Glossary

The eight-disciplines quality method, modeled with the nonconformance workflow's tasks rather than hard-coded.

A dated window postings fall into — Active or Inactive, not open or closed — opened automatically when needed.

The category a fixed asset belongs to, carrying the GL accounts every asset of that kind posts to.

Automatic, prorated consumption of a job's untracked materials when output is reported — tracked materials are issued manually.

A quantity of identical units shares one tracked entity and batch number — one entity, many units.

Called a method in Carbon — the components plus operations that produce a part.

The immediate nonconformance task that quarantines affected stock or work before the root cause is known.

Converts a supplier's purchase unit to your inventory unit on a PO, receipt, or bill line — buy in cartons of 12, stock in eaches.

A nonconformance task that fixes a confirmed root cause — as opposed to a preventive or immediate containment action.

The inventory cost recognized when a shipment posts, valued by the item's costing method.

How an item's unit cost is valued: Standard, Average, FIFO, or LIFO. Set per item.

A depreciation method that charges a fixed percentage of remaining book value each period — heavier early, lighter later.

Expected future demand for an item, bucketed by period, populated by the planning run alongside actual demand.

Writing an asset's value down over its life — a monthly batch you create, review as a draft, then post.

Retiring an asset by write-off instead of sale, booking the remaining net book value as a loss — status becomes Disposed.

A shipment line sent straight from supplier to customer, bypassing your warehouse — set per line, not on the header.

Picking offers tracked entities earliest-expiry-first, so the soonest-to-expire stock leaves first by default.

A completed job's output, received into inventory at the job's actual accumulated WIP cost.

An accounting record for a capitalized item you depreciate rather than expense; Draft → Active → Fully Depreciated → Disposed.

The parent-child chain of tracked entities — what a unit was built from and what it became.

The book of all posted journal lines, summed by account — written only when the company has accounting enabled.

The action that copies a saved method — its materials, operations, and work instructions — onto a job or quote line.

A clearing account holding the value of goods received but not yet billed; the supplier invoice clears it.

A sales invoice (you bill a customer) or purchase invoice (a supplier bills you); payment is a field, not a separate record.

Consuming material from inventory into a job, which writes a Consumption entry to the item ledger.

The append-only record of every stock movement; on-hand is the sum of its signed entries and the source of truth.

Carbon's production order — one job builds a quantity of one item from its own copied method and routing.

A posted accounting entry: a header plus balanced debit and credit lines against GL accounts.

A Make to Order component whose parts are issued together into the parent job — no separate build.

Days from ordering a part to having it available; planning offsets demand backward by this much.

The US tax depreciation system with IRS property-class tables, run as a separate tax schedule alongside the book schedule.

The part is manufactured as its own job when the parent that needs it is built.

Carbon's name for a bill of materials: the components plus the operations that make a part.

How a part gets into its parent, set per line: Make to Order, Purchase to Order, or Pull from Inventory.

Carbon's planning run nets supply against demand and explodes methods, surfacing shortfalls — but it creates no orders itself.

An asset's acquisition cost minus accumulated depreciation — what it's still worth on the books, and the figure it's disposed at.

Carbon's quality issue — a logged deviation or defect with a configurable workflow of investigation and action tasks.

One step in a job's routing, naming a process and a work center and carrying its own setup, labor, and machine times and rates.

The thread linking a sales RFQ, its quote, and the resulting sales order — a join, not a document with its own status.

An operation done by an outside supplier rather than an in-house work center, covered by a subcontracting purchase order.

Committing a receipt, shipment, or invoice: quantities move, journal entries hit the ledger, and status becomes Posted.

A nonconformance task that stops the problem recurring elsewhere — distinct from the corrective fix and containment.

The residual WIP a job has left at close, swept to a Production Variance account — the only variance Carbon books for a job.

The part is taken from existing stock when its parent is built — no new job or purchase order.

A firm order to a supplier; status moves through receive and invoice before Completed as goods and bills arrive.

The gap between a purchase order's price and the supplier's bill, posted to a variance account when the invoice posts.

The material is purchased from a supplier for that specific order, rather than made or pulled from stock.

A priced sales quotation; Draft → Sent → Ordered, or ends Lost, Expired, or Cancelled.

The inbound posting document that takes goods into stock — from a PO, transfer, or job output — and creates any tracked entities.

The on-hand level that triggers a new replenishment order under the quantity-based policies.

How an item is replenished: Manual Reorder, Demand-Based Reorder, Fixed Reorder Quantity, or Maximum Quantity.

How an item is replenished overall — Buy, Make, or Buy and Make — set per item, unlike the per-line method type.

The floor an asset depreciates down to; when net book value reaches it, the asset flips to Fully Depreciated.

Sending defective units back to an earlier operation to be corrected instead of scrapping them.

A sales RFQ (a customer asks you to quote) or a purchasing RFQ (you ask suppliers); both feed the opportunity thread.

The ordered sequence of operations a job runs through, copied from the method's bill of process.

A firm customer commitment to deliver; fulfillment status splits across ship and invoice before reaching Completed.

Units reported as unrecoverable at an operation, with a reason — the alternative to rework.

Each physical unit gets its own tracked entity and unique number — one entity, one unit.

When a serial or batch expires, and what happens if used after — a company policy can Warn, Block, or BlockWithOverride.

The outbound posting document that takes goods out of stock to a customer, posting COGS as it goes.

A depreciation method that charges an equal amount each period across the asset's useful life.

A Make to Order component that gets its own job and routing inside the parent's build.

A supplier's priced response to a purchasing RFQ — one per supplier; Draft → Active when they submit, or Declined.

Reconciling a purchase order against what was received and invoiced — implicit in Carbon, via the line quantities and GR/IR balance.

The recorded genealogy of tracked entities — which inputs were consumed to produce which outputs, receipt through shipment.

One serial unit or one batch that Carbon follows individually, carrying its own status and attributes such as an expiry date.

Where an operation runs; carries labor and quoting rates, with overhead the difference between them.

Not a table but a general-ledger balance: cost accumulates as job materials are issued and clears when the job is received to stock.