Table and field reference in Ventoo Case Management

This reference describes the core business tables with their most important fields. FlowField marks calculated fields (sums, counters, lookups); they are always read-only. Purely technical buffer, matrix, and management tables are not documented.

Case (CaseVTO, ID 70679923)

The central work unit.

Field	Type	Description
No.	Code[20]	Case number (PK, from number series).
Description	Text[100]	Description.
Engagement No.	Code[20]	Assigned engagement (optional).
Scope No.	Code[20]	Assigned scope.
Primary Customer No.	Code[20]	Primary customer (derived, read-only).
Process No. / Current Process Step	Code[20] / Integer	Process and current step.
Cancelled	Boolean	Cancelled.
Billing Profile Code	Code[20]	Case billing profile.
Contract Amount / Installment Count	Decimal / Integer	Contract amount and installment count (fixed price/milestone).
Retainer Amount	Decimal	Flat amount (retainer).
Next Billing Date / Last Invoice Date	Date	Next and last billing date.
Dimension Set ID	Integer	Dimensions.
Team Code	Code[20]	Assigned team.
Total Amount	Decimal, FlowField	Total amount (incl. cost; = margin).
Total Sales / Purchase / Cost Amount	Decimal, FlowField	Totals per source.
Remaining Amount / Unbilled Amount	Decimal	Remaining and unbilled amount.
Resolved Billing Type / Case Billing Readiness	Enum	Resolved billing type and billing readiness.
No. of Activities / Open Tasks	Integer, FlowField	Counters.
Service Providers / Customers / Contacts Text	Text[500]	Party summaries.
Visibility Id	Integer	Internal key for visibility filtering.

Engagement (EngagementVTO, ID 70679922)

Grouping of cases.

Field	Type	Description
No.	Code[20]	Engagement number (PK).
Description	Text[100]	Description.
Scope No.	Code[20]	Assigned scope.
Primary Customer No.	Code[20]	Primary customer (derived).
Cancelled	Boolean	Cancelled.
Start Date / End Date	Date	Duration.
Process No. / Current Process Step	Code[20] / Integer	Process and step.
Billing Profile Code / Retainer Amount	Code[20] / Decimal	Billing settings.
No. of Cases	Integer, FlowField	Number of cases.
Total Amount / Sales / Purchase	Decimal, FlowField	Totals.

Scope (ScopeVTO, ID 70679920)

Customer-specific offering.

Field	Type	Description
No.	Code[20]	Number (PK).
Description	Text[100]	Description.
Scope Schema No.	Code[20]	Underlying scope schema.
Primary Customer No.	Code[20]	Primary customer (derived).
Active	Boolean	Available for new use.
Process No. / Current Process Step	Code[20] / Integer	Process and step.
Billing Profile Code	Code[20]	Billing profile.
No. of Engagements / Cases	Integer, FlowField	Counters.
Total Amount / Sales / Purchase	Decimal, FlowField	Totals.

Scope Schema (ScopeSchemaVTO, ID 70679918)

Reusable template.

Field	Type	Description
No.	Code[20]	Number (PK).
Description	Text[100]	Template name.
Process No.	Code[20]	Default process.
Active	Boolean	Available for new scopes.

Schema / scope items (ScopeSchemaItemVTO 70679919 / ScopeItemVTO 70679921)

Field	Type	Description
Scope (Schema) No. / Line No.	Code[20] / Integer	Assignment + line (PK).
Item No. / Item Description	Code[20] / Text[100]	BC item.
Quantity	Decimal	Quantity.
Unit Price	Decimal	Price override (ScopeItem only; 0 = BC price finding).
Duration (Hours)	Decimal	Default duration.
Auto Create Activity	Boolean	Creates an activity automatically.
Sort Order	Integer	Order.

Activity (ActivityVTO, ID 70679925)

Time entry / service.

Field	Type	Description
Id	Integer	PK (auto-increment).
Case No.	Code[20]	Case.
Item No.	Code[20]	Service type (item).
Party Id / Party Display Name	Integer / Text	Performing party.
Description / Billing Description	Text[100]	Description / invoice text.
Planned / Actual / Billed (Date, Start/End Time, Duration)	Date/Time/Decimal	The three time tiers.
Unit Price / Line Amount	Decimal	Price and line amount.
Status	Enum ActivityStatus	Draft/Submitted/Approved/Invoiced/Cancelled.
Invoice Type	Enum InvoiceType	Sales/Purchase/Sales & Purchase.
Billing Waived	Boolean	Billing waiver.
Document No.	Code[20]	Document number after invoicing.
Approved At / Approved By	DateTime / Code[50]	Approval.
Billing Readiness	Enum	Billing readiness (calculated).
Dimension Set ID	Integer	Dimensions.

Party (PartyVTO, ID 70679917)

Field	Type	Description
Id	Integer	PK (auto-increment).
Related Type	Enum PartyRelatedType	Customer/Contact/Employee/Vendor/Resource.
Related Id / Related No.	Guid / Code[20]	Reference to the BC master record.
Display Name / First / Last Name	Text	Cached names.
Email / Phone No.	Text	Contact data.
Shortcut	Text[10]	Short code.
Blocked	Boolean	Blocked.

Relationship (RelationshipVTO, ID 70679926)

Field	Type	Description
Id	Integer	PK (auto-increment).
Party Id / Party Type / Party Display Name	Integer / Enum / Text	Party.
Engagement No. / Case No. / Scope No.	Code[20]	Context.
Role Id / Role Code / Role Description	Integer / Code / Text	Role.
Billable	Boolean	Billable.
Bill-to Customer No. / Name	Code[20] / Text	Billing recipient.
Billing Percentage	Decimal	Billing share.

Role (RoleVTO, ID 70679911)

Field	Type	Description
Id	Integer	PK (auto-increment).
Code / Description	Code[20] / Text	Code and name.
Grants Case Visibility	Boolean	Grants case visibility.
Shortcut	Text[10]	Short code.
Hide on Planning Lists	Boolean	Hide in planning lists.
Submission Required / Auto Submit / Auto Approve	Boolean	Approval behavior.
Approved By Role	Code[20], FlowField	Approving role.

Task (TaskVTO, ID 70679927)

Field	Type	Description
Id	Integer	PK (auto-increment).
Related Type / Related No.	Enum / Code[20]	Reference object.
Description	Text[100]	Description.
Assigned To Party Id / Name	Integer / Text	Assignment.
Due Date	Date	Due date.
Priority	Enum TaskPriority	Low/Normal/High/Urgent.
Completed / Completed At / By	Boolean / DateTime / Code	Completion.
Open Checklist Items	Integer, FlowField	Open checklist items.

Billing Profile (BillingProfileVTO, ID 70679943)

Field	Type	Description
Code / Description	Code[20] / Text	Code and name.
Billing Type	Enum BillingType	Billing type.
Consolidation	Enum InvoiceConsolidation	Invoice consolidation.
Billing Interval / Align to Calendar Period	DateFormula / Boolean	Interval.
Min. Billing Amount / Retainer Amount	Decimal	Minimum/flat amount.
Default Item No.	Code[20]	Default item.
Invoice / Purchase Invoice Description (+ 2)	Text	Invoice texts.
Group by Case / Add Activities as Remark	Boolean	Grouping.

Case Ledger Entry (CaseLedgerEntryVTO, ID 70679928)

Posted, read-only analysis ledger (all fields Editable = false).

Field	Type	Description
Entry No.	Integer	PK (auto-increment).
Case / Engagement / Scope No.	Code[20]	Context snapshot.
Posting Date	Date	Posting date.
Document Type / Document No.	Enum / Code[20]	Document type and number.
Account No. / Item No. / Quantity	Code[20] / Decimal	Account, item, quantity.
Amount / Amount (LCY)	Decimal	Amount (sale +, purchase −, cost −).
Consultant Party Id / Name	Integer / Text	Performing party.
Source Type	Enum DocumentSourceType	Sale/Purchase/Cost.
Billing Type	Enum BillingType	Billing type.
Adjustment Type / Reversed Entry No.	Enum / Integer	Adjustment (None/Reversal/Reassignment).

Attributes

Attribute Group (AttributeGroupVTO 70679931): Code, Description, Sort Order.

Attribute (AttributeVTO 70679932): Code, Description, Group Code, Data Type, Required, Default Value, Sort Order, plus table-relation fields (target table, display/filter field, filter).

Attribute Value (AttributeValueVTO 70679934): Record Type + Record No. + Attribute Code (PK), type-specific value fields (Text/Decimal/Integer/Boolean/Date/DateTime/Dropdown), Display Value, and Sort Order.

Process

Process (ProcessVTO 70679912): No., Description.

Process Step (ProcessStepVTO 70679913): Process No. + Step (PK), Description, Previous/Next Step, Start, End, Triggers Codeunit Id, Milestone Amount, Milestone Is Percentage, Require All Activities Approved.

Other configuration tables

Naming Entry (NamingEntryVTO 70679914): Entity Code, Language Code, Singular, Plural, Group, Sort Order.

Case Team (CaseTeamVTO 70679915): Code, Description (members in a separate member table).