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Common Model Definitions

The Central Common Model provides a standardized vocabulary of entity types used across all integrations. These definitions ensure consistent data mapping between connected systems, regardless of how each system names or structures its own data. When building Data Models, your Schema Definitions align to these entity types.

TermDefinitionExample
AssetA resource owned by the company that has economic value, such as equipment, vehicles, or intellectual property.A company car used by the sales team, or a software license purchased for office use.
BOM RevisionA version of a Bill of Materials (BOM) that reflects changes or updates to the components required to manufacture a product.The latest version of a BOM to include a new type of screw in the assembly of a product.
CompanyA legal entity or business organization that a company may have a relationship with, such as a supplier, vendor, customer, or partner."ABC Manufacturing Inc." is a company that is a current customer.
Expense EntryA record of costs incurred by the company, typically entered for reimbursement or accounting purposes.A $50 expense entry for office supplies purchased by an employee.
FileA digital document or attachment stored within a system, often linked to specific records.A PDF of a signed contract uploaded to a vendor's profile.
Financial AccountAn account used to record financial transactions, such as bank accounts, cash accounts, or credit card accounts.The company's checking account at a local bank.
Financial TransactionA record of any exchange or transfer of financial value within the company.A $500 payment to a supplier for raw materials.
Inventory TransactionA record of movements or changes in inventory levels, such as stock additions or withdrawals.Receiving 100 units of a product into the warehouse.
InvoiceA document issued to customers or from vendors detailing goods or services provided and the amount owed.An invoice sent to a customer for a recent order of 50 products.
LeadA potential customer or client that has shown interest in the company's products or services.A contact form submission from someone interested in your software.
OpportunityA potential sales deal or business venture that the company is pursuing.A negotiation with a prospective client to close a deal worth $100,000.
Organizational UnitA subdivision of the company, such as a department or team, that performs specific functions.The Marketing Department or the Sales Team.
PackageA grouping of items or components that are shipped or handled together.A package containing 5 different products shipped to a customer.
PersonAn individual associated with the company, or with a customer or vendor of the company, such as an employee, contractor, or contact.John Doe, a sales representative at the company.
ProductAn item or service offered by the company for sale to customers.A new laptop model available for purchase.
Production Planning ScheduleA timeline or plan outlining when and how products will be manufactured.A weekly schedule detailing the production of 500 units of a specific product.
ProjectA temporary endeavor undertaken by the company to create a unique product, service, or result.A project to develop a new software module for a client.
Purchase OrderA document issued by the company to a supplier, requesting the purchase of goods or services.A purchase order for 200 units of raw materials.
Sales OrderA document confirming a customer's order for products or services.A sales order for 100 units of a product placed by a customer.
ShipmentThe process or record of sending goods from the company to a customer or another location.A shipment of products sent to a retailer.
Time EntryA record of hours worked by an employee or contractor, often used for payroll or billing purposes.A time entry for 8 hours worked on a specific project.
Vendor BillAn invoice received from a supplier for goods or services provided to the company.A bill from a supplier for raw materials delivered last month.
Work OrderAn instruction or authorization to perform work, often related to manufacturing or maintenance tasks.A work order to repair a piece of machinery on the production floor.

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