Entity reference — all entities

Every business entity in the xMatix data model, alphabetically. Each page lists the entity's fields — type, requiredness, and what the field does — along with its actions, validations, lookup filters and relationships.

Entity	Fields	Description
Account	96	An account is the single master record for every organization or person you deal with: customers, suppliers, retail outlets and the partner companies in your network that own transactions.
Account Balance	14	A retired balance record from the earlier general ledger.
Account Group	16	A named set of customer or partner accounts.
Account Group Member	14	One account's membership of one account group.
Account Group Rule	14	One membership condition on an account group: an account field, an operator and a value.
Accounting Book	18	An accounting book is a valuation perspective for one company.
Account Location	14	An aisle, shelf or display at a customer outlet.
Account Stock	26	One facing count from a merchandising audit on a visit: how many facings one product had at one outlet location.
Adjustment	26	A stock adjustment document for one partner account and branch; the item-level corrections live on its Adjustment Lines.
Adjustment Line	44	One stock correction on an adjustment: an item, SKU, lot and storage location, a quantity, a unit cost and an Adjustment Type that decides which stock bucket and ledger entry type posting uses.
Asset	92	An asset is one identifiable physical unit, such as a machine, vehicle, device or piece of furniture, kept in the Fixed Assets app.
Asset Block	15	A pool of assets of one class and one depreciation rate under the Income-tax Act Section 32 block-of-assets scheme — the tax book, kept separate from the Companies Act book that RecurringDepreciation and the fixed-asset schedule maintain.
Asset Disposal	30	The retirement of one asset by sale, scrap or donation.
Asset Maintenance	23	One piece of campaign work planned for one asset: an item and quantity to supply or perform under a service campaign, and whether that work is still open or already done.
Asset Service Contract	35	One asset's entitlement under a service contract definition: the dates, usage ceilings, grace allowances and covered items that service orders, opportunities and quotes are checked against when they claim contract cover for the asset.
Asset Service Contract Line	14	One covered component on an asset service contract (an asset's entitlement): the part or labour item the contract covers, the entitled quantity, how much of it service invoicing has used, and the calculated balance.
Auto Order	42	An auto order is a worksheet of purchase suggestions for one partner account, branch and supplier.
Auto Purchase Order Line	38	One suggestion line on an auto order: an item to buy, the quantity the order's rule suggested, your working quantity, its price, and a snapshot of the stock and pipeline figures the suggestion was built from.
Auto Purchase Order Line Relation	22	A record meant to tie an auto order suggestion line to the fulfilment order line it would cover.
Availability Request	11	A request a field user raises on the mobile app for someone else to approve or decline.
Bank Account	19	One account your company holds at a bank, linked to the Bank-type GL account that carries its book balance.
Banking	23	An older, standalone bank-feed record: one deposit or withdrawal held directly against a bank GL account, with its date, payee, narration and reference.
Bank Reconciliation	18	A bank reconciliation worksheet: a hand-kept header for one bank account and statement, holding the closing balance per bank, the closing balance per book and the difference, with its reconciling items on the Line tab.
Bank Reconciliation Line	18	One reconciling item on a bank reconciliation worksheet: a bank statement line, a ledger journal line, or a hand-typed item such as an outstanding cheque, a deposit in transit or a bank charge, with an amount and a matched flag.
Bank Statement	16	One bank statement for one bank account: its statement date, the bank's opening balance and a closing balance calculated from its lines.
Bank Statement Line	18	One transaction on an imported bank statement: the bank's value date, its narration and reference, and a deposit or a withdrawal amount.
Bank Transfer	20	A movement of money between two of the company's own bank accounts, found in the Finance app under Banking (and in the Banking app) as Bank Transfers.
Bill	88	A bill is a supplier's invoice recorded in xMatix: what the company owes a vendor, and the document that turns a purchase into a payable.
Bill Line	97	One line of a supplier bill: an item or a description-only charge, the quantity billed, its cost, discounts and taxes, and the account its cost is posted to.
Book Valuation Adjustment	17	A per-book valuation overlay row from the multi-book design: rather than maintaining a parallel ledger, a secondary accounting book's statements are the primary general ledger plus these stored deltas.
Branch	41	A branch is one operating location of a company, such as a showroom, depot, service centre or office, and the place documents, stock and people are keyed to.
Branch Postal Code	14	Maps one postal code to the branch, and the company (partner account), that serves it.
Branch Time Slot	28	A recurring bookable window at one branch (a start and end time) with a number of places for each weekday.
Branch Time Slot Booking	13	The per-date record of one branch time slot: how many places the date has and how many are taken.
Budget	16	A budget is the plan for one company's fiscal year, optionally for one business unit, written as an amount per GL account on its Budget Line children.
Budget Commitment	20	A record of budget reserved against a GL account by a commitment document such as a purchase order, before the actual spend posts.
Budget Line	16	One planned amount for a GL account inside a budget, either for the whole fiscal year or for one fiscal period.
Business Hour	13	A working calendar: a time zone, the working weekdays and one daily working window.
Business Unit	15	A business unit is a division of a company, such as a product line, region or line of business, that the ledger can be reported by.
Call	26	One phone call in the Call Register (CRM and Support apps).
Campaign	49	A service campaign: rules select its members (accounts, or assets with their owning account), campaign items say what is offered or required, and processing buttons create the follow-up work.
Campaign Item	14	One item or service a campaign offers or requires.
Campaign Member	19	One account, or one asset together with the account that owns it, enrolled in a campaign.
Campaign Rule	15	One dynamic-membership condition under a Campaign: fieldName + operation + fieldValue evaluated against the member object (Account or Asset) by the shared group-rule engine when ProcessMembers runs.
Case	68	A case is the record of one customer-reported issue or request, tracked from first contact to close.
Case Milestone	12	One SLA clock on one case.
Case SLA Event	6	One entry in a case's SLA history.
Check In Inspection	38	The record of a customer's vehicle or machine being taken into custody for a job: when it arrived, the meter readings it came in on, and a walk-around of damage findings (Check In Inspection Line rows) with photos attached per section.
Check In Inspection Line	16	One recorded finding for a single sub-section of the check-in inspection - for example the front bumper within the exterior section - not one line per item or quantity.
Check In Template	11	The walk-around checklist for one model of vehicle or machine.
Check In Template Line	14	One part of a check-in walk-around checklist: the section of the asset it belongs to, the sub-section (the part being checked) and the issues an advisor can tick against it.
Checklist Line	30	One saved checklist answer: the answer to one checklist template question on one record.
Checklist Template	24	A reusable list of questions.
Checklist Template Line	25	One question on a checklist template, added from the template's Related tab.
Cheque Register	18	A cheque book: a range of cheque numbers for one bank account and company, listed in the Finance app under Banking (and in the Banking app) as Cheque Registers and on a bank account's Cheque Register tab.
Cheque Transaction	21	One paper cheque, either written by the company or received from a customer, tracked from issue until the bank clears or returns it.
Claim	42	A trade claim: an amount a partner company recovers from a supplier, manufacturer or principal for warranty and service work, damaged, short or excess goods, scheme payouts and similar.
Claim Batch	24	A group of claims of one claim type that is settled as a single credit note or invoice.
Claim Batch Line	11	One membership row of a claim batch: it records that one claim was placed in one batch, and carries no amounts or quantities of its own.
Claim Generation Setup	42	One row per automated claim scenario for the config-driven claims.generate engine — it names the source entity, the selection conditions, how rows are grouped into claims, which amount is aggregated, and how source fields map onto the resulting Claim and ClaimLine.
Claim Generation Rule	11	One selection condition of a claim generation setup: a field path, an operation and a value, identified by a sequence number.
Claim Line	57	One claimed item on a claim: the quantity claimed, its unit price, and the approved and rejected quantities the reviewer decides.
Claim Reconciliation	16	A manually kept register, in the Claims app, for comparing the credit a supplier or principal actually gave against what was claimed.
Claim Reconciliation Line	24	One item row under a Claim Reconciliation, where a user restates what was claimed for an item and how much the supplier approved or rejected.
Claim Settlement Setup	15	Says what xMatix creates when a claim of one claim type is approved.
Collaborator	5	A named participant on a record, carrying a team role and an intended access level.
Company Card	18	A corporate credit card held by an employee.
Card Reconciliation	16	A sign-off record for one company card and statement date: the issuer's closing balance, the balance in the books and the difference.
Card Transaction	22	One line from a company-card statement: date, merchant, amount, expense category and expense account.
Compensation	16	The payout header for one incentive period of an incentive plan in the Rewards app.
Compensation Line	60	The incentive calculation worksheet for one participant (incentiveResourceId) under a Compensation header: saving it triggers the incentive engine, which loads the plan's approved IncentiveLine rules, matches PerformanceKPI accruals to the participant by the plan's member type, evaluates each IncentiveTarget against the participant's IncentiveResourceTarget quota, stamps the reached metric onto the matching summary field (noOfSaleOrders, saleAmount, noOfUniqueInvoices, customKPIValue and so on), and applies the qualifying CompensationSlab rewards - writing incentiveAmount, gifts/giftPoints, schemeId or discountGroupId depending on the slab's compensation type.
Compensation Slab	33	One band of achievement on an incentive line and the reward it pays.
Complaint	12	A symptom in the workshop's complaint catalogue, such as Engine overheating: what a customer reports, used again and again on jobs.
Complaint Fault	15	A diagnosed fault code under a complaint: the complaint is the symptom the customer reports, and each of its fault codes names one cause a technician can find.
Consolidation Group	14	A consolidation group is a named set of finance business units that is read as one reporting scope, so a statement can cover several divisions together without the others.
Consolidation Group Member	12	One business unit placed in a consolidation group, added from the Members tab of the group's record page.
Contact	43	A contact is one person you deal with, usually at an account: a buyer, owner, accounts clerk or consumer.
Contact Address	26	A contact address is one entry in an account's address book: a billing address, a shipping address, or one that serves as both.
Contract	28	The agreement record in the Contracts app: a register entry for a service or maintenance agreement with a customer account, optionally tied to one asset.
Contract Line	30	One commercial position in the Contracts app register: the item sold under a service or maintenance agreement, its quantity, unit price and discount, the contract years and hours, the number of customer assets covered and the customer account.
Contract Line item	25	A free-standing record for a priced coverage line: an item, an asset, an asset service contract, a quantity, a contract year and list, sales and total prices.
Conversion Batch	51	A conversion batch is one submission from a Bulk Conversion screen: a set of source documents or lines (for example order lines) being converted into their next document (for example invoices) in the background.
Conversion Batch Line	32	One source line in a conversion batch, with its outcome and the document it produced.
Conversion Definition	33	A conversion definition is the setup record that declares one bulk document conversion, for example order to invoice, for the Bulk Conversion screen and its conversion batches.
Cost Center	15	A cost center is a reporting dimension for the part of the organisation that spends money, such as a department or team.
Credit Limit	17	The credit ceiling a company (PartnerAccountId) extends to one customer account (AccountId), and the row that actually blocks trading.
Credit Note	65	A document that reduces what a party owes.
Credit Note Line	115	One item or amount credited on a credit note.
Currency	15	A currency the business works with, identified by its ISO 4217 code, with the symbol and number of decimal places used to show amounts in it.
Currency Revaluation	17	A period-end foreign-currency revaluation run for one company.
Currency Revaluation Line	20	One foreign-currency position on a Currency Revaluation run, such as a bank balance, a receivable or a payable, identified by its ledger account and, for receivables and payables, the counterparty.
Cycle Count	40	A physical stock count for one partner account and branch, scoped by item, item group, ABC or FSN class, storage location and a maximum number of items.
Cycle Count Line	35	One stock position or lot to count within a cycle count, generated from stock when the count's scope changes.
Cycle Count Rule	14	A stored criterion attached to a cycle count: a field name, a comparison and a value, ordered by a sequence number.
Dealer Onboarding	81	Shown on screen as Partner Onboarding (the record was renamed from Dealer Onboarding, and several fields were renamed or dropped since this reference was generated).
Debit Note	30	A document that changes a party's balance in your favour.
DebitNoteLine	52	One amount on a debit note, posted to a GL account.
Delivery Order	111	The outbound dispatch document for goods leaving a branch: the customer, the billing, shipping and delivery addresses, the Delivery Order Lines being sent and the transport and e-way bill details.
Delivery Order Line	106	One item being dispatched on a delivery order: item, SKU, lot, storage location, quantity, price and tax.
Depreciation	19	A depreciation document for one asset, listed as Depreciations in the Fixed Assets app.
Depreciation Line	20	One period row of a Depreciation document: period number, dates, opening and closing book value, the period charge and the running accumulated total.
Depreciation Policy	20	A reusable, category-level template for how a class of assets should be depreciated — method, rate, useful life, frequency and currency — which assets adopt through Asset.DepreciationPolicyId.
Discount Group	18	A named set of dated contract-discount rules, set up in the Sales or Procurement settings under Pricing & Tax.
Discount Group Rule	20	One dated contract discount inside a discount group, added on the group's Rules tab.
Document Name	13	The running counter behind automatic document numbering.
Document Name Setting	19	A document setting is the recipe for automatic numbering of one entity's new records.
Document Service Contract Line	15	A retired design for recording which component items a service contract covers on an individual opportunity, sales order or sales invoice line.
Duplicate Rule	5	An admin-authored duplicate-detection rule for one entity (entityName), with the field criteria on child DuplicateRuleCondition rows.
E Invoice	32	Register table modelled on the IRP/NIC e-invoicing submission: source invoice reference, seller and buyer GSTIN, the IRP request payload, and the IRN, acknowledgement, signed invoice and QR code that come back.
Employee	46	The payroll record for a person: it links an existing Resource to the company that pays them and records their HR terms, dates and salary-tax election.
ESI Rule	17	The Employees' State Insurance rule master for a company: the gross-wage eligibility threshold above which ESI does not apply at all, plus the employee and employer contribution rates, effective-dated.
E-Way Bill	34	An e-way bill (Rule 138) for a movement of goods - one register entry per generated bill, linked polymorphically to its source document via SourceEntityName/SourceRecordId (invoice, delivery order, transfer) and to the GSTRegistration, branch and company it was generated under.
Exchange Rate	16	A conversion rate between two currency codes, effective from a date: one unit of the From Currency equals Rate units of the To Currency.
Executive Position	14	One holder of one territory seat (Position) for one period, labelled Resource Position on screen.
Expense Advance	25	Money paid to an employee before they spend it, which they then owe back.
Advance Settlement	16	A record of one reduction of an employee advance, written automatically by Settle Against Claim (type AgainstClaim) or Recover Advance (type CashReturn) with the amount, date and journal.
Expense Category	22	A kind of spend (Travel, Lodging, Meals, Fuel and similar) picked on every expense claim line and company card transaction, and targeted by expense policy rules.
Expense Claim	43	An employee's request to be paid back for business expenses: a header for the claimant (Resource), company, period and claim date, with one Expense Claim Line per expense.
Expense Claim Line	49	One expense on an expense claim: category, date, amount and GST, merchant and invoice details, payment mode, receipt, cost allocation, the Expense GL Account it posts to, and rebilling fields.
Expense Policy	16	A named set of expense policy rules for one company and one employee grade.
Expense Policy Rule	19	One check inside an expense policy.
Policy Violation	19	The audit record written when policy evaluation finds a breach on a claim or a specific claim line: the rule (expensePolicyRuleId), ruleType, severity (Info, Warning, Block), a message, and the excess amount for over-limit breaches.
Expense Receipt	19	A record meant to hold receipt details for one expense claim line: the uploaded file, values read from the receipt (merchant, date, amount, invoice number, GSTIN) and a duplicate hash.
Reimbursement Batch	17	A payment run that pays many posted expense claims in one bank transaction.
Reimbursement Batch Line	16	One expense claim to be paid in a reimbursement batch.
Expense Voucher	27	A direct company expense that needs no employee claim or supplier bill, such as petty cash, bank charges or a pay-later expense owed to a supplier.
Expense Voucher Line	17	One expense head on an expense voucher: the expense GL account to debit and its amount, with an optional tax amount and description.
Field Sales	35	A van-sales run: one record per van journey, tying the van, the depot it loads from and the executive who drives it to a visit plan and a set of Field Sales Lines.
Field Sales Invoice	14	The join between a FieldSales van run and an Invoice raised during it, plus the cash actually collected against that invoice.
Field Sales Line	34	One item line on a Field Sales van run.
Finance Case	39	A customer's application to a lender for a loan that pays for a sale.
Financer	8	A lender that customers borrow from to pay for a purchase.
Financer Scheme	20	One finance product offered by a Financer: its name, the loan amount and tenure ranges it covers, a free-text features description, and optionally the dealer account or account group it is meant for.
Financial Projection	24	A plan of expected receipts or payments for a company and fiscal year, entered by hand in Finance Setup under Planning.
Financial Projection Line	32	One expected receipt or payment inside a financial projection.
Statement Layout	15	A stored presentation tree for one financial statement.
Statement Layout Node	16	One line in a Statement Layout tree: either a container that rolls up its child lines or a leaf that would aggregate the balances of one Schedule III classification.
Fiscal Period	17	One month of a company's fiscal year.
Fiscal Year	14	The accounting calendar of one company: a dated window whose monthly fiscal periods decide which dates a journal can post into.
Follower	4	A subscription marking a user as watching a record, created by the Follow server action and retired by Unfollow, both of which soft-delete rather than remove rows.
Form 26AS Line	24	One row of a downloaded Form 26AS tax-credit statement, imported from the TRACES Excel or CSV export and linked to its Form 26AS Statement.
Form 26AS Reconciliation Entry	26	One result row of a Form 26AS reconciliation: the summed Form 26AS lines and the summed TDS receivable rows of one company PAN, customer TAN, section and financial year, with the outcome, the books rows behind it and any decision taken on it from the Form 26AS Reconciliation Console.
Form 26AS Statement	24	One downloaded Form 26AS tax-credit statement for a company and financial year, kept as its own record so every download has a history; the newest statement of a year is the active one.
Form 3CD Clause	18	A retired record type that once held the Form 3CD tax-audit clause list as one record per clause.
Full & Final Settlement	18	The exit settlement for a leaving employee, opened from Payroll → Settings → People → Full & Final Settlement.
F&F Line	17	One amount on a full and final settlement: either something the company owes the leaving employee (a payable) or something it recovers (a Deduction).
General Ledger	27	A legacy ledger record type that has been retired.
GL Account	30	An account in a company's chart of accounts: the target every journal line debits or credits and the unit every financial statement adds up.
GL Period Balance	19	The stored total of posted journal lines for one GL account in one fiscal period, kept separately for each combination of branch, business unit, GST registration, cost centre and reporting subtype.
Goods Receipt	45	The inbound receiving document: goods physically arriving at a branch from a supplier, with the supplier's dispatch and invoice references and the transporter details.
Goods Receipt Line	57	One item line of a goods receipt: what arrived from the supplier for one item, how much of it was counted in, and the cost it goes into stock at.
Grade	14	A seniority band, such as Officer, Manager or Director, given to people through the Grade field on their Resource record.
GST Fiscal Period	14	One entry in the GST filing calendar: a calendar month (Monthly), a quarter identified by its quarter-end month (Quarterly) or a whole Indian financial year (Annual).
GSTR1	18	One GSTR-1 outward-supplies return for one of your GSTINs and one monthly GST fiscal period.
B2B Invoice	24	One invoice in Table 4 (B2B) of a GSTR-1 return, under the B2B Supply group for its buyer GSTIN.
B2B Supply	16	One buyer group in Table 4 (B2B) of a GSTR-1 return.
B2C Large Invoice	22	A single B2C-large invoice in GSTR-1 Table 5, belonging to a GSTR1B2CLSupply group.
B2C Large Supply	15	One place-of-supply group in Table 5 (B2C Large) of a GSTR-1 return.
B2C Small Supply	22	One summary row in Table 7 (B2C Small) of a GSTR-1 return.
GSTR1 Credit/Debit Note	23	One credit or debit note reported in Tables 9 and 10 of a GSTR-1 return.
Document Summary	20	One row of GSTR-1 Table 13 (documents issued) on the books side of a GSTR-1 return: one numbering series of one document nature issued in the month, with its number range, total, cancelled and net issued counts.
Export Invoice	21	One export document in Table 6A (Exports) of a GSTR-1 return, under the export group for its payment treatment.
Export Supply	15	One payment-treatment group in Table 6A (Exports) of a GSTR-1 return.
HSN Summary	24	One summary row in Table 12 (HSN summary) of a GSTR-1 return.
GST Line Item	22	One rate line of a document in a GSTR-1 return: the taxable value at one tax rate with its integrated, central, state/UT tax and cess.
Nil Rated Supply	18	One row in Table 8 (nil-rated, exempt and non-GST outward supplies) of a GSTR-1 return.
GSTR2B	17	One GSTR-2B statement: the input tax credit statement GSTN drafts every month from what suppliers filed, for one recipient GSTIN and one monthly GST fiscal period.
B2B Amendment Invoice	29	One amended invoice in the B2B Amendments (B2BA) section of a GSTR-2B statement, under the B2B Amendment Supplier for the supplier GSTIN that amended it.
B2B Amendment Supplier	14	One supplier in the B2B Amendments (B2BA) section of a GSTR-2B statement: the supplier GSTIN under which GSTN reports amendments to B2B invoices that the supplier had reported in an earlier period.
B2B Invoice 2B	27	One invoice in the B2B section of a GSTR-2B statement, under the B2B Supplier for the supplier GSTIN that issued it.
B2B Supplier	16	One supplier in the B2B section of a GSTR-2B statement: the supplier GSTIN under which that supplier's invoices are grouped.
CDN Amendment Note	25	One amended credit or debit note in the Credit / Debit Note Amendments (CDNRA) section of a GSTR-2B statement, under the CDN Amendment Supplier for the supplier GSTIN that amended it.
CDN Amendment Supplier	14	One supplier in the Credit / Debit Note Amendments (CDNRA) section of a GSTR-2B statement: the supplier GSTIN under which GSTN reports amendments to credit or debit notes that the supplier had reported in an earlier period.
CDNR Note	23	One credit or debit note in the Credit / Debit Notes (CDNR) section of a GSTR-2B statement, under the CDN Supplier for the supplier GSTIN that issued it.
CDN Supplier	14	One supplier in the Credit / Debit Notes (CDNR) section of a GSTR-2B statement: the supplier GSTIN under which that supplier's credit and debit notes are grouped.
E-Commerce Amendment Document	27	One amended document in the E-Commerce Amendments (ECOA) section of a GSTR-2B statement, under the E-Commerce Amendment Supplier for the e-commerce operator GSTIN that reported it.
E-Commerce Amendment Supplier	14	One e-commerce operator in the E-Commerce Amendments (ECOA) section of a GSTR-2B statement: the operator GSTIN under which GSTN reports amendments to supplies made to you through that operator under section 9(5) in an earlier period.
E-Commerce Document	24	One document in the E-Commerce (9(5)) section of a GSTR-2B statement, under the E-Commerce Supplier for the e-commerce operator GSTIN that reported it.
E-Commerce Supplier	14	One e-commerce operator in the E-Commerce (9(5)) section of a GSTR-2B statement: the operator GSTIN under which GSTN reports supplies made to you through that operator, where the operator pays the tax under section 9(5).
Import (Overseas)	20	One bill of entry in the Import of Goods (Overseas) section of a GSTR-2B statement: goods you imported from outside India, on which integrated tax and cess were paid at customs.
Import (SEZ)	23	One bill of entry in the Import of Goods (SEZ) section of a GSTR-2B statement: goods you received from a unit in a Special Economic Zone, on which integrated tax and cess were paid at the bill of entry.
ISD Amendment Credit	21	One amended document in the ISD Credit Amendments (ISDA) section of a GSTR-2B statement, under the ISD Amendment Supplier for the Input Service Distributor GSTIN that reported it.
ISD Amendment Supplier	14	One Input Service Distributor (ISD) in the ISD Credit Amendments (ISDA) section of a GSTR-2B statement: the ISD GSTIN under which GSTN reports corrections to input tax credit that the ISD distributed to you in an earlier period.
ISD Credit	19	One document in the ISD Credits section of a GSTR-2B statement, under the ISD Supplier for the Input Service Distributor GSTIN that distributed it.
ISD Supplier	14	One Input Service Distributor (ISD) in the ISD Credits section of a GSTR-2B statement: the ISD GSTIN, usually your own head office registered as an ISD, under which GSTN reports input tax credit distributed to you.
ITC Summary	20	GSTN's own input tax credit totals for one GSTR-2B statement: how much credit the portal says is available to you this month and how much is not available, each split into integrated tax, central tax, state or union territory tax and cess.
GSTR-2B Reconciliation Entry	33	A stored reconciliation decision on one document of a GSTR-2B statement.
GSTR 3B	23	One GSTR-3B monthly summary return for one GSTIN and one monthly GST fiscal period.
GSTR 3B Filing Log	18	A per-attempt log of a GSTR-3B's exchanges with GSTN through the GSP (compute, save, submit, file or error), with the endpoint, request and response, HTTP status and error details, linked to one GSTR-3B.
GSTR 3B Table 4A ITC	17	One line of GSTR-3B Table 4A (ITC available) on a GSTR-3B return: the line number and its integrated, central, state/UT and cess amounts.
GSTR 3B Table 4D ITC	17	One line of GSTR-3B Table 4D on a GSTR-3B return: the line number and its integrated, central, state/UT and cess amounts.
GSTR-3B Table 4B ITC	18	One row of GSTR-3B Table 4B (ITC reversed) on a GSTR-3B return: the line number, the reversal reason and the integrated, central, state/UT and cess amounts.
GSTR 3B Payment	18	One tax-head row of GSTR-3B Table 6.1 (payment of tax) on a GSTR-3B return: the tax payable for the head and how it was discharged, in cash and through each of the four credit ledgers.
GSTR 3B Rule 37 Tracker	20	The Rule 37 (180-day payment) record of one purchase bill on one GSTR-3B return.
GSTR 3B Table 3.1	19	One line of GSTR-3B Table 3.1, outward supplies and inward supplies liable to reverse charge.
GSTR 3B Table 3.1.1	17	One line of GSTR-3B Table 3.1.1, supplies on which an e-commerce operator pays tax under section 9(5): line (i) is tax payable by the operator, line (ii) is supplies a registered supplier made through an operator.
GSTR 6	25	A GSTR 6 record is the monthly return of an Input Service Distributor (ISD) registration: one record per ISD GSTIN and return month, created as Draft by GST-return provisioning for every GST Registration with Enable ISD switched on.
ISD Distribution	30	An ISD Distribution is one ISD invoice or ISD credit note on a GSTR 6 return: the document through which an Input Service Distributor passes one credit pool of one received document on to its recipient registrations.
ISD Document Series	16	An ISD Document Series is the running counter that gives every ISD invoice and ISD credit note of an Input Service Distributor its serial number, which must be unique and consecutive for the financial year and at most 16 characters long (Rule 54(1)).
ISD Recipient Allocation	32	An ISD Recipient Allocation is one recipient's share of one ISD invoice or ISD credit note on a GSTR 6 return: how much of that document's credit pool goes to which of your registrations under the ISD's PAN.
ISD Recipient Turnover	21	An ISD Recipient Turnover record is one registration that can receive Input Service Distributor credit, together with the turnover used to split that credit pro-rata under Rule 39.
ISD Source Document	45	An ISD Source Document is one invoice, credit note or debit note on which an Input Service Distributor received input tax credit in a GSTR-6 return month, listed on the ISD Source Document tab of the GSTR 6 record.
GSTR 9 Config	24	The tenant's copy of the GSTR-9 form catalog - one row per form line and value lane describing HOW that figure is produced: the section/sub-section/line item coordinates, the logic type dispatch key (rollup of filed returns, 2B rollup, books ledger, spillover, formula over other rows, or manual entry) and its logic definition.
GSTR 9 HSN Summary	21	One line of the GSTR-9 HSN-wise summary: Table 17 (outward) or Table 18 (inward).
GSTR 9 Return	23	A GSTR 9 Return is the annual GST return for one GSTIN and one financial year.
GSTR 9 Summary	54	One line of a GSTR-9 annual return (GSTR9ReturnId lookup) - a form table row identified by its section/sub-section/line item and driven by a GSTR9Config catalog row (GSTR9ConfigId).
GST Registration	18	One GSTIN held by your own company (one PAN usually holds one GSTIN per state).
Holiday	16	One non-working date: a public holiday, a restricted holiday or a weekly off, optionally scoped to a company (Partner Account) and a branch, and optionally linked to a business-hours calendar for the SLA clock.
Incentive Line	17	One reward rule of an incentive plan: it groups incentive targets under a qualification rule and carries the compensation slabs that state the reward.
Incentive Period	18	One time slice of an incentive plan in the Rewards app, such as a month of a monthly plan.
Incentive Plan	28	The header of a sales-incentive programme in the Rewards app: who takes part (Member Type), over which window (Period Start Date, Period End Date and Period Type) and, through its child incentive lines, targets and compensation slabs, what is measured and paid.
Incentive Resource	15	One member of an incentive plan in the Rewards app: a person (Resource), a partner account, a branch or a customer contact.
Incentive Resource Target	14	One plan member's quota on one incentive target in one incentive period: the number the member must reach.
Incentive Target	31	One measure of an incentive plan, held on an incentive line: what is counted (a target type or a KPI configuration), optional item and account filters, and the figure members' quotas are generated from.
Individual	31	A person-level privacy and consent record: names and salutation plus data-protection flags (dontMarket, dontProcess, dontProfile, dontTrack, forgetThisIndividual, exportIndividualsData, canStorePiiElsewhere, blockGeolocationTracking) and demographic attributes such as birth/death dates, occupation and consumer credit score fields.
Inspection Line	38	The quality-inspection record for one goods receipt line.
Insurance Scheme	10	A simple reference list of insurance schemes.
Interest Charge	47	Interest charged on one overdue open item for one accrual window, with the full calculation behind the amount.
Interest Policy	33	The terms for interest on overdue payments: rate, method, principal basis, day count, grace and tolerance, minimum and maximum charge, GST and posting accounts, and who the terms apply to.
Interest Run	27	One overdue-interest accrual batch.
Job Queue	9	A system-written tracking record for a background data job.
Inventory Cost Consumption	20	One draw of an issue against a cost lot, recorded per accounting book and per method because FIFO and LIFO consume different layers for the same physical issue.
Inventory Cost Lot	25	A cost layer kept by the inventory costing engine for one company's primary accounting book, one item and one branch: how much stock arrived at what unit cost, and how much of it is still on hand.
Inventory Fulfilment	33	The fulfilment document (Fulfilment Orders in the Warehouse and Inventory apps) is the warehouse's work order for outbound stock.
Allocation Line	52	A reservation of real stock: one allocation line per item lot or stock record that an allocation drew from, listed in the Allocation Line grid on the fulfilment's record page (and on the sales order, service order and their lines) and numbered from the FA series.
Inventory Fulfillment Order Line	35	The demand side of a fulfilment: one fulfilment order line per sales order line or service order line that still had quantity to fulfil when the fulfilment was released, listed in the Inventory Fulfillment Order Line grid on the fulfilment's record page and numbered from the FFO series.
Inventory Fulfillment Picking Line	38	A pick-list line: one picking line per allocation line that the Picking or Selective Picking action on a fulfilment drew from, listed in the Inventory Fulfillment Picking Line grid on the fulfilment's record page and numbered from the FP series.
Inventory Ledger	36	One posted stock movement.
Inventory Ledger Setting	18	A posting rule that connects one kind of document line to the inventory ledger.
Inventory NRV Assessment	28	A hand-entered lower-of-cost-and-net-realisable-value assessment for one item in one accounting book, dated by As Of Date.
Inventory Opening Lot State	22	The open cost lots at the start of a fiscal period, one row per lot, keyed by partner account + accounting book + fiscal period + item + branch + valuation method.
Inventory Stock	60	The live stock balance for one company, branch, item, SKU and storage location.
Inventory Valuation Policy	23	The rule that decides which cost-flow method the engine uses for a transaction, per accounting book.
Invoice	157	A sales invoice bills a customer for goods or services and turns the sale into a receivable.
Invoice Line	136	One item or one charge billed on a sales invoice, and the level at which price, discount and tax are resolved.
ITC Ledger	27	Input Tax Credit ledger for Indian GST: one entry per ITC event for a GSTIN and tax period, split into CGST, SGST, IGST and cess.
Item	61	An item is the master record for anything bought, sold, stocked or serviced - a product, part, charge, unit of work, service contract or discounted item - and every document line names one.
Item Alias	15	Another name or code for an item, for example a customer's own part number or a nickname a retailer uses, optionally narrowed to one SKU and one item lot type and optionally reserved for one customer account or one partner account.
Item Alternate	19	A one-way substitution from an item to another item that can replace it, set up on the original item's Related tab.
Item Cart	15	An older basket record that ties an item, SKU, lot type, account and quantity to an existing sales order.
Item Component	29	One entry in the contents of a package item: it names the component item (and optionally its SKU), the quantity per package, quantity limits and whether the component is mandatory, selected by default or optional.
Item Consumption Rate	15	One tier of an Item Consumption Schedule: a band of usage quantity and the price charged inside it.
Item Consumption Schedule	19	A tiered usage price book for an item.
Item Feature	19	A named option group of a package item, such as Colour or Accessories.
Item Group	15	A named set of items that other records name instead of listing every item: trade scheme conditions and benefits, discount group rules, tax group rules, incentive targets, cycle counts, selling-scope mappings, branch time slots, focus products and complaint faults.
Item Group Member	16	One item's membership of one item group, optionally narrowed to a SKU and an item lot type.
Item Group Rule	16	One condition on the Rules tab of an item group.
Item Inventory Attribute	28	The replenishment and counting policy for an item, optionally narrowed by SKU, lot type, branch and partner account, with a null scope column meaning 'applies to all'.
Item Lot	75	An item lot is one identifiable quantity of an item, such as a received batch, a serial-numbered unit or a consignment, held by one partner account at one branch and storage location, with its own dates, costs and quantity counters.
Item Lot Type	22	An item lot type is a commercial grade of one item, such as saleable, sample or promotional stock, that document lines and rules can tell apart without a second item.
Item Maintenance Schedule	28	A service-interval definition for an item, optionally per SKU: when the service falls due (in days, usage hours or a usage reading), the from/to duration and usage window it covers, its position in the sequence of services, and up to five reminder day-offsets.
Item Relation	17	One allowed pairing of a parent item with a related item.
Item Service Contract	35	A service contract definition: the reusable terms of a contract item you sell (validity in days, usage limits in hours and readings, grace allowances, enforcement switches, posting treatment and payer).
Item Service Contract Line	13	One component line of a service contract definition (Item Service Contract): an item the contract covers and the quantity it allows.
Item Unit Of Measure	15	An alternate unit for an item (optionally per SKU), carrying the conversion ratio that relates one of this unit to the item's base unit named in Item.quantityUnitOfMeasure.
Journal	26	A journal is a balanced set of debit and credit lines, and posting it is how a value movement reaches the general ledger.
Journal Line	23	One debit or credit leg of a journal, and the row that financial statements, the trial balance and the account ledger are ultimately built from.
Knowledge Article	10	A reusable support answer: a titled article (the record Name is the title) with a summary and body, classified by category and visibility, and moved through the statuses Draft, Published and Archived.
KPI Configuration	39	A measure an incentive plan can pay on.
KPI Data	27	The computed result of a KPI configuration for one incentive plan, period and member.
KPI Data Detail	18	One source record's contribution to one KPI Data row.
KPI Rule	15	One condition that limits which records a KPI configuration counts.
KYC Document	22	One identity, address, income or business document collected from a person or a firm, with a flag that says whether someone has checked it against the original.
Landed Cost	22	A landed cost voucher records the incidental costs of a purchase, such as freight, customs duty and other charges, together with item lines they are meant to be spread across.
Landed Cost Line	19	One received item on a landed cost voucher: its quantity and base value, plus the share of the voucher's freight, duty and other charges assigned to it and the resulting final unit cost.
Lead	49	A lead is an enquiry that has not been qualified yet: who the person or business is, how to reach them, where the enquiry came from and what they want.
Leave Entitlement	13	A declared leave allowance: a number of days for one leave type, granted to a single person (Resource) or to a whole Resource Group.
Leave Request	16	A person's request for time off across a date range, keyed on Resource and never on Employee.
Leave Type	11	A named category of leave, such as Casual Leave or Leave Without Pay, chosen on each leave request.
Loan / Advance	26	An employee salary advance, travel advance or loan that is paid out once and then recovered through payroll, one installment per payroll calculation.
Loan Recovery	17	The record of one installment that one payroll calculation took from one loan or advance.
Lower Deduction Certificate	22	A lower or nil deduction certificate held by a supplier or customer (Form 128 under the Income-tax Act 2025, or Form 13 under the earlier Act).
LWF Rule	17	A reference record of one state's Labour Welfare Fund contribution for a company: the flat employee and employer amounts, how often they are collected and the date they apply from.
Macro	7	A macro is a named list of ordered steps an agent runs against one open record in a single click: set fields, change status, add a note, create a task, draft or send an email, or call one of the entity's actions.
Macro Step	6	One ordered step inside a macro.
Milestone Config	7	An extra SLA promise on a policy, beyond first response and resolution.
Mobile Sync Failure	24	A report that the xMatix mobile app files when a change queued on a device fails for good: the server refused it, it conflicted with a newer server version, or temporary errors used up all five attempts.
Monthly TDS Projection	27	One employee's salary-TDS estimate for one payroll period.
Open Transaction	26	One outstanding receivable or payable amount in the subledger.
Opportunity	115	An opportunity is a qualified deal being worked: the customer, the items or services under negotiation with their prices, and the record quotes, sales orders and service orders are raised from.
Opportunity Line	84	One item or service on an opportunity: what is offered, how much, at what price, discount and tax, and how much of that quantity has already gone onto sales orders and service orders.
Order	113	A sales order records what a customer has agreed to buy: the customer account, the selling partner account and branch, the executive, addresses and pricing context, with one order line per item.
Order Line	122	One item or one charge on a sales order: what is sold, how much, at what price, discount and tax, and how far that quantity has got through fulfilment, allocation, picking, delivery and invoicing.
Partner Account Mapping	22	A dated rule that allows or blocks items or item groups for one sales executive, optionally narrowed to a selling company, selling company group, branch, customer or customer group.
Partner Resource	20	A dated posting of a Resource to a selling organisation - a partner account and/or a branch - for a date window, plus an optional reporting manager.
Party Period Balance	18	The stored total of posted journal lines for one customer or supplier under one control account (such as receivables or payables) in one fiscal period and business unit.
Payment	53	A single money movement: a customer receipt (Payment Type Payment Taken) or a payment you make, for example to a supplier (Payment Given).
Payment Adjustment	21	The legacy settlement link: one row nets a payment or credit document against an open document and carries the amount applied.
Payment Batch	17	A header for grouping one bulk bank run: an outgoing supplier payment run or an incoming customer deposit slip.
Payment Batch Line	16	One member document in a payment batch: the party and the amount that the line contributes to the batch.
Payment (Salary Disbursement)	16	An older salary-payout record linked to a payroll run.
Payroll Adjustment	19	A one-off earning or deduction for one employee in one payroll period, such as a bonus, penalty, arrears or a correction, kept outside the salary structure so it affects exactly one run.
Payroll Component	29	The reusable pay-component master: every earning, deduction, employer contribution and reimbursement a payroll company pays, defined once with its type, statutory nature, taxability and the two GL accounts posting uses.
Salary Payment Batch	20	The salary payment batch of one posted payroll run: one bank payment that settles every employee's Payroll Payable open item from that run in a single journal (debit Payroll Payable, credit the bank).
Payment Batch Line	18	One employee's line in a salary payment batch, created by Generate Payment on a posted payroll run for each employee whose net pay is above zero.
Payroll Period	20	One pay cycle of one company, usually a calendar month: the dates a payroll run calculates and posts against.
Payroll Run	23	One month's payroll for one company: the header record that drives the whole payroll cycle through its actions.
Run Component Line	23	One calculated amount for one employee in one payroll run, written by the run's Calculate action and listed on the Component Line tab of the employee's Payroll Run Detail.
Payroll Run Detail	32	One employee's row in a payroll run, the line of the payroll register.
Statutory Challan	22	One deposit paid to one statutory authority for one payroll period of one company: the PF, ESI, professional tax, LWF, gratuity or salary TDS that posted payroll runs credited to a payable account.
Payslip	28	One employee's payslip for one payroll run: the month's totals, days paid, year-to-date figures and a masked bank account, copied from the run's employee row when Generate Payslips is run on a calculated payroll run.
Performance KPI	49	A running total of what one party sold or bought in one incentive period or trade-scheme period.
Period Close	18	The audit record of one period-close checklist run against a fiscal period: how many tests ran, how many passed, how many mandatory tests failed, and the status the period was moved to.
Period Close Check	16	One test in a period-close checklist run, with its stable code, whether it was mandatory, whether it passed and a detail of what failed.
PF Rule	18	A reference record of one company's Provident Fund rates: the employee and employer contribution rates, the EDLI and administration charge rates, the PF wage ceiling and the date they apply from.
Place	12	A place is a record in the optional places master: a named geographic location such as a city, state or country, which can sit under a parent place to form a hierarchy.
Planogram	8	The expected shelf for a merchandising audit, kept in the Field Sales Setup app under Shelf Vision.
PM Task	24	A single scheduled preventive-maintenance visit for an Asset, delivered under a ContractLine (not under the Contract header).
Position	15	A field-sales territory seat that exists independently of whoever currently holds it.
Postal Code	16	One row of the organization's postal (PIN) code master: the code and the city, state, region and country it belongs to.
Posting Definition	24	The account-determination rule that decides which GL account a document's journal lines hit, and the successor to the legacy accounting rules.
Posting Error Log	21	The failed-posting queue: one open entry per source document and posting purpose whose general-ledger posting threw, so the failure is visible and retryable instead of being lost when the posting transaction rolls back.
Price List	20	A named set of dated item prices, held in its child Price List Rule rows, that fills Unit Price on sales lines and Unit Cost on purchase lines.
Price List Rule	18	One dated price for one item on one price list, added on the list's Rules tab.
Price Lot	18	A receipt-cost layer (quantity received, quantity sold and unit price per goods receipt line) that is defined in the metadata but not implemented.
Price Lot Line	13	The allocation line of a Price Lot: it would pair an invoice line with a price lot, a quantity and a cost price.
Product Catalogue	29	A store's catalogue filter settings.
Product Catalogue Image	15	A record that names an image for a catalogue entry: a link to a store category item and/or an item, an image URL, an image type and a display position.
Product Configurator Image Detail	13	A record meant to link a catalogue image to an item for a product configurator.
Appointment	41	The execution record of a product demo / test drive: process and outcome fields (demoStatus, demoRating, customerVoice, usage readings, cancellation reason) around a demo of an item (itemId) or demo asset (demoAssetId) for an account.
Professional Tax Slab	18	One band of a company's professional tax schedule: a monthly gross-pay range and the PT amount to deduct for it, with an optional different amount for February.
Project	18	A job or engagement that expense claims, claim lines and advances are tagged with.
Prospect Place	12	A place that is not yet a customer and that a field executive can onboard from the Nearby to onboard feed on a visit plan's agenda.
Published Statement	23	A published statement is a permanent, locked copy of a financial statement.
Purchase Order	86	A purchase order is the commitment to a supplier: the items, quantities and prices bought for a branch, and the document every later shipment, goods receipt and bill links back to line by line.
Purchase Order Line	98	One position on a purchase order: an item (or a free-text charge), the quantity ordered and the buy price, numbered from document numbering (shipped series PL).
Purchase Order Requisition	20	A link record meant to tie a requisition and one of its lines to the purchase order line that covers it, with the requested and ordered quantities.
Purchase Return	12	An inert placeholder for a purchase return header.
Purchase Return Line	10	An inert placeholder for the line of a purchase return.
Queue	5	A work queue for omni-channel routing.
Quote	94	A quote is the priced offer sent to a customer: the customer, the items or services offered with their prices and taxes, and the record a sales order or service order is created from once the customer agrees.
Quote Line	94	One item or service on a quote: what is offered, how much, and at what price, discount and tax.
Reconciliation Match	16	A confirmed pairing of one bank statement line with one posted ledger journal line on the bank's GL account; the set of these rows is what drives the reconciliation summary's matched totals and its unmatched residual.
Reconciliation Matching Rule	16	One test in the cascade the Bank Reconciliation workspace runs when an unmatched bank statement line is opened.
Recurring Depreciation	27	A depreciation schedule for one asset or pool that posts one period's charge to the ledger per run: a fixed straight-line Period Amount, or Rate Per Period times Current WDV for written down value, never going below Residual Value.
Recurring Journal	19	A template that posts the same journal on a schedule, for example monthly rent or a standing provision.
Recurring Journal Line	17	One fixed debit or credit line of a recurring journal template.
Requisition	40	A requisition is an internal request for items raised before a supplier is committed.
Requisition Line	55	One requested item on a requisition, numbered from document numbering (shipped series RL).
Resource	47	A resource is the record for one person who does work in xMatix - a sales executive, service advisor, technician, driver, manager or back-office employee - and the record that documents, visits, timesheets, payslips, expense claims, leave and loans point to when they name a person.
Resource Assignment Rule	15	One condition of a partner resource's automatic-assignment setup.
Resource Availability	25	One attendance day for one Resource, the record that mobile attendance punches are grouped into.
Resource Availability Check In	15	A check-in and check-out session inside one Resource Availability (attendance day) record.
Resource Availability Data	15	One attendance punch: a single check-in or check-out by a resource.
Resource Business Hour	13	An older link record meant to give a resource a dated set of working hours.
Resource Compensation	17	A person's pay assignment: which salary structure they are paid from, their monthly CTC and the date it starts.
Resource Group	18	A named list of people (Resources).
Resource Group Member	12	One person (Resource) in one resource group.
Resource Leave	13	An older record meant to hold a person's leave balance for one leave type.
Resource Presence	6	The durable presence and capacity configuration for one Resource in Omni-Channel routing - one row per resource, upserted by the routing service.
Resource Skill	17	One person's competency: a Resource holds a Skill from the catalogue at a proficiency level, optionally between a start and an end date.
Resource Work	10	One Omni-Channel routing work item: a unit of work pushed to a Resource, polymorphic via workEntityName/workRecordId so any entity - cases, chats, calls, leads - can be routed, not just cases.
Revenue Recognition Schedule	24	A deferred-revenue release plan for one billed amount.
Revenue Recognition Schedule Line	19	One period's release on a revenue recognition schedule.
Route Sequence	15	One stored stop order (a run) for a visit route.
Route Sequence Entry	4	One stop's position in a stored route order (route sequence run).
Salary Component	28	One line of a salary structure: which payroll component is paid and how its amount is worked out.
Salary Structure	15	A named pay template: an ordered set of salary component lines that turns a person's CTC into earnings, deductions, employer contributions and reimbursements.
Salary Tax Slab	18	One band of the progressive income-tax slab schedule used for salary TDS: an income range and the marginal rate charged on the part of taxable income that falls inside it, for a regime and financial year.
Scheme	42	A scheme is a trade or promotional offer, such as buy 10 get 1 free or 5% off orders over a threshold.
Scheme Account Budget	16	A spend cap on a trade scheme, added on the scheme's Scheme Budget tab.
Scheme Account Budget Utilisation	15	A record of how much one sale invoice line drew from one scheme budget row.
Scheme Benefit	41	One reward under a trade scheme slab.
Scheme Condition	38	One qualifying test under a Scheme Slab (schemeLineId): conditionType picks what is measured on the document or period (Quantity, Value, Value With Tax, Item Quantity/Value/Value With Tax against itemId, Item Group Quantity/Value/Value With Tax against itemGroupId, or Unique Item Count), conditionOperator compares it (Equal, Does Not Equal, Greater Than, Greater Than Or Equal, Less Than, Less Than Or Equal) with conditionQuantity or conditionValue as the threshold.
Scheme Consumption	17	A summary table for trade scheme consumption by account, partner, branch, item or item group.
Scheme Ledger	44	The record of one applied trade scheme on one document line.
Scheme Slab	20	One slab (tier) of a trade scheme: a set of Scheme Conditions that must be met and the Scheme Benefits granted when they are.
Scheme Period	13	One interval of a Per Period trade scheme, added on the scheme's Period tab.
Service Bay	13	A physical workshop position — a bay, wash bay, van, bin or pallet, typed by ServiceBayType and optionally tied to a Branch.
Service Order	125	A service order is the workshop job card: one document per job taken in against a customer and, usually, an asset, with a line for every part and every unit of labour.
Service Order Line	143	One part or labour line on a service order: the item, quantity, price, who pays (posting type and service contracts) and how far the line has got through time sheets, fulfilment, allocation, delivery, invoicing and claiming.
Service Order Time Sheet	24	The labour record of a service order.
Service Order Time Sheet Line	21	One technician-against-one-work-line row on a time sheet.
Service Recommendation	40	Advised work for an asset: an item and quantity that a checklist answer (through a service recommendation rule), a posted complaint line (through the complaint item catalogue), an advisor or AI Mechanic recommends.
Service Recommendation Rule	16	The condition that turns a checklist reading into a Service Recommendation.
Service Type	9	A plain list of job categories, each with a name and a label.
Settlement Allocation	23	One settlement of one OpenTransaction by one settling document, and the successor of PaymentAdjustment.
Shelf Audit Result	15	One shelf-vision evaluation run over a merchandising activity's photos - the child result entity of VisitTaskActivity, one row per run so re-analysis history is kept.
Shelf Product	5	One pack that the Shelf Vision recognition model can detect, identified by its detection label and kept in the Field Sales Setup app under Shelf Vision.
Shelf Product Cluster	3	A group of shelf products, such as your own juice packs or a set of competitor colas, kept in the Field Sales Setup app under Shelf Vision.
Shipment	33	An inbound shipment: goods that have left the sender but have not yet reached the receiving branch.
Shipment Asset Line	43	A per-unit identity record for serialised or asset-tracked goods, such as vehicles or machines, that arrive on an inbound shipment.
Shipment Line	32	One item line of an inbound shipment, carrying the quantity on its way for one item.
Side Conversation	4	A private sub-thread kept on a case (or another record) for a focused exchange, for example with a vendor, whose messages are Side Conversation Message rows.
Side Conversation Message	8	One message inside a side conversation, the private sub-thread kept on a case.
Skill	3	A named competency in the shared skill catalogue, such as a language, a product line or a certified repair.
SKU	17	A SKU is one variant of an item, such as a colour or finish, that is sold, bought and stocked separately under its own code.
SLA	15	A service-level agreement catalog entry pairing a priority/severity classification with target response and resolution times.
SLA Policy	11	A service-level promise for support cases: which cases it covers and how many working minutes the desk has to respond and to resolve.
Storage Location	35	A physical or logical place inside one branch where stock is held: a warehouse, store, rack, bay or, with Mobile on, a van.
Store	13	A store: the merchandised range a partner sells from.
Store Category	14	A store category: one node of a store's browse tree.
Store Category Item	33	A catalogue entry: places one item in one category of a store so that the item appears in that store's Product Catalogue, joins the mobile selling scope for partners who resolve to the store, and is published to the store's storefront.
Store Dealer	15	Shown on screen as Partner Store (the record was renamed from Store Dealer).
Store Item Image	16	One clickable region on a catalogue entry's assembly picture, linking an area of the picture to one of the entry's sub-parts.
Subscription	40	A customer's subscription to one item: who it is for (account, partner company, branch, asset), what it covers (item, item component, quantity, unit price) and its billing schedule (billing frequency, charge type, start, end, next and last billing dates).
Subscription Setting	11	A generic key and value settings record from an earlier configuration approach.
Subscription Usage	16	A raw usage entry: a quantity of an item, and optionally one of its features, consumed by an account or asset.
Subscription Usage Summary	21	A billing-window rollup of usage under a Subscription (summaryStartDate to summaryEndDate) tracking billedQuantity against unbilledQuantity, with override fields (overrideQuantity, overrideAmount, overrideSummaryEndDate) to adjust what gets charged.
Task	9	A placeholder entity that is defined in the metadata but not implemented.
Tax	16	One tax component of a tax group, such as CGST 9%, added on the group's Taxes tab; taxes have no menu entry of their own.
Tax Declaration	15	One employee's deduction claims for one April-to-March financial year, entered and verified by the payroll team.
Tax Declaration Line	16	One deduction claim on a Tax Declaration, identified by its Section Code, with the amount the employee declared and the amount accepted after checking proof.
Tax Deduction Section	25	One declarable income-tax deduction section (Chapter VI-A, such as 80C, 80D or 80CCD(1B)) and the rules salary TDS applies to claims made under it: its own ceiling, which regime allows it, whether the employer may allow it against salary TDS, and membership of a shared ceiling such as 80CCE.
Tax Group	19	A named set of tax components (its Taxes, such as CGST 9% and SGST 9%) that is applied together to a document line, plus the Tax Group Rules that decide which lines get it.
Tax Group Rule	20	One rule that hands its tax group to matching document lines, added on the tax group's Taxes tab and numbered in the TGI series.
Tax Regime Rule	25	The income-tax parameters of one regime for one financial year that are not slab bands: standard deduction, the rebate ceiling and maximum with its marginal relief, the highest surcharge rate, cess and the rounding unit.
Tax Surcharge Slab	17	One band of the income-tax surcharge for a regime and financial year.
Tax Transaction	36	The raw GST ledger: one row per tax component (CGST, SGST, IGST or Cess) of one document line, captured when a tax-bearing document (invoice, bill, credit/debit note) is saved - the line-level analytics the general ledger deliberately does not store, since it posts summarized.
TDS Certificate	25	One row of the withholding-tax certificate register: the certificate a company owes a deductee or collectee for a filed quarterly TDS or TCS return.
TDS Challan	36	One deposit challan for vendor TDS or customer TCS: the payment that hands one month's withheld tax of one company to the government.
TDS Challan Allocation	13	The link between one TDS or TCS deduction in the withholding register and the deposit challan that pays it, with the tax amount that challan carries for it.
TDS Return	29	One quarterly withholding statement for one company: Form 140 (resident non-salary TDS), Form 143 (TCS) or Form 138 (salary TDS) for a financial-year quarter; Form 144 can be stored but not computed.
TDS Return Challan	22	One challan row of a quarterly TDS or TCS return: the return's copy of one paid deposit challan, with its bank challan identification details (BSR code, tender date, challan serial), payment code and amounts, plus how much of the deposit this return's deductee rows use.
TDS Return Deductee Line	27	One deductee row of a quarterly TDS or TCS return: the return's copy of one deduction or collection, with the party's PAN, name and type, the section and payment code, the amounts, the rate, any remarks code and the challan row that paid it.
TDS Return Salary Detail	33	The annual salary detail (Annexure II) row of a Q4 salary TDS return: one employee's full-year salary and income-tax computation.
TDS Section	26	One rate row of the withholding-tax (TDS and TCS) master.
TDS Transaction	35	One row of the withholding register: a TDS deduction or TCS collection written by posting a bill, invoice, payment, receipt application, credit note or debit note that carries a TDS section (or a withheld tax amount on a receipt).
Terms	18	A terms-and-conditions text block for contract documents.
Transcript	15	The written text of one conversation, on any channel, linked by identifier to the record it transcribes (for example a call or a practice attempt).
Transfer	36	A stock transfer between branches, and optionally between companies, in your organisation.
Transfer Inward Line	40	The receiving line of an Inward transfer, normally generated by releasing an outward line rather than entered: TransferOutwardLineId points back at the dispatch line and Quantity equals exactly the batch that was released.
Transfer Line	36	The item line of a Single Step transfer.
Transfer Outward Line	41	The item line of an Outward transfer: one item the source branch plans to send to the destination.
User Account	9	A User Account is one person, or one built-in system identity, in the organization: it holds the sign-in username, e-mail, phone, first, last and display names, the audience (Internal for employees, External for portal and partner users), the active flag, the person's language, locale and time zone, and an optional delegated approver.
Visit	59	One stop on a field executive's day: a call on one outlet, usually inside a visit plan.
Visit Plan	39	One executive's field day: a dated plan holding one visit per outlet, assigned to the resource who will walk it.
Visit Route	36	A beat: a named, reusable field journey owned by one executive (Resource) or by a seat (Position), whose outlets are its Visit Route Stops and whose weekly schedule decides when visit plans are generated.
Visit Route Group	15	A named container for a set of beats (Visit Routes), for example one city, territory or distributor area, and the host of territory planning.
Visit Route Stop	31	One outlet's place on a beat (visit route): the customer account visited, its position in the authored order, an optional time window, its coordinates and a check-in tolerance.
Visit Task	24	The visit's record of one task, created when a representative first works an activity under a task card.
Visit Task Activity	51	The record of one activity actually worked on a visit, such as a taken order, a filled checklist or a captured signature.
Visit Task Template	17	The named bundle of visit work, for example Standard outlet visit.
Visit Task Template Activity	30	One activity inside a visit task template entry: a typed capture, such as Take Order, a checklist or a signature, that shows as one activity row inside the entry's task card on every visit carrying the template.
Visit Task Template Entry	21	One task inside a visit task template: a named group of activities that shows as one task card on every visit carrying the template.

Entity reference — all entities

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