; later storage, allocation and shipment never rewrite them. A correction is a signed linked confirmation and stock event against still-correctable stock, not an edit.transaction
FieldTypeRequiredDetails
ConfirmationNumbertextyesUnique receiving confirmation
ReceiptLinereferenceyes→ ReceiptLines
LicensePlatereferenceyes→ LicensePlates
Itemreferenceyes→ Items (matches expected line)
LotNumbertextRequired when controlled
SerialNumbertextRequired when controlled; each positive receipt confirmation represents one base unit
ExpiryDatedateRequired when controlled
EnteredQtydecimalyesSigned original quantity in UOM; negative only for approved correction
UOMtextyesCaptured display unit
BaseUnitsPerUOMdecimalyesFrozen positive factor from the receipt line; serial scans use base unit factor 1
BaseQtydecimalyesEnteredQty × BaseUnitsPerUOM, applied once; negative correction no greater than unreversed source amount
AcceptedBaseQtydecimalyesSigned accepted quantity in this initial/correction event, bounded by its received magnitude
StockStatusselectyesAvailable, Quarantine, Damaged, Expired, Held; unaccepted quantity cannot become Available
ReceivedByreferenceyes→ Users (Receiving Lead or assigned Warehouse Operator)
ScannedAtdatetimeyesActual event time
StockEventreferenceyes→ StockEvents
ReversesConfirmationreference→ ReceiptConfirmations (required for correction)
StatusselectyesDraft, Posted, Rejected; Posted payload immutable
EvidenceattachmentDamage, serial, receipt variance or authorised correction support
ApprovedByreference→ Users (Receiving Lead approves variance/correction and acceptance decision before posting)
ApprovedAtdatetimeRequired when acceptance or correction needs lead review
StockEventsAuthoritative immutable business event packet. The source key/digest detects replay and conflict. Committing Applied is atomic with every stock movement, reservation leg, task state and document effect; external deliveries are independently acknowledged. Event immutability is an implementation requirement, not an observed runtime guarantee.transaction
FieldTypeRequiredDetails
EventNumbertextyesHuman-readable event identifier
EventKeytextyesUnique SourceSystem + SourceEventID + SourceRevision + EventType
SourceSystemtextyesOrigin namespace, including scanner device or upstream source
SourceEventIDtextyesStable original action identity, reused on retry
SourceRevisionnumberyesFrozen source revision
EventTypeselectyesReceipt, ReceiptCorrection, Putaway, Move, Replenishment, WaveClaim, WaveRelease, Pick, Unpick, Pack, Unpack, PackVerify, PalletVerify, Adjustment, Disposition, ShipmentTender, TenderReversal, ReceiptClose, ManifestClose, ExceptionRoute, OpeningBalance, OrderCancel, ReservationChange
Warehousereferenceyes→ Warehouses
OccurredAtdatetimeyesActual effective UTC business instant
RecordedAtdatetimeyesWhen evidence reached WMS
Actorreferenceyes→ Users (scoped person or configured restricted integration identity)
PayloadDigesttextyesSame key/same digest returns prior result; different digest is a conflict
PayloadattachmentyesFrozen exact identities, expected versions, signed legs and resulting revision IDs
ReversesEventreference→ StockEvents (authorised compensating event; original stays Applied)
StatusselectyesStaged, Applied, Rejected
AppliedAtdatetimeAfter successful atomic local effects
StockRevisionnumberResulting Warehouses.StockRevision
ImportModeselectyesLive, HistoricalBaseline
MigrationBatchreference→ MigrationBatches
EvidenceattachmentRequired release, correction or actual handover support
StockMovementsImmutable signed stock posting leg against an exact Inventory identity. Internal transfers have equal opposite base-unit legs for the same item/lot/serial/origin; receipts, approved adjustments and tender are explicit external quantity changes. AcceptanceDelta tracks receiving acceptance separately from current warehouse on-hand. Line item of StockEvents.line item
FieldTypeRequiredDetails
MovementNumbertextyesUnique event + line identity
StockEventreferenceyes→ StockEvents
Inventoryreferenceyes→ Inventory (immutable identity)
QuantityDeltadecimalyesSigned BaseUOM stock effect; inbound positive, outbound negative, zero only for acceptance/verification without physical change
AcceptanceDeltadecimalyesSigned accepted-receipt quantity for ReceiptLine; only receipt/correction or authorised receiving disposition can change it
ReceiptLinereference→ ReceiptLines
ReceiptConfirmationreference→ ReceiptConfirmations (origin preserved through all movement)
OrderLinereference→ OrderLines (required for pick/pack/tender ownership)
PickTaskreference→ PickTasks
PackTaskreference→ PackTasks
Adjustmentreference→ Adjustments
Shipmentreference→ Shipments
FromInventoryreference→ Inventory (paired source for destination transfer leg)
ReversesMovementreference→ StockMovements (compensating effect, bounded by original remaining effect)
BalanceBeforedecimalyesVersion-checked original stock balance
BalanceAfterdecimalyesBalanceBefore + QuantityDelta; nonnegative
PostedAtdatetimeyesAtomic effective posting time
StatusselectyesPosted; original and compensating legs are both retained
InventoryReservationsOne immutable signed reservation ledger for order stock. Soft, Hard, Picked and Packed are mutually exclusive stages for the same units, not additive claims on their transition. Current stage balances are sums of posted entries by order line, exact position and reservation key; a transfer releases the old stage/position and claims the new in one event.transaction
FieldTypeRequiredDetails
ReservationNumbertextyesUnique event + leg identifier
ReservationKeytextyesStable order-line claim or split identity, recorded in event payload
StockEventreferenceyes→ StockEvents
OrderLinereferenceyes→ OrderLines
Inventoryreferenceyes→ Inventory (eligible source for Soft/Hard; order-owned tote/unverified output for Picked, verified output for Packed)
StageselectyesSoft, Hard, Picked, Packed
QuantityDeltadecimalyesSigned BaseUOM claim or release; each aggregated stage/key balance stays nonnegative
Wavereference→ Waves
PickTaskreference→ PickTasks
PackTaskreference→ PackTasks
ReversesReservationreference→ InventoryReservations (linked release/correction)
PostedAtdatetimeyesAtomic claim instant
StatusselectyesPosted; releases are negative entries, not deletion or status changes
CartonizationLinesDurable planned order-line contents for one carton or pallet bundle. Active bundle quantities exactly cover the order quantity chosen for this fulfillment revision. A pack scan must match both its bundle and the picked stock owner; an undifferentiated multi-order tote is never inferred to belong to one order. Line item of Cartonization.line item
FieldTypeRequiredDetails
PlanLineNumbertextyesStable line identifier within bundle revision
Cartonizationreferenceyes→ Cartonization
OrderLinereferenceyes→ OrderLines (same order as plan)
Itemreferenceyes→ Items
PlannedQtydecimalyesPositive BaseUOM quantity; no conversion at pack
RequiredLottextCustomer lot condition inherited from order
OrientationtextyesReviewed orientation/packing instruction
ContentWeightLbdecimalyesPlannedQty × valid base-unit item weight
StatusselectyesPlanned, Confirmed, Voided
CreatedAtdatetimeyesPlan generation instant
WarehousePoliciesVersioned site control policy prepared by Admin and approved by Warehouse Manager. Counts, adjustment value and pack tolerances have explicit units and defaults; a missing policy blocks the governed action instead of granting an unlimited allowance.master
FieldTypeRequiredDetails
PolicyNumbertextyesUnique site/version
Warehousereferenceyes→ Warehouses
RevisionnumberyesImmutable effective policy revision
EffectiveFromdatetimeyesUTC instant
EffectiveTodatetimeOptional end instant
CountToleranceQtydecimalyesNonnegative absolute BaseUOM units, applied per item/position; both quantity and percent tests must pass
CountTolerancePctdecimalyesNonnegative absolute percentage when expected quantity is positive
AdjustmentApprovalUSDdecimalyesNonnegative absolute value ceiling for eligible controller confirmation; equality is within threshold
CostMaxAgeDaysnumberyesNonnegative allowed age of cost snapshot; stale/missing cost requires independently reviewed usable cost
PackWeightToleranceLbdecimalyesNonnegative absolute scale deviation allowed
PackWeightTolerancePctdecimalyesNonnegative percent of positive planned gross weight; permitted deviation is max(absolute, percentage allowance)
CountLockMinutesnumberyesPositive maximum renewable count lock duration; lapse invalidates count snapshot
CapacityClaimMinutesnumberyesPositive planned destination reservation duration
PreparedByreferenceyes→ Users (Admin)
ApprovedByreference→ Users (Warehouse Manager other than PreparedBy)
ApprovedAtdatetimeRequired before Active
StatusselectyesDraft, Active, Superseded, Expired
AuthorityDelegationsTime-limited Warehouse Manager authority for a named Shift Supervisor to release defined waves at one site. Delegation cannot expand stock, count, adjustment or manifest permissions. The actual release retains actor, grant and exact reviewed plan.master
FieldTypeRequiredDetails
DelegationNumbertextyesUnique authority grant
Warehousereferenceyes→ Warehouses
Delegatorreferenceyes→ Users (Warehouse Manager)
Delegatereferenceyes→ Users (Shift Supervisor, different from Delegator)
ActionselectyesWaveRelease
EffectiveFromdatetimeyesUTC beginning
EffectiveTodatetimeyesUTC exclusive end; required and later than start
ScopelongtextyesAllowed shift, carrier/zone and any wave limits
GrantedAtdatetimeyesActual grant instant
RevokedAtdatetimeStops later releases without rewriting earlier valid evidence
StatusselectyesActive, Expired, Revoked
LocationLocksExplicit physical-count or source-movement claim. Count locks cover the location, block stock movements and new allocation there, and remain valid through correction/release. Movement locks can cover a source position; Soft reservations may follow an authorised transfer but Hard pick claims must be released/replanned first.transaction
FieldTypeRequiredDetails
LockNumbertextyesUnique location/scope claim
Warehousereferenceyes→ Warehouses
Locationreferenceyes→ Locations
Inventoryreference→ Inventory (Movement lock; null means entire location)
PurposeselectyesCount, Movement, Correction
CycleCountTaskreference→ CycleCountTasks
MoveTaskreference→ MoveTasks
Replenishmentreference→ BinReplenishments
Ownerreferenceyes→ Users (eligible task owner)
AcquiredAtdatetimeyesAtomic claim time
ExpiresAtdatetimeyesLease expiry; expired work cannot post without revalidation/recount
ReleasedAtdatetimeAfter reviewed work completion or cancellation
StatusselectyesActive, Released, Expired
SnapshotRevisionnumberyesWarehouse revision at claim for audit; commit checks this locked scope and its position versions, not unrelated warehouse activity
CarrierRequestsStable carrier operation request and reconciliation state. A lost or timed-out response is Uncertain, not a confirmed failure. The original request identity is reused only when the verified connector supports idempotency; otherwise query/reconcile before another potentially billable creation.transaction
FieldTypeRequiredDetails
RequestNumbertextyesHuman-readable operation identity
RequestKeytextyesUnique account + operation + carton/shipment/manifest identity + revision
OperationselectyesLabelCreate, LabelVoid, ManifestSubmit, TenderRegister, BOLCreate
Carrierreferenceyes→ Carriers
CarrierServicereference→ CarrierServices
Cartonreference→ Cartons
Shipmentreference→ Shipments
Manifestreference→ ShipManifests
SourceRevisionnumberyesFrozen content revision
RequestDigesttextyesExact account, ship-from/to, service, dimensions, weight and contents
RequestedByreferenceyes→ Users
RequestedAtdatetimeyesOriginal request instant
LastAttemptAtdatetimeMost recent transport attempt
RemoteRequestIDtextCarrier lookup/idempotency identity
RemoteDocumentIDtextConfirmed returned label/BOL/manifest identifier
StatusselectyesPrepared, Sent, Uncertain, Succeeded, Failed, VoidPending, Voided
ReconciledByreference→ Users (Shipping Clerk for uncertain create/void result)
ReconciledAtdatetimeRequired for manual reconciliation decision
EvidenceattachmentCarrier response, lookup, confirmed rejection/void or support evidence
ReplacesRequestreference→ CarrierRequests (new request only after prior outcome/void resolved)
AttemptsnumberyesTransport attempt count; printing is not another carrier request
WarehouseDeliveriesPer-event destination delivery and acknowledgement. Quantity effects and destination reporting are separate: event-mode inventory consumers post each signed event once, while position snapshots replace their read-only operational mirror at a declared revision and never create an additional movement.transaction
FieldTypeRequiredDetails
DeliveryNumbertextyesUnique delivery identity
StockEventreference→ StockEvents (required for Event mode)
Warehousereferenceyes→ Warehouses
DestinationselectyesProcurement, Production, OrderSystem, FinancialInventory, Quality, Carrier, Notification
ModeselectyesEvent, PositionSnapshot, Document
DeliveryKeytextyesUnique destination + mode + event key or snapshot revision
PositionRevisionnumberRequired for position snapshot; receiver rejects stale cutoffs
PayloadDigesttextyesFrozen signed effects or full authoritative snapshot
StatusselectyesPending, Sending, Acknowledged, Failed, Uncertain, Suppressed
AttemptsnumberyesTransport retries, never local reposting
AcknowledgedAtdatetimeRequired for Acknowledged
ExternalReferencetextDestination receipt/cutoff reference
LastErrorlongtextFailure or uncertainty detail
ReconciledByreference→ Users (Admin with operational owner review)
MigrationBatchesReviewed between-waves cutover. Stock is reconciled by base unit, location, plate, lot, serial and provenance; historical operations are nonposting evidence. Only eligible unreleased orders are activated and re-reserved. In-flight work must be completed or explicitly unwound/reconciled before this baseline, never recreated from a status alone.transaction
FieldTypeRequiredDetails
BatchNumbertextyesUnique source cutover batch
Warehousereferenceyes→ Warehouses
SourceSystemtextyesOrigin namespace
CutoffAtdatetimeyesUTC boundary agreed with procurement, inventory, order and carrier systems
SourceDigesttextyesFrozen inventory/order extract identity
PreparedByreferenceyes→ Users (Admin)
ReviewedByreference→ Users (Inventory Controller other than PreparedBy)
ApprovedByreference→ Users (Warehouse Manager)
ApprovedAtdatetimeRequired before activation
OpeningReceiptreference→ Receipts (ReceiptType OpeningBalance, HistoricalBaseline)
OpeningEventreference→ StockEvents (one signed baseline posting)
ReconciliationEvidenceattachmentyesPer-item/UOM, plate, lot, serial, hold and zero-negative checks; original source IDs; open-order and carrier reconciliation
StockRevisionnumberFinal activated baseline cutoff
StatusselectyesStaged, Validated, Approved, Activated, Rejected
ActivatedAtdatetimeSet once with OpeningEvent
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