Unique document number/reference

Example: "DOC-2024-001"

Type of document (reference to DocumentType entity)

Current status of the document in its lifecycle

Example: "sent"

Version number of this document (1 for original, incremented for revisions)

Example: 1

Reference to the previous version if this is a revision

Reason for creating this revision (if applicable)

Date when the document was issued

Example: "2024-01-15"

Validity date (typically used for quotes and offers)

Example: "2024-02-15"

Payment due date (for invoices) - if not set, computed from issueDate and paymentTerms

Example: "2024-02-15"

Actual or expected delivery date (for orders and delivery notes)

Organization issuing the document (seller/supplier)

Cached name of issuer organization for quick display and historical accuracy

Example: "Acme Corp"

Recipient of the document (buyer/customer)

Cached name of recipient (organization or person) for quick display and historical accuracy

Example: "Client Company"

Billing address at the time of document issuance (snapshot from recipient entity for point-in-time historical accuracy)

Shipping/delivery address at the time of document issuance (snapshot for point-in-time historical accuracy)

Line items/products in the document (composition relationship - line items are part of the document lifecycle)

Number of line items in this document (computed from lineItems.length)

Currency used throughout this document - all monetary amounts must use this currency

Language of the document content (for internationalization)

Example: "en"

Locale for number and date formatting (e.g., 'en-US', 'fr-FR', 'de-DE')

Example: "en-US"

Sum of all line items before taxes and discounts (computed: sum of lineItems[].quantity * lineItems[].unitPrice)

Discount percentage applied to the entire document (alternative to discountAmount)

Example: 5

Fixed discount amount applied to the entire document (alternative to discountPercentage)

Reason for discount (early payment, bulk order, promotion, customer loyalty, etc.)

Example: "Early payment discount"

Total tax amount across all line items (computed: sum of taxes from lineItems)

Breakdown of taxes by rate and jurisdiction (computed from line items, grouped by tax rate)

Whether this document is exempt from taxes

Reason for tax exemption (if applicable)

Final total amount (computed: subtotalAmount + taxAmount - discountAmount). For finalized documents, this value is cached.

Total amount paid so far (computed from related payment records)

Remaining amount to be paid (computed: totalAmount - amountPaid)

Whether payment is past due date (computed: current date > dueDate and balanceDue > 0)

Whether computed totals have been calculated and locked (true for finalized documents beyond draft status)

Payment terms and conditions (reference to PaymentTerm entity)

Shipping/delivery method

Shipping tracking number (if applicable)

Shipping carrier organization (reference to carrier/logistics company)

Additional notes or comments

Internal notes not visible to recipient

Terms and conditions text applicable to this document

Related documents in the transaction chain (quote -> order -> invoice -> credit note). Note: For complex relationship tracking, consider using a separate CommercialDocumentRelation junction entity.

Attached files (PDF, images, supporting documents, etc.) - references to Document entity

Legal entity responsible for this document (may differ from issuer for multi-entity organizations)

Fiscal year this document belongs to

Example: 2024

Fiscal period within the year (Q1, Q2, Q3, Q4, or month)

Example: "Q1"

Person who approved this document (if approval is required)

Date when this document was approved

Country-specific, industry-specific, or custom fields for extensibility