Common data model overviewdownload.microsoft.com/.../CDMEntityReference.docx · Web viewA role-based system is used to grant users permissions to data. The security model is a hierarchy,

Microsoft Common Data ModelEntity Reference

Common Data Model May 2017

Table of ContentsCommon data model overview............................................................................................................................7

Standard entities..................................................................................................................................................9

Entity field data types.........................................................................................................................................10

Entity relationships and lookup fields.................................................................................................................12

Entity relationship diagrams...........................................................................................................................12

Referential integrity........................................................................................................................................14

Header-line composition................................................................................................................................15

Entity field properties.........................................................................................................................................16

System fields.......................................................................................................................................................17

Naming conventions...........................................................................................................................................18

Entity versioning.................................................................................................................................................19

Security...............................................................................................................................................................20

Security model....................................................................................................................................................21

Database security...........................................................................................................................................21

Role-based security........................................................................................................................................21

Permission sets...............................................................................................................................................21

Policies (Technical Preview)............................................................................................................................21

Roles...............................................................................................................................................................22

Out-of-the-box security roles.........................................................................................................................22

Privacy notice.....................................................................................................................................................23

Customer service entities...................................................................................................................................24

Customer service ERD.....................................................................................................................................24

Customer service reference................................................................................................................................25

Case (Case) Entity...........................................................................................................................................25

CaseActivity (Case activity) Entity...................................................................................................................27

CaseActivityKBArticle (Case activity KB article) Entity....................................................................................31

KBArticle (KB article) Entity.............................................................................................................................32

Foundation entities.............................................................................................................................................34

Foundation ERD..............................................................................................................................................34

Foundation reference.........................................................................................................................................35

BusinessUnit (Business unit) Entity.................................................................................................................35

2


BusinessUnitContact (Business unit contact) Entity.......................................................................................37

CostCenter (Cost center) Entity......................................................................................................................39

Department (Department) Entity...................................................................................................................40

Product (Product) Entity.................................................................................................................................41

ProductCategory (Product category) Entity....................................................................................................44

ProductCategoryAssignment (Product category assignment) Entity..............................................................45

UnitOfMeasureConversion (Unit of measure conversion) Entity...................................................................46

UserOrGroup (User or group) Entity...............................................................................................................48

Human resources entities...................................................................................................................................50

Human resources ERD....................................................................................................................................50

Human resources reference...............................................................................................................................51

Employment (Employment) Entity.................................................................................................................51

Job (Job) Entity................................................................................................................................................52

JobFunction (Job Function) Entity...................................................................................................................54

JobType (Job Type) Entity...............................................................................................................................55

LeaveRequest (Leave request) Entity.............................................................................................................56

LeaveRequestDetail (Leave request detail) Entity..........................................................................................57

LeaveType (Leave type) Entity........................................................................................................................58

Position (Position) Entity................................................................................................................................59

PositionType (Position Type) Entity................................................................................................................61

PositionWorkerAssignment (Position worker assignment) Entity..................................................................62

Person, organization, and group entities............................................................................................................64

Person, organization, and group ERD.............................................................................................................64

Person, organization, and group reference........................................................................................................65

Alumnus (Alumnus) Entity..............................................................................................................................65

ApplicationUser (Application user) Entity.......................................................................................................68

ApplicationUserContact (Application user contact) Entity.............................................................................71

ApplicationUserGroup (Application user group) Entity..................................................................................72

Constituent (Constituent) Entity.....................................................................................................................74

Contact (Contact) Entity.................................................................................................................................77

ContactOtherPostalAddress (Contact other postal address) Entity...............................................................81

Family (Family) Entity.....................................................................................................................................82

FamilyMember (Family member) Entity.........................................................................................................84

Fan (Fan) Entity...............................................................................................................................................85

3


Household (Household) Entity........................................................................................................................88

HouseholdMember (Household member) Entity...........................................................................................90

Organization (Organization) Entity.................................................................................................................92

OrganizationContact (Organization contact) Entity........................................................................................95

Team (Team) Entity........................................................................................................................................97

TeamMember (Team member) Entity............................................................................................................99

Tenant (Tenant) Entity..................................................................................................................................100

Worker (Worker) Entity................................................................................................................................103

Productivity entities..........................................................................................................................................107

Productivity ERD...........................................................................................................................................107

Productivity reference......................................................................................................................................108

Event (Event) Entity......................................................................................................................................108

Message (Message) Entity............................................................................................................................114

Purchasing entities...........................................................................................................................................117

Purchase order ERD......................................................................................................................................117

Vendor invoice ERD......................................................................................................................................118

Purchasing reference........................................................................................................................................119

PurchaseOrder (Purchase order) Entity........................................................................................................119

PurchaseOrderCharge (Purchase order charge) Entity.................................................................................121

PurchaseOrderLine (Purchase order line) Entity..........................................................................................123

PurchaseOrderLineCharge (Purchase order line charge) Entity...................................................................126

PurchaseOrderLineReceipt (Purchase order line receipt) Entity..................................................................127

PurchaseOrderLineTax (Purchase order line tax) Entity...............................................................................129

PurchaseOrderTax (Purchase order tax) Entity............................................................................................130

Vendor (Vendor) Entity.................................................................................................................................132

VendorContact (Vendor contact) Entity.......................................................................................................136

VendorInvoice (Vendor invoice) Entity.........................................................................................................138

VendorInvoiceCharge (Vendor invoice charge) Entity..................................................................................140

VendorInvoiceLine (Vendor invoice line) Entity...........................................................................................142

VendorInvoiceLineCharge (Vendor Invoice Line Charge) Entity...................................................................144

VendorInvoiceLineTax (Vendor invoice line tax) Entity................................................................................146

VendorInvoiceTax (Vendor invoice tax) Entity.............................................................................................147

Sales entities.....................................................................................................................................................150

Sales invoice ERD..........................................................................................................................................150

4


Sales order ERD.............................................................................................................................................150

Quotation ERD..............................................................................................................................................152

Competitor ERD............................................................................................................................................153

Lead ERD.......................................................................................................................................................153

Sales reference.................................................................................................................................................154

Account (Account) Entity..............................................................................................................................154

AccountContact (Account contact) Entity....................................................................................................158

AccountGroup (Account group) Entity.........................................................................................................160

AccountLead (Account lead) Entity...............................................................................................................161

AccountOtherPostalAddress (Account other postal address) Entity............................................................161

Competitor (Competitor) Entity....................................................................................................................162

CompetitorOtherPostalAddress (Competitor other postal address) Entity..................................................166

CompetitorProduct (Competitor product) Entity.........................................................................................167

ContactLead (Contact lead) Entity................................................................................................................168

Lead (Lead) Entity.........................................................................................................................................169

LeadCompetitor (Lead competitor) Entity....................................................................................................174

LeadContact (Lead contact) Entity................................................................................................................175

LeadOtherPostalAddress (Lead other postal address) Entity.......................................................................176

LeadProduct (Lead product) Entity...............................................................................................................177

Opportunity (Opportunity) Entity.................................................................................................................178

OpportunityCompetitor (Opportunity competitor) Entity............................................................................182

OpportunityProduct (Opportunity product) Entity.......................................................................................183

Partner (Partner) Entity................................................................................................................................184

Quotation (Quotation) Entity........................................................................................................................188

QuotationCharge (Quotation charge) Entity................................................................................................191

QuotationLine (Quotation line) Entity..........................................................................................................193

QuotationLineCharge (Quotation line charge) Entity...................................................................................195

QuotationLineTax (Quotation line tax) Entity...............................................................................................197

QuotationTax (Quotation tax) Entity............................................................................................................198

SalesInvoice (Sales invoice) Entity................................................................................................................200

SalesInvoiceCharge (Sales invoice charge) Entity.........................................................................................203

SalesInvoiceLine (Sales invoice line) Entity...................................................................................................204

SalesInvoiceLineCharge (Sales invoice line charge) Entity............................................................................207

SalesInvoiceLineTax (Sales invoice line tax) Entity.......................................................................................208

5


SalesInvoiceTax (Sales invoice tax) Entity.....................................................................................................210

SalesOrder (Sales order) Entity.....................................................................................................................211

SalesOrderCharge (Sales order charge) Entity..............................................................................................214

SalesOrderLine (Sales order line) Entity.......................................................................................................216

SalesOrderLineCharge (Sales order line charge) Entity................................................................................218

SalesOrderLineShipment (Sales order line shipment) Entity........................................................................220

SalesOrderLineTax (Sales order line tax) Entity............................................................................................221

SalesOrderTax (Sales order tax) Entity.........................................................................................................223

Standard picklists..............................................................................................................................................225

6


Common data model overviewAt the core of the Common Data Service is the common data model. The common data model comes pre-populated with many business entities that are useful across a variety of business and application domains. These entities can be used by apps built atop the Common Data Service via PowerApps or the Common Data Service SDK, or by the integration capabilities that the Common Data Service provides customers. The common data model is fully extensible - you can add fields to any of the entities that come with the Common Data Service, or create your own. The benefit of the common data model is that applications can work against data without needing to explicitly know where that data is coming from.

The common data model provides a rich and productive development platform through the following features:

Common data model – The common data model is a library of entities that represent the most commonly used entities across business and productivity applications. The library is organized for simplicity and rapid discoverability. Typical solutions will revolve around core elements of enterprise data – for example, a worker, an account, a product, or a vendor. Applications across the enterprise will drive updates to that data. The common data model is implemented to simplify the challenges of data management.

Data import – You can quickly and easily import data from your existing systems. The Common Data Service rapidly establishes trusted connections for IT-managed tenants. The trusted connections continually synchronize the data between your existing systems and your platform solutions.

Simple, but rich – The common data model balances the richness to be useful and the simplicity to be usable.

Extensibility – You can extend the entities without breaking data sharing with other apps.

Robustness – Because you can depend on common entities, you can build reusable components that are bound to the entities. The Common Data Model includes a design for extensibility and versioning that protects your development investment.

Unification – Your solutions can connect information from productivity platforms with data from business applications. For example, you can connect a calendar appointment or a Microsoft Outlook task with a sales opportunity. The Common Data Service connects through standard interfaces, such as the Microsoft Graph application programming interface (API), and maps entities to the productivity platform objects to enable the join relationships with business data.

Additionally, the Common Data Service provides several key capabilities over the common data model including:

Build apps with PowerApps - For information about creating apps with the Common Data Service and PowerApps, see Understand entities in the Common Data Service.

Build apps with the Common Data Service SDK – Developers and Independent Software Vendors can create applications using PowerApps or with the CDS SDK. For more information, see Common Data Service SDK.

Automate business processes with Flow - For information about creating a flow that uses the Common Data Service, see Create a flow that uses the Common Data Service.

7

https://flow.microsoft.com/documentation/common-data-model-intro/

https://powerapps.microsoft.com/tutorials/data-platform-intro/


Security – The Common Data Service manages access to data in the database and conforms to the security models of the enterprise. For more information, see Common Data Service Security.

8


Standard entitiesOut of the box, the common data model provides a set of entities that supports key scenarios. For example, the Worker, Employment, and Organization entities support employment scenarios. The PurchaseOrder and PurchaseOrderLine entities support purchasing scenarios. The entities are grouped by function – for example, sales, purchasing, and productivity. The model is simpler and, at the same time, more consumable than the models in a full enterprise resource planning (ERP) or customer relationship management (CRM) suite. This simplicity is reflected in the number of entities, the relational structure of those entities, and the number of fields in those entities. All entities have a standard set of fields that drive the core capabilities of the platform.

The entities are organized into these functional groups.

Functional Group Description

Customer service The customer service entities manage issues from your customers, including tracking, escalation, and documentation.

Foundation The Foundation entities contain information that is relevant to nearly every other entity group. This group contains entities such as Address and Currency.

Human resources The human resources entities let you manage employment information, jobs, leaves, and positions.

Person, organization, and group

These entities encompass a rich set of people and organizations that you might interact with, including workers, vendors, tenants, fans, alumni, and families.

Productivity The productivity entities let you track events and messages.

Purchasing The Purchasing entities let you create purchasing solutions.

Sales The Sales entities let you create end-to-end sales solutions, from tracking leads and opportunities, to following through with contacts, to accepting and delivering orders, to sending invoices.

9


Entity field data typesThe following table describes the data types that are used in the entities.

Type Primitive Type

Description

Address Compound The Address data type is implemented as separate fields for first line, second line, city, state/province, postal code, and country/region.

AutoNumber String NumberSequence is used to automatically generate user-friendly IDs for rows. The ID is a concatenation of a three-character prefix and an automatically incrementing number. For example, the Expense entity has a prefix of “EXP,” so the ExpenseID looks like “EXP001.”

BigInteger BigInteger BigInteger is used for theRecordId field that is included as a system field in every entity. You cannot create fields that use the BigInteger type.

Boolean Boolean A value that supports True and False.

Currency Compound The Currency data type in an entity is implemented as two fields. One field is a decimal value of six decimal places. The other is an enumeration that specifies the currency code – for example, USD or EUR.

Date DateTime Only the Date portion of the DateTime type is used by the platform. The Date data type is used when time zone conversion should not be done.

DateTime DateTime A date that is combined with a time of day with fractional seconds that is based on a 24-hour clock.

Email String Email is stored as a string but is understood as a separate type, so that special behavior can be implemented in storage, in the user interface, and in application lifecycle management. The string is stored in Unicode format.

Guid Guid A guid.

Integer Integer An integer between -2,147,483,648 and 2,147,483,647.

Lookup [Foreign key]

The value matches the primary key in another table and is used to join information between two tables. It is also known as a foreign key.

Multiline Text

String Multiple lines of text. The maximum length varies, but it is never more than 2,048. The string is stored in Unicode format.

Number Decimal A total of 32 digits can be stored, with a maximum of six digits to the right of the decimal point.

PersonName Compound The PersonName data type is implemented as separate fields for given name (first name), middle name, and surname (last name).

Phone String Phone is stored as a string but is understood as a separate type, so that special behavior can be implemented in storage, in the user interface. The string is stored in Unicode format.

10


Type Primitive Type

Description

Picklist Integer The integer serves as a reference into one of the standard picklists.

Quantity Quantity A decimal value.

Text String One line of text. The maximum length varies, but it is never more than 128 characters. The string is stored in Unicode format.

Url String Url is stored as a string but is understood as a separate type, so that special behavior can be implemented in storage, in the user interface. The string is stored in Unicode format.

11


Entity relationships and lookup fieldsEntity relationship diagramsFor each entity group, there is an entity relationship diagram (ERD) that describes the entities and their relationships with each other. An entity is described by an entity object.

Relationships are specified by crow’s foot connectors between entities. Each end of the connector is one of the following.

Diagram Description

Zero or moreExample: A company has zero or more business units.

One or moreExample: A sales order has one or more order lines.

One and only oneExample: A sales order is associated with exactly one customer.

Zero or oneExample: A postal address is associated with, at most, one country or region.

12


The following ERD shows a greatly simplified diagram for a sales order. The interpretation of this model is as follows:

Each sales order is associated with one and only one customer. A customer has zero or more sales orders. A sales order consists of one or more sales order lines. Each sales order line is associated with one and only one sales order. Each sales order line lists one and only one product. A product can appear on multiple sales order lines, both within a sales order and across sales orders.

The connectors in the ERD also specify which fields are used as the lookup fields between entities. For example, the Customerfield in the SalesOrder entity is a lookup of the RecordID field in the Customer entity. Note that the lookup is not on theCustomerID field.

Referential integrityReferential integrity is implemented on lookup fields to help guarantee that associations between rows in entities are valid. The value of the lookup field (also known as a foreign key) in any referencing entity must always refer to a valid row in the referenced entity (by way of the primary key in the referenced entity). In the common data model, the following rules are applied to maintain referential integrity:

The value of a lookup field must match the primary key of a row in the lookup entity. For example, you cannot associate a sales order line with a non-existent sales order.

Cascading delete: If a row in the referenced entitiy is deleted, all the associated rows in the referencing entity are deleted. As an example, in the common data model, if a SalesOrder row is deleted, the corresponding SalesOrderCharge, SalesOrderTax, and SalesOrderLine rows are deleted. If a SalesOrderLine row is deleted, corresponding SalesOrderLineTax and SalesOrderLineCharge rows are deleted. The cascading delete rule applies to all entities in a header-line composition.

Restricted delete: You cannot delete a row in the referenced entity if it has associated rows in the referencing entity. As an example, in the common data model, if you try to delete a Product row, and

13


the Product row is referenced in a SalesOrderLine row, then Product delete will be restricted (blocked). This is called a lookup pattern, and restricted delete is applied to all lookup patterns.

Referential integrity is maintained when data is added or imported into the common data model. If primary keys do not exist, they are created. If you attempt to import data that would break referential integrity, the import will fail.

Header-line compositionThe header-line composition pattern is implemented on the following entity pairs.

Sales Order and Sales Order Line Purchase Order and Purchase Order Line Sales Invoice and Sales Invoice Line Supplier Invoice and Supplier Invoice Line Case and Case Activity

Using Sales Order as an example, the combination of the sales order header (Sales Order entity) and its associated sales order line items (Sales Order Line entity) compose the entire sales order. When a sales order is deleted, all the associated sales order line items are deleted. Note that any customer associated with the sales order is not deleted, even though the sales order is associated with a customer. The entity schema allows a Customer row to exist even if there is no sales order associated with that customer.

14


Entity field propertiesSome field types have additional properties that affect what you can store in the field.

Property Applies To Description

Default value

Text The default value of the Text field.

Max length Text The maximum number of characters in a text field.

Prefix Number Sequence

The prefix that is used for the number sequence. For Example, using the prefix "SO" on Sales orders to generate a number sequence in the format SO0001.

Picklist Picklist The option set type of the field.

Required All A value is required for the field.

Searchable All The data can be searched.

Unique All Values for the field must be unique across the entity.

15


System fieldsA set of standard fields is included with every entity. These fields are used to provide behaviors such as concurrency management, security, and audit trails.

Field Name Description

RecordID Type: BigIntegerDescription: Uniquely identifies an instance of an entity.

Created By (CreatedByUser) Type: TextDescription: The RecordID of the user who created the entity instance.

Created Record Date (CreatedOnDateTime)

Type: DateTimeDescription: The date and time when the entity instance was created.

Last Modified By (LastModifiedByUser) Type: TextDescription: The RecordID of the user who last modified the entity instance.

Modified Record Date (LastModifiedDateTime)

Type: DateTimeDescription: The date and time when the entity instance was last modified.

16


Naming conventionsTo provide a consistent experience across objects, and to improve discoverability and usability, the common data model follows these naming conventions:

Entity names are singular. Examples: Tenant, Family, SalesOrder. Entity ID names are created by appending “Id” to the entity name. Examples: WorkerId, CaseId,

FamilyId. Lookup fields are named with the entity name of the entity that they are related to. Example: The

Worker entity has a lookup field that is named Organization, and that is foreign key to the primary key of the Organization entity. In this case, the company is the employer of the employee.

17


Entity versioningEntities created with the common data model during the Public Preview will be not be supported when the Common Data Service (Version 1.0) is released. While in some cases there are no or minor changes, other areas have undergone a more significant change based on the feedback received during the preview.

18


Security The Common Data Service provides a security framework to help protect your data. All applications that use the Common Data Service, such as Microsoft PowerApps, Microsoft Power BI, and Microsoft Flow, are subject to the security that is defined in the security framework.

Common Data Service security is based on role-based security. Data in the Common Data Service can be secured at several levels:

Database level – Admins can define which users can perform all administrative operations in the Common Data Service.

Entity level – Admins can define which users have access to entities, and what actions those users can take on those entities.

Record level – Admins can use policies to define which records a user has access to in a given entity.

19


Security modelThe Common Data Service provides a security framework to help protect your data. You can control security for your data at several levels - at the database level, entity or now even record-level! You can choose how to structure your security based on role memberships, Permission Sets and policies. Read on to learn more about the ways you can secure your data.

Database securityThere are two modes in which the Common Data Service can run: open or restricted. In open mode, the data stored in the common data service is open to all users. This means that you can share apps and view data without having to worry about managing permissions to your data. Everyone will always have the needed permissions to use any app. When using Microsoft PowerApps, your database will be created in restricted mode by default, but you can optionally choose to open access at creation time. After your database is created you can always toggle between open mode and restricted access on the database tab of the admin center. If you choose to store sensitive data, you should turn off the open mode setting and grant specific data permissions to users by using the admin center. When running in restricted mode, you will need to configure the role-based security described in the following section.

Role-based securityA role-based system is used to grant users permissions to data. The security model is a hierarchy, with each level representing a different level of access. At the lowest level are individual create, read, update, and delete permissions on a single entity. A collection of these entity level permissions form a permission set. Multiple permission sets can then be combined to create a role. A role is the top-level artifact that encompasses all the permissions needed by a user or a group of users.

Permission setsPermission sets are the building blocks of the role-based security framework. A permission set specifies the level of access that is granted to a set of entities. Create, read, update, and delete permissions can be granted to any entity included in the permission set. A permission set should contain a set of entities needed to perform a specific task or run a single app. There is also a set of out-of-the-box permission sets that grant access to the out-of-the-box entities. Add these permission sets to a role to leverage the out-of-the-box entities, or create your own.

Policies (Technical Preview)Policies determine the records that a user has access to within an entity. A policy can be used to simplify your Common Data Service application or PowerApp. The policy allows you to limit the data returned to the user to only the set that is relevant to them. A policy restricts access based on the value of a field within the record.

Policies can be defined to only return values:

With a given picklist value

Where the current user of the application matches the user stored in the record

20


RolesIn restricted mode, every user must have one or more role assigned to them. Managing security through roles allows you to save time by not having to set up security for each user. A role can be set up for a given position within your company, and assigned to any person who is in that position. Users can also be automatically added to a role based on the Azure Active Directory groups they belong to.

Roles combine the permissions granted across the permission sets added to them. In this way, members of a role can access all the data provided to them by the permission sets included in the role.

Out-of-the-box security rolesDatabase OwnerThe Database Owner role is intended for users in an administrative function. Users in this role will always have full access to all entities in the database, even as new entities are added. The database owner role also provides users the ability to create and edit entity schema in the environment.

Organization UserThe Organization User role is the default role assigned to all users. This role is intended to provide all users access to the entities that contain public data.

PowerAppsFor information about configuring security in PowerApps, see Configure database security.

21

https://powerapps.microsoft.com/en-us/tutorials/database-security/


Privacy noticeWith the Microsoft PowerApps common data model we collect and store custom entity and field names in our diagnostic systems. We use this knowledge to improve the common data model for our customers. The entity and field names that Creators create help us understand scenarios that are common across the Microsoft PowerApps community and ascertain gaps in the service’s standard entity coverage, such as schemas related to organizations. The data in the database tables associated with these entities is not accessed or used by Microsoft or replicated outside of the region in which the database is provisioned. Note, however, the custom entity and field names may be replicated across regions and are deleted in accordance with our data retention policies. Microsoft is committed to your privacy as described further in our Trust Center.

22

https://www.microsoft.com/en-us/trustcenter/Privacy/default.aspx

https://www.microsoft.com/en-us/trustcenter/Privacy/default.aspx


Customer service entitiesThe customer service entities manage issues from your customers, including tracking, escalation, and documentation.

Customer service ERD

23


Customer service referenceCase (Case) EntityA problem, question, or request encountered by a customer on a product, service, or interaction that requires support intervention.

Field Description

Account Lookup: Account

ArrivalDate Data: DateTimeRequired, Searchable

BusinessUnit Lookup: BusinessUnit

CaseIdPrimary key

Number sequence: Unique, Searchable

Category Picklist: CaseCategoryValues: Problem, Question, RequestRequired

CloseDate Data: DateTimeSearchable

Comment Data: MultilineText

CurrentAssignedSupportWorker Lookup: Worker

CurrentContact Lookup: Contact

CustomerSatisfactionCode Picklist: CaseCustomerSatisfactionCodeValues: Dissatisfied, Neutral, Satisfied, VeryDissatisfied, VerySatisfied

Description Data: TextMaximum length: 255

Name Data: TextRequired, Maximum length: 60Description: Case name

Organization Lookup: Organization

OriginCode Picklist: CaseOriginCodeValues: Email, Facebook, Other, Phone, Twitter, WebRequiredDescription: Origin

ParentCase Lookup: Case

Severity Picklist: SeverityValues: High, Low, Normal

24


Field Description

Required

SolutionType Picklist: CaseSolutionTypeValues: SolvedByCustomer, SolvedByKBArticle, SolvedBySupportWorker

Status Picklist: CaseStatusValues: Active, Cancelled, Closed, OnHold, Resolved, SolvedAnsweredRequired

RelationshipsRelated entity Description Cardinality Type

Account Account OneToMany Association

Contact Current contact OneToMany Association

Case Parent case OneToMany Association

Worker Current assigned support worker OneToMany Association

BusinessUnit Business unit OneToMany Association

Organization Organization OneToMany Association

Field groupsField group Description Fields

DefaultCreate DefaultCreate field group NameCategoryStatusSeverityArrivalDateDescriptionOriginCodeCurrentContactParentCaseAccountCustomerSatisfactionCode

DefaultList DefaultList field group CaseIdNameCategoryStatusSeverityArrivalDate

DefaultCard DefaultCard field group CaseIdNameStatus

25


Field group Description Fields

Severity

DefaultDetails DefaultDetails field group CaseIdNameCategoryStatusSeverityArrivalDateDescriptionOriginCodeCurrentContactParentCaseAccountCustomerSatisfactionCodeCloseDateSolutionTypeComment

DefaultLookup DefaultLookup field group CaseIdNameCategoryStatusSeverity

DefaultReport DefaultReport field group CaseIdNameCategoryStatusSeverityArrivalDateDescriptionOriginCodeCurrentContactParentCaseAccountCustomerSatisfactionCodeCloseDateSolutionType

DefaultIdentification DefaultIdentification field group CaseIdName

CaseActivity (Case activity) EntityActions performed by a support worker or customer that must be logged for a case, for example, contacts, escalations, and case status changes.

26


Field Description

BeginDate Data: DateTimeRequired, Searchable


CaseSeverity Picklist: SeverityValues: High, Low, NormalRequiredDescription: Current case severity

CaseStatus Picklist: CaseStatusValues: Active, Cancelled, Closed, OnHold, Resolved, SolvedAnsweredRequiredDescription: Current case status

Comment Data: MultilineText

Contact Lookup: Contact

ContactType Picklist: CaseOriginCodeValues: Email, Facebook, Other, Phone, Twitter, Web


EndDate Data: DateTimeSearchable

HasKBArticle Data: BooleanRequiredDescription: Has KB article(s)

IsReassignment Data: BooleanRequired

IsSeverityChange Data: BooleanRequiredDescription: Is severity changed

IsStatusChange Data: BooleanRequiredDescription: Is status changed

PriorCaseSeverity Picklist: SeverityValues: High, Low, Normal

PriorCaseStatus Picklist: CaseStatusValues: Active, Cancelled, Closed, OnHold, Resolved, SolvedAnswered

ReassignedComment Data: TextMaximum length: 255

ReassignedFromCaseWorker Lookup: Worker

27


Field Description

ReassignedReason Picklist: CaseReassignedReasonValues: NotResolvedDescription: Case reassigned reason

Sequence Data: IntegerRequired

SupportCasePrimary key

Lookup: CaseRequired

SupportWorker Lookup: Worker

Type Picklist: CaseActivityTypeValues: AssignReassignCaseWorker, Cancel, ChangeCaseStatus, Close, Contact, CreateSubcase, Intake, MakeKBReference, Open, ResearchRequired


Case Support case OneToMany Composition

Contact Contact OneToMany Association

Worker Support worker OneToMany Association

Worker Reassigned from case worker OneToMany Association



DefaultCreate DefaultCreate field group SupportCaseSequenceTypeBeginDateDescriptionContactContactTypeCaseSeverityCaseStatusHasKBArticleIsReassignmentIsSeverityChangeIsStatusChange

DefaultList DefaultList field group SupportCase

28



SequenceTypeBeginDateDescriptionCaseSeverityCaseStatus

DefaultCard DefaultCard field group SupportCaseSequenceTypeBeginDate

DefaultDetails DefaultDetails field group SupportCaseSequenceTypeBeginDateDescriptionContactContactTypeCaseSeverityCaseStatusComment

DefaultLookup DefaultLookup field group SupportCaseSequenceTypeBeginDateDescription

DefaultReport DefaultReport field group SupportCaseSequenceTypeBeginDateDescriptionContactContactTypeCaseSeverityCaseStatusHasKBArticleIsReassignmentIsSeverityChangeIsStatusChange

DefaultIdentification DefaultIdentification field group SupportCaseSequenceDescription

29


CaseActivityKBArticle (Case activity KB article) EntityAssociates a knowledge base article with a case activity.

Field Description

ArticleValue Data: IntegerRequired

CaseActivityPrimary key

Lookup: CaseActivityRequired


KBArticle Lookup: KBArticleRequired

KBArticleName Data: TextMaximum length: 60


CaseActivity Case activity OneToMany Association

KBArticle KB article OneToMany Association


DefaultCreate DefaultCreate field group CaseActivityKBArticleDescriptionKBArticleNameArticleValue

DefaultList DefaultList field group CaseActivityKBArticleDescriptionKBArticleName

DefaultCard DefaultCard field group CaseActivityKBArticleKBArticleName

DefaultDetails DefaultDetails field group CaseActivityKBArticleDescriptionKBArticleNameArticleValue

30



DefaultLookup DefaultLookup field group CaseActivityKBArticleDescription

DefaultReport DefaultReport field group CaseActivityKBArticleDescriptionKBArticleNameArticleValue

DefaultIdentification DefaultIdentification field group CaseActivityKBArticle

KBArticle (KB article) EntityA knowledge base article that contains technical information that may be relevant in customer support scenarios.

Field Description

ArticleScore Data: Integer

Author Lookup: WorkerRequired


KBArticleIdPrimary key


LinkToArticle Data: WebsiteUrl

Synopsis Data: MultilineText


Worker Author OneToMany Association


DefaultCreate DefaultCreate field group DescriptionAuthorArticleScoreLinkToArticleSynopsis

DefaultList DefaultList field group KBArticleId

31



DescriptionAuthorArticleScore

DefaultCard DefaultCard field group KBArticleIdAuthorArticleScore

DefaultDetails DefaultDetails field group KBArticleIdDescriptionAuthorArticleScoreLinkToArticleSynopsis

DefaultLookup DefaultLookup field group KBArticleIdDescriptionAuthor

DefaultReport DefaultReport field group KBArticleIdDescriptionAuthorArticleScoreLinkToArticleSynopsis

DefaultIdentification DefaultIdentification field group KBArticleIdDescription

32


Foundation entitiesThe foundation entities are used to drive other entities in the Common Data Model. They contain information that is relevant to nearly every other entity functional group.

Foundation ERD

33


Foundation referenceBusinessUnit (Business unit) EntityA division or unit within an organization with a defined business function.

Field Description

BusinessUnitIdPrimary key


CostCenter Lookup: CostCenter


EmailAlternate Data: Email

EmailPrimary Data: EmailSearchable

FullName Data: TextSearchable, Maximum length: 128

IsDefaultForOrganization Data: BooleanRequired

IsEmailContactAllowed Data: BooleanRequired

IsPhoneContactAllowed Data: BooleanRequired

MailingPostalAddress Data: Address

OfficeGraphIdentifier Data: TextMaximum length: 200


OrganizationName Data: TextMaximum length: 128

OtherPostalAddress Data: Address

ParentBusinessUnit Lookup: BusinessUnitDescription: Parent business unit ID

PartyType Picklist: PartyTypeValues: Group, Organization, PersonRequired

Phone01 Data: Phone

Phone02 Data: Phone

34


Field Description

Phone03 Data: Phone

PhonePrimary Data: Phone

SatoriId Data: TextMaximum length: 128

ShippingPostalAddress Data: Address

Source Picklist: SourceValues: DefaultRequired

Status Picklist: BusinessUnitStatusValues: Active, InactiveRequired

TaxIdentificationIssuer Data: TextMaximum length: 128

TaxIdentificationNumber Data: TextMaximum length: 128

WebsiteURL Data: TextMaximum length: 255


CostCenter Cost center OneToMany Association


BusinessUnit Parent business unit ID OneToMany Association


DefaultCreate DefaultCreate field group OrganizationNameDescriptionParentBusinessUnitCostCenterMailingPostalAddressPhonePrimaryWebsiteURLEmailPrimaryPartyTypeSource

35



IsEmailContactAllowedIsPhoneContactAllowedStatusIsDefaultForOrganization

DefaultList DefaultList field group BusinessUnitIdFullNameOrganizationNameDescriptionParentBusinessUnit

DefaultCard DefaultCard field group FullNameOrganizationNameParentBusinessUnit

DefaultDetails DefaultDetails field group BusinessUnitIdFullNameOrganizationNameDescriptionParentBusinessUnitCostCenterMailingPostalAddressPhonePrimaryWebsiteURLEmailPrimary

DefaultLookup DefaultLookup field group BusinessUnitIdFullNameOrganizationName

DefaultReport DefaultReport field group BusinessUnitIdFullNameOrganizationNameDescriptionParentBusinessUnitCostCenterMailingPostalAddressPhonePrimaryWebsiteURLEmailPrimary

DefaultIdentification DefaultIdentification field group BusinessUnitIdFullName

BusinessUnitContact (Business unit contact) EntityAssociates a business unit and a contact. This entity creates a many-to-many relationship between the two entities.

36


Field Description

BusinessUnitPrimary key

Lookup: BusinessUnitRequired

Contact Lookup: ContactRequired

DataSource Picklist: SourceValues: DefaultRequiredDescription: Source






DefaultCreate DefaultCreate field group BusinessUnitContactDataSourceDescription

DefaultList DefaultList field group BusinessUnitContactDataSourceDescription

DefaultCard DefaultCard field group BusinessUnitContactDataSourceDescription

DefaultDetails DefaultDetails field group BusinessUnitContactDataSourceDescription

DefaultLookup DefaultLookup field group BusinessUnitContactDataSourceDescription

37



DefaultReport DefaultReport field group BusinessUnitContactDataSourceDescription

DefaultIdentification DefaultIdentification field group BusinessUnitContact

CostCenter (Cost center) EntityA department within an organization that does not directly add profits to an organization but costs the organization money to operate.

Field Description

CostCenterIdPrimary key



Name Data: TextRequired, Maximum length: 128

Organization Lookup: OrganizationRequired

ParentCostCenter Lookup: CostCenter



CostCenter Parent cost center OneToMany Association


DefaultCreate DefaultCreate field group NameParentCostCenterOrganizationDescription

DefaultList DefaultList field group CostCenterIdNameParentCostCenterOrganization

DefaultCard DefaultCard field group CostCenterId

38



NameParentCostCenterOrganization

DefaultDetails DefaultDetails field group CostCenterIdNameParentCostCenterOrganizationDescription

DefaultLookup DefaultLookup field group CostCenterIdNameParentCostCenter

DefaultReport DefaultReport field group DescriptionCostCenterIdNameParentCostCenterOrganization

DefaultIdentification DefaultIdentification field group CostCenterIdName

Department (Department) EntityA department within an organization.

Field Description

DepartmentIdPrimary key





ParentDepartment Lookup: Department


Department Parent department OneToMany Association


39



DefaultCard DefaultCard field group DepartmentIdNameOrganizationParentDepartment

DefaultCreate DefaultCreate field group DepartmentIdNameOrganizationParentDepartmentDescription

DefaultDetails DefaultDetails field group DepartmentIdNameOrganizationParentDepartmentDescription

DefaultIdentification DefaultIdentification field group DepartmentIdName

DefaultList DefaultList field group DepartmentIdNameOrganizationParentDepartment

DefaultLookup DefaultLookup field group DepartmentIdName

DefaultReport DefaultReport field group DepartmentIdNameOrganizationParentDepartmentDescription

Product (Product) EntityAn item that is available for sale.

Field Description

DefaultBuyingUnitOfMeasure Picklist: UnitOfMeasureValues: Bag, Box, Bucket, Centilitre, Centimeter, CubicCentimeter, CubicFeet, CubicInch, CubicMeter, CubicMillimeter, CubicYard, Day, Deciliter, DegreesBrix, Dozen, Each, Feet, FluidOunce, Gallon, GigaByte, Gram, HalfCubicInch, HalfInch, HalfPint, HalfPound, HalfSquareInch, Hour, Inch, Keg, Kilogram, Kilometer, KilowattHour, Litre, Meter, Mgpx, Mile, Milligram, Millilitre, Millimeter, Minute, Month, Ohm,

40


Field Description

OneEighthCubicInch, OneEighthInch, OneEighthSquareInch, Option, Ounce, Pair, Pallet, PascalSecond, Percentage, pHValue, Piece, Pint, Pound, Quart, QuarterCubicInch, QuarterInch, QuarterPound, QuarterSquareInch, Second, SetOfEquipment, SquareCentimeter, SquareFeet, SquareInch, SquareMeter, SquareMile, SquareMillimeter, SquareYard, Ton, Tray, Yard

DefaultSellingQuantity Data: Quantity

DefaultStockingUnitOfMeasure Picklist: UnitOfMeasureValues: Bag, Box, Bucket, Centilitre, Centimeter, CubicCentimeter, CubicFeet, CubicInch, CubicMeter, CubicMillimeter, CubicYard, Day, Deciliter, DegreesBrix, Dozen, Each, Feet, FluidOunce, Gallon, GigaByte, Gram, HalfCubicInch, HalfInch, HalfPint, HalfPound, HalfSquareInch, Hour, Inch, Keg, Kilogram, Kilometer, KilowattHour, Litre, Meter, Mgpx, Mile, Milligram, Millilitre, Millimeter, Minute, Month, Ohm, OneEighthCubicInch, OneEighthInch, OneEighthSquareInch, Option, Ounce, Pair, Pallet, PascalSecond, Percentage, pHValue, Piece, Pint, Pound, Quart, QuarterCubicInch, QuarterInch, QuarterPound, QuarterSquareInch, Second, SetOfEquipment, SquareCentimeter, SquareFeet, SquareInch, SquareMeter, SquareMile, SquareMillimeter, SquareYard, Ton, Tray, Yard


IsStocked Data: Boolean

Name Data: TextRequired, Searchable, Maximum length: 60


ProductCategory Lookup: ProductCategory

ProductIdPrimary key


ProductType Picklist: ProductTypeValues: Item, ServiceRequired

SellingUnitPrice Data: CurrencyDecimal places: 6

StandardCostAmount Data: CurrencyDecimal places: 6

Status Picklist: ProductStatusValues: Active, Inactive

41


Field Description

Required

UnitOfMeasureScale Data: Integer


ProductCategory Product category OneToMany Association



DefaultCreate DefaultCreate field group NameProductTypeProductCategoryStatusDescriptionStandardCostAmountSellingUnitPrice

DefaultList DefaultList field group ProductIdNameProductTypeProductCategoryStatus

DefaultCard DefaultCard field group ProductIdNameProductTypeStatus

DefaultDetails DefaultDetails field group ProductIdNameProductTypeProductCategoryStatusDescriptionStandardCostAmountSellingUnitPriceDefaultBuyingUnitOfMeasureDefaultSellingQuantityDefaultStockingUnitOfMeasure

DefaultLookup DefaultLookup field group ProductIdName

42



ProductTypeStatus

DefaultReport DefaultReport field group ProductIdNameProductTypeProductCategoryStatusStandardCostAmountSellingUnitPriceDefaultBuyingUnitOfMeasureDefaultSellingQuantityDefaultStockingUnitOfMeasure

DefaultIdentification DefaultIdentification field group ProductIdName

ProductCategory (Product category) EntityA categorization of a product.

Field Description

CategoryIdPrimary key


Description Data: MultilineText

Name Data: TextRequired, Maximum length: 60Description: Category name


ParentProductCategory Lookup: ProductCategory


ProductCategory Parent product category OneToMany Association



DefaultCreate DefaultCreate field group NameDescription

DefaultList DefaultList field group CategoryId

43



Name

DefaultCard DefaultCard field group CategoryIdName

DefaultDetails DefaultDetails field group CategoryIdNameDescription

DefaultLookup DefaultLookup field group CategoryIdNameDescription

DefaultReport DefaultReport field group CategoryIdNameDescription

DefaultIdentification DefaultIdentification field group CategoryIdName

ProductCategoryAssignment (Product category assignment) EntityAssociates a product and a product category. This entity creates a many-to-many relationship between the two entities.

Field Description

ProductPrimary key

Lookup: ProductRequired

ProductCategory Lookup: ProductCategoryRequired


Product Product OneToMany Association

ProductCategory Product category OneToMany Association


DefaultCreate DefaultCreate field group ProductProductCategory

DefaultList DefaultList field group ProductProductCategory

DefaultCard DefaultCard field group Product

44



ProductCategory

DefaultDetails DefaultDetails field group ProductProductCategory

DefaultLookup DefaultLookup field group ProductProductCategory

DefaultReport DefaultReport field group ProductProductCategory

DefaultIdentification DefaultIdentification field group ProductProductCategory

UnitOfMeasureConversion (Unit of measure conversion) EntityThe linear conversion rate of one unit of measure to another.

Field Description

FromToConversionRate Data: NumberRequired

FromUnitOfMeasurePrimary key

Picklist: UnitOfMeasureValues: Bag, Box, Bucket, Centilitre, Centimeter, CubicCentimeter, CubicFeet, CubicInch, CubicMeter, CubicMillimeter, CubicYard, Day, Deciliter, DegreesBrix, Dozen, Each, Feet, FluidOunce, Gallon, GigaByte, Gram, HalfCubicInch, HalfInch, HalfPint, HalfPound, HalfSquareInch, Hour, Inch, Keg, Kilogram, Kilometer, KilowattHour, Litre, Meter, Mgpx, Mile, Milligram, Millilitre, Millimeter, Minute, Month, Ohm, OneEighthCubicInch, OneEighthInch, OneEighthSquareInch, Option, Ounce, Pair, Pallet, PascalSecond, Percentage, pHValue, Piece, Pint, Pound, Quart, QuarterCubicInch, QuarterInch, QuarterPound, QuarterSquareInch, Second, SetOfEquipment, SquareCentimeter, SquareFeet, SquareInch, SquareMeter, SquareMile, SquareMillimeter, SquareYard, Ton, Tray, YardRequired

ToFromConversionRate Data: NumberRequired

ToUnitOfMeasure Picklist: UnitOfMeasureValues: Bag, Box, Bucket, Centilitre, Centimeter, CubicCentimeter, CubicFeet, CubicInch, CubicMeter, CubicMillimeter, CubicYard, Day, Deciliter, DegreesBrix, Dozen, Each, Feet, FluidOunce, Gallon, GigaByte, Gram, HalfCubicInch, HalfInch, HalfPint, HalfPound, HalfSquareInch, Hour, Inch, Keg, Kilogram, Kilometer, KilowattHour, Litre, Meter, Mgpx, Mile, Milligram, Millilitre, Millimeter, Minute, Month, Ohm, OneEighthCubicInch, OneEighthInch, OneEighthSquareInch, Option, Ounce, Pair, Pallet, PascalSecond, Percentage, pHValue, Piece, Pint, Pound, Quart, QuarterCubicInch, QuarterInch, QuarterPound,

45


Field Description

QuarterSquareInch, Second, SetOfEquipment, SquareCentimeter, SquareFeet, SquareInch, SquareMeter, SquareMile, SquareMillimeter, SquareYard, Ton, Tray, YardRequired

RelationshipsThis entity has no relationships.


DefaultCreate DefaultCreate field group FromUnitOfMeasureToUnitOfMeasureFromToConversionRateToFromConversionRate

DefaultList DefaultList field group FromUnitOfMeasureToUnitOfMeasure

DefaultCard DefaultCard field group FromUnitOfMeasureToUnitOfMeasure

DefaultDetails DefaultDetails field group FromUnitOfMeasureToUnitOfMeasureFromToConversionRateToFromConversionRate

DefaultLookup DefaultLookup field group FromUnitOfMeasureToUnitOfMeasure

DefaultReport DefaultReport field group FromUnitOfMeasureToUnitOfMeasureFromToConversionRateToFromConversionRate

DefaultIdentification DefaultIdentification field group FromUnitOfMeasureToUnitOfMeasure

UserOrGroup (User or group) EntityA user or a group.

Field Description

DisplayName Data: TextRequired, Maximum length: 255

Email Data: TextMaximum length: 255

46


Field Description

GivenName Data: TextMaximum length: 255

GraphIdentifierPrimary key

Data: TextRequired, Unique, Searchable, Maximum length: 36

IsSecurityEnabled Data: BooleanRequired

Surname Data: TextMaximum length: 255

Type Picklist: UserOrGroupTypeValues: Group, ServicePrincipal, UserRequired



DefaultCard DefaultCard field group DisplayNameEmail

DefaultCreate DefaultCreate field group DisplayNameTypeGivenNameSurnameEmail

DefaultDetails DefaultDetails field group DisplayNameTypeGivenNameSurnameEmail

DefaultIdentification DefaultIdentification field group GraphIdentifier

DefaultList DefaultList field group DisplayNameTypeEmail

DefaultLookup DefaultLookup field group DisplayNameEmail

DefaultReport DefaultReport field group

47


Human resources entitiesThe human resources entities let you manage employment information, jobs, leaves, and positions.

Human resources ERD

48


Human resources referenceEmployment (Employment) EntityEmployment information of a worker who has been hired by an organization.

Field DescriptionAdjustedWorkerStartDate Data: DateTimeEmployerNoticeAmount Data: NumberEmployerUnitOfNotice Picklist: EmploymentUnitOfNotice

Values: Month, WeekEmploymentEndDate Data: DateTimeEmploymentStartDate Data: DateTime

RequiredLastDateWorked Data: DateTimeOrganization Lookup: Organization

RequiredTransitionDate Data: DateTimeValidFrom Data: DateTime

RequiredValidTo Data: DateTimeWorkerPrimary key

Lookup: WorkerRequired

WorkerNoticeAmount Data: NumberWorkerStartDate Data: DateTimeWorkerType Picklist: WorkerType

Values: Contractor, Employee, Unspecified, VolunteerRequired

WorkerUnitOfNotice Picklist: EmploymentUnitOfNoticeValues: Month, Week

RelationshipsRelated entity Description Cardinality TypeOrganization Organization OneToMany AssociationWorker Worker OneToMany Association

49


Field groupsField group Description FieldsDefaultCard DefaultCard field group Worker

OrganizationEmploymentStartDateEmploymentEndDate

DefaultCreate DefaultCreate field group WorkerOrganizationEmploymentStartDateValidFromWorkerType

DefaultDetails DefaultDetails field group WorkerOrganizationEmploymentStartDateEmploymentEndDateValidFromValidTo

DefaultIdentification DefaultIdentification field group WorkerOrganization

DefaultList DefaultList field group WorkerOrganizationEmploymentStartDateEmploymentEndDate

DefaultLookup DefaultLookup field group WorkerOrganization

DefaultReport DefaultReport field group WorkerOrganizationEmploymentStartDateEmploymentEndDateValidFromValidTo

Job (Job) EntityRole or responsibility that an employee or contractor has within an organization.

Field DescriptionAllowUnlimitedPositions Data: BooleanDefaultFullTimeEquivalent Data: NumberDescription Data: Text

Maximum length: 2048JobFunction Lookup: JobFunction

50


Field DescriptionJobIdPrimary key


JobType Lookup: JobTypeMaximumNumberOfPositions Data: IntegerName Data: Text

Searchable, Maximum length: 2048Title Picklist: JobTitle

Values: NotSpecifiedValidFrom Data: DateTime

Required, SearchableValidTo Data: DateTime

RelationshipsRelated entity Description Cardinality TypeJobType Job Type OneToMany AssociationJobFunction Job Function OneToMany Association

Field groupsField group Description FieldsDefaultCard DefaultCard field group Name

TitleValidFromValidTo

DefaultCreate DefaultCreate field group NameTitleValidFromValidToJobFunctionJobTypeDefaultFullTimeEquivalent

DefaultDetails DefaultDetails field group NameTitleValidFromValidToJobFunctionJobTypeDefaultFullTimeEquivalent

DefaultIdentification DefaultIdentification field group JobId

51


Field group Description FieldsName

DefaultList DefaultList field group NameTitleValidFromValidTo

DefaultLookup DefaultLookup field group JobIdName

DefaultReport DefaultReport field group NameTitleValidFromValidToJobFunctionJobTypeDefaultFullTimeEquivalent

JobFunction (Job Function) EntityClassification defining the function of the job, for example, professionals, technicians, or service workers.

Field Description

Description Data: TextRequired, Maximum length: 2048

JobFunctionIdPrimary key




DefaultCard DefaultCard field group JobFunctionIdDescription

DefaultCreate DefaultCreate field group JobFunctionIdDescription

DefaultDetails DefaultDetails field group JobFunctionIdDescription

DefaultIdentification DefaultIdentification field group JobFunctionIdDescription

DefaultList DefaultList field group JobFunctionIdDescription

52



DefaultLookup DefaultLookup field group JobFunctionIdDescription

DefaultReport DefaultReport field group JobFunctionIdDescription

JobType (Job Type) EntitySecondary classification of jobs, for example, exempt and nonexempt positions.

Field Description


ExemptStatus Picklist: JobExemptStatusValues: DoesNotApply, Exempt, NonExemptRequired

JobTypeIdPrimary key




DefaultCard DefaultCard field group JobTypeIdDescriptionExemptStatus

DefaultCreate DefaultCreate field group JobTypeIdDescriptionExemptStatus

DefaultDetails DefaultDetails field group JobTypeIdDescriptionExemptStatus

DefaultIdentification DefaultIdentification field group JobTypeIdDescription

DefaultList DefaultList field group JobTypeIdDescriptionExemptStatus

DefaultLookup DefaultLookup field group JobTypeIdDescription

53



DefaultReport DefaultReport field group JobTypeIdDescriptionExemptStatus

LeaveRequest (Leave request) EntityRequest entered for leave or time off.

Field Description

Comment Data: TextMaximum length: 2048

LeaveRequestIdPrimary key



RequestDate Data: DateTimeRequired

Status Picklist: LeaveRequestStatusValues: Approved, Draft, InReview

Worker Lookup: WorkerRequired


Worker Worker OneToMany Association



DefaultCard DefaultCard field group LeaveRequestIdWorkerRequestDateStatus

DefaultCreate DefaultCreate field group LeaveRequestIdWorkerRequestDateStatusComment

DefaultDetails DefaultDetails field group LeaveRequestIdWorker

54



RequestDateStatusComment

DefaultIdentification DefaultIdentification field group LeaveRequestIdWorker

DefaultList DefaultList field group LeaveRequestIdWorkerRequestDateStatus

DefaultLookup DefaultLookup field group LeaveRequestIdWorker

DefaultReport DefaultReport field group LeaveRequestIdWorkerRequestDateStatus

LeaveRequestDetail (Leave request detail) EntityDetails captured during the leave request process.

Field Description

Amount Data: Number

LeaveDate Data: DateTimeRequiredDescription: Date

LeaveRequestPrimary key

Lookup: LeaveRequestRequired

LeaveType Lookup: LeaveTypeRequired


LeaveType Leave type OneToMany Association

LeaveRequest Leave request OneToMany Association


DefaultCard DefaultCard field group LeaveRequestLeaveType

55



LeaveDateAmount

DefaultCreate DefaultCreate field group LeaveRequestLeaveTypeLeaveDateAmount

DefaultDetails DefaultDetails field group LeaveRequestLeaveTypeLeaveDateAmount

DefaultIdentification DefaultIdentification field group LeaveRequestLeaveType

DefaultList DefaultList field group LeaveRequestLeaveTypeLeaveDateAmount

DefaultLookup DefaultLookup field group LeaveRequestLeaveType

DefaultReport DefaultReport field group LeaveRequestLeaveTypeLeaveDateAmount

LeaveType (Leave type) EntityClassifications of different types of leave that are offered by an organization.

Field Description


LeaveTypeIdPrimary key





56



DefaultCard DefaultCard field group LeaveTypeIdDescription

DefaultCreate DefaultCreate field group LeaveTypeIdDescription

DefaultDetails DefaultDetails field group LeaveTypeIdDescription

DefaultIdentification DefaultIdentification field group LeaveTypeIdDescription

DefaultList DefaultList field group LeaveTypeIdDescription

DefaultLookup DefaultLookup field group LeaveTypeIdDescription

DefaultReport DefaultReport field group LeaveTypeIdDescription

Position (Position) EntityAn instance of a job. Positions are assigned to workers.

Field Description

Activation Data: DateTime

AvailableForAssignment Data: DateTime

Department Lookup: Department


FullTimeEquivalent Data: Number

Job Lookup: JobRequired

ParentPosition Lookup: Position

PositionIdPrimary key


PositionType Lookup: PositionType

Retirement Data: DateTime

Title Picklist: JobTitleValues: NotSpecified

57


Field Description

ValidFrom Data: DateTimeRequired

ValidTo Data: DateTime


Position Parent position OneToMany Association

Job Job OneToMany Association

Department Department OneToMany Association

PositionType Position Type OneToMany Association


DefaultCard DefaultCard field group PositionIdValidFromDescriptionJob

DefaultCreate DefaultCreate field group PositionIdValidFromValidToPositionTypeJobDepartmentDescription

DefaultDetails DefaultDetails field group PositionIdValidFromValidToPositionTypeJobDepartmentDescription

DefaultIdentification DefaultIdentification field group PositionIdDescription

DefaultList DefaultList field group PositionIdValidFromDescriptionJob

DefaultLookup DefaultLookup field group PositionId

58



Description

DefaultReport DefaultReport field group PositionIdValidFromValidToPositionType

PositionType (Position Type) EntityClassification of positions in an organization, for example, full-time, part-time, or volunteer.

Field Description

Classification Picklist: PositionClassificationValues: FullTime, PartTime


PositionTypeIdPrimary key




DefaultCard DefaultCard field group PositionTypeIdDescriptionClassification

DefaultCreate DefaultCreate field group PositionTypeIdDescriptionClassification

DefaultDetails DefaultDetails field group PositionTypeIdDescriptionClassification

DefaultIdentification DefaultIdentification field group PositionTypeIdDescription

DefaultList DefaultList field group PositionTypeIdDescriptionClassification

DefaultLookup DefaultLookup field group PositionTypeIdDescription

59



DefaultReport DefaultReport field group PositionTypeIdDescription

PositionWorkerAssignment (Position worker assignment) EntityThe position or job instance that an employee or contractor has been assigned. Assignments are defined by a start-date and an end-date.

Field Description

PositionPrimary key

Lookup: PositionRequired

ValidFrom Data: DateTimeRequired

ValidTo Data: DateTime

Worker Lookup: WorkerRequired


Worker Worker OneToMany Association

Position Position OneToMany Association


DefaultCard DefaultCard field group PositionValidFromValidToWorker

DefaultCreate DefaultCreate field group PositionValidFromValidToWorker

DefaultDetails DefaultDetails field group PositionValidFromValidToWorker

DefaultIdentification DefaultIdentification field group PositionValidFrom

DefaultList DefaultList field group Position

60



ValidFromValidToWorker

DefaultLookup DefaultLookup field group PositionValidFrom

DefaultReport DefaultReport field group PositionValidFromValidToWorker

61


Person, organization, and group entitiesThe people, organizations, and groups entities encompass a rich set of people and organizations that you might interact with, including employees, contractors, donors, volunteers, fans, alumni, and families.

Person, organization, and group ERD

62


Person, organization, and group referenceAlumnus (Alumnus) EntityA graduate of a school.

Field Description

AlumnusIdPrimary key

Number sequence: Unique, SearchableDescription: Type an ID number or code for the account to quickly search and identify the account in system views.

Birthdate Data: Date

BusinessPostalAddress Data: Address




FacebookIdentity Data: TextMaximum length: 128


Gender Picklist: GenderValues: Female, Male, Nonspecific, NotSpecified

Generation Data: TextMaximum length: 128

GraduationClass Data: TextMaximum length: 128

GraduationDate Data: Date

HomePostalAddress Data: Address



LinkedInIdentity Data: TextMaximum length: 128

Name Data: PersonName

63


Field Description

Description: Given name



PhoneBusiness Data: Phone

PhoneCell Data: Phone

PhoneHome Data: Phone


Profession Data: TextMaximum length: 128


SocialNetwork01 Picklist: SocialNetworkValues: Facebook, Konnects, LinkedIn, Myspace, Twitter, XING


SocialNetworkIdentity01 Data: TextMaximum length: 128



Status Picklist: AlumnusStatusValues: Current, Inactive, PastRequired

TwitterIdentity Data: TextMaximum length: 128



64



DefaultCreate DefaultCreate field group NameGraduationClassStatusEmailPrimaryHomePostalAddressDescriptionFacebookIdentityTwitterIdentityPartyTypeSourceIsEmailContactAllowedIsPhoneContactAllowed

DefaultList DefaultList field group FullNameGraduationClassStatusEmailPrimary

DefaultCard DefaultCard field group FullNameGraduationClassPhonePrimary

DefaultDetails DefaultDetails field group AlumnusIdNameGraduationClassStatusEmailPrimaryHomePostalAddressDescriptionFacebookIdentityTwitterIdentity

DefaultLookup DefaultLookup field group AlumnusIdFullNameGraduationClassStatus

DefaultReport DefaultReport field group AlumnusIdNameGraduationClassStatusEmailPrimaryDescriptionFacebookIdentityTwitterIdentity

65



DefaultIdentification DefaultIdentification field group AlumnusIdFullName

ApplicationUser (Application user) EntityA person who can be authenticated as a user of Common Data Service.

Field Description

AADUserOIDPrimary key

Data: TextRequired, Unique, Searchable, Maximum length: 36Description: AAD user object ID

ApplicationUserId Number sequence: Unique, Searchable






EmailPrimary Data: EmailRequired, Unique, Searchable


FullName Data: TextMaximum length: 128




IsAdmin Data: BooleanRequired



LinkedInIdentity Data: Text

66


Field Description

Maximum length: 128

Name Data: PersonNameDescription: Given name














Status Picklist: ApplicationUserStatusValues: Active, InactiveRequired



67





DefaultCreate DefaultCreate field group NameEmailPrimaryDescriptionSocialNetwork01SocialNetworkIdentity01PartyTypeSourceIsEmailContactAllowedIsPhoneContactAllowedStatusIsAdminAADUserOID

DefaultList DefaultList field group ApplicationUserIdFullNameStatus

DefaultCard DefaultCard field group ApplicationUserIdFullNameEmailPrimary

DefaultDetails DefaultDetails field group ApplicationUserIdFullNameNameEmailPrimaryDescriptionSocialNetwork01SocialNetworkIdentity01

DefaultLookup DefaultLookup field group ApplicationUserIdFullNameEmailPrimary

DefaultReport DefaultReport field group ApplicationUserIdFullNameNameEmailPrimaryDescriptionSocialNetwork01SocialNetworkIdentity01

68



DefaultIdentification DefaultIdentification field group ApplicationUserIdFullName

ApplicationUserContact (Application user contact) EntityAssociates an application user and a contact. This entity creates a many-to-many relationship between the two entities.

Field Description

ApplicationUserPrimary key

Lookup: ApplicationUserRequired




IsOwner Data: BooleanRequired


ApplicationUser Application user OneToMany Association



DefaultCreate DefaultCreate field group DataSourceDescriptionIsOwnerContactApplicationUser

DefaultList DefaultList field group DataSourceDescriptionIsOwnerContactApplicationUser

69



DefaultCard DefaultCard field group DataSourceDescriptionIsOwnerContactApplicationUser

DefaultDetails DefaultDetails field group DataSourceDescriptionIsOwnerContactApplicationUser

DefaultLookup DefaultLookup field group DescriptionIsOwnerContactApplicationUser

DefaultReport DefaultReport field group DataSourceDescriptionIsOwnerContactApplicationUser

DefaultIdentification DefaultIdentification field group ApplicationUserContact

ApplicationUserGroup (Application user group) EntityA collection of application users.

Field Description

ApplicationUserGroupIdPrimary key


BusinessUnit Lookup: BusinessUnitRequired





GroupName Data: Text

70


Field Description

Maximum length: 128

IsSecurityPrincipal Data: BooleanRequired








Status Picklist: ApplicationUserGroupStatusValues: Active, InactiveRequired





DefaultCreate DefaultCreate field group StatusBusinessUnitPartyTypeSourceIsSecurityPrincipal

DefaultList DefaultList field group ApplicationUserGroupIdFullNameStatus

DefaultCard DefaultCard field group ApplicationUserGroupIdFullName

71



Status

DefaultDetails DefaultDetails field group ApplicationUserGroupIdFullNameStatusBusinessUnit

DefaultLookup DefaultLookup field group ApplicationUserGroupIdFullNameStatus

DefaultReport DefaultReport field group ApplicationUserGroupIdFullNameStatusBusinessUnit

DefaultIdentification DefaultIdentification field group ApplicationUserGroupIdFullName

Constituent (Constituent) EntityA member of a constituency.

Field Description



ConstituentIdPrimary key








Generation Data: Text

72


Field Description

Maximum length: 128




















Source Picklist: Source

73


Field Description

Values: DefaultRequired

Status Picklist: ConstituentStatusValues: Active, InactiveRequired







DefaultCreate DefaultCreate field group NameStatusPhoneCellPhoneBusinessEmailPrimaryDescriptionFacebookIdentityLinkedInIdentityTwitterIdentityPartyTypeSourceIsEmailContactAllowedIsPhoneContactAllowedIsSecurityPrincipal

DefaultList DefaultList field group FullNameStatusPhoneCellPhoneBusinessEmailPrimary

DefaultCard DefaultCard field group ConstituentIdFullName

74



Status

DefaultDetails DefaultDetails field group ConstituentIdFullNameNameStatusPhoneCellPhoneBusinessEmailPrimaryDescriptionFacebookIdentityLinkedInIdentityTwitterIdentity

DefaultLookup DefaultLookup field group ConstituentIdFullName

DefaultReport DefaultReport field group ConstituentIdFullNameNameStatusPhoneCellPhoneBusinessEmailPrimaryFacebookIdentityLinkedInIdentityTwitterIdentity

DefaultIdentification DefaultIdentification field group ConstituentIdFullName

Contact (Contact) EntityA person who serves as a contact for an organization.

Field Description




ContactIdPrimary key


Department Data: TextMaximum length: 128

Description Data: Text

75


Field Description

Maximum length: 128







GovernmentIdentifier Data: TextMaximum length: 128




IsPostalMailAllowed Data: Boolean


MaritalStatus Picklist: MaritalStatusValues: Divorced, Married, None, Single, Widowed





PersonInformation Data: TextMaximum length: 2048


76


Field Description




PrimaryAccount Lookup: Account

PrimaryAccountRole Picklist: PrimaryAccountRoleValues: DecisionMaker, Employee, Influencer








Status Picklist: StatusValues: Active, InactiveRequired



WorkerResponsible Lookup: Worker


Account Primary account OneToMany Association

Worker Worker responsible OneToMany Association



77


Related entity Description Cardinality Type


DefaultCreate DefaultCreate field group NamePhoneCellPhoneBusinessPhoneHomeEmailPrimaryFacebookIdentityLinkedInIdentityTwitterIdentityBusinessPostalAddressWebsiteURLPartyTypeSourceIsEmailContactAllowedIsPhoneContactAllowedStatus

DefaultList DefaultList field group FullNameEmailPrimaryPhoneBusinessPhoneCell

DefaultCard DefaultCard field group FullNamePhoneCellEmailPrimary

DefaultDetails DefaultDetails field group ContactIdFullNameNamePhoneCellPhoneBusinessPhoneHomeEmailPrimaryFacebookIdentityLinkedInIdentityTwitterIdentityBusinessPostalAddressWebsiteURL

DefaultLookup DefaultLookup field group ContactIdFullNameEmailPrimary

78



DefaultReport DefaultReport field group ContactIdFullNameNamePhoneCellPhoneBusinessPhoneHomeEmailPrimaryFacebookIdentityLinkedInIdentityTwitterIdentityBusinessPostalAddressWebsiteURL

DefaultIdentification DefaultIdentification field group FullNameEmailPrimary

ContactOtherPostalAddress (Contact other postal address) EntityA postal address that is associated with a contact. It is separate from the shipping address and the mailing address.

Field Description

AddressIdPrimary key








DefaultCreate DefaultCreate field group ContactDescriptionOtherPostalAddress

DefaultList DefaultList field group ContactDescription

79



OtherPostalAddress

DefaultCard DefaultCard field group ContactDescriptionOtherPostalAddress

DefaultDetails DefaultDetails field group ContactDescriptionOtherPostalAddress

DefaultLookup DefaultLookup field group ContactDescriptionOtherPostalAddress

DefaultReport DefaultReport field group ContactDescriptionOtherPostalAddress

DefaultIdentification DefaultIdentification field group AddressIdContact

Family (Family) EntityA group of related people. Individual family members are described in the FamilyMember entity.

Field Description




FamilyIdPrimary key



GroupName Data: TextMaximum length: 128




Phone01 Data: Phone

80


Field Description

Phone02 Data: Phone

Phone03 Data: Phone




Status Picklist: FamilyStatusValues: Active, InactiveRequired




DefaultCreate DefaultCreate field group StatusPhonePrimaryDescriptionMailingPostalAddressPartyTypeSource

DefaultList DefaultList field group FamilyIdFullNameStatusPhonePrimary

DefaultCard DefaultCard field group FamilyIdFullNameStatusPhonePrimary

DefaultDetails DefaultDetails field group FamilyIdFullNameStatusPhonePrimaryDescriptionMailingPostalAddress

DefaultLookup DefaultLookup field group FamilyId

81



FullNameStatus

DefaultReport DefaultReport field group FamilyIdFullNameStatusPhonePrimary

DefaultIdentification DefaultIdentification field group FamilyIdFullName

FamilyMember (Family member) EntityA person who is a member of a Family entity.

Field Description


FamilyPrimary key

Lookup: FamilyRequired

Person Lookup: PersonRequired

PrimaryRole Picklist: FamilyRoleValues: ElderSiblings, Father, GrandParents, Mother, YoungerSiblingsRequired

Status Picklist: FamilyMemberStatusValues: Active, InactiveRequired


Family Family OneToMany Association

Person Person OneToMany Association


DefaultCreate DefaultCreate field group PersonPrimaryRoleFamilyDescriptionStatus

82



DefaultList DefaultList field group PersonPrimaryRoleFamily

DefaultCard DefaultCard field group PersonPrimaryRoleFamily

DefaultDetails DefaultDetails field group PersonPrimaryRoleFamilyDescription

DefaultLookup DefaultLookup field group PersonPrimaryRoleFamily

DefaultReport DefaultReport field group PersonPrimaryRoleFamilyDescription

DefaultIdentification DefaultIdentification field group PersonFamily

Fan (Fan) EntityA fan of a sports team.

Field Description







FanIdPrimary key


FanSince Data: Date

83


Field Description

FavoritePlayer Data: TextMaximum length: 128



















SocialNetwork01 Picklist: SocialNetwork

84


Field Description

Values: Facebook, Konnects, LinkedIn, Myspace, Twitter, XING





Status Picklist: FanStatusValues: Bronze, Club, Gold, Platinum, PreferenceTicket, SeasonTicketHolder, SilverRequiredDescription: Fan status







DefaultCreate DefaultCreate field group NameStatusFanSinceFavoritePlayerPartyTypeSourceIsEmailContactAllowedIsPhoneContactAllowedIsSecurityPrincipal

DefaultList DefaultList field group FullName

85



StatusFanSinceFavoritePlayer

DefaultCard DefaultCard field group FanIdFullNameStatus

DefaultDetails DefaultDetails field group FanIdFullNameNameStatusFanSinceFavoritePlayer

DefaultLookup DefaultLookup field group FanIdFullNameStatusFanSince

DefaultReport DefaultReport field group FanIdFullNameNameStatusFanSinceFavoritePlayer

DefaultIdentification DefaultIdentification field group FanIdFullName

Household (Household) EntityA group of individuals who share a living space. Individual household members are described in the HouseholdMember entity.

Field Description






86


Field Description

HouseholdIdPrimary key





Phone01 Data: Phone

Phone02 Data: Phone

Phone03 Data: Phone




Status Picklist: HouseholdStatusValues: Active, InactiveRequired




DefaultCreate DefaultCreate field group StatusPhonePrimaryDescriptionMailingPostalAddressPartyTypeSource

DefaultList DefaultList field group FullNameStatusPhonePrimary

DefaultCard DefaultCard field group HouseholdIdFullName

87



StatusPhonePrimary

DefaultDetails DefaultDetails field group HouseholdIdFullNameStatusPhonePrimaryDescriptionMailingPostalAddress

DefaultLookup DefaultLookup field group HouseholdIdFullNameStatus

DefaultReport DefaultReport field group HouseholdIdFullNameStatusPhonePrimaryDescription

DefaultIdentification DefaultIdentification field group HouseholdIdFullName

HouseholdMember (Household member) EntityA person who is a member of a Household entity.

Field Description


HouseholdPrimary key

Lookup: HouseholdRequired


PrimaryRole Picklist: HouseholdRoleValues: ElderSiblings, Father, GrandParents, Mother, YoungerSiblingsRequired

Status Picklist: HouseholdMemberStatusValues: Active, InactiveRequired


Household Household OneToMany Association

88





DefaultCreate DefaultCreate field group HouseholdPersonPrimaryRoleDescriptionStatus

DefaultList DefaultList field group PersonHouseholdPrimaryRole

DefaultCard DefaultCard field group HouseholdPersonPrimaryRole

DefaultDetails DefaultDetails field group HouseholdPersonPrimaryRoleDescription

DefaultLookup DefaultLookup field group HouseholdPersonPrimaryRole

DefaultReport DefaultReport field group HouseholdPersonPrimaryRole

DefaultIdentification DefaultIdentification field group PersonHousehold

Organization (Organization) EntityA corporate organization that can have business units.

Field Description


DUNSNumber Data: TextMaximum length: 128


89


Field Description




IndustryCode Picklist: IndustryCodeValues: Accounting, Agriculture, BroadcastingPrintingPublishing, Brokers, BuildingSupplyRetail, BusinessServices, Consulting, ConsumerServices, DesignCreativeManagement, DistributorsDispatchersProcessors, DoctorOfficesClinics, DurableManufacturing, EatingDrinkingPlaces, EntertainmentRetail, EquipmentRentalLeasing, Financial, FoodTobaccoProcessing, InboundCapitalIntensiveProcessing, InboundRepairServices, Insurance, LegalServices, NonDurableMerchandiseRetail, OutboundConsumerService, Petrochemicals, ServiceRetail, SIGAffiliations, SocialServices, SpecialOutboundTradeContractors, SpecialtyRealty, Transportation, UtilityCreationDistribution, VehicleRetail, Wholesale


IsInternal Data: BooleanRequired





OrganizationIdPrimary key




ParentOrganization Lookup: Organization

PartyType Picklist: PartyTypeValues: Group, Organization, Person

90


Field Description

Required

Phone01 Data: Phone

Phone02 Data: Phone

Phone03 Data: Phone


PrimaryContact Lookup: Contact








Status Picklist: OrganizationStatusValues: Active, InactiveRequired

StockExchange Picklist: StockExchangeValues: BMESpanishExchanges, Euronext, FrankfurtStockExchange, HongKongStockExchange, ItalianStockExchange, KoreaExchange, LondonStockExchange, NASDAQ, NYSE, OMXNordicExchanges, ShanghaiStockExchange, ShenzhenStockExchange, SWXSwissExchange, TokyoStockExchange, TorontoStockExchange

StockTicker Data: TextMaximum length: 128



TwitterIdentity Data: Text

91


Field Description

Maximum length: 128

Type Picklist: OrganizationTypeValues: Corporation, Government, NonProfit, OtherRequiredDescription: OrganizationType



Organization Parent Organization OneToMany Association

Contact Primary contact OneToMany Association


DefaultCreate DefaultCreate field group DescriptionParentOrganizationPhonePrimaryEmailPrimaryMailingPostalAddressPartyTypeSourceIsEmailContactAllowedIsPhoneContactAllowedIsInternalTypeStatus

DefaultList DefaultList field group OrganizationIdFullNameDescriptionParentOrganization

DefaultCard DefaultCard field group OrganizationIdFullName

DefaultDetails DefaultDetails field group OrganizationIdFullNameDescriptionParentOrganizationPhonePrimaryEmailPrimary

92



MailingPostalAddressFacebookIdentityLinkedInIdentityTwitterIdentityTaxIdentificationNumberStockTicker

DefaultLookup DefaultLookup field group OrganizationIdFullName

DefaultReport DefaultReport field group OrganizationIdFullNameDescriptionParentOrganizationPhonePrimaryEmailPrimaryTaxIdentificationNumberStockTicker

DefaultIdentification DefaultIdentification field group OrganizationIdFullName

OrganizationContact (Organization contact) EntityAssociates an organization and a contact. This entity creates a many-to-many relationship between the two entities.

Field Description




OrganizationPrimary key

Lookup: OrganizationRequired




93



DefaultCreate DefaultCreate field group OrganizationContactDataSourceDescription

DefaultList DefaultList field group OrganizationContactDataSourceDescription

DefaultCard DefaultCard field group OrganizationContactDataSourceDescription

DefaultDetails DefaultDetails field group OrganizationContactDataSourceDescription

DefaultLookup DefaultLookup field group OrganizationContactDataSourceDescription

DefaultReport DefaultReport field group OrganizationContactDataSourceDescription

DefaultIdentification DefaultIdentification field group OrganizationContact

Team (Team) EntityA group of persons who participate together in a defined effort.

Field Description




FullName Data: Text

94


Field Description

Searchable, Maximum length: 128





Phone01 Data: Phone

Phone02 Data: Phone

Phone03 Data: Phone




Status Picklist: TeamStatusValues: Active, InactiveRequired

TeamIdPrimary key





DefaultCreate DefaultCreate field group DescriptionStatusPhonePrimaryEmailPrimaryPartyTypeSource

DefaultList DefaultList field group FullNameStatus

95



PhonePrimaryEmailPrimary

DefaultCard DefaultCard field group FullNameStatusPhonePrimaryEmailPrimary

DefaultDetails DefaultDetails field group TeamIdFullNameDescriptionStatusPhonePrimaryEmailPrimary

DefaultLookup DefaultLookup field group TeamIdFullNameStatusPhonePrimaryEmailPrimary

DefaultReport DefaultReport field group TeamIdFullNameDescriptionStatusPhonePrimaryEmailPrimary

DefaultIdentification DefaultIdentification field group TeamIdFullName

TeamMember (Team member) EntityA person who is a member of a team.

Field Description



PrimaryRole Picklist: TeamRoleValues: Coach, Lead, Manager, Player, Reserve, TeamLeader, TeamMemberRequired

Status Picklist: TeamMemberStatusValues: Active, Inactive

96


Field Description

Required

TeamPrimary key

Lookup: TeamRequired


Team Team OneToMany Association



DefaultCreate DefaultCreate field group PersonTeamPrimaryRoleStatus

DefaultList DefaultList field group PersonTeamPrimaryRole

DefaultCard DefaultCard field group PersonTeamPrimaryRole

DefaultDetails DefaultDetails field group PersonTeamPrimaryRole

DefaultLookup DefaultLookup field group PersonTeamPrimaryRole

DefaultReport DefaultReport field group PersonTeamPrimaryRole

DefaultIdentification DefaultIdentification field group PersonTeam

Tenant (Tenant) EntityA person or organization that leases space.

Field Description


97


Field Description
















PersonName Data: PersonNameDescription: Given name





98


Field Description









Status Picklist: TenantStatusValues: Active, InactiveRequired



TenantIdPrimary key





99



DefaultCreate DefaultCreate field group PersonNameStatusPhonePrimaryHomePostalAddressPartyTypeSourceIsSecurityPrincipalIsEmailContactAllowedIsPhoneContactAllowed

DefaultList DefaultList field group FullNameStatus

DefaultCard DefaultCard field group FullNameStatus

DefaultDetails DefaultDetails field group TenantIdFullNamePersonNameStatusPhonePrimaryHomePostalAddress

DefaultLookup DefaultLookup field group TenantIdFullNameStatus

DefaultReport DefaultReport field group TenantIdFullNamePersonNameStatusPhonePrimaryHomePostalAddress

DefaultIdentification DefaultIdentification field group TenantIdFullName

Worker (Worker) EntityA person who is engaged by an organization as an employee, contractor, or volunteer.

Field Description




100


Field Description











LinkedInAPIURL Data: MultilineText


Manager Lookup: Worker









Profession Data: Text

101


Field Description

Maximum length: 128








Status Picklist: WorkerStatusValues: Active, InactiveRequired




Type Picklist: WorkerTypeValues: Contractor, Employee, Unspecified, VolunteerRequired


WorkerIdPrimary key



Worker Manager OneToMany Association

102






DefaultCreate DefaultCreate field group NameStatusDescriptionManagerBusinessUnitPartyTypeSourceIsEmailContactAllowedIsPhoneContactAllowedType

DefaultList DefaultList field group WorkerIdFullNameStatusManagerBusinessUnit

DefaultCard DefaultCard field group WorkerIdFullNameStatusManagerBusinessUnit

DefaultDetails DefaultDetails field group WorkerIdFullNameNameStatusDescriptionManagerBusinessUnitPhoneCellPhoneBusinessFacebookIdentityLinkedInIdentityTwitterIdentityHomePostalAddress

DefaultLookup DefaultLookup field group WorkerId

103



FullNameStatus

DefaultReport DefaultReport field group WorkerIdFullNameNameStatusManagerBusinessUnitPhoneCellPhoneBusinessFacebookIdentityLinkedInIdentityTwitterIdentity

DefaultIdentification DefaultIdentification field group WorkerIdFullName

104


Productivity entitiesThe productivity entities let you track events and messages.

Productivity ERD

105


Productivity referenceEvent (Event) EntityAn event (appointment, meeting) within a user’s mailbox or related to data within the Common Data Service. This entity is connected to Microsoft Graph to retrieve mail box events.

Field Description

Attendees Data: TextMaximum length: 2048

Body_Content Data: MemoDescription: Body content

Body_ContentType Picklist: BodyContentTypeValues: HTML, TextDescription: Body content type

BodyPreview Data: TextMaximum length: 2048

Categories Data: TextMaximum length: 2048

ChangeKey Data: TextMaximum length: 2048

End Data: DateTime

HasAttachments Data: Boolean

ICalUId Data: TextMaximum length: 2048Description: Unique calendar ID

IdPrimary key

Data: TextRequired, Unique, Searchable, Maximum length: 2048Description: Event ID

Importance Picklist: EventImportanceValues: High, Low, Normal

IsAllDay Data: BooleanDescription: All day

IsCancelled Data: BooleanDescription: Cancelled

IsOrganizer Data: BooleanDescription: Organizer

IsReminderOn Data: Boolean

106


Field Description

Description: Reminder

Location_Address Data: AddressDescription: Location address

Location_DisplayName Data: TextMaximum length: 2048Description: Location display name

Location_EmailAddress Data: TextMaximum length: 2048Description: Location email address

OnlineMeetingURL Data: TextMaximum length: 2048

Organizer Data: TextMaximum length: 2048

OriginalEndTimeZone Picklist: TimezoneValues: GMT_CASABLANCA, GMT_CASABLANCA_MONTROVIA_REYKJAVIK, GMT_COORDINATEDUNIVERSALTIME, GMT_DUBLIN_EDINBURGH_LISBON_LONDON, GMT_PLUS0300KALININGRAD_MINSK, GMTMINUS0100AZORES, GMTMINUS0100CAPEVERDIS, GMTMINUS0200MIDATLANTIC, GMTMINUS0300_SALVADOR, GMTMINUS0300BRASILIA, GMTMINUS0300BUENOSAIRES, GMTMINUS0300BUENOSAIRES_GEORGETOWN, GMTMINUS0300GREENLAND, GMTMINUS0300MONTEVIDEO, GMTMINUS0330NEWFOUNDLAND, GMTMINUS0400ASUNCION, GMTMINUS0400ATLANTICTIME, GMTMINUS0400LAPAZ, GMTMINUS0400MANAUS, GMTMINUS0400SANTIAGO, GMTMINUS0430CARACAS, GMTMINUS0500BOGOTA_LIMA_QUITO_RIOBRANCO, GMTMINUS0500EASTERNTIME, GMTMINUS0500INDIANA, GMTMINUS0600CENTRALAMERICA, GMTMINUS0600CENTRALTIME, GMTMINUS0600GUADALAJARA_MEXICOCITY, GMTMINUS0600SASKATCHEWAN, GMTMINUS0700ARIZONA, GMTMINUS0700CHIHUAHUA_LAPAZ_MAZATLAN, GMTMINUS0700MOUNTAINTIME, GMTMINUS0800PACIFICTIME, GMTMINUS0800TIJUANA_BAJACALIFORNIA, GMTMINUS0900ALASKA, GMTMINUS1000HAWAII, GMTMINUS1100COORDINATEDUNIVERSALTIME, GMTMINUS1100MIDWAYISLAND_SAMOA, GMTMINUS1200INTERNATIONALDATELINEWEST, GMTPLUS0100_AMSTERDAM_BERLIN_BERN_ROME,

107


Field Description

GMTPLUS0100BELGRADE_BRATISLAVA_BUDAPEST, GMTPLUS0100BRUSSELS_COPENHAGEN_MADRID, GMTPLUS0100SARAJEVO_SKOPJE_WARSAW_ZAGREB, GMTPLUS0100TRIPOLI, GMTPLUS0100WESTCENTRALAFRICA, GMTPLUS0200_DAMASCUS, GMTPLUS0200AMMAN, GMTPLUS0200ATHENS_BUCHAREST_ISTANBUL, GMTPLUS0200BEIRUT, GMTPLUS0200CAIRO, GMTPLUS0200HARARE_PRETORIA, GMTPLUS0200HELSINKI_KYIV_RIGA_VILNIUS, GMTPLUS0200ISTANBUL, GMTPLUS0200JERUSALEM, GMTPLUS0200MINSK, GMTPLUS0200WINDHOEK, GMTPLUS0300BAGHDAD, GMTPLUS0300KUWAIT_RIYADH, GMTPLUS0300MOSCOW_STPETERSBURG_VOLGOGRAD, GMTPLUS0300NAIROBI, GMTPLUS0300TBILISI, GMTPLUS0330TEHRAN, GMTPLUS0400ABUDHABI_MUSCAT, GMTPLUS0400BAKU, GMTPLUS0400CAUCASUSSTANDARDTIME, GMTPLUS0400IZHEVSK_SAMARA, GMTPLUS0400PORTLOUIS, GMTPLUS0400YEREVAN, GMTPLUS0430KABUL, GMTPLUS0500EKATERINBURG, GMTPLUS0500ISLAMABAD_KARACHI, GMTPLUS0500ISLAMABAD_KARACHI_TASHKENT, GMTPLUS0530CHENNAI_KOLKATA_MUMBAI, GMTPLUS0530SRIJAYAWARDENEPURA, GMTPLUS0545KATHMANDU, GMTPLUS0600ALMATY_NOVOSIBIRSK, GMTPLUS0600ASTANA_DHAKA, GMTPLUS0600DHAKA, GMTPLUS0600MAGADAN, GMTPLUS0630_YANGON, GMTPLUS0700_BANGKOK_HANOI_JAKARTA, GMTPLUS0700KRASNOYARSK, GMTPLUS0800_ULAANBAATAR, GMTPLUS0800BEIJING_CHONGQING_HONGKONG, GMTPLUS0800IRKUTSK_ULAANBATAAR, GMTPLUS0800KUALALUMPUR_SINGAPORE, GMTPLUS0800PERTH, GMTPLUS0800TAIPEI, GMTPLUS0900OSAKA_SAPPORO_TOKYO, GMTPLUS0900SEOUL, GMTPLUS0900YAKUTSK, GMTPLUS0930ADELAIDE, GMTPLUS0930DARWIN, GMTPLUS1000BRISBANE, GMTPLUS1000CANBERRA_MELBOURNE_SYDNEY, GMTPLUS1000GUAM_PORTMORESBY, GMTPLUS1000HOBART, GMTPLUS1000VLADIVOSTOK, GMTPLUS1100CHOKURDAKH, GMTPLUS1100MAGADAN_SOLOMONIS, GMTPLUS1200ANADYR_PETRO_KAMCHATSKY, GMTPLUS1200AUCKLAND_WELLINGTON, GMTPLUS1200COORDINATEDUNIVERSALTIME, GMTPLUS1200FIJI_KAMCHATKA_MARSHALLIS, GMTPLUS1300NUKU_ALOFA

OriginalStart Data: DateTimeSearchable

OriginalStartTimeZone Picklist: Timezone

108


Field Description

Values: GMT_CASABLANCA, GMT_CASABLANCA_MONTROVIA_REYKJAVIK, GMT_COORDINATEDUNIVERSALTIME, GMT_DUBLIN_EDINBURGH_LISBON_LONDON, GMT_PLUS0300KALININGRAD_MINSK, GMTMINUS0100AZORES, GMTMINUS0100CAPEVERDIS, GMTMINUS0200MIDATLANTIC, GMTMINUS0300_SALVADOR, GMTMINUS0300BRASILIA, GMTMINUS0300BUENOSAIRES, GMTMINUS0300BUENOSAIRES_GEORGETOWN, GMTMINUS0300GREENLAND, GMTMINUS0300MONTEVIDEO, GMTMINUS0330NEWFOUNDLAND, GMTMINUS0400ASUNCION, GMTMINUS0400ATLANTICTIME, GMTMINUS0400LAPAZ, GMTMINUS0400MANAUS, GMTMINUS0400SANTIAGO, GMTMINUS0430CARACAS, GMTMINUS0500BOGOTA_LIMA_QUITO_RIOBRANCO, GMTMINUS0500EASTERNTIME, GMTMINUS0500INDIANA, GMTMINUS0600CENTRALAMERICA, GMTMINUS0600CENTRALTIME, GMTMINUS0600GUADALAJARA_MEXICOCITY, GMTMINUS0600SASKATCHEWAN, GMTMINUS0700ARIZONA, GMTMINUS0700CHIHUAHUA_LAPAZ_MAZATLAN, GMTMINUS0700MOUNTAINTIME, GMTMINUS0800PACIFICTIME, GMTMINUS0800TIJUANA_BAJACALIFORNIA, GMTMINUS0900ALASKA, GMTMINUS1000HAWAII, GMTMINUS1100COORDINATEDUNIVERSALTIME, GMTMINUS1100MIDWAYISLAND_SAMOA, GMTMINUS1200INTERNATIONALDATELINEWEST, GMTPLUS0100_AMSTERDAM_BERLIN_BERN_ROME, GMTPLUS0100BELGRADE_BRATISLAVA_BUDAPEST, GMTPLUS0100BRUSSELS_COPENHAGEN_MADRID, GMTPLUS0100SARAJEVO_SKOPJE_WARSAW_ZAGREB, GMTPLUS0100TRIPOLI, GMTPLUS0100WESTCENTRALAFRICA, GMTPLUS0200_DAMASCUS, GMTPLUS0200AMMAN, GMTPLUS0200ATHENS_BUCHAREST_ISTANBUL, GMTPLUS0200BEIRUT, GMTPLUS0200CAIRO, GMTPLUS0200HARARE_PRETORIA, GMTPLUS0200HELSINKI_KYIV_RIGA_VILNIUS, GMTPLUS0200ISTANBUL, GMTPLUS0200JERUSALEM, GMTPLUS0200MINSK, GMTPLUS0200WINDHOEK, GMTPLUS0300BAGHDAD, GMTPLUS0300KUWAIT_RIYADH, GMTPLUS0300MOSCOW_STPETERSBURG_VOLGOGRAD, GMTPLUS0300NAIROBI, GMTPLUS0300TBILISI, GMTPLUS0330TEHRAN, GMTPLUS0400ABUDHABI_MUSCAT, GMTPLUS0400BAKU, GMTPLUS0400CAUCASUSSTANDARDTIME, GMTPLUS0400IZHEVSK_SAMARA, GMTPLUS0400PORTLOUIS, GMTPLUS0400YEREVAN, GMTPLUS0430KABUL,

109


Field Description

GMTPLUS0500EKATERINBURG, GMTPLUS0500ISLAMABAD_KARACHI, GMTPLUS0500ISLAMABAD_KARACHI_TASHKENT, GMTPLUS0530CHENNAI_KOLKATA_MUMBAI, GMTPLUS0530SRIJAYAWARDENEPURA, GMTPLUS0545KATHMANDU, GMTPLUS0600ALMATY_NOVOSIBIRSK, GMTPLUS0600ASTANA_DHAKA, GMTPLUS0600DHAKA, GMTPLUS0600MAGADAN, GMTPLUS0630_YANGON, GMTPLUS0700_BANGKOK_HANOI_JAKARTA, GMTPLUS0700KRASNOYARSK, GMTPLUS0800_ULAANBAATAR, GMTPLUS0800BEIJING_CHONGQING_HONGKONG, GMTPLUS0800IRKUTSK_ULAANBATAAR, GMTPLUS0800KUALALUMPUR_SINGAPORE, GMTPLUS0800PERTH, GMTPLUS0800TAIPEI, GMTPLUS0900OSAKA_SAPPORO_TOKYO, GMTPLUS0900SEOUL, GMTPLUS0900YAKUTSK, GMTPLUS0930ADELAIDE, GMTPLUS0930DARWIN, GMTPLUS1000BRISBANE, GMTPLUS1000CANBERRA_MELBOURNE_SYDNEY, GMTPLUS1000GUAM_PORTMORESBY, GMTPLUS1000HOBART, GMTPLUS1000VLADIVOSTOK, GMTPLUS1100CHOKURDAKH, GMTPLUS1100MAGADAN_SOLOMONIS, GMTPLUS1200ANADYR_PETRO_KAMCHATSKY, GMTPLUS1200AUCKLAND_WELLINGTON, GMTPLUS1200COORDINATEDUNIVERSALTIME, GMTPLUS1200FIJI_KAMCHATKA_MARSHALLIS, GMTPLUS1300NUKU_ALOFA

ReminderMinutesBeforeStart Data: Integer

ResponseRequested Data: Boolean

ResponseStatus_Response Picklist: EventResponseValues: Accepted, Declined, None, NotResponded, Organizer, TentativelyAcceptedDescription: Response

ResponseStatus_Time Data: DateTimeDescription: Response time

Sensitivity Picklist: EventSensitivityValues: Confidential, Normal, Personal, Private

ShowAs Picklist: EventTimeStatusValues: Busy, Free, OutofOffice, Tentative, Unknown, Workingelsewhere

SourceCreatedDateTime Data: DateTimeSearchable

SourceLastModifiedDateTime Data: DateTime

Start Data: DateTime

Subject Data: Text

110


Field Description

Maximum length: 2048

Type Picklist: EventTypeValues: Exception, Occurrence, SeriesMaster, SingleInstance

WebLink Data: TextMaximum length: 255



DefaultCard DefaultCard field group StartEndSubjectLocation_DisplayName

DefaultCreate DefaultCreate field group IdStartEndSubjectImportanceLocation_DisplayNameBody_Content

DefaultDetails DefaultDetails field group StartEndSubjectShowAsImportanceBodyPreviewLocation_DisplayName

DefaultIdentification DefaultIdentification field group IdSubject

DefaultList DefaultList field group StartEndSubjectLocation_DisplayName

DefaultLookup DefaultLookup field group StartSubject

DefaultReport DefaultReport field group StartEndSubject

111



Location_DisplayName

Message (Message) EntityA message (email) within a user’s mailbox or related to data within the Common Data Service. This entity is connected to Microsoft Graph to retrieve mail box messages.

Field Description

BccRecipients Data: TextMaximum length: 2048

Body_Content Data: MemoDescription: Body content

Body_ContentType Picklist: BodyContentTypeValues: HTML, TextDescription: Body content type

BodyPreview Data: TextMaximum length: 2048

Categories Data: TextMaximum length: 2048

CCRecipients Data: TextMaximum length: 2048

ChangeKey Data: TextMaximum length: 2048

ConversationId Data: TextMaximum length: 2048

From Data: TextMaximum length: 2048

HasAttachments Data: Boolean

IdPrimary key

Data: TextRequired, Unique, Searchable, Maximum length: 2048Description: Message ID

Importance Picklist: MessageImportanceValues: High, Low, Normal

InferenceClassification Picklist: MessageInferenceClassificationValues: Focused, Other

InternetMessageId Data: TextMaximum length: 2048

IsDeliveryReceiptRequested Data: Boolean

112


Field Description

Description: Delivery receipt requested

IsDraft Data: BooleanDescription: Draft

IsRead Data: BooleanDescription: Read

IsReadReceiptRequested Data: BooleanDescription: Read receipt requested

ParentFolderId Data: TextMaximum length: 2048

ReceivedDateTime Data: DateTime

ReplyTo Data: TextMaximum length: 2048

Sender Data: TextMaximum length: 2048

SentDateTime Data: DateTimeSearchable

SourceCreatedDateTime Data: DateTimeSearchable

SourceLastModifiedDateTime Data: DateTime

Subject Data: TextSearchable, Maximum length: 2048

ToRecipients Data: TextMaximum length: 2048Description: To receipients

UniqueBody_Content Data: MemoDescription: Unique body content

UniqueBody_ContentType Picklist: BodyContentTypeValues: HTML, TextDescription: Unique body content type

WebLink Data: TextMaximum length: 255


113



DefaultCard DefaultCard field group FromToRecipientsSubjectSentDateTime

DefaultCreate DefaultCreate field group IdFromToRecipientsCCRecipientsSubjectSentDateTimeImportanceBody_Content

DefaultDetails DefaultDetails field group FromToRecipientsCCRecipientsSubjectSentDateTimeImportanceBodyPreview

DefaultIdentification DefaultIdentification field group IdSubject

DefaultList DefaultList field group FromToRecipientsSubjectSentDateTime

DefaultLookup DefaultLookup field group SubjectSentDateTime

DefaultReport DefaultReport field group FromToRecipientsSubjectSentDateTime

114


Purchasing entitiesThe purchasing entities let you create purchasing solutions and track vendor invoices.

Purchase order ERD

115


Vendor invoice ERD

116


Purchasing referencePurchaseOrder (Purchase order) EntityAn offer for a commercial engagement issued by the company to a vendor to make a purchase.

Field Description

BillingAddress Data: Address



DiscountAmount Data: CurrencyDecimal places: 6

ExpectedShipDate Data: DateTime

FreightTerms Picklist: FreightTermsValues: FOB, NoCharge

OrderDate Data: DateTimeRequired


PaymentTerms Picklist: PaymentTermsValues: Net30, Net45, Net60, TwoPercent10Net30

PurchaseOrderIdPrimary key

Number sequence: Unique, SearchableDescription: Order ID

RequestedDeliveryDate Data: DateTime

ShippingAddress Data: Address

ShippingMethod Picklist: ShippingMethodValues: AirBorne, DHL, Fedex, PostalMail, UPS

Status Picklist: PurchaseOrderStatusValues: Blocked, Closed, Confirmed, Invoiced, Open, Received, SuspendedRequiredDescription: Order status

TotalAmount Data: CurrencyDecimal places: 6

TotalChargeAmount Data: CurrencyDecimal places: 6

TotalDiscountAmount Data: Currency

117


Field Description

Decimal places: 6

TotalTaxAmount Data: CurrencyDecimal places: 6

Vendor Lookup: VendorRequired

VendorContact Lookup: Contact

VendorInvoice Data: TextMaximum length: 128

WorkerBuyer Lookup: WorkerDescription: Purchase person


Vendor Vendor OneToMany Association

Worker Purchase person OneToMany Association

Contact Vendor contact OneToMany Association




DefaultCreate DefaultCreate field group VendorOrderDateDescriptionWorkerBuyerVendorContactFreightTermsShippingMethodShippingAddressVendorInvoiceBillingAddressStatus

DefaultList DefaultList field group PurchaseOrderIdVendorOrderDateStatusWorkerBuyer

118



TotalAmount

DefaultCard DefaultCard field group PurchaseOrderIdVendorOrderDateWorkerBuyer

DefaultDetails DefaultDetails field group PurchaseOrderIdVendorOrderDateDescriptionStatusWorkerBuyerVendorContactTotalAmountFreightTermsShippingMethodShippingAddressVendorInvoiceBillingAddressTotalChargeAmountTotalDiscountAmountTotalTaxAmount

DefaultLookup DefaultLookup field group PurchaseOrderIdVendorOrderDateDescription

DefaultReport DefaultReport field group PurchaseOrderIdVendorOrderDateDescriptionWorkerBuyerVendorContactTotalAmountFreightTermsShippingMethodVendorInvoice

DefaultIdentification DefaultIdentification field group PurchaseOrderIdDescription

PurchaseOrderCharge (Purchase order charge) EntityAn indirect charge in addition to product pricing and taxes, such as freight or insurance, that applies to the whole purchase order.

119


Field Description

Amount Data: CurrencyRequired, Decimal places: 6


ChargeType Picklist: ChargeTypeValues: Freight, Insurance, OthersRequired


Name Data: TextMaximum length: 60Description: Charge name

PurchaseOrderPrimary key

Lookup: PurchaseOrderRequired


PurchaseOrder Purchase order OneToMany Composition



DefaultCreate DefaultCreate field group PurchaseOrderChargeTypeNameDescriptionAmount

DefaultList DefaultList field group PurchaseOrderChargeTypeNameAmount

DefaultCard DefaultCard field group PurchaseOrderChargeTypeNameAmount

DefaultDetails DefaultDetails field group PurchaseOrderChargeTypeNameDescription

120



Amount

DefaultLookup DefaultLookup field group PurchaseOrderChargeTypeNameAmount

DefaultReport DefaultReport field group PurchaseOrderChargeTypeNameDescriptionAmount

DefaultIdentification DefaultIdentification field group PurchaseOrderChargeType

PurchaseOrderLine (Purchase order line) EntityA component of a purchase order that contains a portion of the total amount including information such as product, quantity, and price.

Field Description


DeliveryPostalAddress Data: AddressDescription: Delivery address


DiscountAmount Data: CurrencyRequired, Decimal places: 6


LineAmount Data: CurrencyRequired, Decimal places: 6

MostRecentActualReceiptDate Data: DateTimeDescription: Most recent actual ship date

Name Data: TextMaximum length: 60

Product Lookup: Product

ProductName Data: TextRequired, Maximum length: 60

PromisedShipDate Data: DateTime

PurchaseOrder Lookup: PurchaseOrder

121


Field Description

Primary key Required

Quantity Data: QuantityRequired



Status Picklist: PurchaseOrderLineStatusValues: Blocked, Closed, Confirmed, Invoiced, Open, Received, SuspendedRequiredDescription: Order line status

TotalChargeAmount Data: CurrencyRequired, Decimal places: 6


UnitPrice Data: CurrencyRequired, Decimal places: 6

VendorProductName Data: TextMaximum length: 60






DefaultCreate DefaultCreate field group PurchaseOrderSequenceProductDescriptionQuantityStatusUnitPriceLineAmountProductName

122



DefaultList DefaultList field group PurchaseOrderSequenceProductProductNameStatusQuantityLineAmount

DefaultCard DefaultCard field group PurchaseOrderSequenceProductProductNameStatusQuantity

DefaultDetails DefaultDetails field group PurchaseOrderSequenceProductProductNameDescriptionStatusQuantityUnitPriceLineAmountPromisedShipDateMostRecentActualReceiptDateDeliveryPostalAddressTotalChargeAmountTotalTaxAmount

DefaultLookup DefaultLookup field group PurchaseOrderSequenceProductNameStatusQuantity

DefaultReport DefaultReport field group PurchaseOrderSequenceProductProductNameStatusQuantityUnitPriceLineAmountPromisedShipDateMostRecentActualReceiptDate

123



DefaultIdentification DefaultIdentification field group PurchaseOrderSequenceProductName

PurchaseOrderLineCharge (Purchase order line charge) EntityAn indirect charge in addition to product pricing and taxes, such as freight or insurance, that applies to the purchase order line.

Field Description



ChargeType Picklist: LineChargeTypeValues: Freight, Insurance, OthersRequired



PurchaseOrderLinePrimary key

Lookup: PurchaseOrderLineRequired


PurchaseOrderLine Purchase order line OneToMany Composition



DefaultCreate DefaultCreate field group PurchaseOrderLineChargeTypeNameDescriptionAmount

DefaultList DefaultList field group PurchaseOrderLineChargeTypeName

124



Amount

DefaultCard DefaultCard field group PurchaseOrderLineChargeTypeNameAmount

DefaultDetails DefaultDetails field group PurchaseOrderLineChargeTypeNameDescriptionAmount

DefaultLookup DefaultLookup field group PurchaseOrderLineChargeTypeNameAmount

DefaultReport DefaultReport field group PurchaseOrderLineChargeTypeNameDescriptionAmount

DefaultIdentification DefaultIdentification field group PurchaseOrderLineChargeType

PurchaseOrderLineReceipt (Purchase order line receipt) EntityThe receipt of product on the line of a purchase order for part or all of the line quantity.

Field Description

ActualReceiptDate Data: DateRequired







Status Picklist: ShipmentStatus

125


Field Description

Values: Delivered, OpenRequired





DefaultCreate DefaultCreate field group PurchaseOrderLineDescriptionQuantityStatusActualReceiptDateSequence

DefaultList DefaultList field group DescriptionQuantityStatusActualReceiptDate

DefaultCard DefaultCard field group PurchaseOrderLineQuantityStatusActualReceiptDate

DefaultDetails DefaultDetails field group PurchaseOrderLineDescriptionQuantityStatusActualReceiptDateSequence

DefaultLookup DefaultLookup field group PurchaseOrderLineDescriptionQuantityStatusActualReceiptDate

DefaultReport DefaultReport field group PurchaseOrderLineDescriptionQuantityStatus

126



ActualReceiptDateSequence

DefaultIdentification DefaultIdentification field group PurchaseOrderLineDescription

PurchaseOrderLineTax (Purchase order line tax) EntityTax incurred on a purchase order line.

Field Description




Name Data: TextMaximum length: 60Description: Tax name



RateCode Data: TextMaximum length: 60

TaxType Picklist: LineTaxTypeValues: Others, SalesTax, VATRequired





DefaultCreate DefaultCreate field group NameRateCodeTaxTypeAmountDescription

127



PurchaseOrderLine

DefaultList DefaultList field group NameRateCodeTaxTypeAmount

DefaultCard DefaultCard field group NameTaxTypeAmount

DefaultDetails DefaultDetails field group NameRateCodeTaxTypeAmountDescriptionPurchaseOrderLine

DefaultLookup DefaultLookup field group NameRateCodeTaxTypeAmount

DefaultReport DefaultReport field group NameRateCodeTaxTypeAmountDescriptionPurchaseOrderLine

DefaultIdentification DefaultIdentification field group PurchaseOrderLineName

PurchaseOrderTax (Purchase order tax) EntityTax incurred on a purchase order as a whole.

Field Description





128


Field Description

PurchaseOrderPrimary key

Lookup: PurchaseOrderRequired


TaxType Picklist: TaxTypeValues: Others, SalesTax, VATRequired





DefaultCreate DefaultCreate field group PurchaseOrderNameRateCodeTaxTypeAmountDescription

DefaultList DefaultList field group PurchaseOrderNameRateCodeTaxTypeAmount

DefaultCard DefaultCard field group PurchaseOrderNameTaxTypeAmount

DefaultDetails DefaultDetails field group PurchaseOrderNameRateCodeTaxTypeAmountDescription

DefaultLookup DefaultLookup field group PurchaseOrderNameRateCode

129



TaxTypeAmount

DefaultReport DefaultReport field group PurchaseOrderNameRateCodeTaxTypeAmountDescription

DefaultIdentification DefaultIdentification field group PurchaseOrderName

Vendor (Vendor) EntityAn organization that has sold products to the customer at least once.

Field Description










IndustryCode Picklist: IndustryCodeValues: Accounting, Agriculture, BroadcastingPrintingPublishing, Brokers, BuildingSupplyRetail, BusinessServices, Consulting, ConsumerServices, DesignCreativeManagement, DistributorsDispatchersProcessors, DoctorOfficesClinics, DurableManufacturing, EatingDrinkingPlaces, EntertainmentRetail, EquipmentRentalLeasing, Financial, FoodTobaccoProcessing, InboundCapitalIntensiveProcessing, InboundRepairServices, Insurance, LegalServices,

130


Field Description

NonDurableMerchandiseRetail, OutboundConsumerService, Petrochemicals, ServiceRetail, SIGAffiliations, SocialServices, SpecialOutboundTradeContractors, SpecialtyRealty, Transportation, UtilityCreationDistribution, VehicleRetail, Wholesale

IsDisabledOwned Data: BooleanDescription: Disabled owned


IsMinorityOwned Data: BooleanDescription: Minority owned

IsNativeAmOwned Data: BooleanDescription: Native American owned


IsWomanOwned Data: BooleanDescription: Woman owned







ParentVendor Lookup: Vendor



Phone01 Data: Phone

Phone02 Data: Phone

Phone03 Data: Phone


131


Field Description









Status Picklist: VendorStatusValues: Active, Blocked, InactiveRequired



SupplierApprovalStatus Picklist: SupplierApprovalStatusValues: Approved, NotApproved, UnderReviewRequired




VendorIdPrimary key


132


Field Description

Description: Type an ID number or code for the account to quickly search and identify the account in system views.



Vendor Parent vendor OneToMany Association





DefaultCreate DefaultCreate field group PersonNameStatusParentVendorDescriptionEmailPrimaryWebsiteURLPhonePrimaryPartyTypeSourceIsEmailContactAllowedIsPhoneContactAllowedSupplierApprovalStatus

DefaultList DefaultList field group VendorIdFullNameStatusPhonePrimaryWebsiteURL

DefaultCard DefaultCard field group VendorIdFullNameStatus

DefaultDetails DefaultDetails field group VendorIdFullNamePersonNameStatusParentVendor

133



DescriptionEmailPrimaryWebsiteURLPhonePrimaryMailingPostalAddressShippingPostalAddress

DefaultLookup DefaultLookup field group VendorIdFullNameStatus

DefaultReport DefaultReport field group VendorIdFullNamePersonNameStatusParentVendorDescriptionEmailPrimaryWebsiteURLPhonePrimary

DefaultIdentification DefaultIdentification field group VendorIdFullName

VendorContact (Vendor contact) EntityAssociates a vendor and a contact. This entity creates a many-to-many relationship between the two entities.

Field Description




VendorPrimary key

Lookup: VendorRequired



134





DefaultIdentification DefaultIdentification field group VendorContact

DefaultCreate DefaultCreate field group VendorContactDataSourceDescription

DefaultList DefaultList field group VendorContactDataSourceDescription

DefaultCard DefaultCard field group VendorContactDataSourceDescription

DefaultDetails DefaultDetails field group VendorContactDataSourceDescription

DefaultLookup DefaultLookup field group VendorContactDataSourceDescription

DefaultReport DefaultReport field group VendorContactDataSourceDescription

VendorInvoice (Vendor invoice) EntityAn invoice received from a vendor that documents the liability for a purchase.

Field Description




135


Field Description

Maximum length: 255





PurchaseOrder Lookup: PurchaseOrder

ShippingAddress Data: Address


Status Picklist: InvoiceStatusValues: Cancelled, Created, Hold, PaidRequiredDescription: Invoice status



TotalDiscountAmount Data: CurrencyDecimal places: 6


Vendor Lookup: VendorRequired

VendorContact Lookup: Contact

VendorInvoiceDate Data: DateTimeRequired, SearchableDescription: Invoice date

VendorInvoiceIdPrimary key


WorkerBuyer Lookup: WorkerDescription: Purchase person

136




Worker Purchase person OneToMany Association

Contact Vendor contact OneToMany Association

PurchaseOrder Purchase order OneToMany Association




DefaultCreate DefaultCreate field group VendorInvoiceDateDescriptionVendorVendorContactStatusBillingAddress

DefaultList DefaultList field group VendorInvoiceIdVendorInvoiceDateDescriptionVendorStatusTotalAmount

DefaultCard DefaultCard field group VendorInvoiceIdVendorInvoiceDateDescriptionVendorStatusTotalAmount

DefaultDetails DefaultDetails field group VendorInvoiceIdVendorInvoiceDateDescriptionVendorVendorContactStatusTotalAmountFreightTermsPaymentTermsWorkerBuyerShippingMethod

137



TotalChargeAmountTotalDiscountAmountTotalTaxAmountBillingAddress

DefaultLookup DefaultLookup field group VendorInvoiceIdVendorInvoiceDateVendor

DefaultReport DefaultReport field group VendorInvoiceDateVendorInvoiceIdDescriptionVendorVendorContactStatusTotalAmountFreightTermsPaymentTermsWorkerBuyerShippingMethodTotalChargeAmountTotalDiscountAmountTotalTaxAmountBillingAddress

DefaultIdentification DefaultIdentification field group VendorInvoiceId

VendorInvoiceCharge (Vendor invoice charge) EntityAn indirect charge in addition to product pricing and taxes, such as freight or insurance, that applies to the whole invoice.

Field Description



ChargeType Picklist: InvoiceChargeTypeValues: Freight, Insurance, OthersRequired



138


Field Description

VendorInvoicePrimary key

Lookup: VendorInvoiceRequired


VendorInvoice Vendor invoice OneToMany Composition



DefaultCreate DefaultCreate field group VendorInvoiceChargeTypeNameDescriptionAmount

DefaultList DefaultList field group VendorInvoiceChargeTypeNameAmount

DefaultCard DefaultCard field group VendorInvoiceChargeTypeNameAmount

DefaultDetails DefaultDetails field group VendorInvoiceChargeTypeNameDescriptionAmount

DefaultLookup DefaultLookup field group VendorInvoiceChargeTypeNameAmount

DefaultReport DefaultReport field group VendorInvoiceChargeTypeNameDescriptionAmount

DefaultIdentification DefaultIdentification field group VendorInvoice

139



Name

VendorInvoiceLine (Vendor invoice line) EntityA component of a vendor invoice that contains a portion of the invoiced amount including information such as product, quantity, and price.

Field Description








PurchaseOrderLine Lookup: PurchaseOrderLine



Status Picklist: OrderLineStatusValues: Active, Confirmed, Invoice, PackingSlip, QuoteRequiredDescription: Invoice line status


TotalTaxAmount Data: CurrencyRequired, Decimal places: 6




VendorProductName Data: Text

140


Field Description

Maximum length: 60




PurchaseOrderLine Purchase order line OneToMany Association



DefaultCreate DefaultCreate field group VendorInvoiceProductNameDescriptionStatusQuantitySequenceProductNameUnitPrice

DefaultList DefaultList field group VendorInvoiceProductNameStatusQuantityLineAmount

DefaultCard DefaultCard field group VendorInvoiceProductStatusQuantityLineAmount

DefaultDetails DefaultDetails field group VendorInvoiceProductNameDescriptionStatusQuantityLineAmountDiscountAmount

141



TotalChargeAmountTotalTaxAmount

DefaultLookup DefaultLookup field group VendorInvoiceProductStatusQuantityLineAmount

DefaultReport DefaultReport field group VendorInvoiceProductNameDescriptionStatusQuantityLineAmountDiscountAmountTotalChargeAmountTotalTaxAmount

DefaultIdentification DefaultIdentification field group VendorInvoiceProduct

VendorInvoiceLineCharge (Vendor Invoice Line Charge) EntityAn indirect charge in addition to product pricing and taxes, such as freight or insurance, that applies to the invoice line.

Field Description

Amount Data: CurrencyRequired, Decimal places: 6Description: Total line charges


ChargeType Picklist: InvoiceLineChargeTypeValues: Freight, Insurance, OthersRequired



VendorInvoiceLinePrimary key

Lookup: VendorInvoiceLineRequired

142



VendorInvoiceLine Vendor invoice line OneToMany Composition



DefaultCreate DefaultCreate field group VendorInvoiceLineChargeTypeNameDescriptionAmount

DefaultList DefaultList field group VendorInvoiceLineChargeTypeNameAmount

DefaultCard DefaultCard field group VendorInvoiceLineChargeTypeNameAmount

DefaultDetails DefaultDetails field group VendorInvoiceLineChargeTypeNameDescriptionAmount

DefaultLookup DefaultLookup field group VendorInvoiceLineChargeTypeAmount

DefaultReport DefaultReport field group VendorInvoiceLineChargeTypeNameDescriptionAmount

DefaultIdentification DefaultIdentification field group VendorInvoiceLineName

VendorInvoiceLineTax (Vendor invoice line tax) EntityTax charged on a vendor invoice line.

143


Field Description






TaxType Picklist: InvoiceLineTaxTypeValues: Others, SalesTax, VATRequired

VendorInvoiceLinePrimary key

Lookup: VendorInvoiceLineRequired


VendorInvoiceLine Vendor invoice line OneToMany Composition



DefaultCreate DefaultCreate field group NameRateCodeTaxTypeAmountVendorInvoiceLine

DefaultList DefaultList field group NameRateCodeTaxTypeAmount


DefaultDetails DefaultDetails field group VendorInvoiceLineNameRateCode

144



TaxTypeAmountDescription


DefaultReport DefaultReport field group VendorInvoiceLineNameRateCodeTaxTypeAmountDescription

DefaultIdentification DefaultIdentification field group VendorInvoiceLineName

VendorInvoiceTax (Vendor invoice tax) EntityTax charged on a vendor invoice as a whole.

Field Description






TaxType Picklist: InvoiceTaxTypeValues: Others, SalesTax, VATRequired



145






DefaultCreate DefaultCreate field group VendorInvoiceRateCodeTaxTypeNameAmountDescription

DefaultList DefaultList field group VendorInvoiceRateCodeTaxTypeAmount

DefaultCard DefaultCard field group VendorInvoiceTaxTypeAmount

DefaultDetails DefaultDetails field group VendorInvoiceRateCodeTaxTypeNameAmountDescription

DefaultLookup DefaultLookup field group VendorInvoiceRateCodeAmount

DefaultReport DefaultReport field group VendorInvoiceRateCodeTaxTypeNameAmount

DefaultIdentification DefaultIdentification field group VendorInvoiceRateCode

146


Sales entitiesThe sales entities let you create end-to-end sales solutions, from tracking leads and opportunities, to following through with contacts, to accepting and delivering orders, to sending invoices.

Sales invoice ERD

Sales order ERDThe sales order is modeled with a header, lines, and deliveries. The delivery enables a single line item to be broken up into shipments to different locations. For example, out of 100 items of a specific product, 60 items are shipped to one location, and 40 items are shipped to another location.

147


148


Quotation ERD

149


Competitor ERD

Lead ERD

150


Sales referenceAccount (Account) EntityA person or organization that buys offered goods or services.

Field Description

AccountGroup Lookup: AccountGroup

AccountIdPrimary key




CreditLimitAmount Data: CurrencyDecimal places: 6





EmployeeCount Data: Integer





IndustryCode Picklist: IndustryCodeValues: Accounting, Agriculture, BroadcastingPrintingPublishing, Brokers, BuildingSupplyRetail, BusinessServices, Consulting, ConsumerServices, DesignCreativeManagement, DistributorsDispatchersProcessors, DoctorOfficesClinics, DurableManufacturing, EatingDrinkingPlaces, EntertainmentRetail, EquipmentRentalLeasing, Financial, FoodTobaccoProcessing, InboundCapitalIntensiveProcessing, InboundRepairServices, Insurance, LegalServices,

151


Field Description

NonDurableMerchandiseRetail, OutboundConsumerService, Petrochemicals, ServiceRetail, SIGAffiliations, SocialServices, SpecialOutboundTradeContractors, SpecialtyRealty, Transportation, UtilityCreationDistribution, VehicleRetail, Wholesale





MaritalStatus Picklist: MaritalStatusValues: Divorced, Married, None, Single, Widowed





ParentAccount Lookup: Account



PersonInformation Data: TextMaximum length: 2048


Phone01 Data: Phone

Phone02 Data: Phone

Phone03 Data: Phone

PhoneFax Data: Phone



152


Field Description

SalesCurrencyCode Picklist: CurrencyCodeValues: AED, AFN, ALL, AMD, ANG, AOA, ARS, AUD, AWG, AZN, BAM, BBD, BDT, BGN, BHD, BIF, BMD, BND, BOB, BOV, BRL, BSD, BTN, BWP, BYN, BYR, BZD, CAD, CDF, CHE, CHF, CHW, CLF, CLP, CNY, COP, COU, CRC, CUC, CUP, CVE, CZK, DJF, DKK, DOP, DZD, EGP, ERN, ETB, EUR, FJD, FKP, GBP, GEL, GHS, GIP, GMD, GNF, GTQ, GYD, HKD, HNL, HRK, HTG, HUF, IDR, ILS, INR, IQD, IRR, ISK, JMD, JOD, JPY, KES, KGS, KHR, KMF, KPW, KRW, KWD, KYD, KZT, LAK, LBP, LKR, LRD, LSL, LYD, MAD, MDL, MGA, MKD, MMK, MNT, MOP, MRO, MUR, MVR, MWK, MXN, MXV, MYR, MZN, NAD, NGN, NIO, NOK, NPR, NZD, OMR, PAB, PEN, PGK, PHP, PKR, PLN, PYG, QAR, RON, RSD, RUB, RWF, SAR, SBD, SCR, SDG, SEK, SGD, SHP, SLL, SOS, SRD, SSP, STD, SVC, SYP, SZL, THB, TJS, TMT, TND, TOP, TRY, TTD, TWD, TZS, UAH, UGX, USD, USN, UYI, UYU, UZS, VEF, VND, VUV, WST, XAF, XAG, XAU, XBA, XBB, XBC, XBD, XCD, XDR, XOF, XPD, XPF, XPT, XSU, XTS, XUA, XXX, YER, ZAR, ZMW, ZWL









Status Picklist: AccountStatusValues: Active, InactiveRequired

StockExchange Picklist: StockExchangeValues: BMESpanishExchanges, Euronext, FrankfurtStockExchange, HongKongStockExchange, ItalianStockExchange, KoreaExchange, LondonStockExchange, NASDAQ, NYSE, OMXNordicExchanges, ShanghaiStockExchange, ShenzhenStockExchange, SWXSwissExchange,

153


Field Description

TokyoStockExchange, TorontoStockExchange








Account Parent account OneToMany Association

AccountGroup Account group OneToMany Association




DefaultCreate DefaultCreate field group FullNamePersonNameStatusParentAccountDescriptionEmailPrimaryWebsiteURLPhonePrimaryPartyTypeSourceIsEmailContactAllowedIsPhoneContactAllowed

DefaultList DefaultList field group AccountIdFullNameStatusPhonePrimary

154



WebsiteURL

DefaultCard DefaultCard field group AccountIdFullNameStatus

DefaultDetails DefaultDetails field group AccountIdFullNamePersonNameStatusParentAccountDescriptionEmailPrimaryWebsiteURLPhonePrimaryMailingPostalAddressShippingPostalAddress

DefaultLookup DefaultLookup field group AccountIdFullNameStatus

DefaultReport DefaultReport field group AccountIdFullNamePersonNameStatusParentAccountDescriptionEmailPrimaryWebsiteURLPhonePrimary

DefaultIdentification DefaultIdentification field group AccountIdFullName

AccountContact (Account contact) EntityAssociates an account and a contact. This entity creates a many-to-many relationship between the two entities.

Field Description

AccountPrimary key

Lookup: AccountRequired


DataSource Picklist: Source

155


Field Description

Values: DefaultRequiredDescription: Source






DefaultCreate DefaultCreate field group AccountContactDataSourceDescription

DefaultList DefaultList field group AccountContactDataSourceDescription

DefaultCard DefaultCard field group AccountContactDataSourceDescription

DefaultDetails DefaultDetails field group AccountContactDataSourceDescription

DefaultLookup DefaultLookup field group AccountContactDataSourceDescription

DefaultReport DefaultReport field group AccountContactDataSourceDescription

DefaultIdentification DefaultIdentification field group Account

156



Contact

AccountGroup (Account group) EntityA collection of accounts.

Field Description

AccountGroupIdPrimary key



Name Data: TextRequired, Searchable, Maximum length: 128





DefaultCreate DefaultCreate field group AccountGroupIdNameDescription

DefaultList DefaultList field group AccountGroupIdName

DefaultCard DefaultCard field group AccountGroupIdName

DefaultDetails DefaultDetails field group AccountGroupIdNameDescription

DefaultLookup DefaultLookup field group AccountGroupIdName

DefaultReport DefaultReport field group AccountGroupIdName

DefaultIdentification DefaultIdentification field group AccountGroupIdName

157


AccountLead (Account lead) EntityAssociates a account and a lead. This entity creates a many-to-many relationship between the two entities.

Field Description

AccountPrimary key

Lookup: AccountRequired

Lead Lookup: LeadRequired


Lead Lead OneToMany Association



DefaultCard DefaultCard field group AccountLead

DefaultCreate DefaultCreate field group AccountLead

DefaultDetails DefaultDetails field group AccountLead

DefaultIdentification DefaultIdentification field group AccountLead

DefaultList DefaultList field group AccountLead

DefaultLookup DefaultLookup field group AccountLead

DefaultReport DefaultReport field group AccountLead

AccountOtherPostalAddress (Account other postal address) EntityA postal address that is associated with an account. It is separate from the shipping address and the mailing address.

Field Description

Account Lookup: AccountRequired

158


Field Description








DefaultCreate DefaultCreate field group AccountDescriptionOtherPostalAddress

DefaultList DefaultList field group AccountDescriptionOtherPostalAddress

DefaultCard DefaultCard field group AccountDescriptionOtherPostalAddress

DefaultDetails DefaultDetails field group AccountDescriptionOtherPostalAddress

DefaultLookup DefaultLookup field group AccountDescriptionOtherPostalAddress

DefaultReport DefaultReport field group AccountDescriptionOtherPostalAddress

DefaultIdentification DefaultIdentification field group AddressIdAccount

Competitor (Competitor) EntityBusiness competing for the sale represented by a lead or opportunity.

Field Description

CompetitorId Number sequence:

159


Field Description

Primary key Unique, Searchable



EmailAlternate Data: TextMaximum length: 80

EmailPrimary Data: TextMaximum length: 80


FullName Data: TextMaximum length: 2048


KeyProductName Data: TextMaximum length: 2048



OpportunityDescription Data: Memo




OverviewDescription Data: Memo

PartyType Picklist: PartyType

160


Field Description

Values: Group, Organization, Person


Phone01 Data: TextMaximum length: 32




ReferenceInfoURL Data: TextMaximum length: 2048

ReportedAnnualRevenue Data: CurrencyDecimal places: 6

ReportingQuarter Data: Integer

ReportingYear Data: Integer






Source Picklist: SourceValues: Default

Status Picklist: CompetitorStatusValues: Active, Inactive

StockExchange Data: TextMaximum length: 2048


StrengthDescription Data: Memo

ThreatDescription Data: Memo

161


Field Description

TransactionCurrency Picklist: CurrencyCodeValues: AED, AFN, ALL, AMD, ANG, AOA, ARS, AUD, AWG, AZN, BAM, BBD, BDT, BGN, BHD, BIF, BMD, BND, BOB, BOV, BRL, BSD, BTN, BWP, BYN, BYR, BZD, CAD, CDF, CHE, CHF, CHW, CLF, CLP, CNY, COP, COU, CRC, CUC, CUP, CVE, CZK, DJF, DKK, DOP, DZD, EGP, ERN, ETB, EUR, FJD, FKP, GBP, GEL, GHS, GIP, GMD, GNF, GTQ, GYD, HKD, HNL, HRK, HTG, HUF, IDR, ILS, INR, IQD, IRR, ISK, JMD, JOD, JPY, KES, KGS, KHR, KMF, KPW, KRW, KWD, KYD, KZT, LAK, LBP, LKR, LRD, LSL, LYD, MAD, MDL, MGA, MKD, MMK, MNT, MOP, MRO, MUR, MVR, MWK, MXN, MXV, MYR, MZN, NAD, NGN, NIO, NOK, NPR, NZD, OMR, PAB, PEN, PGK, PHP, PKR, PLN, PYG, QAR, RON, RSD, RUB, RWF, SAR, SBD, SCR, SDG, SEK, SGD, SHP, SLL, SOS, SRD, SSP, STD, SVC, SYP, SZL, THB, TJS, TMT, TND, TOP, TRY, TTD, TWD, TZS, UAH, UGX, USD, USN, UYI, UYU, UZS, VEF, VND, VUV, WST, XAF, XAG, XAU, XBA, XBB, XBC, XBD, XCD, XDR, XOF, XPD, XPF, XPT, XSU, XTS, XUA, XXX, YER, ZAR, ZMW, ZWL


Weaknesses Data: MemoDescription: Weakness


WinPercentage Data: Integer





DefaultCard DefaultCard field group CompetitorIdOrganizationName

DefaultCreate DefaultCreate field group CompetitorIdOrganizationNameStatusOverviewDescription

DefaultDetails DefaultDetails field group CompetitorIdOrganizationName

162



StatusOverviewDescription

DefaultIdentification DefaultIdentification field group CompetitorIdOrganizationName

DefaultList DefaultList field group CompetitorIdOrganizationNameStatus

DefaultLookup DefaultLookup field group CompetitorIdOrganizationName

DefaultReport DefaultReport field group CompetitorIdOrganizationNameStatusOverviewDescription

CompetitorOtherPostalAddress (Competitor other postal address) EntityAdditional addresses for a competitor.

Field Description



Competitor Lookup: Competitor




Competitor Competitor OneToMany Association


DefaultCard DefaultCard field group AddressIdDescription

DefaultCreate DefaultCreate field group AddressIdDescriptionOtherPostalAddressCompetitor

163



DefaultDetails DefaultDetails field group AddressIdDescriptionOtherPostalAddressCompetitor

DefaultIdentification DefaultIdentification field group AddressIdDescription

DefaultList DefaultList field group AddressIdDescriptionCompetitor

DefaultLookup DefaultLookup field group AddressIdDescription

DefaultReport DefaultReport field group AddressIdDescriptionOtherPostalAddressCompetitor

CompetitorProduct (Competitor product) EntityAssociation between a competitor and a product offered by the competitor.

Field Description

CompetitorPrimary key

Lookup: CompetitorRequired

CompetitorProductId Data: TextMaximum length: 2048

Product Lookup: ProductRequired





DefaultCard DefaultCard field group CompetitorProduct

DefaultCreate DefaultCreate field group Competitor

164



Product

DefaultDetails DefaultDetails field group CompetitorProduct

DefaultIdentification DefaultIdentification field group CompetitorProduct

DefaultList DefaultList field group CompetitorProduct

DefaultLookup DefaultLookup field group CompetitorProduct

DefaultReport DefaultReport field group CompetitorProduct

ContactLead (Contact lead) EntityAssociates a contract and a lead. This entity creates a many-to-many relationship between the two entities.

Field Description

ContactPrimary key

Lookup: ContactRequired






DefaultCard DefaultCard field group ContactLead

DefaultCreate DefaultCreate field group ContactLead

DefaultDetails DefaultDetails field group ContactLead

DefaultIdentification DefaultIdentification field group ContactLead

165



DefaultList DefaultList field group ContactLead

DefaultLookup DefaultLookup field group ContactLead

DefaultReport DefaultReport field group ContactLead

Lead (Lead) EntityA person who is interested in receiving information about the products or services that the company offers.

Field Description


AnnualRevenue Data: CurrencyDecimal places: 6


BudgetAmount Data: CurrencyDecimal places: 6

BudgetStatus Picklist: BudgetStatusValues: CanBuy, MayBuy, NoCommittedBudget, WillBuy






EstimatedAmount Data: CurrencyDecimal places: 6

EstimatedCloseDate Data: DateTime




166


Field Description



IsDecisionMaker Data: Boolean


IsInterestConfirmed Data: BooleanDescription: Interest confirmed



LastCampaignDate Data: DateTime

LeadIdPrimary key


LeadRating Picklist: LeadRatingValues: Cold, Hot, WarmDescription: Rating

LeadSource Picklist: LeadSourceValues: Advertisement, EmployeeReferral, ExternalReferral, Other, Partner, PublicRelations, Seminar, TradeShow, Web, WordOfMouth





167


Field Description





Phone01 Data: Phone

Phone02 Data: Phone

Phone03 Data: Phone


PreferredContactMethod Picklist: ContactMethodValues: Any, Email, Fax, Mail, Phone


PurchaseTimeline Picklist: PurchaseTimeframeValues: Immediate, NextQuarter, ThisQuarter, ThisYear, Unknown

QualificationDescription Data: Memo

QualifyingOpportunity Lookup: Opportunity


ScheduleFollowUpProspect Data: DateTimeDescription: Schedule propsect follow up

ScheduleFollowUpQualify Data: DateTimeDescription: Schedule qualify follow up


SIC Data: TextMaximum length: 2048Description: SIC code


SocialNetwork02 Picklist: SocialNetwork

168


Field Description

Values: Facebook, Konnects, LinkedIn, Myspace, Twitter, XING




Status Picklist: LeadStatusValues: Cancelled, Contacted, Disqualified, New, NoLongerInterested, QualifiedRequired









Opportunity Qualifying opportunity OneToMany Association



169



DefaultCreate DefaultCreate field group PersonNameStatusWebsiteURLPartyTypeSourceIsEmailContactAllowedIsPhoneContactAllowedIsSecurityPrincipal

DefaultList DefaultList field group LeadIdFullNameStatusWebsiteURLSource

DefaultCard DefaultCard field group LeadIdFullNameStatus

DefaultDetails DefaultDetails field group LeadIdFullNamePersonNameStatusWebsiteURLSourceDescriptionPhonePrimaryEmailPrimaryFacebookIdentityLinkedInIdentityTwitterIdentity

DefaultLookup DefaultLookup field group LeadIdFullNameStatus

DefaultReport DefaultReport field group LeadIdFullNamePersonNameStatusWebsiteURLSourcePhonePrimaryEmailPrimary

DefaultIdentification DefaultIdentification field group LeadId

170



FullName

LeadCompetitor (Lead competitor) EntityAssociates a lead and a competitor. This entity creates a many-to-many relationship between the two entities.

Field Description








DefaultCard DefaultCard field group CompetitorLead

DefaultCreate DefaultCreate field group CompetitorLead

DefaultDetails DefaultDetails field group CompetitorLead

DefaultIdentification DefaultIdentification field group CompetitorLead

DefaultList DefaultList field group CompetitorLead

DefaultLookup DefaultLookup field group CompetitorLead

DefaultReport DefaultReport field group CompetitorLead

LeadContact (Lead contact) EntityAssociates a lead and a contact. This entity creates a many-to-many relationship between the two entities.

171


Field Description




LeadPrimary key

Lookup: LeadRequired





DefaultCreate DefaultCreate field group LeadContactDataSourceDescription

DefaultList DefaultList field group LeadContactDataSourceDescription

DefaultCard DefaultCard field group LeadContactDataSourceDescription

DefaultDetails DefaultDetails field group LeadContactDataSourceDescription

DefaultLookup DefaultLookup field group LeadContactDataSourceDescription

172



DefaultReport DefaultReport field group LeadContactDataSourceDescription

DefaultIdentification DefaultIdentification field group LeadContact

LeadOtherPostalAddress (Lead other postal address) EntityAdditional addresses for a lead.

Field Description




Lead Lookup: Lead





DefaultCard DefaultCard field group AddressIdDescription

DefaultCreate DefaultCreate field group AddressIdDescriptionOtherPostalAddressLead

DefaultDetails DefaultDetails field group AddressIdDescriptionOtherPostalAddressLead

DefaultIdentification DefaultIdentification field group AddressIdDescription

DefaultList DefaultList field group AddressIdDescription

173



Lead

DefaultLookup DefaultLookup field group AddressIdDescription

DefaultReport DefaultReport field group AddressIdDescriptionOtherPostalAddressLead

LeadProduct (Lead product) EntityAssociates a lead and a product. This entity creates a many-to-many relationship between the two entities.

Field Description

LeadPrimary key

Lookup: LeadRequired






DefaultCard DefaultCard field group LeadProduct

DefaultCreate DefaultCreate field group LeadProduct

DefaultDetails DefaultDetails field group LeadProduct

DefaultIdentification DefaultIdentification field group LeadProduct

DefaultList DefaultList field group LeadProduct

DefaultLookup DefaultLookup field group LeadProduct

DefaultReport DefaultReport field group Lead

174



Product

Opportunity (Opportunity) EntityInformation about potential sales to new or established customers.

Field Description

ActualCloseDate Data: DateTime

ActualValueAmount Data: CurrencyRequired, Decimal places: 6

BudgetAmount Data: CurrencyDecimal places: 6


CloseProbability Data: Integer

CompetitorsIdentified Data: Boolean

Contact Lookup: Contact

CreatedDate Data: DateRequired

CurrentSituationDescription Data: Memo

CustomerContactsIdentified Data: Boolean

CustomerNeedDescription Data: Memo

CustomerPainPointsDescription Data: Memo



DiscountPercentage Data: Integer

EstimatedCloseDate Data: DateTime

EstimatedValueAmount Data: CurrencyRequired, Decimal places: 6

FollowupProspectDate Data: DateTime

FollowupQualifyDate Data: DateTime

IndustryCode Picklist: IndustryCodeValues: Accounting, Agriculture, BroadcastingPrintingPublishing, Brokers, BuildingSupplyRetail, BusinessServices, Consulting, ConsumerServices, DesignCreativeManagement,

175


DistributorsDispatchersProcessors, DoctorOfficesClinics, DurableManufacturing, EatingDrinkingPlaces, EntertainmentRetail, EquipmentRentalLeasing, Financial, FoodTobaccoProcessing, InboundCapitalIntensiveProcessing, InboundRepairServices, Insurance, LegalServices, NonDurableMerchandiseRetail, OutboundConsumerService, Petrochemicals, ServiceRetail, SIGAffiliations, SocialServices, SpecialOutboundTradeContractors, SpecialtyRealty, Transportation, UtilityCreationDistribution, VehicleRetail, WholesaleRequired

IsDecisionMaker Data: Boolean


NextFollowupDate Data: DateDescription: Next follow-up date

OpportunityIdPrimary key



OriginalEstimatedValueAmount Data: CurrencyRequired, Decimal places: 6

OriginatingLead Lookup: Lead

ParentOpportunity Lookup: Opportunity

ProposalMeetingDate Data: DateTime

ProposedSolutionDescription Data: Memo

PurchaseProcess Picklist: ProcessValues: Committee, Individual, UnknownRequired

PurchaseTimeFrame Picklist: TimeFrameValues: Day, HalfYear, Hour, Month, Quarter, Trimester, Week, YearRequired

QualificationDescription Data: Memo

RatingCode Picklist: HotWarmColdValues: Cold, Hot, WarmRequired

SalesStage Picklist: OpportunityStateValues: Lost, Open, Won

SalesTeamIdentified Data: Boolean

Source Picklist: OpportunitySource

176


Values: Advertisement, EmployeeReferral, ExternalReferral, Other, Partner, PublicRelations, Seminar, TradeShow, Web, WordOfMouthRequired

Status Picklist: OpportunityStatusValues: Canceled, InProgress, OnHold, OutSold, WonRequired

Timeline Picklist: PurchaseTimeframeValues: Immediate, NextQuarter, ThisQuarter, ThisYear, Unknown


Opportunity Parent opportunity OneToMany Association


Lead Originating lead OneToMany Association




DefaultCreate DefaultCreate field group NameStatusEstimatedValueAmountEstimatedCloseDatePurchaseTimeFramePurchaseProcessSalesStageDescriptionCreatedDateIndustryCodeRatingCodeSource

DefaultList DefaultList field group OpportunityIdNameStatusEstimatedValueAmountEstimatedCloseDatePurchaseTimeFrame

DefaultCard DefaultCard field group OpportunityIdName

177



Status

DefaultDetails DefaultDetails field group OpportunityIdNameStatusEstimatedValueAmountEstimatedCloseDatePurchaseTimeFramePurchaseProcessSalesStageDescriptionCreatedDateSourceIndustryCodeRatingCode

DefaultLookup DefaultLookup field group OpportunityIdNameStatus

DefaultReport DefaultReport field group OpportunityIdNameStatusEstimatedValueAmountEstimatedCloseDatePurchaseTimeFramePurchaseProcessSalesStageDescriptionCreatedDateSourceIndustryCodeRatingCode

DefaultIdentification DefaultIdentification field group OpportunityIdName

OpportunityCompetitor (Opportunity competitor) EntityAssociates an opportunity and a competitor. This entity creates a many-to-many relationship between the two entities.

Field Description



Opportunity Lookup: Opportunity

178


Field Description

Required


Opportunity Opportunity OneToMany Association



DefaultCard DefaultCard field group CompetitorOpportunity

DefaultCreate DefaultCreate field group CompetitorOpportunity

DefaultDetails DefaultDetails field group CompetitorOpportunity

DefaultIdentification DefaultIdentification field group CompetitorOpportunity

DefaultList DefaultList field group CompetitorOpportunity

DefaultLookup DefaultLookup field group CompetitorOpportunity

DefaultReport DefaultReport field group CompetitorOpportunity

OpportunityProduct (Opportunity product) EntityAssociates an opportunity and a product. This entity creates a many-to-many relationship between the two entities.

Field Description

Description Data: Memo


IsPriceOverridden Data: Boolean

LineAmount Data: CurrencyDecimal places: 6


179


Field Description

Primary key Required


Quantity Data: Quantity

Sequence Data: Integer


UnitPrice Data: CurrencyDecimal places: 6





DefaultCard DefaultCard field group ProductOpportunityDescription

DefaultCreate DefaultCreate field group DescriptionLineAmountOpportunityProduct

DefaultDetails DefaultDetails field group DescriptionLineAmountOpportunityProduct

DefaultIdentification DefaultIdentification field group DescriptionProduct

DefaultList DefaultList field group DescriptionLineAmountOpportunityProduct

DefaultLookup DefaultLookup field group ProductOpportunity

DefaultReport DefaultReport field group Description

180



LineAmountOpportunityProduct

Partner (Partner) EntityAn organization that takes part in a business relationship with another organization with shared risks and profits.

Field Description











IsSecurityPrincipal Data: Boolean

181


Field Description

Required






ParentPartner Lookup: Partner

PartnerIdPrimary key



Phone01 Data: Phone

Phone02 Data: Phone

Phone03 Data: Phone










Status Picklist: PartnerStatusValues: Active, Inactive

182


Field Description

Required








Partner Parent partner OneToMany Association





DefaultCreate DefaultCreate field group PhonePrimaryParentPartnerWebsiteURLPartyTypeSourceIsEmailContactAllowedIsPhoneContactAllowedIsSecurityPrincipalStatus

DefaultList DefaultList field group PartnerIdFullName

183



PhonePrimaryParentPartnerWebsiteURL

DefaultCard DefaultCard field group PartnerIdFullNamePhonePrimary

DefaultDetails DefaultDetails field group PartnerIdFullNamePhonePrimaryParentPartnerWebsiteURLDescriptionFacebookIdentityLinkedInIdentityTwitterIdentityStockTicker

DefaultLookup DefaultLookup field group PartnerIdFullNamePhonePrimary

DefaultReport DefaultReport field group PartnerIdFullNamePhonePrimaryParentPartnerWebsiteURLFacebookIdentityLinkedInIdentityTwitterIdentityMailingPostalAddressStockTicker

DefaultIdentification DefaultIdentification field group PartnerIdFullName

Quotation (Quotation) EntityA sales quote prepared for a customer.

Field Description

Account Lookup: AccountRequired

AccountContact Lookup: Contact


184


Field Description


CustomerPurchaseOrderReference Data: TextMaximum length: 20

DeliveryAddress Data: Address



DiscountPercent Data: NumberRequired


ExpirationDate Data: DateRequired


InvoiceAccount Lookup: Account





QuotationDate Data: DateRequired

QuotationIdPrimary key


QuotationType Picklist: QuotationTypeValues: Maintainence, Product, ServiceRequiredDescription: Type


SalesOrderReference Data: TextMaximum length: 128

SalesPersonWorker Lookup: WorkerDescription: Sales person

185


Field Description


Status Picklist: QuotationStatusValues: Active, Closed, Draft, WonRequiredDescription: Quotation status

StatusReason Picklist: QuotationStatusReasonValues: Active, Cancelled, Lost, Open, Revised, WonDescription: Quotation status reason

TotalAmount Data: CurrencyRequired, Decimal places: 6


TotalDiscountAmount Data: CurrencyRequired, Decimal places: 6

TotalDiscountPercent Data: NumberRequired




Worker Sales person OneToMany Association

Contact Account contact OneToMany Association


Account Invoice account OneToMany Association




DefaultCreate DefaultCreate field group QuotationIdAccountQuotationDateCustomerPurchaseOrderReference

186



StatusQuotationTypeNameDescriptionSalesPersonWorkerAccountContactExpirationDate

DefaultList DefaultList field group QuotationIdAccountQuotationDateCustomerPurchaseOrderReferenceQuotationTypeStatusSalesPersonWorkerTotalAmount

DefaultCard DefaultCard field group QuotationIdAccountQuotationDateStatusTotalAmount

DefaultDetails DefaultDetails field group QuotationIdAccountQuotationDateCustomerPurchaseOrderReferenceQuotationTypeNameDescriptionSalesPersonWorkerAccountContactTotalAmountFreightTermsShippingMethodInvoiceAccountBillingAddressTotalChargeAmountTotalDiscountAmountTotalTaxAmount

DefaultLookup DefaultLookup field group QuotationIdAccountQuotationDateStatusTotalAmount

187



DefaultReport DefaultReport field group QuotationIdAccountQuotationDateCustomerPurchaseOrderReferenceStatusQuotationTypeNameDescriptionSalesPersonWorkerAccountContactTotalAmount

DefaultIdentification DefaultIdentification field group QuotationIdName

QuotationCharge (Quotation charge) EntityAn indirect charge in addition to product pricing and taxes, such as freight or insurance, that applies to the whole quotation.

Field Description






QuotationPrimary key

Lookup: QuotationRequired


Quotation Quotation OneToMany Composition


188



DefaultCreate DefaultCreate field group QuotationChargeTypeNameDescriptionAmount

DefaultList DefaultList field group ChargeTypeQuotationAmount

DefaultCard DefaultCard field group ChargeTypeQuotationAmount

DefaultDetails DefaultDetails field group QuotationChargeTypeNameDescriptionAmount

DefaultLookup DefaultLookup field group QuotationChargeTypeAmount

DefaultReport DefaultReport field group QuotationChargeTypeNameDescriptionAmount

DefaultIdentification DefaultIdentification field group QuotationName

QuotationLine (Quotation line) EntityA component of a quotation that contains a portion of the quoted amount including information such as product, quantity, and price.

Field Description




DiscountAmount Data: Currency

189


Field Description

Required, Decimal places: 6

DiscountPercent Data: NumberRequired



MostRecentActualShipDate Data: DateTime










Status Picklist: QuotationLineStatusValues: Active, Closed, Draft, WonRequiredDescription: Quotation line status

StatusReason Picklist: QuotationLineStatusReasonValues: Active, Cancelled, Lost, Open, Revised, WonDescription: Quotation line status reason




190







DefaultCreate DefaultCreate field group QuotationSequenceProductDescriptionStatusQuantityUnitPriceLineAmountProductName

DefaultList DefaultList field group QuotationProductProductNameStatusQuantityLineAmount

DefaultCard DefaultCard field group QuotationProductProductNameStatusQuantity

DefaultDetails DefaultDetails field group QuotationSequenceProductProductNameDescriptionStatusQuantityUnitPriceLineAmountExpectedShipDateMostRecentActualShipDateDeliveryAddressTotalChargeAmount

191



TotalTaxAmount

DefaultLookup DefaultLookup field group QuotationProductNameStatusQuantity

DefaultReport DefaultReport field group QuotationProductProductNameStatusQuantityUnitPriceLineAmountExpectedShipDateMostRecentActualShipDate

DefaultIdentification DefaultIdentification field group SequenceProductName

QuotationLineCharge (Quotation line charge) EntityAn indirect charge in addition to product pricing and taxes, such as freight or insurance, that applies to the quotation line.

Field Description

Amount Data: CurrencyRequired, Decimal places: 6Description: Total line charges





QuotationLinePrimary key

Lookup: QuotationLineRequired

192



QuotationLine Quotation line OneToMany Composition



DefaultCreate DefaultCreate field group QuotationLineChargeTypeNameAmount

DefaultList DefaultList field group ChargeTypeNameAmount

DefaultCard DefaultCard field group ChargeTypeNameAmount

DefaultDetails DefaultDetails field group QuotationLineChargeTypeNameAmount

DefaultLookup DefaultLookup field group ChargeTypeNameAmount

DefaultReport DefaultReport field group QuotationLineChargeTypeNameAmount

DefaultIdentification DefaultIdentification field group QuotationLineChargeType

QuotationLineTax (Quotation line tax) EntityTax charged on a quotation line.

Field Description

Amount Data: CurrencyRequired, Decimal places: 6Description: Total line taxes


193


Field Description



QuotationLinePrimary key

Lookup: QuotationLineRequired




QuotationLine Quotation line OneToMany Composition



DefaultCreate DefaultCreate field group QuotationLineTaxTypeNameAmount

DefaultList DefaultList field group TaxTypeNameAmount

DefaultCard DefaultCard field group TaxTypeNameAmount

DefaultDetails DefaultDetails field group QuotationLineTaxTypeNameAmount

DefaultLookup DefaultLookup field group TaxTypeNameAmount

DefaultReport DefaultReport field group QuotationLine

194



TaxTypeNameAmount

DefaultIdentification DefaultIdentification field group QuotationLineTaxType

QuotationTax (Quotation tax) EntityTax charged on a quotation as a whole.

Field Description













DefaultCreate DefaultCreate field group QuotationNameRateCodeTaxTypeAmount

195



Description

DefaultList DefaultList field group QuotationNameRateCodeTaxTypeAmount

DefaultCard DefaultCard field group QuotationNameRateCodeTaxTypeAmount

DefaultDetails DefaultDetails field group QuotationNameRateCodeTaxTypeAmountDescription

DefaultLookup DefaultLookup field group QuotationNameRateCodeTaxTypeAmount

DefaultReport DefaultReport field group QuotationNameRateCodeTaxTypeAmountDescription

DefaultIdentification DefaultIdentification field group QuotationName

SalesInvoice (Sales invoice) EntityAn invoice sent to a customer to document the customer's liability for a purchase.

Field Description





196


Field Description





InvoiceDate Data: DateTimeRequired





SalesInvoiceIdPrimary key


SalesOrder Lookup: SalesOrder



Status Picklist: InvoiceStatusValues: Cancelled, Created, Hold, PaidDescription: Invoice status





197







SalesOrder Sales order OneToMany Association




DefaultCreate DefaultCreate field group InvoiceDateNameDescriptionAccountCustomerPurchaseOrderReferenceAccountContactStatusBillingAddress

DefaultList DefaultList field group InvoiceDateSalesInvoiceIdNameAccountCustomerPurchaseOrderReferenceStatusTotalAmount

DefaultCard DefaultCard field group InvoiceDateSalesInvoiceIdNameAccountStatusTotalAmount

DefaultDetails DefaultDetails field group InvoiceDateSalesInvoiceIdNameDescriptionAccountCustomerPurchaseOrderReference

198



AccountContactStatusBillingAddressTotalAmountFreightTermsPaymentTermsSalesPersonWorkerShippingMethodTotalChargeAmountTotalDiscountAmountTotalTaxAmount

DefaultLookup DefaultLookup field group SalesInvoiceIdInvoiceDateNameAccount

DefaultReport DefaultReport field group InvoiceDateSalesInvoiceIdNameDescriptionAccountCustomerPurchaseOrderReferenceAccountContactStatusBillingAddressTotalAmountFreightTermsPaymentTermsSalesPersonWorkerShippingMethodTotalChargeAmountTotalDiscountAmountTotalTaxAmount

DefaultIdentification DefaultIdentification field group SalesInvoiceIdName

SalesInvoiceCharge (Sales invoice charge) EntityAn indirect charge in addition to product pricing and taxes, such as freight or insurance, that applies to the whole invoice.

Field Description


199


Field Description


ChargeType Picklist: InvoiceChargeTypeValues: Freight, Insurance, OthersRequired



SalesInvoicePrimary key

Lookup: SalesInvoiceRequired


SalesInvoice Sales invoice OneToMany Composition



DefaultCreate DefaultCreate field group SalesInvoiceChargeTypeNameDescriptionAmount

DefaultList DefaultList field group SalesInvoiceChargeTypeNameAmount

DefaultCard DefaultCard field group SalesInvoiceChargeTypeNameAmount

DefaultDetails DefaultDetails field group SalesInvoiceChargeTypeNameDescriptionAmount

DefaultLookup DefaultLookup field group SalesInvoice

200



ChargeTypeAmount

DefaultReport DefaultReport field group SalesInvoiceChargeTypeNameDescriptionAmount

DefaultIdentification DefaultIdentification field group SalesInvoiceName

SalesInvoiceLine (Sales invoice line) EntityA component of a sales invoice that contains a portion of the invoiced amount including information such as product, quantity, and price.

Field Description















Status Picklist: InvoiceLineStatus

201


Field Description

Values: Active, Confirmed, Invoice, PackingSlip, QuoteRequiredDescription: Invoice line status









DefaultCreate DefaultCreate field group SalesInvoiceProductNameDescriptionStatusQuantitySequenceProductNameUnitPrice

DefaultList DefaultList field group SalesInvoiceProductNameStatusQuantityLineAmount

DefaultCard DefaultCard field group SalesInvoiceProductStatusQuantityLineAmount

202



DefaultDetails DefaultDetails field group SalesInvoiceProductNameDescriptionStatusQuantityLineAmountDiscountAmountTotalChargeAmountTotalTaxAmount

DefaultLookup DefaultLookup field group SalesInvoiceProductStatusQuantityLineAmount

DefaultReport DefaultReport field group SalesInvoiceProductNameStatusQuantityLineAmountDiscountAmountTotalChargeAmountTotalTaxAmount

DefaultIdentification DefaultIdentification field group SalesInvoiceSequenceProduct

SalesInvoiceLineCharge (Sales invoice line charge) EntityAn indirect charge in addition to product pricing and taxes, such as freight or insurance, that applies to the invoice line.

Field Description



ChargeType Picklist: InvoiceLineChargeTypeValues: Freight, Insurance, OthersRequired


203


Field Description

Maximum length: 60


SalesInvoiceLinePrimary key

Lookup: SalesInvoiceLineRequired


SalesInvoiceLine Sales invoice line OneToMany Composition



DefaultCreate DefaultCreate field group SalesInvoiceLineChargeTypeNameDescriptionAmount

DefaultList DefaultList field group ChargeTypeNameAmount

DefaultCard DefaultCard field group ChargeTypeNameAmount

DefaultDetails DefaultDetails field group SalesInvoiceLineChargeTypeNameDescriptionAmount

DefaultLookup DefaultLookup field group ChargeTypeAmount

DefaultReport DefaultReport field group SalesInvoiceLineChargeTypeNameDescriptionAmount

DefaultIdentification DefaultIdentification field group SalesInvoiceLine

204



Name

SalesInvoiceLineTax (Sales invoice line tax) EntityTax charged on a sales invoice line.

Field Description






SalesInvoiceLinePrimary key

Lookup: SalesInvoiceLineRequired

TaxType Picklist: InvoiceLineTaxTypeValues: Others, SalesTax, VATRequired


SalesInvoiceLine Sales invoice line OneToMany Composition



DefaultCreate DefaultCreate field group NameRateCodeTaxTypeAmountSalesInvoiceLine

DefaultList DefaultList field group NameRateCodeTaxType

205



Amount


DefaultDetails DefaultDetails field group NameRateCodeTaxTypeAmountDescriptionSalesInvoiceLine


DefaultReport DefaultReport field group NameRateCodeTaxTypeAmountDescriptionSalesInvoiceLine

DefaultIdentification DefaultIdentification field group SalesInvoiceLineName

SalesInvoiceTax (Sales invoice tax) EntityTax charged on a sales invoice as a whole.

Field Description






206


Field Description



TaxType Picklist: InvoiceTaxTypeValues: Others, SalesTax, VATRequired





DefaultCreate DefaultCreate field group SalesInvoiceRateCodeTaxTypeNameAmountDescription

DefaultList DefaultList field group SalesInvoiceRateCodeTaxTypeAmount

DefaultCard DefaultCard field group SalesInvoiceTaxTypeAmount

DefaultDetails DefaultDetails field group SalesInvoiceRateCodeTaxTypeNameAmountDescription

DefaultLookup DefaultLookup field group SalesInvoiceRateCodeAmount

DefaultReport DefaultReport field group SalesInvoiceRateCodeTaxTypeName

207



Amount

DefaultIdentification DefaultIdentification field group SalesInvoiceTaxTypeRateCode

SalesOrder (Sales order) EntityAn order issued by a business to a customer for selling products and/or services.

Field Description











InvoiceAccount Lookup: Account



OrderDate Data: DateTimeRequired




SalesOrderIdPrimary key


208


Field Description



Status Picklist: OrderStatusValues: Active, Cancelled, Confirmed, Invoice, PackingSlip, PartiallyInvoiced, PartiallyPacked, PartiallyPicked, PartiallyShipped, Picked, Quote, ShippedRequiredDescription: Order status

TotalAmount Data: CurrencyRequired, Decimal places: 6









Account Invoice account OneToMany Association




DefaultCreate DefaultCreate field group AccountOrderDateCustomerPurchaseOrderReferenceStatusNameDescription

209



SalesPersonWorkerAccountContact

DefaultList DefaultList field group SalesOrderIdAccountOrderDateCustomerPurchaseOrderReferenceStatusSalesPersonWorkerTotalAmount

DefaultCard DefaultCard field group SalesOrderIdAccountOrderDateStatusTotalAmount

DefaultDetails DefaultDetails field group SalesOrderIdAccountOrderDateCustomerPurchaseOrderReferenceStatusNameDescriptionSalesPersonWorkerAccountContactTotalAmountFreightTermsShippingMethodDeliveryAddressBillingAddressTotalChargeAmountTotalDiscountAmountTotalTaxAmount

DefaultLookup DefaultLookup field group SalesOrderIdAccountOrderDateStatusTotalAmount

DefaultReport DefaultReport field group SalesOrderIdAccountOrderDateCustomerPurchaseOrderReferenceStatusName

210



DescriptionSalesPersonWorkerAccountContactTotalAmount

DefaultIdentification DefaultIdentification field group SalesOrderIdName

SalesOrderCharge (Sales order charge) EntityAn indirect charge in addition to product pricing and taxes, such as freight or insurance, that applies to the whole sales order

Field Description






SalesOrderPrimary key

Lookup: SalesOrderRequired


SalesOrder Sales order OneToMany Composition



DefaultCreate DefaultCreate field group SalesOrderChargeTypeNameDescriptionAmount

211



DefaultList DefaultList field group SalesOrderChargeTypeAmount

DefaultCard DefaultCard field group SalesOrderChargeTypeAmount

DefaultDetails DefaultDetails field group SalesOrderChargeTypeNameDescriptionAmount

DefaultLookup DefaultLookup field group SalesOrderChargeTypeAmount

DefaultReport DefaultReport field group SalesOrderChargeTypeNameDescriptionAmount

DefaultIdentification DefaultIdentification field group SalesOrderChargeTypeName

SalesOrderLine (Sales order line) EntityA component of a sales order that contains a portion of the order amount including information such as product, quantity, and price.

Field Description


DeliveryPostalAddress Data: AddressDescription: Delivery address




LineAmount Data: CurrencyDecimal places: 6

212


Field Description




ProductName Data: TextMaximum length: 60







Status Picklist: OrderLineStatusValues: Active, Confirmed, Invoice, PackingSlip, QuoteDescription: Order line status



UnitPrice Data: CurrencyDecimal places: 6






DefaultCreate DefaultCreate field group SalesOrderSequenceProductDescription

213



StatusQuantityUnitPriceLineAmount

DefaultList DefaultList field group SalesOrderProductProductNameStatusQuantityLineAmount

DefaultCard DefaultCard field group SalesOrderProductProductNameStatusQuantity

DefaultDetails DefaultDetails field group SalesOrderSequenceProductProductNameDescriptionStatusQuantityUnitPriceLineAmountExpectedShipDateMostRecentActualShipDateDeliveryPostalAddressTotalChargeAmountTotalTaxAmount

DefaultLookup DefaultLookup field group SalesOrderProductNameStatusQuantity

DefaultReport DefaultReport field group SalesOrderProductProductNameStatusQuantityUnitPriceLineAmountExpectedShipDate

214



MostRecentActualShipDate

DefaultIdentification DefaultIdentification field group SalesOrderSequenceProductName

SalesOrderLineCharge (Sales order line charge) EntityAn indirect charge in addition to product pricing and taxes, such as freight or insurance, that applies to the sales order line.

Field Description






SalesOrderLinePrimary key

Lookup: SalesOrderLineRequired


SalesOrderLine Sales order line OneToMany Composition



DefaultCreate DefaultCreate field group SalesOrderLineChargeTypeNameDescriptionAmount

DefaultList DefaultList field group ChargeType

215



Amount

DefaultCard DefaultCard field group ChargeTypeAmount

DefaultDetails DefaultDetails field group SalesOrderLineChargeTypeNameDescriptionAmount

DefaultLookup DefaultLookup field group SalesOrderLineAmountChargeType

DefaultReport DefaultReport field group SalesOrderLineChargeTypeNameDescriptionAmount

DefaultIdentification DefaultIdentification field group SalesOrderLineChargeTypeName

SalesOrderLineShipment (Sales order line shipment) EntityShipment details for a line on sales order. A single line item on a sales order can be split and shipped to different addresses.

Field Description

ActualShipDate Data: Date







Status Picklist: ShipmentStatusValues: Delivered, Open

216






DefaultCreate DefaultCreate field group ActualShipDateSalesOrderLineDescriptionQuantityStatusSequence

DefaultList DefaultList field group ActualShipDateDescriptionQuantityStatus

DefaultCard DefaultCard field group ActualShipDateDescriptionQuantityStatus

DefaultDetails DefaultDetails field group ActualShipDateSalesOrderLineDescriptionQuantityStatus

DefaultLookup DefaultLookup field group SalesOrderLineActualShipDateDescriptionQuantityStatus

DefaultReport DefaultReport field group StatusActualShipDateSalesOrderLineDescriptionQuantity

DefaultIdentification DefaultIdentification field group SalesOrderLineActualShipDate

217


SalesOrderLineTax (Sales order line tax) EntityTax charged on a sales order line.

Field Description













DefaultCreate DefaultCreate field group TaxTypeRateCodeSalesOrderLineNameDescriptionAmount

DefaultList DefaultList field group TaxTypeRateCodeAmount

DefaultCard DefaultCard field group TaxTypeAmount

218



DefaultDetails DefaultDetails field group TaxTypeRateCodeSalesOrderLineNameDescriptionAmount

DefaultLookup DefaultLookup field group SalesOrderLineTaxTypeRateCodeAmount

DefaultReport DefaultReport field group AmountTaxTypeRateCodeSalesOrderLineNameDescription

DefaultIdentification DefaultIdentification field group SalesOrderLineTaxTypeRateCode

SalesOrderTax (Sales order tax) EntityTax charged on a sales order as a whole.

Field Description









219






DefaultCreate DefaultCreate field group SalesOrderNameRateCodeTaxTypeAmountDescription

DefaultList DefaultList field group SalesOrderNameRateCodeTaxTypeAmount

DefaultCard DefaultCard field group SalesOrderNameTaxTypeAmount

DefaultDetails DefaultDetails field group SalesOrderNameRateCodeTaxTypeAmountDescription

DefaultLookup DefaultLookup field group SalesOrderNameRateCodeTaxTypeAmount

DefaultReport DefaultReport field group SalesOrderNameRateCodeTaxTypeAmountDescription

DefaultIdentification DefaultIdentification field group SalesOrder

220



Name

221


Standard picklists

Name Values

AccountStatus Active, Inactive

AccountStatusReason Active, Inactive

AccountType Organization, Person

ActiveInactive Active, Inactive

AddRemove Add, Remove

AddressRole BillingAddress, PrimaryAddress, ShippingAddress

AddUpdate Add, Update

Affix Prefix, Suffix

AllChosen All, Chosen

AllDraftCompleted All, Completed, Draft

AllPositiveNegativeZero All, Negative, Positive, Zero

AlumnusStatus Current, Inactive, Past

AlumnusStatusReason Active, Inactive

ApplicationUserGroupStatus Active, Inactive

ApplicationUserGroupStatusReason Active, Inactive

ApplicationUserStatus Active, Inactive

ApplicationUserStatusReason Active, Inactive

AscendingDescending Ascending, Descending

BodyContentType HTML, Text

BudgetStatus CanBuy, MayBuy, NoCommittedBudget, WillBuy

BusinessUnitStatus Active, Inactive

BusinessUnitStatusReason Active, Inactive

CaseActivityType AssignReassignCaseWorker, Cancel, ChangeCaseStatus, Close, Contact, CreateSubcase, Intake, MakeKBReference, Open, Research

CaseCategory Problem, Question, Request

CaseContactType Email, Facebook, Other, Phone, Twitter, Web

CaseCustomerSatisfactionCode Dissatisfied, Neutral, Satisfied, VeryDissatisfied, VerySatisfied

CaseOrigin Email, Facebook, Phone, Twitter, Web

222


Name Values

CaseOriginCode Email, Facebook, Other, Phone, Twitter, Web

CaseReassignedReason NotResolved

CaseSolutionType SolvedByCustomer, SolvedByKBArticle, SolvedBySupportWorker

CaseStatus Active, Cancelled, Closed, OnHold, Resolved, SolvedAnswered

CaseStatusReason Active, Inactive

CaseWorkerAssignmentReason CaseSeverityChange, Initial, Other, Reassign

ChannelActivity Appointment, Email, PhoneCall, ServiceActivity, SocialActivity, Task

ChargeType Freight, Insurance, Others

Color Aqua, Black, Blue, Fuchsia, Gray, Green, Lime, Maroon, Navy, Olive, Purple, Red, Silver, Teal, White, Yellow

CommunicationMethod Any, Email, Fax, Mail, Phone, SocialMedia

CompetitorStatus Active, Inactive

ConstituentStatus Active, Inactive

ConstituentStatusReason Active, Inactive

ContactMethod Any, Email, Fax, Mail, Phone

ContractorStatus Active, Inactive

ConversionRounding Down, Nearest, Up

CountryCode AD, AE, AF, AG, AI, AL, AM, AO, AQ, AR, AS, AT, AU, AW, AX, AZ, BA, BB, BD, BE, BF, BG, BH, BI, BJ, BL, BM, BN, BO, BQ, BR, BS, BT, BV, BW, BY, BZ, CA, CC, CD, CF, CG, CH, CI, CK, CL, CM, CN, CO, CR, CU, CV, CW, CX, CY, CZ, DE, DJ, DK, DM, DO, DZ, EC, EE, EG, ER, ES, ET, FI, FJ, FK, FM, FO, FR, GA, GB, GD, GE, GF, GG, GH, GI, GL, GM, GN, GP, GQ, GR, GS, GT, GU, GW, GY, HK, HM, HN, HR, HT, HU, ID, IE, IL, IM, IN, IO, IQ, IR, IS, IT, JE, JM, JO, JP, KE, KG, KH, KI, KM, KN, KP, KR, KW, KY, KZ, LA, LB, LC, LI, LK, LR, LS, LT, LU, LV, LY, MA, MC, MD, ME, MF, MG, MH, MK, ML, MM, MN, MO, MP, MQ, MR, MS, MT, MU, MV, MW, MX, MY, MZ, NA, NC, NE, NF, NG, NI, NL, NO, NP, NR, NU, NZ, OM, PA, PE, PF, PG, PH, PK, PL, PM, PN, PR, PS, PT, PW, PY, QA, RE, RO, RS, RU, RW, SA, SB, SC, SD, SE, SG, SH, SI, SJ, SK, SL, SM, SN, SO, SR, SS, ST, SV, SX, SY, SZ, TC, TD, TF, TG, TH, TJ, TK, TL, TM, TN, TO, TR, TT, TV, TW, TZ, UA, UG, UM, US, UY, UZ, VA, VC, VE, VG, VI, VN, VU, WF, WS, XE, XJ, XK, XS, YE, YT, ZA, ZM, ZW

CurrencyCode AED, AFN, ALL, AMD, ANG, AOA, ARS, AUD, AWG, AZN, BAM, BBD, BDT, BGN, BHD, BIF, BMD, BND, BOB, BOV, BRL, BSD, BTN, BWP, BYN, BYR, BZD, CAD, CDF, CHE, CHF, CHW, CLF, CLP, CNY, COP, COU,

223


Name Values

CRC, CUC, CUP, CVE, CZK, DJF, DKK, DOP, DZD, EGP, ERN, ETB, EUR, FJD, FKP, GBP, GEL, GHS, GIP, GMD, GNF, GTQ, GYD, HKD, HNL, HRK, HTG, HUF, IDR, ILS, INR, IQD, IRR, ISK, JMD, JOD, JPY, KES, KGS, KHR, KMF, KPW, KRW, KWD, KYD, KZT, LAK, LBP, LKR, LRD, LSL, LYD, MAD, MDL, MGA, MKD, MMK, MNT, MOP, MRO, MUR, MVR, MWK, MXN, MXV, MYR, MZN, NAD, NGN, NIO, NOK, NPR, NZD, OMR, PAB, PEN, PGK, PHP, PKR, PLN, PYG, QAR, RON, RSD, RUB, RWF, SAR, SBD, SCR, SDG, SEK, SGD, SHP, SLL, SOS, SRD, SSP, STD, SVC, SYP, SZL, THB, TJS, TMT, TND, TOP, TRY, TTD, TWD, TZS, UAH, UGX, USD, USN, UYI, UYU, UZS, VEF, VND, VUV, WST, XAF, XAG, XAU, XBA, XBB, XBC, XBD, XCD, XDR, XOF, XPD, XPF, XPT, XSU, XTS, XUA, XXX, YER, ZAR, ZMW, ZWL

CustomerStatus Active, Blocked, Inactive

DayOfTheWeek Friday, Monday, Saturday, Sunday, Thursday, Tuesday, Wednesday

DocumentStatus Completed, Draft, InProgress

DonationType Cash, Check, CreditCard, DebitCard, Paypal, PayrollDeduction

DonationValuationMethod High, Low, Normal

DonorStatus Active, Inactive

EducationStatus Doctorate, Graduate, HighSchool, Postgraduate, Undergraduate

ElectronicAddressCategory Email, Fax, Phone, SocialNetwork

ElectronicAddressFormat Email, Phone, Text

ElectronicAddressType CellPhone, Facebook, HomePhone, LinkedIn, PersonalEmail, Twitter, WorkEmail, WorkPhone

EmploymentStatus Employed, None, OnLeave, Resigned, Retired

EmploymentUnitOfNotice Month, Week

EnableDisable Disable, Enable

Ethnicity AfricanAmerican, Asian, Hispanic, NativeAmerican, Other, White

EventImportance High, Low, Normal

EventResponse Accepted, Declined, None, NotResponded, Organizer, TentativelyAccepted

EventSensitivity Confidential, Normal, Personal, Private

EventTimeStatus Busy, Free, OutofOffice, Tentative, Unknown, Workingelsewhere

EventType Exception, Occurrence, SeriesMaster, SingleInstance

ExpenseCategory Advertising, Entertainment, Food, InteriorDesigns, Logistics,

224


Name Values

Marketing, Miscellaneous, TeamActivities, Transportation

FamilyMemberStatus Active, Inactive

FamilyMemberStatusReason Active, Inactive

FamilyRole ElderSiblings, Father, GrandParents, Mother, YoungerSiblings

FamilyStatus Active, Inactive

FamilyStatusReason Active, Inactive

FanStatus Bronze, Club, Gold, Platinum, PreferenceTicket, SeasonTicketHolder, Silver

FanStatusReason Active, Inactive

FiscalPeriod Annual, Quarter1, Quarter2, Quarter3, Quarter4, Semester1, Semester2

FreightTerms FOB, NoCharge

Gender Female, Male, Nonspecific, NotSpecified

HorizontalVertical Horizontal, Vertical

HotWarmCold Cold, Hot, Warm

HouseholdMemberStatus Active, Inactive

HouseholdMemberStatusReason Active, Inactive

HouseholdRole ElderSiblings, Father, GrandParents, Mother, YoungerSiblings

HouseholdStatus Active, Inactive

HouseholdStatusReason Active, Inactive

InboundOutbound Inbound, Outbound

IndustryCode Accounting, Agriculture, BroadcastingPrintingPublishing, Brokers, BuildingSupplyRetail, BusinessServices, Consulting, ConsumerServices, DesignCreativeManagement, DistributorsDispatchersProcessors, DoctorOfficesClinics, DurableManufacturing, EatingDrinkingPlaces, EntertainmentRetail, EquipmentRentalLeasing, Financial, FoodTobaccoProcessing, InboundCapitalIntensiveProcessing, InboundRepairServices, Insurance, LegalServices, NonDurableMerchandiseRetail, OutboundConsumerService, Petrochemicals, ServiceRetail, SIGAffiliations, SocialServices, SpecialOutboundTradeContractors, SpecialtyRealty, Transportation, UtilityCreationDistribution, VehicleRetail, Wholesale

InternalExternal External, Internal

InvoiceChargeType Freight, Insurance, Others

225


Name Values

InvoiceLineChargeType Freight, Insurance, Others

InvoiceLineStatus Active, Confirmed, Invoice, PackingSlip, Quote

InvoiceLineStatusReason Active, Inactive

InvoiceLineTaxType Others, SalesTax, VAT

InvoiceStatus Cancelled, Created, Hold, Paid

InvoiceStatusReason Active, Inactive

InvoiceTaxType Others, SalesTax, VAT

JobExemptStatus DoesNotApply, Exempt, NonExempt

JobStatus Failed, Pending, Processing, Succeeded

JobTitle NotSpecified

LeadRating Cold, Hot, Warm

LeadSource Advertisement, EmployeeReferral, ExternalReferral, Other, Partner, PublicRelations, Seminar, TradeShow, Web, WordOfMouth

LeadState Disqualified, Open, Qualified

LeadStatus Cancelled, Contacted, Disqualified, New, NoLongerInterested, Qualified

LeadStatusReason Active, Inactive

LeaveRequestStatus Approved, Draft, InReview

LeftRight Left, Right

LineChargeType Freight, Insurance, Others

LineTaxType Others, SalesTax, VAT

LowMedHigh High, Low, Medium

MaritalStatus Divorced, Married, None, Single, Widowed

MemberStatus Active, Inactive

MessageImportance High, Low, Normal

MessageInferenceClassification Focused, Other

MonthsOfTheYear April, August, December, February, January, July, June, March, May, November, October, September

Nationality Canada, China, India, Japan, Mexico, Others, SouthKorea, USA

NoYes No, Yes

226


Name Values

NoYesUnchanged No, Unchanged, Yes

OpportunityRole Default

OpportunitySource Advertisement, EmployeeReferral, ExternalReferral, Other, Partner, PublicRelations, Seminar, TradeShow, Web, WordOfMouth

OpportunityState Lost, Open, Won

OpportunityStatus Canceled, InProgress, OnHold, OutSold, Won

OrderLineStatus Active, Confirmed, Invoice, PackingSlip, Quote

OrderLineStatusReason Active, Inactive

OrderStatus Active, Cancelled, Confirmed, Invoice, PackingSlip, PartiallyInvoiced, PartiallyPacked, PartiallyPicked, PartiallyShipped, Picked, Quote, Shipped

OrderStatusReason Active, Inactive

OrganizationStatus Active, Inactive

OrganizationStatusReason Active, Inactive

OrganizationType Corporation, Government, NonProfit, Other

PartnerStatus Active, Inactive

PartnerStatusReason Active, Inactive

PartyRole Account, Alumnus, ApplicationUser, ApplicationUserGroup, BusinessUnit, Constituent, Contact, Family, Fan, Household, Lead, Organization, Partner, Person, Team, Tenant, Vendor, Worker

PartyType Group, Organization, Person

PaymentTerms Net30, Net45, Net60, TwoPercent10Net30

PersonStatus Active, Inactive

PersonStatusReason Active, Inactive

PersonTitle Coach, Dr, Father, Jr, Miss, Mr, Mrs, Ms, Rev, Sister, Sr

PledgeFrequency Daily, Monthly, OneTime, Quarterly, Weekly, Yearly

PledgeType OneTime, Recurring

PositionClassification FullTime, PartTime

PreferenceType AlternateEmail, AlternateSocialNetwork, CellPhone, HomePhone, PrimaryEmail, PrimaryPhone, PrimarySocialNetwork

PrimaryAccountRole DecisionMaker, Employee, Influencer

Priority High, Low, Normal

227


Name Values

Process Committee, Individual, Unknown

ProductStatus Active, Inactive

ProductStatusReason Active, Inactive

ProductType Item, Service

ProductVendorStatus Active, Blocked, Inactive

ProductVendorStatusReason Active, Inactive

PurchaseOrderLineStatus Blocked, Closed, Confirmed, Invoiced, Open, Received, Suspended

PurchaseOrderLineStatusReason Active, Inactive

PurchaseOrderStatus Blocked, Closed, Confirmed, Invoiced, Open, Received, Suspended

PurchaseOrderStatusReason Active, Inactive

PurchaseTimeframe Immediate, NextQuarter, ThisQuarter, ThisYear, Unknown

QuotationLineStatus Active, Closed, Draft, Won

QuotationLineStatusReason Active, Cancelled, Lost, Open, Revised, Won

QuotationStatus Active, Closed, Draft, Won

QuotationStatusReason Active, Cancelled, Lost, Open, Revised, Won

QuotationType Maintainence, Product, Service

ReferencedType Default

Severity High, Low, Normal

sex Female, Male, Unknown

ShipmentStatus Delivered, Open

ShipmentStatusReason Active, Inactive

ShippingMethod AirBorne, DHL, Fedex, PostalMail, UPS

Size ExtraLarge, Large, Medium, Small

SkillLevel Advanced, Beginner, Expert, Intermediate

SocialNetwork Facebook, Konnects, LinkedIn, Myspace, Twitter, XING

Source Default

Status Active, Inactive

StatusReason Active, Inactive

StockExchange BMESpanishExchanges, Euronext, FrankfurtStockExchange, HongKongStockExchange, ItalianStockExchange, KoreaExchange, LondonStockExchange, NASDAQ, NYSE, OMXNordicExchanges,

228


Name Values

ShanghaiStockExchange, ShenzhenStockExchange, SWXSwissExchange, TokyoStockExchange, TorontoStockExchange

SupplierApprovalStatus Approved, NotApproved, UnderReview

SyncStatus Complete, Pending

TaskType Bug, Compliance, Deliverable, Feature, Other, Task, Test, WorkItem

TaxType Others, SalesTax, VAT

TeamMemberStatus Active, Inactive

TeamMemberStatusReason Active, Inactive

TeamRole Coach, Lead, Manager, Player, Reserve, TeamLeader, TeamMember

TeamStatus Active, Inactive

TeamStatusReason Active, Inactive

TenantStatus Active, Inactive

TenantStatusReason Active, Inactive

TimeFrame Day, HalfYear, Hour, Month, Quarter, Trimester, Week, Year

Timezone GMT_CASABLANCA, GMT_CASABLANCA_MONTROVIA_REYKJAVIK, GMT_COORDINATEDUNIVERSALTIME, GMT_DUBLIN_EDINBURGH_LISBON_LONDON, GMT_PLUS0300KALININGRAD_MINSK, GMTMINUS0100AZORES, GMTMINUS0100CAPEVERDIS, GMTMINUS0200MIDATLANTIC, GMTMINUS0300_SALVADOR, GMTMINUS0300BRASILIA, GMTMINUS0300BUENOSAIRES, GMTMINUS0300BUENOSAIRES_GEORGETOWN, GMTMINUS0300GREENLAND, GMTMINUS0300MONTEVIDEO, GMTMINUS0330NEWFOUNDLAND, GMTMINUS0400ASUNCION, GMTMINUS0400ATLANTICTIME, GMTMINUS0400LAPAZ, GMTMINUS0400MANAUS, GMTMINUS0400SANTIAGO, GMTMINUS0430CARACAS, GMTMINUS0500BOGOTA_LIMA_QUITO_RIOBRANCO, GMTMINUS0500EASTERNTIME, GMTMINUS0500INDIANA, GMTMINUS0600CENTRALAMERICA, GMTMINUS0600CENTRALTIME, GMTMINUS0600GUADALAJARA_MEXICOCITY, GMTMINUS0600SASKATCHEWAN, GMTMINUS0700ARIZONA, GMTMINUS0700CHIHUAHUA_LAPAZ_MAZATLAN, GMTMINUS0700MOUNTAINTIME, GMTMINUS0800PACIFICTIME, GMTMINUS0800TIJUANA_BAJACALIFORNIA, GMTMINUS0900ALASKA, GMTMINUS1000HAWAII, GMTMINUS1100COORDINATEDUNIVERSALTIME,

229


Name Values

GMTMINUS1100MIDWAYISLAND_SAMOA, GMTMINUS1200INTERNATIONALDATELINEWEST, GMTPLUS0100_AMSTERDAM_BERLIN_BERN_ROME, GMTPLUS0100BELGRADE_BRATISLAVA_BUDAPEST, GMTPLUS0100BRUSSELS_COPENHAGEN_MADRID, GMTPLUS0100SARAJEVO_SKOPJE_WARSAW_ZAGREB, GMTPLUS0100TRIPOLI, GMTPLUS0100WESTCENTRALAFRICA, GMTPLUS0200_DAMASCUS, GMTPLUS0200AMMAN, GMTPLUS0200ATHENS_BUCHAREST_ISTANBUL, GMTPLUS0200BEIRUT, GMTPLUS0200CAIRO, GMTPLUS0200HARARE_PRETORIA, GMTPLUS0200HELSINKI_KYIV_RIGA_VILNIUS, GMTPLUS0200ISTANBUL, GMTPLUS0200JERUSALEM, GMTPLUS0200MINSK, GMTPLUS0200WINDHOEK, GMTPLUS0300BAGHDAD, GMTPLUS0300KUWAIT_RIYADH, GMTPLUS0300MOSCOW_STPETERSBURG_VOLGOGRAD, GMTPLUS0300NAIROBI, GMTPLUS0300TBILISI, GMTPLUS0330TEHRAN, GMTPLUS0400ABUDHABI_MUSCAT, GMTPLUS0400BAKU, GMTPLUS0400CAUCASUSSTANDARDTIME, GMTPLUS0400IZHEVSK_SAMARA, GMTPLUS0400PORTLOUIS, GMTPLUS0400YEREVAN, GMTPLUS0430KABUL, GMTPLUS0500EKATERINBURG, GMTPLUS0500ISLAMABAD_KARACHI, GMTPLUS0500ISLAMABAD_KARACHI_TASHKENT, GMTPLUS0530CHENNAI_KOLKATA_MUMBAI, GMTPLUS0530SRIJAYAWARDENEPURA, GMTPLUS0545KATHMANDU, GMTPLUS0600ALMATY_NOVOSIBIRSK, GMTPLUS0600ASTANA_DHAKA, GMTPLUS0600DHAKA, GMTPLUS0600MAGADAN, GMTPLUS0630_YANGON, GMTPLUS0700_BANGKOK_HANOI_JAKARTA, GMTPLUS0700KRASNOYARSK, GMTPLUS0800_ULAANBAATAR, GMTPLUS0800BEIJING_CHONGQING_HONGKONG, GMTPLUS0800IRKUTSK_ULAANBATAAR, GMTPLUS0800KUALALUMPUR_SINGAPORE, GMTPLUS0800PERTH, GMTPLUS0800TAIPEI, GMTPLUS0900OSAKA_SAPPORO_TOKYO, GMTPLUS0900SEOUL, GMTPLUS0900YAKUTSK, GMTPLUS0930ADELAIDE, GMTPLUS0930DARWIN, GMTPLUS1000BRISBANE, GMTPLUS1000CANBERRA_MELBOURNE_SYDNEY, GMTPLUS1000GUAM_PORTMORESBY, GMTPLUS1000HOBART, GMTPLUS1000VLADIVOSTOK, GMTPLUS1100CHOKURDAKH, GMTPLUS1100MAGADAN_SOLOMONIS, GMTPLUS1200ANADYR_PETRO_KAMCHATSKY,

230


Name Values

GMTPLUS1200AUCKLAND_WELLINGTON, GMTPLUS1200COORDINATEDUNIVERSALTIME, GMTPLUS1200FIJI_KAMCHATKA_MARSHALLIS, GMTPLUS1300NUKU_ALOFA

UnitOfMeasure Bag, Box, Bucket, Centilitre, Centimeter, CubicCentimeter, CubicFeet, CubicInch, CubicMeter, CubicMillimeter, CubicYard, Day, Deciliter, DegreesBrix, Dozen, Each, Feet, FluidOunce, Gallon, GigaByte, Gram, HalfCubicInch, HalfInch, HalfPint, HalfPound, HalfSquareInch, Hour, Inch, Keg, Kilogram, Kilometer, KilowattHour, Litre, Meter, Mgpx, Mile, Milligram, Millilitre, Millimeter, Minute, Month, Ohm, OneEighthCubicInch, OneEighthInch, OneEighthSquareInch, Option, Ounce, Pair, Pallet, PascalSecond, Percentage, pHValue, Piece, Pint, Pound, Quart, QuarterCubicInch, QuarterInch, QuarterPound, QuarterSquareInch, Second, SetOfEquipment, SquareCentimeter, SquareFeet, SquareInch, SquareMeter, SquareMile, SquareMillimeter, SquareYard, Ton, Tray, Yard

UpDown Down, Up

UserOrGroupType Group, ServicePrincipal, User

VendorStatus Active, Blocked, Inactive

VolunteerStatus Active, Inactive

WorkerStatus Active, Inactive

WorkerStatusReason Active, Inactive

WorkerType Contractor, Employee, Unspecified, Volunteer

231


© 2017 Microsoft Corporation. All rights reserved.

This document is provided “as-is.” Information and views expressed in this document, including URL and other Internet Web site references, may change without notice. You bear the risk of using it.

Some examples are for illustration only and are fictitious. No real association is intended or inferred.

This document does not provide you with any legal rights to any intellectual property in any Microsoft product. You may copy and use this document for your internal, reference purposes.

Some information relates to pre-released product which may be substantially modified before it’s commercially released. Microsoft makes no warranties, express or implied, with respect to the information provided here.

232

Documents

Common data model overviewdownload.microsoft.com/.../CDMEntityReference.docx · Web viewA role-based system is used to grant users permissions to data. The security model is a hierarchy,