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Manufacturing Cloud Data Model
The Manufacturing Cloud data model includes objects and fields that you can use to store information about your commercial, service, partner engagement, and inventory operations. The data model is built with industry-wide best practices, and you can adapt and extend the data model to meet your company’s unique needs.
Required Editions
| Available in: Enterprise, Unlimited, and Developer Editions |
Advanced Account Forecasting | Account Manager Targets | Fleets of Assets | Inventory Information | Partner Visit Management | Product and Asset Information | Program Based Business | Sales Agreements | Warranty Claims | Warranty Supplier Recovery | Warranty Terms and Service Standards
Advanced Account Forecasting
Use these objects to store information about complex, comprehensive forecasts for your entire book of business.
- Advanced Account Forecast Set
- Stores information about a set of configurations to generate advanced account forecasts.
- Advanced Account Forecast Set Use
- Stores information about a record that provides the context to generate forecasts. Advanced Account Forecast Set Use is a junction between an advanced account forecast set and another object whose record provides the context to generate forecasts.
- Advanced Account Forecast Set Partner
- Stores information about an account associated with an advanced account forecast set. Advanced Account Forecast Set Partner is a junction between an advanced account forecast set and an account.
- Advanced Account Forecast Fact
- Stores information about the advanced account forecasts that are generated.
- Advanced Account Forecast Fact Adjustment
- Stores information about adjustments made to advanced account forecast fact records.
- Advanced Account Forecast Period
- Stores information about the periods for which advanced account forecasts are generated.
- Advanced Account Forecast Period Group
- Stores information about a group of advanced account forecast periods. Advanced Account Forecast Period Group is the parent object of all the related advanced account forecast period records.
- Advanced Account Forecast Measure Definition
- Stores information about a measure in a forecast set. It stores information such as measure type, how the measure is aggregated, and the method to calculate the measure values.
- Advanced Account Forecast Adjustment Period
- Stores the details of the adjustment period of the advanced account forecast values.
- Advanced Account Forecast Formula
- Stores the details of the formula that is used to calculate advanced account forecasts.
- Advanced Account Forecast Dimension
- Stores information about the dimensions that categorize the forecast data for an advanced account forecast set.
- Advanced Account Forecast Dimension Source
- Stores information about the source of a dimension that is used to generate forecast data.
- Advanced Account Forecast Display Group
- Stores information about a group of measures or dimensions for an advanced account forecast set.
- Advanced Account Forecast Display Group Item
- Stores information about an item in an advanced account forecast display group for an advanced account forecast set.
Account Manager Targets
Use these objects to create organizational targets, allocate them to team members, and distribute targets by products and accounts.
- Account Manager Target
- Stores information about a target created by an account manager. This object stores the fiscal year, measure, target value, start date, end date, and assignment information of an account manager target.
- Account Manager Target Distribution
- Stores information about the account, product, and price book related to an account manager target. This object is a child object of the Account Manager Target object.
- Account Manager Periodic Target Distribution
- Stores information about the target value of each period of an account manager target. This object is related to either an account manager target and an account manager target distribution.
Fleets of Assets
Use these objects to track your asset fleet operations.
- Fleet
- Stores information about a group of assets used in fleet operations.
- Fleet Asset
- Stores information about the relationship between an asset and the fleet to which it belongs.
- Fleet Participant
- Stores information about the relationship between a fleet and a participant, such as an account, a contact, or a user.
Inventory Information
Use these objects to track your inventory stock at different locations, inventory movement and transfers, and how products are used to complete work orders.
Note To learn about the objects that you can use to store information
about inventory, see Field Service Inventory Management Data
Model.
- Product Item
- Stores information about the stock of a product at a particular location. A product item is associated with an inventory location, such as a warehouse or a distribution lot, and a product.
- Product Item Transaction
- Stores information about an action taken on a product item. Product item transactions are auto-generated records that help you track when a product item is consumed, replenished, adjusted, or transferred.
- Product Request
- Stores information about an order or a request for a part or parts.
- Product Request Line Item
- Stores information about each product that’s a part of a product request. Product request line items are components of product requests.
- Product Transfer
- Stores information about the transfer or the movement of inventory between two inventory locations.
- Product Transfer State
- Stores information about an action taken to associate a serialized product to a product transfer and indicates the action done to the serialized product. The new state is a result of the action. The product transfer state is created when serialized products are attached to the product transfer.
- Shipment
- Stores information about the transport or shipment of inventory between two inventory locations.
- Shipment Line Item
- Stores information about a product that is included in a shipment.
- Product Required
- Stores information about a product that you need to complete a work order or work order line item.
- Product Consumed
- Stores information about a product that is used to complete a work order or work order line item.
- Product Consumed State
- Stores information about the new state of the product after it’s consumed.
- Return Order
- Stores information about the return, recall, or repair of products.
- Return Order Line Item
- Stores information about a product that is returned or repaired as part of a return order.
- Return Order Item Adjustment
- Stores information about a price adjustment on a return order line item.
- Serialized Product
- Stores information about the serial number for a product in an inventory.
- Serialized Product Transaction
- Stores information about a transaction that is performed on a serialized product.
Partner Visit Management
Use these objects to plan and execute the visits to distributors and partners.
- Action Plan Template
- Stores information about a set of frequently performed generic visit tasks and associated assessment indicator definitions. You can use each action plan template to create multiple action plans.
- Action Plan
- Stores information about the list of tasks related to a specific visit, and about mandatory tasks. Each action plan is related to a visit and an action plan template.
- Visit
- Stores information about visit data, such as the account, location, time, priority, and visitor. Each visit is related to one or more action plans and one or more generic visit tasks.
- Generic Visit Task
- Stores information about a task a field rep performs during a visit, such as status, time, and sequence of the task.
- Generic Visit Task Context
- Stores information about common attributes that you can use for different types of contexts for the tasks that you perform during the visit. Generic Visit Task and Generic Visit Task Context have a many-to-many relationship.
- Generic Visit Task Context Relation
- Stores information that connects a specific task with a specific task context. Generic Visit Task Context Relation is a junction object between Generic Visit Task and Generic Visit Task Context.
- Assessment Indicator Definition
- Stores information about the parameters or metrics for each task. Multiple assessment indicator definitions are related to a generic visit task context and a generic visit key performance indicator.
- Generic Visit Key Performance Indicator
- Stores information about the target and actual values for the assessment indicator definitions that are related to a visit. Generic Visit Key Performance Indicator and Generic Visit Task Context have a many-to-many relationship.
- Visitor
- Stores information about a field rep performing a visit.
- Visited Party
- Stores information about point of contact for a visit.
Product and Asset Information
Use these objects to define your products, organize your product portfolio, and manage your assets.
Note Use the product design and portfolio data model in the Product Catalog Management
features for Manufacturing Cloud. Organize products in sophisticated hierarchies, maintain
an exhaustive product taxonomy, and design products with attributes. See Manage Your Product Portfolio in Manufacturing
Cloud.
- Product
- Stores information about a stock-keeping unit in the product portfolio, such as a product model or a part type. A product has a commercial value and can be sold to a customer. Use manufacturing-specific fields on the Product object to define products and components in your product portfolio. See Products in Manufacturing Cloud.
- Catalog
- Stores information about a catalog that represents a collection of similar products.
- Category
- Stores information about a category that organizes products in a catalog into logical groups and subgroups.
- Price Book
- Stores information about a price book that contains the list of products that a company sells, along with the products’ prices.
- Price Book Entry
- Stores information about a product entry in a price book with the product’s price.
- Business Brand
- Stores information about a business brand under which a manufacturer sells its products. A business brand differentiates products by product usage or market segment.
- Product Related Material
- Stores information about the component of a product. Use product-related material to map components procured from different suppliers to a finished product. You can also use the object to maintain a bill of materials to track the list of components required to create a product.
- Asset
- Stores information about a physical item of commercial value that is manufactured, delivered, sold, or installed. An asset is an instance of a product. An asset can have multiple related child assets.
- Asset Milestone
- Stores information about key events or moments in an asset’s lifecycle, such as the milestone type, milestone location, milestone date, and stage. Each asset can have multiple related asset milestones.
- Asset Account Participant
- Stores information about an account related to an asset. Each asset can have multiple related stakeholder accounts, each with a different role.
- Asset Contact Participant
- Stores information about a contact related to an asset. Each asset can have multiple related stakeholder contacts, each with a different role.
Program Based Business
Use these objects to manage your program-based business, derive forecasts from your customers’ forecasts, define relationships between customer products and manufacturing supplier products, and manage opportunities related to a program.
- Manufacturing Program
- Stores information about a set of related measures that provides a long-term view of various business opportunities for the products that the suppliers manufacture. A manufacturing program includes the manufacturing program, program variant, and program component forecasts.
- Manufacturing Program Forecast Fact
- Stores information about the program-level forecasts of a manufacturing program.
- Manufacturing Program Variant Forecast Fact
- Stores information about the variant-level forecasts of a manufacturing program.
- Manufacturing Program Component Forecast Fact
- Stores information about the component-level forecasts of a manufacturing program.
- Manufacturing Program Template
- Stores information about a template of a manufacturing program.
- Manufacturing Program Template Item
- Stores information about a section in the structure of a program template. This object stores the details of the transformation type, display order, and forecast set associated with the template item.
- Product Related Material
- Stores information about the components of a product.
Sales Agreements
Use objects to manage sales agreements, and manage orders and contracts to derive sales agreement actuals.
- Sales Agreement
- Stores information about a long-term agreement between a buyer and a seller to negotiate the price and volume of products.
- Sales Agreement Product
- Stores the quantity, revenue, and pricing information of a product or category in a sales agreement across the duration of the sales agreement.
- Sales Agreement Product Schedule
- Stores the quantity, revenue, and pricing information of a product or category in a sales agreement for a particular schedule of the sales agreement.
- Order
- Stores information about a customer’s order for a product or a service.
- Order Product
- Stores information about the quantity and pricing information of a product in an order.
- Contract
- Stores information about a contract that establishes the business terms between a manufacturer and their customer.
Warranty Claims
Use these objects to capture detailed warranty claims.
- Claim
- Stores information about a claim to request a manufacturer to compensate a partner for the repair work performed on a defective asset. Claim can store information such as its status, type, reason, and account.
- Claim Item
- Stores information about a defective asset related to a claim. Claim item can store information such as asset usage, fault date, and repair date.
- Claim Coverage
- Stores information about a causal part in a defective asset. Claim coverage can store information such as its fault code and coverage type.
- Claim Coverage Payment Detail
- Stores information about the labor services, part replacements, or expenses that are incurred to rectify a causal part.
- Claim Participant
- Stores information about the stakeholders that are related to a claim.
Warranty Supplier Recovery
Use these objects to manage warranty supplier recovery contracts and claims.
- Supplier
- Stores information about the suppliers that manufacturers procure product parts and components from.
- Supplier Product
- Stores information about the product parts and components that manufacturers procure from suppliers.
- Contract
- Stores information about the supplier recovery contracts between manufacturers and their suppliers to reimburse manufacturers for the expenses incurred for replacing or repairing faulty product parts.
- Sales Contract Line
- Stores information about product parts and components that are covered under supplier recovery contracts with details such as total price, unit price, product code, and status.
Warranty Terms and Service Standards
Use these objects to administer the warranty entitlements and eligibility for different products and assets and the service standards used in warranty processes.
- Warranty Term
- Stores information about warranty terms with the labor, parts, expenses, and exchange options that you offer to rectify issues with products.
- Product Warranty Term
- Stores information about warranty terms that are related to a product or a product family.
- Asset Warranty Term
- Stores information about warranty terms that are related to an asset. You can specify extensions or exclusions for the assigned warranty term.
- Warranty Term Coverage
- Stores information about extensions or restrictions for a warranty term based on a code set or a product part.
- Code Set
- Stores information about a unique code in the context of its system and version of the system. Code sets store standard definitions of a situation or an activity.
- Product Fault Code
- Stores information about the relationship between a product or product family and the fault code.
- Product Labor Code
- Stores information about the relationship between the labor code that's applicable to a product or product family and the required standard operation time.
- Codeset Relationship
- Stores information about the relationship between a code set and its related code set. For example, a labor code associated with a fault code.
See Also
- How Product Information is Represented in Manufacturing Cloud
- How Warranty Terms and Service Standards Information Is Represented in Manufacturing Cloud
- How Warranty Claim Information Is Represented in Manufacturing Cloud
- How Inventory Information is Represented in Manufacturing Cloud
- Product Service Campaign Data Model
- Inventory Search and Transfer Data Model
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