Every business entity in the xMatix data model, alphabetically. Each page lists the entity's fields — type, requiredness, and what the field does — along with its actions, validations, lookup filters and relationships.
| Entity | Fields | Description |
|---|---|---|
| Account | 96 | The platform's single party master: every organisation or person the tenant deals with - retail outlet, customer, dealer, supplier, and the tenant's own operating companies - is one row here, told apart by the IsCustomerAccount / IsSupplierAccount / IsPartnerAccount flags rather than by separate tables. |
| Account Balance | 14 | A decommissioned legacy balance table, dropped alongside the old general-ledger table when the balanced journal ledger shipped. |
| Account Group | 16 | A named set of Accounts used as a targeting dimension by the pricing, discount, tax, scheme, item-component and incentive engines: instead of naming each account, a PriceList, DiscountGroup, TaxGroup, Scheme, SchemeCondition, SchemeAccountBudget, ItemComponent, KPIConfiguration or IncentivePlan row points at a group and the engine resolves the accounts through AccountGroupMember. |
| Account Group Member | 14 | One Account's membership of one AccountGroup - the join every group-aware engine actually reads (pricing, discount, tax, scheme, scheme budget and item-component resolution all query this table rather than any field on Account). |
| Account Group Rule | 14 | One dynamic-membership condition under an AccountGroup: a field name, an operation and a value, evaluated against the Account entity by the shared group-rule engine when the group's member rebuild runs. |
| Accounting Book | 18 | A parallel valuation perspective for a company — statutory, tax or management — under a named accounting framework. |
| Account Location | 14 | An aisle, shelf or display at a customer outlet - the unit a merchandising audit is scoped to, classified by locationType and channel. |
| Account Stock | 26 | A stock observation recorded at a customer or partner account during a field visit, carrying the visit, visit plan, visit task and visit task activity keys that produced it. |
| Adjustment | 26 | An inventory adjustment document header for one branch and partner account; the item-level changes live on AdjustmentLine. |
| Adjustment Line | 44 | One item-level stock change on an adjustment, for one lot, SKU and storage location. |
| Asset | 92 | A tracked physical unit in the install base — the record the service module hangs warranty, maintenance, servicing history and depreciation off. |
| Asset Block | 15 | A pool of assets of one class and one depreciation rate under the Income-tax Act Section 32 block-of-assets scheme — the tax book, kept separate from the Companies Act book that RecurringDepreciation and the fixed-asset schedule maintain. |
| Asset Disposal | 30 | The retirement of an Asset — sale, scrap or donation — carrying the disposal proceeds and the cost/accumulated-depreciation snapshot used to work out gain or loss. |
| Asset Maintenance | 23 | A single planned or executed maintenance job for an Asset — the unit that links an entitlement to the work that consumed it. |
| Asset Service Contract | 35 | The per-asset instance of an entitlement whose terms come from an ItemServiceContract template — this is the record that says a specific Asset is actually covered. |
| Asset Service Contract Line | 14 | One covered component on an AssetServiceContract, with the entitled quantity and how much of it has been consumed. |
| Auto Order | 42 | A replenishment-planning header that first proposes what to buy and then generates the purchase order from the accepted proposal. |
| Auto Purchase Order Line | 38 | One proposed purchase line inside an AutoOrder, together with the frozen explainability snapshot of how that proposal was reached. |
| Auto Purchase Order Line Relation | 22 | An orphan entity: the metadata and domain type exist but nothing else does. |
| Availability Request | 11 | A minimal first-party record carrying only a name, a RequestType and a Status, with no relationship to any other business entity. |
| Bank Account | 19 | Master record for one account the company holds at a bank; many accounts per company and per operating branch are supported. |
| Banking | 23 | A legacy standalone bank-feed row (date, deposit or withdrawal, payee, narration, reference) held directly against a GL account, predating the BankAccount / BankStatement / BankStatementLine chain that the current reconciliation engine works from. |
| Bank Reconciliation | 18 | A reconciliation session header for one bank account as at a statement date, holding the closing balance per bank and per book plus the difference between them, and owning the BankReconciliationLine reconciling items. |
| Bank Reconciliation Line | 18 | One reconciling item inside a reconciliation session — a bank statement line, a ledger journal line, or a hand-typed adjustment such as an outstanding cheque, a deposit in transit or a bank charge. |
| Bank Statement | 16 | One imported bank statement for a bank account — its as-at date and the bank's opening and closing balances — owning the statement lines that the reconciliation engine matches against posted ledger lines on the bank's GL account. |
| Bank Statement Line | 18 | One bank-side transaction from an imported statement: value date, description, reference, and a deposit or a withdrawal amount. |
| Bank Transfer | 20 | A movement of funds between two of the company's own bank accounts, posted as a single balanced journal that debits the destination bank's GL account and credits the source's — no party, income or tax leg. |
| Bill | 88 | The vendor-side counterpart of Invoice and the terminus of procure-to-pay. |
| Bill Line | 97 | One item on a vendor Bill. |
| Book Valuation Adjustment | 17 | A per-book valuation overlay row from the multi-book design: rather than maintaining a parallel ledger, a secondary accounting book's statements are the primary general ledger plus these stored deltas. |
| Branch | 41 | An operating location of a company - the physical site documents and stock are keyed to. |
| Branch Postal Code | 14 | Maps one PostalCode to a Branch that serves it, optionally with the owning company (partnerAccountId) and a coverageType classification. |
| Branch Time Slot | 28 | A bookable capacity window a Branch offers (startTime to endTime), with per-weekday capacity fields (mondayCapacity through sundayCapacity) and a maximumCapacity ceiling. |
| Branch Time Slot Booking | 13 | The per-date consumption record of a BranchTimeSlot: one row per slot per bookingDate carrying that date's capacity and capacityUtilized. |
| Budget | 16 | The planning header for one company (PartnerAccountId) and one fiscal year, optionally narrowed to a business unit and a cost centre; the money itself sits on its BudgetLine children, one per GL account. |
| Budget Commitment | 20 | An encumbrance row: budget reserved against a GL account by an approved commitment document (purchase order or requisition) before any actual has posted, so the same money cannot be committed twice between approval and invoicing. |
| Budget Line | 16 | One budgeted amount for a GL account inside a Budget, optionally pinned to a fiscal period and to business unit, branch, cost-centre and partner dimensions. |
| Business Hour | 13 | A working-hours calendar: timeZoneId (a .NET TimeZoneInfo id, null = UTC), workingDaysMask (a bitmask of working weekdays), and the working-day window as minutes from local midnight (dayStartMinutes/dayEndMinutes). |
| Business Unit | 15 | An operational division that consolidates one or more Branches for segment accounting and reporting, self-nesting through ParentBusinessUnitId and optionally owned by a partner company through PartnerAccountId. |
| Call | 26 | A telephony call log row (Call Register / CTI) - one row per inbound or outbound call. |
| Case | 68 | A customer-reported issue or request tracked through an 11-state lifecycle (New, Assigned, In Progress, On Hold, Waiting on Customer, Waiting on Third Party, Escalated, Resolved, Closed, Reopened, Cancelled). |
| Case Milestone | 12 | A live SLA timer on a Case - one row per milestone the applied SLAPolicy tracks (kind FirstResponse, Resolution, or a custom MilestoneConfig name). |
| Case SLA Event | 6 | An immutable audit entry for an SLA state change on a Case: eventType is Applied, Warning, Breached, Paused, Resumed, Met or Cancelled, with occurredUtc and an optional detail. |
| Check In Inspection | 38 | The header record for taking custody of a customer asset at the start of a job: who brought it in, when, which asset and account, the service advisor, and optional pick-up/drop-off logistics. |
| Check In Inspection Line | 16 | One recorded finding for a single sub-section of the check-in inspection - for example the front bumper within the exterior section - not one line per item or quantity. |
| Check In Template | 11 | The reusable inspection checklist for one product type: it carries almost no data of its own beyond a name and ApplicableItemId, and its content is entirely in its CheckInTemplateLine children. |
| Check In Template Line | 14 | One sub-section of a check-in checklist, defining the area being inspected (SectionName plus SubSection) and the list of pre-set issues an inspector can tick. |
| Checklist Line | 30 | One recorded checklist answer: the runtime row for a ChecklistTemplateLine question (checklistTemplateLineId) with typed value slots (booleanValue, numericValue, decimalValue, currencyValue, dateValue, dateTimeValue, timeValue, textValue, ragValue, email, phone, url). |
| Checklist Template | 24 | A reusable questionnaire header whose questions are child ChecklistTemplateLine rows. |
| Checklist Template Line | 25 | One question on a ChecklistTemplate: dataType picks the answer control, picklistValues supplies choices, and parent/dependent links build conditional question trees. |
| Cheque Register | 18 | A cheque book issued against a bank account: a number range from start to end with an optional prefix, plus a live counter holding the next number to be drawn. |
| Cheque Transaction | 21 | One cheque and its clearing lifecycle, either drawn by the company or received from a customer. |
| Claim | 42 | Header of a claim raised against a supplier, principal or manufacturer for money or stock owed back to the dealer — warranty and service-contract recovery, damage/shortage on inward goods, and trade-scheme/incentive payouts. |
| Claim Batch | 24 | A working container that groups many Claims through ClaimBatchLine junction rows so they can be populated and reconciled together instead of one at a time. |
| Claim Batch Line | 11 | Junction row linking one Claim into one ClaimBatch; it carries no amounts or quantities of its own. |
| Claim Generation Setup | 42 | One row per automated claim scenario for the config-driven claims.generate engine — it names the source entity, the selection conditions, how rows are grouped into claims, which amount is aggregated, and how source fields map onto the resulting Claim and ClaimLine. |
| Claim Generation Rule | 11 | One selection condition of a ClaimGenerationSetup, expressed as field path, operation and value with a sequence number. |
| Claim Line | 57 | One claimable item on a Claim, holding the claimed quantity and unit price alongside the approved and rejected splits that everything downstream reads. |
| Claim Reconciliation | 16 | Register head for matching credit actually received from a supplier or principal against the claims that were submitted, holding the credit-note amount, the reconciled amount and the period date. |
| Claim Reconciliation Line | 24 | Per-item detail under a ClaimReconciliation, restating the claimed and approved quantities and amounts for one ClaimLine plus a rejection reason and remarks. |
| Claim Settlement Setup | 15 | Post-approval settlement configuration, one active row per claim type, consumed by the claims.settle job when an approval process returns Approved on a Claim. |
| Collaborator | 5 | A named participant on a record, carrying a team role and an intended access level. |
| Company Card | 18 | A corporate credit card assigned to an employee Resource. |
| Card Reconciliation | 16 | A corporate-card reconciliation session comparing the card statement's closing balance against the Credit Card Payable book balance for one CompanyCard, recording the difference. |
| Card Transaction | 22 | One imported corporate-card statement line: date, merchant, amount, and the expense category / expense GL account the employee tags it with, optionally linked to an ExpenseClaimLine and a receipt file. |
| Compensation | 16 | The payout header for one participant scope in one IncentivePeriod of an IncentivePlan: groups the CompensationLine detail rows and carries totalIncentiveAmount and a status. |
| Compensation Line | 60 | The incentive calculation worksheet for one participant (incentiveResourceId) under a Compensation header: saving it triggers the incentive engine, which loads the plan's approved IncentiveLine rules, matches PerformanceKPI accruals to the participant by the plan's member type, evaluates each IncentiveTarget against the participant's IncentiveResourceTarget quota, stamps the reached metric onto the matching summary field (noOfSaleOrders, saleAmount, noOfUniqueInvoices, customKPIValue and so on), and applies the qualifying CompensationSlab rewards - writing incentiveAmount, gifts/giftPoints, schemeId or discountGroupId depending on the slab's compensation type. |
| Compensation Slab | 33 | A payout band under an IncentiveLine (incentiveLineId): qualifies when the participant's achievement percent - floor of 100 times reached value over the IncentiveResourceTarget quota - falls between fromPercentage and toPercentage (a null or zero toPercentage means no upper bound; the first matching band in sequence wins). |
| Complaint | 12 | A master list of customer-reportable symptoms - the 'what the customer says is wrong' vocabulary - not an individual customer grievance or case. |
| Complaint Fault | 15 | The diagnosed fault code that a technician assigns against a reported complaint - the 'what was actually wrong' counterpart to the customer-reported Complaint symptom. |
| Consolidation Group | 14 | A named set of business units reported together, so statutory and management groupings can differ without maintaining separate ledgers. |
| Consolidation Group Member | 12 | The junction row placing one business unit into a consolidation group. |
| Contact | 43 | An individual person, usually attached to an Account via accountId (an account's people are its Contacts collection; the account's primary contact is pointed at by Account.accountContactId). |
| Contact Address | 26 | One address-book row for an Account (accountId is required; contactId optionally ties it to a specific person). |
| Contract | 28 | A service/maintenance agreement header for a customer Account, optionally tied to a single Asset. |
| Contract Line | 30 | One covered-scope line of a service/maintenance agreement: the catalog Item covered or supplied, quantity and pricing (unit price, cost price, discount), the count of customer assets covered, contracted hours, and the preventive-maintenance visit cadence. |
| Contract Line item | 25 | A priced coverage line under an asset service contract, naming the item covered, the covered asset, a date window, quantity and pricing, and an optional year number for multi-year contracts. |
| Conversion Batch | 51 | A staged document conversion (Order → Invoice, Requisition → Purchase Order, …). |
| Conversion Batch Line | 32 | One source line in a conversion batch, with its outcome and the document it produced. |
| Conversion Definition | 33 | Declares one document conversion (Order→Invoice, Requisition→Purchase Order, …) for the conversion batch engine. |
| Cost Center | 15 | A hierarchical cost-allocation dimension (parentCostCenterId builds the tree, optionally under a Business Unit), stamped on expense claims, claim lines and advances for cost control and segment reporting - complementary to Branch and Business Unit. |
| Credit Limit | 17 | The credit ceiling a company (PartnerAccountId) extends to one customer account (AccountId), and the row that actually blocks trading. |
| Credit Note | 65 | A credit document that reduces what a party owes, and the merged home of three different documents discriminated by TransactionType: null/empty is a pure financial AR credit note (Dr Sales / Cr AR, party = AccountId); "SaleReturn" is a customer goods return (the mirror of an Invoice, revenue and AR reversal, lines carry items and post to inventory); "BillReturn" is a purchase return to a supplier (Dr AP / Cr GR-IR plus input-tax reversal, party = SupplierAccountId). |
| Credit Note Line | 115 | One item or charge line of a CreditNote, and like its parent it carries three flavours driven by the parent's TransactionType: a financial line (GL repost on approval only), a SaleReturn line (item/price/tax setup, inventory posting, and return-quantity write-backs to the source InvoiceLine, DeliveryOrderLine and OrderLine), and a BillReturn line (same setup plus write-backs to Bill, PurchaseOrder and GoodsReceipt lines). |
| Currency | 15 | An ISO 4217 currency the tenant transacts in. |
| Currency Revaluation | 17 | A period-end foreign-exchange revaluation run that restates open foreign-currency positions at the closing rate. |
| Currency Revaluation Line | 20 | One revalued foreign-currency position on a revaluation run, typically a bank balance, a receivable or a payable, identified by its ledger account and, where relevant, the counterparty. |
| Cycle Count | 40 | A physical stock-count exercise for one branch and partner account, optionally narrowed by Item, ItemGroup, ABC/FSN class or StorageLocation. |
| Cycle Count Line | 35 | One item to count within a cycle count, generated per item lot or per InventoryStock row: OnHandQuantity is the system expectation seeded at generation per the header's CountQuantityType, RecordedQuantity is the physical count, and the calculated variance DiscrepencyQuantity (misspelled in C# and metadata; the JSON and API name is discrepancyQuantity) is RecordedQuantity minus OnHandQuantity. |
| Cycle Count Rule | 14 | A stored field, operator and value criterion attached to a cycle count and ordered by SequenceNumber. |
| Dealer Onboarding | 81 | A dealership application record capturing everything an applicant is assessed on in one wide document: applicant identity and residence, firm constitution and PAN/GST, showroom and workshop area and ownership, banking references, financial capability, and the letter of intent dates. |
| Debit Note | 30 | A debit document with two directions selected by TransactionType. |
| DebitNoteLine | 52 | One charge line of a DebitNote, tying the note to the Bill line (BillLineId) or the supply it adjusts and carrying the amount the ledger posts. |
| Delivery Order | 111 | The outbound dispatch document for a customer or dealer account: what is leaving a branch, to which ship-to address, under which transporter and e-way-bill references. |
| Delivery Order Line | 106 | One item line of a delivery order, and the row that actually moves stock: when the parent's PerformInventoryPosting runs, four mutually exclusive seeded ledger rules discriminate on InventoryFulfilmentPickingLineId, InventoryFulfilmentAllocationLineId and InvoiceLineId to post an Outward movement and relieve the matching reservation bucket (Picked, Allocation or PendingDeliveries). |
| Depreciation | 19 | A depreciation schedule header for an Asset, holding the method, the start and end dates, the period count and the residual value, with DepreciationLine as its per-period breakdown. |
| Depreciation Line | 20 | One period of a Depreciation schedule — period number, the opening and closing book values, the charge for the period and the running accumulated total. |
| Depreciation Policy | 20 | A reusable, category-level template for how a class of assets should be depreciated — method, rate, useful life, frequency and currency — which assets adopt through Asset.DepreciationPolicyId. |
| Discount Group | 18 | A container for contract-discount percentages that DiscountGroupService stamps onto a document header when the header has none. |
| Discount Group Rule | 20 | One dated discount percentage inside a DiscountGroup, aimed at an item, an item group or a SKU. |
| Document Name | 13 | The runtime sequence counter behind automatic document numbering: one row per target entity and document series (entityName plus documentSeries) holding lastNumberUsed. |
| Document Name Setting | 19 | Tenant configuration that switches on automatic document-name generation for one target entity: at save time the naming service composes series, date and sequence into the record field named by destinationFieldName, using dateFormat, autoNumberLength and concatenationCharacter to shape the result and allocating numbers from the DocumentName counter for the resolved series. |
| Document Service Contract Line | 15 | A service-contract scope line captured against a sales document rather than against an asset or a template — it records which component items are in or out of scope on an Opportunity line, sale order line or sale invoice line. |
| Duplicate Rule | 5 | An admin-authored duplicate-detection rule for one entity (entityName), with the field criteria on child DuplicateRuleCondition rows. |
| E Invoice | 32 | Register table modelled on the IRP/NIC e-invoicing submission: source invoice reference, seller and buyer GSTIN, the IRP request payload, and the IRN, acknowledgement, signed invoice and QR code that come back. |
| Employee | 46 | The HR and payroll configuration record for a person, and a satellite of Resource rather than a replacement for it. |
| Error Log | 26 | The metadata describes a rich diagnostic record - severity, error type, originating source and class/method, correlation id, request path, affected entity and record, HTTP status and a JSON context blob - and the entity is marked read-only (creation and editing are disabled, on the assumption the platform writes it). |
| ESI Rule | 17 | The Employees' State Insurance rule master for a company: the gross-wage eligibility threshold above which ESI does not apply at all, plus the employee and employer contribution rates, effective-dated. |
| E-Way Bill | 34 | An e-way bill (Rule 138) for a movement of goods - one register entry per generated bill, linked polymorphically to its source document via SourceEntityName/SourceRecordId (invoice, delivery order, transfer) and to the GSTRegistration, branch and company it was generated under. |
| Exchange Rate | 16 | A conversion rate between two currency codes effective from a date: one unit of fromCurrency equals rate units of toCurrency. |
| Executive Position | 14 | The dated record of who occupies a Position and over what window; a seat's ownership history is the set of these rows, not a separate audit trail. |
| Expense Advance | 25 | A cash advance paid to an employee (Resource) before travel or work - the mirror image of a claim: the employee owes the company. |
| Advance Settlement | 16 | One settlement event on an ExpenseAdvance, written automatically by the advance actions rather than entered by hand: SettleAgainstClaim writes a row with settlementType AgainstClaim (linking the ExpenseClaim), RecoverAdvance writes CashReturn; PayrollRecovery exists in the vocabulary. |
| Expense Category | 22 | The expense spend taxonomy (Travel, Hotel, Meals, Fuel and similar) referenced by claim lines, card transactions and policy rules. |
| Expense Claim | 43 | An employee reimbursement claim, anchored on the claimant Resource (resourceId - the same person key HR/payroll use; employeeAccountId is the legacy Account-based key). |
| Expense Claim Line | 49 | One expense position on an ExpenseClaim: the expense GL account debited (expenseGLAccountId), amount and GST, the ExpenseCategory, merchant/invoice details, payment mode, cost dimensions (project, cost centre, branch) and the receipt file. |
| Expense Policy | 16 | A named set of expense rules (child ExpensePolicyRule rows) evaluated against a claim by the policy engine. |
| Expense Policy Rule | 19 | One rule inside an ExpensePolicy: a ruleType, an optional ExpenseCategory scope (empty = all categories), a numeric threshold, and the action taken on breach (HardBlock, Warn, RequireHigherApproval, AutoDisallow). |
| Policy Violation | 19 | The audit record written when policy evaluation finds a breach on a claim or a specific claim line: the rule (expensePolicyRuleId), ruleType, severity (Info, Warning, Block), a message, and the excess amount for over-limit breaches. |
| Expense Receipt | 19 | Receipt metadata for an ExpenseClaimLine - the binary itself is a FileAsset in blob storage. |
| Reimbursement Batch | 17 | A batch reimbursement run: pays several posted claims to their employees in one bank transaction. |
| Reimbursement Batch Line | 16 | One claim inside an ExpenseReimbursementBatch, linking the ExpenseClaim and its Resource. |
| Expense Voucher | 27 | A direct-expense voucher for petty-cash / non-PO spend, separate from the employee claim flow: posting writes a balanced journal debiting each line's expense GL account and crediting the payment GL account for the total. |
| Expense Voucher Line | 17 | One expense head on an ExpenseVoucher: the expense GL account debited and its amount plus tax. |
| Field Sales | 35 | The van-sales (field sales) run document: one record per van journey, tying the executing rep, the van (StorageLocationId, a mobile StorageLocation) and the depot it draws from (SourceStorageLocationId) to a visit plan and a set of stock lines. |
| Field Sales Invoice | 14 | The join between a FieldSales van run and an Invoice raised during it, plus the cash actually collected against that invoice. |
| Field Sales Line | 34 | One item line of a van-sales run, carrying the same item through every stage of the journey in separate quantity buckets rather than mutating one figure: Quantity is the dispatcher's planned load, ReceivedQuantity plus the TakeIn damaged/shortage/excess trio is what the rep confirmed onto the van, SoldQuantity is accumulated back from the run's invoice lines at day end, and the CheckIn quantities are what the dispatcher counted back into the depot. |
| Finance Case | 39 | A retail finance application raised against a sale: it records what the customer asked for and what the financier granted as parallel requested/approved/disbursed sets of amount, down payment, interest rate, tenure and EMI, and links the sale through OrderId and InvoiceId plus the financier through FinanceProviderId and FinancerSchemeId. |
| Financer | 8 | The list of finance providers a tenant can raise a FinanceCase with - a bare reference master carrying only a name, with the commercial terms held on its child FinancerScheme rows. |
| Financer Scheme | 20 | One named financing product offered by a Financer, bounding the deals that may be written under it: minimum and maximum amount, minimum and maximum tenure in months, and a free-text Features blurb. |
| Financial Projection | 24 | An entered, scenario-based forecast header for a company and fiscal year — the manual sibling of Budget, kept parallel to it rather than merged, with its own scenario and version columns. |
| Financial Projection Line | 32 | One forecast line inside a FinancialProjection. |
| Statement Layout | 15 | A tenant-authored presentation tree for one statement type, intended to let a company reorder, rename or regroup statement lines without touching the Schedule III mapping held on the chart of accounts. |
| Statement Layout Node | 16 | One line of a statement layout tree. |
| Fiscal Period | 17 | An accounting period within a FiscalYear (fiscalYearId plus periodNumber and start/end dates), keyed to its owning company via partnerAccountId. |
| Fiscal Year | 14 | The accounting calendar of one company, a dated window that owns the fiscal periods a journal must post into. |
| Follower | 4 | A subscription marking a user as watching a record, created by the Follow server action and retired by Unfollow, both of which soft-delete rather than remove rows. |
| Form 26AS Line | 24 | |
| Form 26AS Reconciliation Entry | 26 | |
| Form 26AS Statement | 24 | |
| Form 3CD Clause | 18 | Statutory Form 3CD (tax-audit report) clause catalog: clause number, part, title and description. |
| Full & Final Settlement | 18 | The exit settlement for a leaving employee: payable components such as salary to the last working day, leave encashment, gratuity and pending reimbursement, net of deductions such as notice recovery, loan recovery and TDS, all held as FullAndFinalSettlementLine children. |
| F&F Line | 17 | One component of an exit settlement, either an amount owed to the departing employee or an amount recovered from them. |
| General Ledger | 27 | A decommissioned legacy ledger table. |
| GL Account | 30 | An account in the chart of accounts, owned by a company through PartnerAccountId, and the target every journal line posts against. |
| GL Period Balance | 19 | A rebuildable aggregate of posted journal lines per GL account, fiscal period and dimension tuple — a cache, never the source of truth. |
| Goods Receipt | 45 | The inbound receiving document: goods physically arriving at a branch from a supplier, plus the supplier's dispatch and invoice references and transporter details. |
| Goods Receipt Line | 57 | One item line of a goods receipt, and the row that converts arriving goods into stock movements and a cost layer. |
| Grade | 14 | An employee grade/band master referenced by Resource.gradeId. |
| GST Fiscal Period | 14 | One GST return period - a calendar month (month + year) tagged with the Indian financial year it falls in. |
| GSTR1 | 18 | Root of a granular GSTR-1 outward-supply return: one filing per filer GSTIN and return period (the period is the linked GSTFiscalPeriod via gstFiscalPeriodId, not a raw MMYYYY string). |
| B2B Invoice | 24 | A single outward B2B invoice in GSTR-1 Table 4, belonging to a GSTR1B2BSupply group (grouped by buyer GSTIN). |
| B2B Supply | 16 | GSTR-1 Table 4 grouping row - supplies to a registered buyer, grouped by the buyer's GSTIN (buyerGstin) under a GSTR1 header. |
| B2C Large Invoice | 22 | A single B2C-large invoice in GSTR-1 Table 5, belonging to a GSTR1B2CLSupply group. |
| B2C Large Supply | 15 | GSTR-1 Table 5 grouping row - B2C large: inter-state supplies to unregistered buyers exceeding the per-invoice threshold, grouped by place of supply under a GSTR1 header. |
| B2C Small Supply | 22 | GSTR-1 Table 7 row - B2C small: aggregated supplies to unregistered buyers, summarised by supply scope (intra/inter), place of supply and tax rate. |
| GSTR1 Credit/Debit Note | 23 | GSTR-1 Tables 9 and 10 - a credit or debit note adjusting an earlier outward invoice, under a GSTR1 header. |
| Document Summary | 20 | GSTR-1 Table 13 row - documents issued during the return period: one row per document nature/series with the issued serial range (serialNumberFrom/To), the total issued, the count cancelled, and the resulting net issued. |
| Export Invoice | 21 | A single export invoice in GSTR-1 Table 6, belonging to a GSTR1ExportSupply group. |
| Export Supply | 15 | GSTR-1 Table 6 grouping row - export supplies under a GSTR1 header, grouped by payment treatment (exportType: with or without payment of IGST). |
| HSN Summary | 24 | GSTR-1 Table 12 row - HSN/SAC-wise summary of outward supplies for the return period: quantity, taxable value and the IGST/CGST/SGST-UTGST/cess breakup per HSN code and rate. |
| GST Line Item | 22 | Shared rate-slab tax breakup line for GSTR-1 documents: the taxable value at a single GST rate with its IGST/CGST/SGST-UTGST/cess split. |
| Nil Rated Supply | 18 | GSTR-1 Table 8 row - nil-rated, exempt and non-GST outward supplies, summarised by supplyType (inter/intra x B2B/B2C per the GSTN taxonomy) with one value column per bucket (nilSupplies, exemptSupplies, nonGstSupplies) and no tax amounts. |
| GSTR2B | 17 | Root of a GSTR-2B auto-drafted input-tax-credit statement for one recipient GSTIN and one return period (linked GSTFiscalPeriod). |
| B2B Amendment Invoice | 29 | An amended inward B2B invoice in GSTR-2B, belonging to a GSTR2BB2BASupplier. |
| B2B Amendment Supplier | 14 | GSTR-2B B2B amendment section grouping row - supplier amendments to previously reported B2B invoices, grouped by supplier GSTIN under a GSTR2B header. |
| B2B Invoice 2B | 27 | A single inward B2B invoice in the GSTR-2B statement, belonging to a GSTR2BB2BSupplier. |
| B2B Supplier | 16 | GSTR-2B B2B section grouping row - inward supplies from one registered supplier, grouped by the supplier's GSTIN under a GSTR2B header, with the supplier's trade name, the period they reported (supplyPeriod) and when they filed (supplierFilingDate). |
| CDN Amendment Note | 25 | An amended inward credit/debit note in GSTR-2B, belonging to a GSTR2BCDNRASupplier. |
| CDN Amendment Supplier | 14 | GSTR-2B credit/debit-note amendment section grouping row - supplier amendments to previously reported notes, grouped by supplier GSTIN under a GSTR2B header. |
| CDNR Note | 23 | A single inward credit or debit note in GSTR-2B, belonging to a GSTR2BCDNRSupplier, with its own tax breakup, ITC availability and IMS action status. |
| CDN Supplier | 14 | GSTR-2B credit/debit-note section grouping row - notes from one registered supplier, grouped by the supplier's GSTIN under a GSTR2B header. |
| E-Commerce Amendment Document | 27 | An amended e-commerce supply document in GSTR-2B, belonging to a GSTR2BECOASupplier. |
| E-Commerce Amendment Supplier | 14 | GSTR-2B e-commerce amendment section grouping row - amendments to previously reported section 9(5) e-commerce supplies, grouped by the operator's GSTIN under a GSTR2B header. |
| E-Commerce Document | 24 | A single section 9(5) e-commerce supply document in GSTR-2B, belonging to a GSTR2BECOSupplier. |
| E-Commerce Supplier | 14 | GSTR-2B e-commerce section grouping row - supplies on which the e-commerce operator pays tax under section 9(5), grouped by the operator's GSTIN (ecoGstin) under a GSTR2B header. |
| Import (Overseas) | 20 | GSTR-2B import-of-goods record - an overseas import auto-populated from ICEGATE against a Bill of Entry (portCode, billOfEntryNumber/Date/Value). |
| Import (SEZ) | 23 | GSTR-2B import-from-SEZ record - goods received from an SEZ unit against a Bill of Entry. |
| ISD Amendment Credit | 21 | An amended ISD distributed-credit document in GSTR-2B, belonging to a GSTR2BISDASupplier. |
| ISD Amendment Supplier | 14 | GSTR-2B ISD amendment section grouping row - amendments to previously distributed ISD credits, grouped by the ISD's GSTIN under a GSTR2B header. |
| ISD Credit | 19 | A single ISD distributed-credit document (ISD invoice or credit note, per documentType) in GSTR-2B, belonging to a GSTR2BISDSupplier. |
| ISD Supplier | 14 | GSTR-2B ISD section grouping row - input-tax credits distributed by an Input Service Distributor, grouped by the ISD's GSTIN (isdGstin) under a GSTR2B header. |
| ITC Summary | 20 | GSTR-2B aggregate ITC totals row under a GSTR2B header: the GSTN ITC-available and ITC-not-available blocks flattened into paired tax-head columns (an itcAvailable and an itcNotAvailable column each for IGST, CGST, SGST-UTGST and cess). |
| GSTR-2B Reconciliation Entry | 33 | Persisted ITC reconciliation workbench row - one GSTR-2B document matched against the local purchase books (a Bill, via localBillId). |
| GSTR 3B | 23 | Header of a GSTR-3B self-assessed monthly summary return for one GSTIN and one return period (the period is the linked GSTFiscalPeriod, not a raw string). |
| GSTR 3B Filing Log | 18 | |
| GSTR 3B Table 4A ITC | 17 | |
| GSTR 3B Table 4D ITC | 17 | |
| GSTR-3B Table 4B ITC | 18 | |
| GSTR 3B Payment | 18 | GSTR-3B Table 6.1 payment of tax per head (feeds GSTR-9 Table-9 paid). |
| GSTR 3B Rule 37 Tracker | 20 | |
| GSTR 3B Table 3.1 | 19 | |
| GSTR 3B Table 3.1.1 | 17 | |
| GSTR 6 | 25 | Header of a GSTR-6 Input Service Distributor return - one filing per ISD GSTIN and return period, provisioned as Draft by the GST-return job for registrations with EnableISD. |
| ISD Distribution | 30 | |
| ISD Document Series | 16 | GSTR-6 ISD document serial allocator (Rule 54(1)). |
| ISD Recipient Allocation | 32 | |
| ISD Recipient Turnover | 21 | GSTR-6 ISD recipient turnover (Rule 39 pro-rata master). |
| ISD Source Document | 45 | ISD Source Documents |
| GSTR 9 Config | 24 | The tenant's copy of the GSTR-9 form catalog - one row per form line and value lane describing HOW that figure is produced: the section/sub-section/line item coordinates, the logic type dispatch key (rollup of filed returns, 2B rollup, books ledger, spillover, formula over other rows, or manual entry) and its logic definition. |
| GSTR 9 HSN Summary | 21 | GSTR-9 HSN-wise summary of outward/inward supplies (Tables 17/18). |
| GSTR 9 Return | 23 | Header of a GSTR-9 annual return for one GSTIN and financial year, created automatically by the GST-return provisioning job (one per GSTIN per year; ISD registrations are excluded under section 44). |
| GSTR 9 Summary | 54 | One line of a GSTR-9 annual return (GSTR9ReturnId lookup) - a form table row identified by its section/sub-section/line item and driven by a GSTR9Config catalog row (GSTR9ConfigId). |
| GST Registration | 18 | A GST registration (GSTIN) held by the company - one PAN can hold multiple GSTINs, one per state. |
| Holiday | 16 | A shared non-working-day calendar entry - public holiday, restricted holiday or weekly off - optionally scoped to a Branch and/or to a Business Hours definition. |
| Incentive Line | 17 | One rule of an IncentivePlan (incentivePlanId): groups IncentiveTarget rows and decides how they combine via definitionFilterCriteria - Always (No Criteria) auto-qualifies, All Conditions Are Met is an AND, Any Condition Is Met is an OR, and Custom Logic Is Met evaluates the {1} AND {2} OR {3} expression in definitionCustomLogic. |
| Incentive Period | 18 | A date slice of an IncentivePlan, generated automatically on plan insert from the plan's periodType (Yearly one row through to Daily one row per day; weekly rows align to Monday). |
| Incentive Plan | 28 | The header of a sales-incentive program: who participates (memberType Resource, Partner, Branch or Customer, optionally narrowed by memberResourceType or memberResourceGroupId), over which window (periodType generates child IncentivePeriod rows on insert - Yearly, Quarterly, Monthly, Weekly, Bi Weekly, Daily), and what is measured and paid (child IncentiveLine rows pairing IncentiveTarget rows with CompensationSlab payout bands). |
| Incentive Resource | 15 | The enrollment of one participant in an IncentivePlan (incentivePlanId): depending on the plan's memberType this points at a Resource (resourceId), a partner Account (partnerAccountId), a Branch (branchId) or a Contact (contactId). |
| Incentive Resource Target | 14 | The per-participant quota for one IncentiveTarget in one IncentivePeriod: value is the number the participant must reach. |
| Incentive Target | 31 | One measurable goal under an IncentiveLine/IncentivePlan: incentiveTargetType picks the metric read from PerformanceKPI accruals - No Of Sale Orders, Sale Order Amount, No Of Invoices, Sale Amount, Sale Order Quantity, Invoice Quantity, Purchase Order Amount, Purchase Order Quantity, No Of Unique Invoices, No Of Unique Items, or Custom KPI (reads the PerformanceKPI field named in customKPIFieldName). |
| Individual | 31 | A person-level privacy and consent record: names and salutation plus data-protection flags (dontMarket, dontProcess, dontProfile, dontTrack, forgetThisIndividual, exportIndividualsData, canStorePiiElsewhere, blockGeolocationTracking) and demographic attributes such as birth/death dates, occupation and consumer credit score fields. |
| Inspection Line | 38 | The goods-receipt quality inspection record, unrelated to the CheckIn* check-in inspection family. |
| Insurance Scheme | 10 | A thin reference list of insurance schemes, holding only a name and the insurer's own name for the same scheme so external naming can be reconciled with internal naming. |
| Interest Charge | 47 | Interest charged on one overdue open item for one accrual window, with its full derivation. |
| Interest Policy | 33 | Rate and rule master for interest on overdue payments. |
| Interest Run | 27 | One interest accrual batch: computes and posts charges for overdue items as at a cut-off date. |
| Interface Log | 20 | The declared shape of an outbound-callout log entry: HTTP method, endpoint, payload, response, request/response headers, response code and eventTime, with links to the provider, the request definition and an InterfaceQueue. |
| Job Queue | 9 | A named grouping handle for background interface/job processing - the row itself holds only a label. |
| Interface Service Provider | 23 | Configuration for an outbound integration endpoint. |
| Interface Service Provider Request | 31 | One configured callout under an InterfaceServiceProvider: HTTP verb and endpoint with header/query templates and a timeout, payload and response schemas, and a success check comparing responseSuccessPath against responseSuccessValue. |
| Inventory Cost Consumption | 20 | One draw of an issue against a cost lot, recorded per accounting book and per method because FIFO and LIFO consume different layers for the same physical issue. |
| Inventory Cost Lot | 25 | A persisted receipt cost layer for one (accounting book, item, branch, method) scope: how much arrived at what unit cost and how much of that layer is still unconsumed. |
| Inventory Fulfilment | 33 | The warehouse fulfilment header raised against one sales Order or ServiceOrder by the order-side actions PerformReleaseFulfilment / SelectiveFulfilment / PerformReleaseFulfilmentAndAllocate (or their service-order equivalents); it is never created by hand. |
| Allocation Line | 52 | One reservation against a single concrete stock source: an ItemLot when the item is lot-tracked, otherwise an InventoryStock bucket. |
| Inventory Fulfillment Order Line | 35 | The demand side of a fulfilment: one line per source OrderLine or ServiceOrderLine, carrying the quantity that still needs reserving. |
| Inventory Fulfillment Picking Line | 38 | A physical pick raised one-for-one from an allocation line, capped at that line's PendingPickingQuantity; it can only exist with an allocation-line parent, which the handler enforces on insert. |
| Inventory Ledger | 36 | The append-only journal of posted inventory movements: one row per source line per matching active InventoryLedgerSetting rule, written only by InventoryLedgerService.DoLedgerPostingAsync. |
| Inventory Ledger Setting | 18 | The configuration that makes inventory posting generic: one row per source line entity and ledger type, telling the posting engine (InventoryLedgerService.DoLedgerPostingAsync) how a save of that entity becomes InventoryLedger rows plus stock-counter updates. |
| Inventory NRV Assessment | 28 | A lower-of-cost-and-net-realisable-value assessment for one item or one group of similar items, per accounting book and fiscal period: the carrying cost, the NRV inputs, the impairment movement recorded this run, and the cumulative outstanding write-down that caps any later reversal at original cost. |
| Inventory Opening Lot State | 22 | The open cost lots at the start of a fiscal period, one row per lot, keyed by partner account + accounting book + fiscal period + item + branch + valuation method. |
| Inventory Stock | 60 | The running stock balance for one stock-keeping slot, keyed by partner account + branch + item + SKU + storage location; rows are created on demand by the ledger posting engine and never entered by hand (the entity has no New/Edit/Delete server actions). |
| Inventory Valuation Policy | 23 | The rule that decides which cost-flow method the engine uses for a transaction, per accounting book. |
| Invoice | 157 | The customer-billing document that terminates the order-to-cash chain. |
| Invoice Line | 136 | One billed item on an Invoice, and the level at which price, discount and tax are actually resolved. |
| ITC Ledger | 27 | Input Tax Credit ledger for Indian GST: one entry per ITC event for a GSTIN and tax period, split into CGST, SGST, IGST and cess. |
| Item | 61 | The product/service master referenced by the item line of every transactional document (order, invoice, quote, opportunity, purchase order, requisition, goods receipt, delivery, transfer, adjustment, cycle count, service order). |
| Item Alias | 15 | An alternative identity for an item, optionally narrowed to a SKU and a lot type, that can be selected on a document line instead of the item itself (OrderLine, InvoiceLine, DeliveryOrderLine, PurchaseOrderLine and OpportunityLine all carry an ItemAliasId). |
| Item Alternate | 19 | A directed substitution from one item to another, optionally effective-dated, used both automatically and as a suggestion. |
| Item Cart | 15 | A staging basket row that parks an item, SKU, lot type, account and quantity against an Order before it becomes an order line. |
| Item Component | 29 | One line of a package/bill-of-materials definition: it attaches a component item (and optionally a component SKU) to a parent item, with a quantity, min/max bounds and selection rules. |
| Item Consumption Rate | 15 | One tier of a consumption schedule: a lower and upper consumption bound plus the price that applies inside that band. |
| Item Consumption Schedule | 19 | A tiered usage price book for an item, holding the ItemConsumptionRate tiers that price metered consumption on subscriptions. |
| Item Feature | 19 | A named option group under an item that ItemComponent rows point at, so a configurable product's components can be presented in labelled sets. |
| Item Group | 15 | A named set of items used to scope pricing, tax, discount, scheme, incentive, cycle-count and mobile-selling rules without listing every item. |
| Item Group Member | 16 | The junction row that places an item (optionally narrowed to a SKU and a lot type) in an item group; it is what every group-scoped engine actually joins against. |
| Item Group Rule | 16 | One clause of an item group's dynamic-membership predicate: a field name, an operator and a comparison value, applied in sequenceNumber order. |
| Item Inventory Attribute | 28 | The replenishment and counting policy for an item, optionally narrowed by SKU, lot type, branch and partner account, with a null scope column meaning 'applies to all'. |
| Item Lot | 75 | One traceable batch or serial instance of an item at one partner + branch + storage location, with its own costs, dates and per-lot quantity counters that the ledger posting engine moves in step with InventoryStock. |
| Item Lot Type | 22 | An item-scoped commercial variant or grade of stock - promo, sample or saleable, with optional price and variation codes - carried on nearly every transactional line and copied onto ledger rows and lots as they are created. |
| Item Maintenance Schedule | 28 | A service-interval definition for an item, optionally per SKU: when the service falls due (in days, usage hours or a usage reading), the from/to duration and usage window it covers, its position in the sequence of services, and up to five reminder day-offsets. |
| Item Relation | 17 | Declares which other items are permitted alongside a given parent item, and is the backend source of truth for that restriction: ItemRelationService.ValidateRelatedItemsAsync checks each document line's item against the related-item set of the document's parent item and rejects one that is not listed. |
| Item Service Contract | 35 | The template that defines a sellable service entitlement for an Item, SKU or lot type — coverage window, usage limits, grace allowances and the rules that govern how the entitlement behaves when it is claimed. |
| Item Service Contract Line | 13 | A component covered by an ItemServiceContract template, with the entitled quantity — the template-level counterpart of AssetServiceContractLine. |
| Item Unit Of Measure | 15 | An alternate unit for an item (optionally per SKU), carrying the conversion ratio that relates one of this unit to the item's base unit named in Item.quantityUnitOfMeasure. |
| Journal | 26 | The single posting vehicle of the ledger: every value movement in the platform — document posting, manual entry, opening balance, depreciation, payroll, allocation, reversal and period close — is a journal, and its posted lines ARE the general ledger. |
| Journal Line | 23 | One debit or credit leg of a journal, and the row that financial statements, the trial balance and the account ledger are ultimately aggregated from. |
| Knowledge Article | 10 | A knowledge-base article: titled (Name), categorized help content with a publish lifecycle (status: Draft, Published, Archived) and a visibility of Internal (agent-only) or Public (portal/customer). |
| KPI Configuration | 39 | A KPI definition - the catalog row that names a measurable performance indicator (kpiName, label) and declares where its numbers come from: triggerObjectName/triggerEvent point at the source entity and event, and the *FieldName pointers (accountFieldName, branchFieldName, dateFieldName, itemFieldName, partnerFieldName, resourceFieldName, valueFieldName/valueFieldName2 with valueFunction, rewardFieldName with rewardFunction) map source-entity fields into the KPI dimensions and measures. |
| KPI Data | 27 | An aggregated KPI result row - the computed output of a KPIConfiguration for one dimensional slice: kpiConfigurationId identifies the definition, and the slice is keyed by combinations of accountId, partnerAccountId, branchId, resourceId, employeeId, incentivePlanId, incentivePeriodId and incentiveResourceTargetId. |
| KPI Data Detail | 18 | One contributing source document under a KPIData aggregate - the drill-down line that shows which document produced how much of the parent total. |
| KPI Rule | 15 | A filter condition attached to a KPIConfiguration (kpiConfigurationId): fieldName + operation + fieldValue express one predicate over the KPI's trigger entity, and sequenceNumber orders the conditions. |
| KYC Document | 22 | An identity/verification document captured during onboarding or a financed sale: documentType and documentNumber identify the document, kycType classifies the check, isVerified records the outcome and externalId keeps the provider's reference. |
| Landed Cost | 22 | A voucher gathering the incidental costs of a receipt — freight, customs duty and other charges — so they can be apportioned across the received items and capitalised. |
| Landed Cost Line | 19 | One received item on a landed-cost voucher, holding the quantity and base value that drive the apportionment plus the freight, duty and other amounts assigned to it. |
| Lead | 49 | A potential opportunity or customer inquiry - the entry point of the CRM funnel (Status: New, Contacted, Nurturing, Lost, Converted). |
| Leave Entitlement | 13 | The declared leave allowance for a leave type, granted either to a single Resource or to a whole Resource Group. |
| Leave Request | 16 | A person's request for time off across a date range, keyed on Resource and never on Employee. |
| Leave Type | 11 | The catalogue of leave categories, and the setting that decides whether an absence costs the employee pay. |
| Loan / Advance | 26 | An employee salary advance, travel advance or loan, disbursed from a bank or cash account and then recovered through payroll in installments, keyed on Resource. |
| Loan Recovery | 17 | The audit row for one installment taken out of one payroll run against a loan or advance; the payroll calculation writes these, users do not create them. |
| Lower Deduction Certificate | 22 | A lower or nil-deduction certificate held by a party - s.395 of the Income-tax Act 2025, Form 128 (erstwhile s.197 / Form 13). |
| LWF Rule | 17 | The state-wise Labour Welfare Fund rule master: a flat employee and employer contribution for a state, with the deduction frequency (Monthly, HalfYearly or Annual), effective-dated. |
| Macro | 7 | A reusable, named set of ordered MacroStep actions an agent runs against a record in one click - set a field, send an email template, pause or resume the SLA, add a note, create a task, or close the record. |
| Macro Step | 6 | One ordered action inside a Macro, linked by macroId and executed in stepOrder sequence. |
| Milestone Config | 7 | A custom SLA milestone definition under an SLAPolicy, beyond the built-in FirstResponse and Resolution milestones. |
| Mobile Sync Failure | 24 | A terminally-failed mobile outbox row, reported by the device once an offline store-and-forward mutation is rejected or conflicts and its retries are exhausted. |
| Monthly TDS Projection | 27 | The month's salary-TDS projection for one employee: annual income projected forward, verified Chapter VI-A deductions applied, annual tax computed and spread over the months remaining in the financial year. |
| Open Transaction | 26 | One open AR/AP item per posted document — invoice, bill, credit or debit note, advance receipt or payment — created at posting time by DocumentJournalPostingService and reduced by SettlementAllocation rows. |
| Opportunity | 115 | A qualified deal or customer service request, positioned between Lead and the transactional documents (Status: Prospecting, Qualification, Needs Analysis, Proposal/Quote, Negotiation, Closed Won, Closed Lost). |
| Opportunity Line | 84 | One item or service position under an Opportunity (opportunityId + itemId + quantity). |
| Order | 113 | The customer sales order and the head of the order-to-cash chain: a header (customer account, branch, partner and supplier accounts, addresses, price list, header taxes) with OrderLine children. |
| Order Line | 122 | One item position of a sales Order (OrderId plus ItemId and Quantity) carrying its own pricing, discount, tax and inventory context. |
| Partner Account Mapping | 22 | A dated allow/block mapping row scoped to a partner company: it relates a customer Account or AccountGroup, an Item or ItemGroup, a Branch, a Resource and a partner AccountGroup to the owning partnerAccountId, effective between fromDate and toDate. |
| Partner Resource | 20 | A dated posting of a Resource to a selling organisation - a partner account and/or a branch - for a date window, plus an optional reporting manager. |
| Party Period Balance | 18 | The receivables and payables subledger balance: one row per party inside a control account, per fiscal period and business unit, aggregated from posted control-account journal lines. |
| Payment | 53 | A single money movement in either direction and the only document that settles AR/AP open items: PaymentType 'Payment Taken' is a customer receipt, 'Payment Given' a vendor or employee disbursement. |
| Payment Adjustment | 21 | The legacy settlement link: one row nets a payment or credit document against an open document and carries the amount applied. |
| Payment Batch | 17 | A header intended to group money movements for one bank run — an outgoing vendor payment file or an incoming customer deposit slip, distinguished by BatchType — with a count and total rolled up from its lines. |
| Payment Batch Line | 16 | One member document inside a PaymentBatch. |
| Payment (Salary Disbursement) | 16 | A legacy, thin salary-payout record hanging off a PayrollRun, superseded by PayrollPaymentBatch and its lines. |
| Payroll Adjustment | 19 | A one-off earning or deduction for a single employee in a single payroll period — bonus, penalty, arrears or an ad-hoc reimbursement — held outside the salary structure so it affects exactly one run. |
| Payroll Component | 29 | The reusable pay-component master — every earning, deduction, employer contribution and reimbursement a company can pay, defined once with its type, taxability, calculation method, statutory nature and both GL account mappings. |
| Salary Payment Batch | 20 | The salary disbursement batch: one bank payment that settles many employees' Payroll-Payable open items in a single posting of Dr Payroll Payable / Cr Bank. |
| Payment Batch Line | 18 | One employee's net-pay row inside a salary payment batch, holding the amount, the bank account and IFSC snapshotted from the Resource at generation time, and a per-line payment status. |
| Payroll Period | 20 | The payroll processing calendar entry (monthly by default, also weekly, biweekly or daily) that every payroll document hangs off: runs, adjustments, statutory challans, TDS projections, loan recovery windows and payslips are all scoped by PayrollPeriodId. |
| Payroll Run | 23 | One execution of payroll for a PayrollPeriod, and the header that drives the whole chain: Project TDS, Calculate, Post, Generate Payslips, Generate Payment. |
| Run Component Line | 23 | One component's calculated amount for one employee in one payroll run — the finest grain of the payroll calculation and the only place individual earning and deduction figures exist. |
| Payroll Run Detail | 32 | The per-employee summary line of a PayrollRun: one row per Resource processed, carrying rolled-up gross, deductions and net, employer contributions, reimbursements, the day breakdown, and the statutory subtotals TDS, PF and ESI. |
| Statutory Challan | 22 | A statutory deposit for a payroll period — the PF, ESI, PT, salary-TDS or LWF payment that clears the company-level liability payroll posting accumulated. |
| Payslip | 28 | The employee-facing pay document generated from a PayrollRunDetail, carrying header totals plus year-to-date rollups and a masked bank account. |
| Performance KPI | 49 | A flat performance fact row - the accumulator table that the Scheme and Incentive engines read to know what a partner, account or resource has actually done. |
| Period Close | 18 | The audit record of one run of the period-close checklist against a fiscal period. |
| Period Close Check | 16 | One evaluated line of a period-close run: a single integrity test with a stable machine code, whether it was blocking, whether it passed, and a detail string naming the offending counts. |
| PF Rule | 18 | The Provident Fund rule master for a company: the wage ceiling that caps the PF basis, the employee and employer contribution rates, and the EDLI and administration charge rates, effective-dated. |
| Place | 12 | A geographic location master arranged as a self-referencing hierarchy: parentPlaceId points at the containing place, and level/placeType describe what kind of node it is. |
| Planogram | 8 | A shelf-layout definition that merchandising audits are judged against: layoutJson holds the structured expectation (shelves, positions, product and expected facings) the compliance calculator consumes, and an optional reference photo rides the generic file-asset pipeline. |
| PM Task | 24 | A single scheduled preventive-maintenance visit for an Asset, delivered under a ContractLine (not under the Contract header). |
| Position | 15 | A field-sales seat, or territory slot, that exists independently of whoever currently occupies it. |
| Postal Code | 16 | A postal/PIN code master row with its city (free-text city plus a cityPlaceId lookup to Place), state, region and country. |
| Posting Definition | 24 | The account-determination rule that decides which GL account a document's journal lines hit, and the successor to the legacy accounting rules. |
| Posting Error Log | 21 | The failed-posting queue: one open entry per source document and posting purpose whose general-ledger posting threw, so the failure is visible and retryable instead of being lost when the posting transaction rolls back. |
| Price List | 20 | A named collection of item prices whose actual amounts live in child PriceListRule rows. |
| Price List Rule | 18 | One dated price for one item on one price list, optionally narrowed to a specific SKU and/or item lot type. |
| Price Lot | 18 | The cost layer the platform actually uses for receipt costing, valuation and COGS is InventoryCostLot in the Finance module, not this entity. |
| Price Lot Line | 13 | The allocation child of PriceLot, pairing an invoice line with a price lot and a cost price. |
| Product Catalogue | 29 | Groups store categories and items available for a store or partner: belongs to a Store (storeId) or a partner Account (partnerAccountId) and is referenced by StoreCategory rows via catalogueId. |
| Product Catalogue Image | 15 | An image asset for a catalogue listing: links a StoreCategoryItem (storeCategoryItemId) and/or the underlying Item, with imageType, imageUrl and orderIndexNumber controlling ordering. |
| Product Configurator Image Detail | 13 | Associates a catalogue image with a specific item so a configurator view can show the right picture for a chosen configuration, with an optional currency code and integration id. |
| Appointment | 41 | The execution record of a product demo / test drive: process and outcome fields (demoStatus, demoRating, customerVoice, usage readings, cancellation reason) around a demo of an item (itemId) or demo asset (demoAssetId) for an account. |
| Professional Tax Slab | 18 | The state-wise professional-tax slab table: for a monthly gross-wage band, the flat PT amount, with a separate February amount because some states levy a different figure in that month. |
| Project | 18 | A project or job used as a cost-and-revenue dimension and as the target for recharging billable expenses to a customer. |
| Prospect Place | 12 | An externally-sourced place (a Places-API lookup or purchased list) that a field rep can onboard as an Account from the visit agenda's nearby-to-onboard feed. |
| Published Statement | 23 | An immutable filed snapshot of a computed financial statement, the artifact that survives any later reclassification of the chart of accounts. |
| Purchase Order | 86 | The buying-side demand document that opens the procure-to-pay chain: what is being bought, from which supplier (SupplierAccountId), on behalf of which partner account (PartnerAccountId) and into which branch (BranchId). |
| Purchase Order Line | 98 | One item position on a purchase order: PurchaseOrderId plus ItemId, SKUId and Quantity, carrying the resolved buy price (UnitCost, with UnitCost2 overriding it in the amount formula), the discount ladder, a per-line snapshot of up to six taxes in the Tax1..Tax6 name/rate/type/amount slots, and the counters that drive the chain. |
| Purchase Order Requisition | 20 | A junction row designed to link a requisition and requisition line to the purchase order line that fulfils it, optionally tagged with the AutoOrder that produced it and carrying RequestedQuantity and OrderedQuantity. |
| Purchase Return | 12 | Its only structural role is as the target of Claim.PurchaseReturnId, so a claim can be tagged against a return. |
| Purchase Return Line | 10 | Its only structural role is as the target of ClaimLine.PurchaseReturnLineId. |
| Queue | 5 | A work queue for Omni-Channel routing. |
| Quote | 94 | A priced estimate presented to the customer (Status: Draft, Pending Approval, Approved, Declined), with the actual items on child QuoteLine rows. |
| Quote Line | 94 | One item or service position on a Quote. |
| Reconciliation Match | 16 | A confirmed pairing of one bank statement line with one posted ledger journal line on the bank's GL account; the set of these rows is what drives the reconciliation summary's matched totals and its unmatched residual. |
| Reconciliation Matching Rule | 16 | A configurable gate that narrows which posted ledger lines may be paired with a bank statement line. |
| Recurring Depreciation | 27 | A per-asset (or per-pool) depreciation schedule that posts one period's charge at a time under the Companies Act book: either a fixed straight-line amount or a written-down-value rate applied to the reducing balance, floored at the residual value. |
| Recurring Journal | 19 | A template that materialises a posted journal on a schedule — rent, accrual, amortisation and standing provision entries. |
| Recurring Journal Line | 17 | One fixed debit or credit leg of a recurring-journal template, cloned into a journal line on every run. |
| Requisition | 40 | An internal request to obtain stock, sitting one step upstream of the PurchaseOrder. |
| Requisition Line | 55 | One requested item on a Requisition. |
| Resource | 47 | The person master for anyone who does work in the system - technicians, service advisors, sales executives, drivers, back-office staff - and the universal keying anchor: payroll, expenses, leave, attendance, claims, loans and advances, service assignment and field sales all key on ResourceId rather than on a user or employee id. |
| Resource Assignment Rule | 15 | One field condition of a PartnerResource's auto-assignment setup (linked by partnerResourceId): fieldName, operation and fieldValue describe a test evaluated against the record being assigned. |
| Resource Availability | 25 | One attendance day for a field Resource: the date, the branch it belongs to plus the branches where check-in and check-out actually happened, the first check-in and last check-out times, accumulated duration and penaltyHours, and a leaveRequestId link when the day is explained by leave. |
| Resource Availability Check In | 15 | One check-in/check-out pair inside a ResourceAvailability day, numbered by documentNumber. |
| Resource Availability Data | 15 | A raw attendance punch event for a Resource: the event time and attendanceTime, its type, the branch, and the parent ResourceAvailability day it rolls up into. |
| Resource Business Hour | 13 | A resource's actual working calendar comes from Resource.BusinessHoursId pointing at the BusinessHours master (used, for example, to pick the timezone for attendance auto-checkout, falling back to the default branch's hours), and appointment slot availability is driven by the branch's BusinessHours plus branch holidays. |
| Resource Compensation | 17 | Despite sitting near the Rewards entities, this is a payroll record: the assignment of a SalaryStructure to a Resource (the employee salary assignment of the payroll plan), with ctc, an effectiveFrom/effectiveTo window, a revisionReason for changes and an isActive flag. |
| Resource Group | 18 | A named pool of Resources; membership is the child ResourceGroupMember rows. |
| Resource Group Member | 12 | A junction row placing one Resource into a ResourceGroup (both lookups required). |
| Resource Leave | 13 | Real leave lives in LeaveRequest and LeaveEntitlement keyed on ResourceId: approved unpaid LeaveRequest days overlapping a payroll period become loss-of-pay days, and appointment slot release checks LeaveRequest to suppress slots for a resource on leave. |
| Resource Presence | 6 | The durable presence and capacity configuration for one Resource in Omni-Channel routing - one row per resource, upserted by the routing service. |
| Resource Skill | 17 | One agent's competency: a child of the Skill master (skillId) held by a Resource (resourceId), with proficiencyLevel and a start/end validity window. |
| Resource Work | 10 | One Omni-Channel routing work item: a unit of work pushed to a Resource, polymorphic via workEntityName/workRecordId so any entity - cases, chats, calls, leads - can be routed, not just cases. |
| Revenue Recognition Schedule | 24 | A deferred-revenue plan for one source document: the billed total is parked in a deferred-revenue liability account and released to income across the recognition window. |
| Revenue Recognition Schedule Line | 19 | One period's slice of a revenue-recognition schedule: the amount planned for release, the amount actually recognized, and the journal that posted it. |
| Route Sequence | 15 | A versioned, named ordering of a Visit Route's stops - the source of record behind the per-visit sequence snapshots (Visit plannedSequence/optimizedSequence/mostlyFollowedSequence). |
| Route Sequence Entry | 4 | One line of a RouteSequence run: the rank a route stop (visitRouteStopId) takes in that ordering, with an optional confidence score for history-derived runs. |
| Salary Component | 28 | One line of a SalaryStructure: which component is paid, how its amount is derived, and in what order. |
| Salary Structure | 15 | A named salary template — an ordered set of SalaryComponent lines that together define how an employee's pay is composed. |
| Salary Tax Slab | 18 | An income-tax slab band for salary TDS: a marginal rate over an income band, scoped by regime, financial year and age band. |
| Scheme | 42 | A promotional or trade scheme - the header record that makes discounts, free goods and reward points apply automatically to transactional documents. |
| Scheme Account Budget | 16 | A spend cap for a Scheme (schemeId), in currency. |
| Scheme Account Budget Utilisation | 15 | One draw against a SchemeAccountBudget, keyed per invoice line (invoiceId/invoiceLineId) with the consumed amount and links back to the scheme and the SchemeLedger row it came from. |
| Scheme Benefit | 41 | One grant under a Scheme Slab (schemeLineId): rewardType selects the mechanics - Line Level Discount Percentage, Line Level Discount Amount, Discounted Item (a free or discounted item line for discountedItemId), Discounted Item Group (pick from discountedItemGroupId) or Reward Points. |
| Scheme Condition | 38 | One qualifying test under a Scheme Slab (schemeLineId): conditionType picks what is measured on the document or period (Quantity, Value, Value With Tax, Item Quantity/Value/Value With Tax against itemId, Item Group Quantity/Value/Value With Tax against itemGroupId, or Unique Item Count), conditionOperator compares it (Equal, Does Not Equal, Greater Than, Greater Than Or Equal, Less Than, Less Than Or Equal) with conditionQuantity or conditionValue as the threshold. |
| Scheme Consumption | 17 | A summary of scheme benefit consumption per account/partner/branch/item or item group (consumedAmount, consumedQuantity). |
| Scheme Ledger | 44 | The applied-scheme record: one row per document line that has a scheme applied, mirrored from the line state by the scheme engine on every save (rows for lines that no longer carry a scheme are deleted). |
| Scheme Slab | 20 | One slab of a Scheme (schemeId): a unit of qualification pairing child SchemeCondition rows (the tests) with child SchemeBenefit rows (the grants). |
| Scheme Period | 13 | A date slice of a Scheme, generated automatically on scheme insert from the scheme's periodType (Yearly one row, Quarterly/Monthly/Weekly/Bi-Weekly/Daily one row per interval across validFrom-validTo). |
| Service Bay | 13 | A physical workshop position — a bay, wash bay, van, bin or pallet, typed by ServiceBayType and optionally tied to a Branch. |
| Service Campaign | 49 | An outreach/recall campaign in the service module: it defines who is targeted (rule-built ServiceCampaignMember rows over Accounts or Assets, per dynamicMemberObject and the child ServiceCampaignRule rows) and what is offered (child ServiceCampaignItem rows), then its Process* server actions generate the downstream records - Leads, Opportunities (with lines copied from the campaign items), or AssetMaintenance rows - one per member, plus contract/maintenance-schedule reminder leads driven by the reminderDaysOffset fields. |
| Service Campaign Item | 14 | One item or service the campaign offers (serviceCampaignId is the parent; itemId the catalog item, with optional itemServiceContractId and quantity). |
| Service Campaign Member | 19 | One targeted Account and/or Asset in a ServiceCampaign - the row the generation actions fan out from. |
| Service Campaign Rule | 15 | One dynamic-membership condition under a ServiceCampaign: fieldName + operation + fieldValue evaluated against the member object (Account or Asset) by the shared group-rule engine when ProcessMembers runs. |
| Service Order | 125 | The workshop job document: one record per piece of work taken in against a customer and, usually, an Asset (the machine or vehicle being worked on). |
| Service Order Line | 143 | A single billable or workable item on a service order. |
| Service Order Time Sheet | 24 | A labour-capture sheet attached to a service order, created by the service order's Create Time Sheet action; one sheet is raised per invocation with a child ServiceOrderTimeSheetLine for every selected line whose Item is a Work Item (part lines are excluded). |
| Service Order Time Sheet Line | 21 | One technician-against-one-work-line row on a time sheet. |
| Service Recommendation | 40 | An upsell or follow-up work suggestion raised against an Asset — most often generated automatically when a check-in inspection checklist line is saved and a matching ServiceRecommendationRule fires, or from a complaint line. |
| Service Recommendation Rule | 16 | The condition that turns a checklist reading into a Service Recommendation. |
| Service Type | 9 | A small reference list of work categories used to classify a job. |
| Settlement Allocation | 23 | One settlement of one OpenTransaction by one settling document, and the successor of PaymentAdjustment. |
| Shelf Audit Result | 15 | One shelf-vision evaluation run over a merchandising activity's photos - the child result entity of VisitTaskActivity, one row per run so re-analysis history is kept. |
| Shelf Product | 5 | The tenant's reporting identity for one shelf-vision detection label: maps a stable, lowercase gallery label (detectionLabel) to a display name, an optional roll-up cluster (clusterId) and the isOwnBrand flag that drives the share-of-shelf numerator. |
| Shelf Product Cluster | 3 | A tenant-defined reporting roll-up group for shelf-vision products (for example a beverages family or a competitor cola group). |
| Shipment | 33 | The in-transit leg of a goods movement, held on the receiving side: goods that have left the sender but have not yet been received, parked in the InventoryStock Pipeline bucket until a GoodsReceipt converts them to inward stock. |
| Shipment Asset Line | 43 | A per-unit identity row hanging off a Shipment, and optionally off one of its lines, for serialised or asset-tracked goods such as vehicles and machines: serial, engine, component, batch and lot numbers, product code, description and family, manufacturing plant and month or year, and the eventual sale-side fields (sale date, sale invoice number, selling branch and selling partner). |
| Shipment Line | 32 | One item line of a Shipment, carrying the in-transit quantity for a single item. |
| Side Conversation | 4 | A private message thread hung off a record - typically a Case - to coordinate with a third party or vendor without the customer seeing it (side conversations are internal-only by design and never customer-visible). |
| Side Conversation Message | 8 | One message inside a SideConversation (sideConversationId is the parent). |
| Skill | 3 | An agent's actual competency is a child ResourceSkill row. |
| SKU | 17 | One sellable/stockable variant of an Item (itemId is required; isDefault marks the item's default variant), carrying its own skuCode, productColor, quantity unit of measure and maximumLotQuantity. |
| SLA | 15 | A service-level agreement catalog entry pairing a priority/severity classification with target response and resolution times. |
| SLA Policy | 11 | Service-level targets matched to Cases: the SLA engine picks the highest-rank active policy whose matchFormula (a DynamicExpresso predicate over the Case, e.g. |
| Storage Location | 35 | A physical or logical stock-holding place inside a branch. |
| Store | 13 | A storefront: the catalog universe a partner account sells from, hosting ProductCatalogue and StoreCategory rows (whose StoreCategoryItem children name the sellable items). |
| Store Category | 14 | Classifies items within a storefront: belongs to a Store (storeId) and optionally to a ProductCatalogue (catalogueId), nests into subcategories via the self-referencing storeCategoryId, and holds its sellable listings as StoreCategoryItem children. |
| Store Category Item | 33 | A sellable listing under a StoreCategory: itemId links the actual inventory Item (and skuId optionally a specific SKU), while the row carries the storefront presentation - marketing name/description, highlights, howTo, ingredients, knowMore, display pricing (mrpOfItem, price), rating/review text and sequenceNumber ordering. |
| Store Dealer | 15 | Links a Store to a dealer: a partner Account (partnerAccountId) and optionally a Branch (branchId), with city/state display fields. |
| Store Item Image | 16 | An image row attached to a StoreCategoryItem - both storeCategoryItemId and parentStoreCategoryItemId are required links, and the underlying Item can be linked too. |
| Subscription | 40 | A recurring-billing arrangement for an account covering one item (or itemComponent): quantity, pricing (priceList/priceListRule, unitPrice, unitCost, markup fields, taxGroup), billingFrequency and chargeType, and the billing clock (startDate, endDate, lastBillingDate, nextBillingDate, terminatedDate, goodwillDays). |
| Subscription Setting | 11 | A dormant generic key/value settings table left over from an earlier configuration approach. |
| Subscription Usage | 16 | One metered-consumption entry under a Subscription: a quantity of an item, optionally a specific itemFeature, consumed by an account or asset. |
| Subscription Usage Summary | 21 | A billing-window rollup of usage under a Subscription (summaryStartDate to summaryEndDate) tracking billedQuantity against unbilledQuantity, with override fields (overrideQuantity, overrideAmount, overrideSummaryEndDate) to adjust what gets charged. |
| Task | 9 | A placeholder whose first-party definition carries only the system fields (id, name, owner, record type, audit stamps) - no business fields, views, layouts or relations ship for it, and the compiled data model contains no table for it. |
| Tax | 16 | One tax component inside a TaxGroup: a rate plus the line slot it posts into. |
| Tax Declaration | 15 | An employee's yearly investment and deduction declaration, the header over TaxDeclarationLine claims, used to reduce taxable income in the salary-TDS projection. |
| Tax Declaration Line | 16 | One deduction or exemption claim on a TaxDeclaration, identified by its SectionCode and carrying both what the employee declared and what the verifier allowed. |
| Tax Deduction Section | 25 | The master for a Chapter VI-A deduction section (Chapter VIII from FY 2026-27): its own ceiling, its senior-citizen variant, which regimes allow it, and — separately — whether the EMPLOYER may allow it against salary TDS at all. |
| Tax Group | 19 | A set of Tax components applied together, referenced from document headers and lines through TaxGroupId. |
| Tax Group Rule | 20 | Decides which TaxGroup a document line receives for its item — the Item entity itself carries no tax group, so this is the only mapping. |
| Tax Regime Rule | 25 | The per-regime, per-financial-year scalars of the salary income-tax computation that are not slab bands: standard deduction, the section 87A rebate ceiling and cap and its marginal relief, the surcharge maximum and the special-rate surcharge cap, health and education cess, statutory rounding, and what the regime permits at all (Chapter VI-A deductions, house-property loss set-off and its cap). |
| Tax Surcharge Slab | 17 | A surcharge band on income tax, per regime and financial year. |
| Tax Transaction | 36 | The raw GST ledger: one row per tax component (CGST, SGST, IGST or Cess) of one document line, captured when a tax-bearing document (invoice, bill, credit/debit note) is saved - the line-level analytics the general ledger deliberately does not store, since it posts summarized. |
| TDS Certificate | 25 | A withholding-certificate register row - Form 131 (non-salary TDS, ex-16A), Form 16 (salary) or Form 27D (TCS) - one per deductee per FILED quarterly return, generated by the certificate action with numbering TAN/kind/FY/quarter/sequence and totals rolled up from the return's rows. |
| TDS Challan | 36 | A vendor-TDS/TCS deposit challan (ITNS 281) - one per company, deduction month, payment code and major head (0020 company deductees / 0021 others; mixed groups are split). |
| TDS Challan Allocation | 13 | The link row between one withholding event and the deposit challan that carried its tax to the government: TdsTransactionId, TdsChallanId and the amount consumed. |
| TDS Return | 29 | A quarterly withholding-tax return header (Income-tax Act 2025 numbering): Form 140 for resident non-salary TDS (ex-26Q), Form 143 for TCS (ex-27EQ), Form 138 for salary (ex-24Q, sourced from posted payroll) - one header per company, form and financial-year quarter, with the deductor TAN snapshotted from the company account. |
| TDS Return Challan | 22 | A challan-detail (CD) row of a quarterly withholding return - the return-side projection of one deposit challan: CIN snapshot (BSR code, tender date, serial), payment code and amounts, plus how much of the deposit this return's deductee rows consume. |
| TDS Return Deductee Line | 27 | A deductee-detail (DD) row of a quarterly withholding return - the return-side projection of one TdsTransaction: party PAN and name snapshot, deductee classification, payment code, payment date, amount paid, tax deducted and deposited, rate, remarks code, and the challan (CD) row whose deposit it consumes. |
| TDS Return Salary Detail | 33 | The Annexure II row of a Q4 salary return (Form 138, ex-24Q): one employee's full-year salary and tax computation - gross salary, exempt allowances, section-16 deductions, other income, Chapter VI-A claims, the slab/rebate/surcharge/cess waterfall and the deducted-versus-liability position - snapshotted from the payroll ledger and the income-tax calculator at compute time. |
| TDS Section | 26 | A withholding-tax section master under the Income-tax Act: TDS sections (contractors, professional fees, purchase of goods, commission and so on) and TCS sections, holding the statutory rate, the PAN-not-available penal rate, the per-transaction and annual exemption thresholds, and when the levy triggers. |
| TDS Transaction | 35 | One withholding event - TDS deducted from a vendor bill/payment or TCS collected on a customer sale - recorded per source document line, mirroring how TaxTransaction captures GST. |
| Terms | 18 | A terms-and-conditions text block for contract documents. |
| Transcript | 15 | A conversation transcript, generic and channel-agnostic: one row per transcribed conversation on any channel (channel: Voice, Chat, SMS, messaging apps, Email, Web), polymorphically linked to the source conversation record via relatedEntityName/relatedEntityId (e.g. |
| Transfer | 36 | The header of a stock movement between branches or partner companies, whose Type decides which of three line collections it uses: Outward (dispatch leg, TransferOutwardLines), Inward (receiving leg, TransferInwardLines) or Single Step (TransferLines, one document that books both effects with no transit leg). |
| Transfer Inward Line | 40 | The receiving line of an Inward transfer, normally generated by releasing an outward line rather than entered: TransferOutwardLineId points back at the dispatch line and Quantity equals exactly the batch that was released. |
| Transfer Line | 36 | The item line of a Single Step transfer: one save books both the outward effect against the source and the inward effect against the destination, which is why single-step moves never park quantity in transit. |
| Transfer Outward Line | 41 | The dispatch line of an Outward transfer. |
| User Account | 9 | A login identity in the platform's metadata store - the record behind every ownerId, createdById and modifiedById lookup on every other entity (over 900 relations point here), so any 'who owns/created/changed this record' join resolves to this entity. |
| Visit | 59 | One stop a field rep executes: a dated call on an outlet (accountId), normally generated under a VisitPlan from the route's stops (visitRouteStopId links back), from an account group's members, or from pending delivery orders. |
| Visit Plan | 39 | One rep's route execution over a date window (planStartDate..planEndDate): the container the day's Visits are generated into. |
| Visit Route | 36 | The beat master: a named, reusable journey whose outlets are child VisitRouteStop rows and whose recurrence drives visit-plan generation (weekday flags plus weekNumbers, or a cron expression that overrides them). |
| Visit Route Group | 15 | A container grouping related VisitRoutes and their VisitPlans, carrying shared context (branchId, partnerAccountId, visitPurpose, visitTaskTemplateId, resourceId). |
| Visit Route Stop | 31 | One outlet's membership on a beat: visitRouteId plus accountId, with per-stop day availability, time window, task template override and coordinates (accountLocation). |
| Visit Task | 24 | One task card inside a Visit's execution flow (visitId), materialized from a VisitTaskTemplateEntry when the visit's task template is set - the handler deletes and recreates the visit's tasks when visitTaskTemplateId changes. |
| Visit Task Activity | 51 | One data-capture step under a VisitTask (visitTaskId, with visitId denormalized): the runtime instance of a VisitTaskTemplateActivity (visitTaskTemplateActivityId). |
| Visit Task Template | 17 | The visit execution playbook header: which task cards a visit shows and which mobile options it exposes (showAcceptRejectOption, showVisitStartEndOption, showGetDirectionOption, showRescheduleOption, showProgressPanel - copied onto visits built with the template). |
| Visit Task Template Activity | 30 | One activity definition under a VisitTaskTemplateEntry (visitTaskTemplateEntryId): the designer-authored spec a runtime VisitTaskActivity is instantiated from. |
| Visit Task Template Entry | 21 | One task definition inside a VisitTaskTemplate (visitTaskTemplateId): name, taskType, sequence, duration and hidden flag. |