The Data Model
Resource Book
Revised Edition
Volume 1
A Library of Universal Data Models
for All Enterprises
Len Silverston
Wiley Computer Publishing
John Wiley & Sons, Inc.
NEW YORK • CH1CHESTER • WEINHEIM • BRISBANE • SINGAPORE • TORONTO
Contents
Foreword
Acknowledgments
About the Author
Chapter 1 Introduction
Why Is There a Need for This Book?
Who Can Benefit from Reading This Book?
The Need for Universal Data Models
A Holistic Approach to Systems Development
What Is the Intent of This Book and These Models?
What Is New in the Second Edition of the Data Model
Resource Book?
Conventions and Standards Used in This Book
Entities
Subtypes and Supertypes
Non-Mutually Exclusive Sets of Subtypes
Attributes
Relationships
Relationship Optionality
Relationship Cardinality
Foreign Key Relationships
Foreign Key Inheritance
Intersection or Association Entities to Handle Many-to-Many
Relationships
Exclusive Arcs
Recursive Relationships
Physical Models
Conventions Used for Illustration Tables
Conventions Used to Reference Figures
The Companion CD-ROM
Chapter 2 People and Organizations
Organization
Person
Person—Alternate Model
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Contents
Party 29
Party Roles 33
Organization Roles 35
Common Party Role Subtypes 36
Should Roles Be Defined at the Time of the Transaction? 36
Party Role Example 37
Role Types throughout This Book 37
Party Relationship 39
Party Relationship Examples 44
Party Relationship Information 46
Status Types 47
Party Contact Information 47
Postal Address Information 49
Geographic Boundaries 51
Party Contact Mechanism—Telecommunications Numbers
and Electronic Addresses 53
Party Contact Mechanism (Expanded) 54
Contact Mechanism Purpose 56
Facility versus Contact Mechanism 58
Party Communication Event 58
Communication Event Follow-Up 63
Summary 67
Chapter 3 Products 69
Product Definition 70
Product Category 71
Product Identification Codes 75
Product Features 76
Product Feature Interaction 78
Product Feature Subtypes 78
Product Feature Examples 79
Unit of Measure 80
Suppliers and Manufacturers of Products 81
Inventory Item Storage 84
Product Pricing 87
Pricing Subtypes 87
Price Component Attributes and Relationship to Product
or Product Feature 89
Pricing Factors 89
International Pricing 91
Example of Product Pricing . 91
Product Costing 93
Product to Product Associations 96
Products and Parts 100
Summary 104
Chapter 4 Ordering Products
Standard Order Model
Order and Order Items
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Order Parties and Contact Mechanisms
Sales Order Parties and Contact Mechanisms
Party Placing Order and Related Contact Mechanism
Party Taking Order and Related Contact Mechanism
Ship-to Party and Contact Mechanism
Bill-to Party and Contact Mechanism
Person Roles for Orders
Purchase Order Parties and Contact Mechanisms
Generic Order Roles and Contact Mechanisms
Order Adjustments
Order Status and Terms
Order Status
Order Terms
Order Item Association
Optional Order Models
Requirements
Requirement Roles
Requirement Status
Product Requirements
Order Requirement Commitments
Requirement Example
Requests
Request
Request Items
Quote Definition
Quote Roles
Quote
Quote Items
Quote Terms
Agreement Definition
Agreement Item
Agreement Terms
Agreement Pricing
Agreement to Order
Summary
Chapter 5 Shipments
Shipments
Shipment Types
Shipments Parties and Contact Mechanisms
Shipping Detail
Shipment Status
Shipment-to-Order Relationship
Shipment Receipts
Item Issuance for Outgoing Shipments
Shipment Documents
Shipment Routing
Shipment Vehicle
Summary
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Chapter 6 Work Effort
Work Requirement and Work Efforts
Work Requirement Definition
Requirement Types
Anticipated Demand
Work Requirement Compared to Order
Work Requirement Roles
Work Effort Generation
Work Effort Type and Work Effort Purpose Type
Work Effort Attributes
Fulfillment of Work Requirements
Work Effort and Facility
Work Effort Generation—Alternate Model
Work Effort Associations
Work Effort Association Definition
Work Effort Dependency
Work Efforts and Work Tasks
Work Effort Party Assignment
Work Effort Party Assignment
Party Skill and Skill Type
Work Effort Status
Work Effort Party Assignment
Work Effort Role Type
Work Effort Assignment Facility
Work Effort Time Tracking
Work Effort Rates
Work Effort Assignment Rate
Inventory Assignments
Fixed Asset Assignments
Fixed Asset
Fixed Asset Type
Fixed Asset Assignment and Status
Party Fixed Asset Assignments
Work Effort Type Standards
Work Effort Skill Standards
Work Effort Good Standards
Work Effort Fixed Asset Standard
Work Effort Results
Summary
Chapter 7 Invoicing
Invoices and Invoice Items
Invoice Roles
Billing Account
Invoice Specific Roles
Invoice Terms and Status
Invoice Status
Invoice Terms
-Invoice and Associated Transactions
Billing for Shipment Items
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