Table: dbo.Workpaper
This table contains the data that represents a document within an engagement binder.
Columns
NameTypeConstraintsDescription
workpaper_KEYint (4)NOT NULLPrimary key. This points to the workpaper.
known_application_type_KEYint (4)NOT NULLForeign key to the Known_Application_Type table. This points to the application for this extension.
locked_by__staff_KEYint (4)Foreign key to the Engagement_Binder_N_Staff table. When this has a value it points to the staff that has locked this workpaper. If there is no lock, then this will be null.
engagement_binder_KEYint (4)NOT NULLForeign key to the Engagement_Binder table. This tells what engagement this workpaper belongs too.
workpaper_status_KEYint (4)NOT NULLForeign key to the Workpaper_Status table. This states the workpapers current status.
workpaper_namenvarchar (150)NOT NULLThis is the name for the workpaper
workpaper_roll_forward_treatment_KEYint (4)NOT NULLThe required workpaper_reference column is a string used to describe the workpaper and defaults to the empty string.
delete_on_finalizebit (1)NOT NULLThe required delete_on_finalize column is a bit that allows us to tell whether or not we should delete the workpaper once it has been finalized.
workpaper_referencenvarchar (50)NOT NULLThe required workpaper_reference column is a string used to describe the workpaper and defaults to the empty string.
assigned_to__staff_KEYint (4)The assigned_to__engagement_binder_n_staff_KEY column is a foreign key linking to an assigned staff. Null if there is no assigned staff.
replace_template_id_guiduniqueidentifier (16)The replace_template_id_guid column is a guid key that represents a unique template ID used by PPC. This will be used to retrieve the document we want to replace this current workpaper with. Required when the workpaper roll forward treatment is -Replace from selected engagement- but otherwise is null.
parent_of_deleted_workpaper__engagement_binder_tree_item_KEYint (4)Contains the link to the engagement binder tree item that is associated with a deleted workpaper. This value is null if this workpaper is not deleted. This column does not have a foreign key constraint, however it is used like a nullable foreign key.
is_placeholderbit (1)NOT NULLDetermines if this particular record represents a short-term Workpaper. Placeholders ARE Workpapers, and therefore have all the abilities of any other Workpaper -- just a shorter lifespan.
formula_frozen_status_KEYint (4)NOT NULLThis fields indicates the workpapers formula frozen status.1 for Unfrozen, 2 FrozenByUser and 3 FrozenByApplication
ppc_smart_workpaper_metadatavarchar (-1)NOT NULLThis column stores PPC SMART workpaper metadata. This information is passed to us from SMART. All SMART workpapers will have this information. When this column is empty, it is not a SMART workpaper.
ppc_smart_workpaper_idnvarchar (72)NOT NULLThis column stores PPC SMART workpaper id. This information is populated from the PPC_Context_ID value from SMART workpaper metadata. All SMART workpapers will have this information. When this column is empty, it is not a SMART workpaper.
is_smart_placeholderbit (1)NOT NULLThis column is used to indicates whether this workpaper is a Smart Placeholder document. When a PPC Smart document is rollforwarded into a new binder, we turn the document into a Smart Placeholder document. Once engagement from Smart Practice Aids is also rollforwarded, Smart Practice Aidscan replace Smart Placeholders with their real document.
Primary key
NameColumnsDescription
PK_Workpaperworkpaper_KEY
Unique constraints
NameColumnsDescription
UK_Workpaper$engagement_binder_KEY$workpaper_nameengagement_binder_KEY, workpaper_name
UK_Workpaper$engagement_binder_KEY$workpaper_referenceengagement_binder_KEY, workpaper_reference
Foreign keys
NameColumnsReferenced tableDescription
FK_Workpaper__Engagement_Binder__engagement_binder_KEYengagement_binder_KEYEngagement_Binder (engagement_binder_KEY)
FK_Workpaper__Known_Application_Type__known_application_type_KEYknown_application_type_KEYKnown_Application_Type (known_application_type_KEY)
FK_Workpaper__Staff__assigned_to__staff_KEYassigned_to__staff_KEYStaff (staff_KEY)
FK_Workpaper__Staff__locked_by__staff_KEYlocked_by__staff_KEYStaff (staff_KEY)
FK_Workpaper__Workpaper_Roll_Forward_Treatment__workpaper_roll_forward_treatment_KEYworkpaper_roll_forward_treatment_KEYWorkpaper_Roll_Forward_Treatment (workpaper_roll_forward_treatment_KEY)
FK_Workpaper__Workpaper_Status__workpaper_status_KEYworkpaper_status_KEYWorkpaper_Status (workpaper_status_KEY)
Incoming foreign keys
NameColumnsReferencing tableDescription
FK_Workpaper_N_File_Storage__Workpaper__workpaper_KEYworkpaper_KEYWorkpaper_N_File_Storage
FK_Workpaper_Source_Ocr_Data__Workpaper__workpaper_KEYworkpaper_KEYWorkpaper_Source_Ocr_Data
FK_Custom_Excel_Grid__Workpaper__workpaper_KEYworkpaper_KEYCustom_Excel_Grid
FK_Workpaper_Source_Document_Processing__Workpaper__workpaper_KEYworkpaper_KEYWorkpaper_Source_Document_Processing
FK_PPC_Workpaper__Workpaper__workpaper_KEYworkpaper_KEYPPC_Workpaper
FK_Journal_Entry__workpaper_KEYworkpaper_KEYJournal_Entry
FK_BS_Workpaper__Staff__assigned_to_staff__Workpaper__workpaper_KEYworkpaper_KEYBS_Workpaper__Staff__assigned_to_staffForeign key that references the workpaper_KEY column of the Workpaper table
FK_Engagement_Item_Note__Workpaper__workpaper_KEYworkpaper_KEYEngagement_Item_Note
FK_Workpaper_Signoff__Workpaper__workpaper_KEYworkpaper_KEYWorkpaper_Signoff
FK_Recorded_Event_Object_N_Workpaper_Workpaper__workpaper_KEYworkpaper_KEYRecorded_Event_Object_N_Workpaper
FK_Engagement_Binder_Tree_Item__Workpaper__workpaper_KEYworkpaper_KEYEngagement_Binder_Tree_Item
FK_GL_Account_Workpaper_Reference__workpaper_KEYworkpaper_KEYGL_Account_Workpaper_Reference
FK_Journal_Entry_Distribution__workpaper_KEYworkpaper_KEYJournal_Entry_Distribution

Schema diagram