Data Interface Requirements

Below are some of the core data interfaces that are needed to drive Claret

Master Data

Finished Good Items

Field	Data Type	Description	Example	Required?
Parent Item Name	String (255 character max)	Unique identifier for parent item (if this item is not in the top level of the hierarchy)	123A
Name	String (255 character max)	Unique identifier for the item	123ABC
Description	String (255 character max)	Text to further explain the item. This is not unique.	ZAM Apps NV CS

Work in Process (WIP) Items

Field	Data Type	Description	Example	Required?
Parent Item Name	String (255 character max)	Unique identifier for parent item (if this item is not in the top level of the hierarchy)	123A
Parent Item Current Vintage	String (255 character max)	Year of the current vintage for the bulk item	2021
Name	String (255 character max)	Unique identifier for the item	123ABC
Description	String (255 character max)	Text to further explain the item. This is not unique.	ZAM Apps NV CS
Routings.Name	String (255 character max)	Name of routing if the routing interface (below) is being used. One of this 'Routing' column and 'Age on Release' column is required	Cabernet Sauvignon Standard Routing
Age on Release	Integer	Duration, in months, of the aging profile for the bulk wine	12
Age Start Date	Date	The start date for aging	2024-03-01

Crop Items

Field	Data Type	Description	Example	Required?
Parent Item Name	String (255 character max)	Unique identifier for parent item (if this item is not in the top level of the hierarchy)	CAB
Name	String (255 character max)	Unique identifier for the item	CAB-A
Description	String (255 character max)	Text to further explain the item. This is not unique.	A Grade Cabernet Sauvignon

Customer Groups

Field	Data type	Description	Example	Required
Parent Customer Group Name	String (255 character max)	Unique identifier for parent customer group (if this item is not in the top level of the customer group hierarchy)	789X
Name	String (255 character max)	Unique identifier for the customer group	789XYZ
Description	String (255 character max)	Text to further explain the customer group. This is not unique.	Jane’s Liquor

Locations

Field	Data type	Description	Example	Required
Name	String (255 character max)	Unique identifier for the location	456WHS
Description	String (255 character max)	Text to further explain the location. This is not unique.	ZAM Warehouse

Item @ Locations

Field	Data type	Description	Example	Required
Items.Name	String (255 character max)	This is the unique name used in the Items table	123ABC
Locations.Name	String (255 character max)	This is the unique name used in the Locations table	456WHS

Item @ Customer Groups

Field	Data type	Description	Example	Required
Items.Name	String (255 character max)	This is the unique name used in the Items table	123ABC
Customer Groups.Name	String (255 character max)	This is the unique name used in the Customer Groups table	789XYZ

Routings

Field	Data type	Description	Example	Required
Routing Name	String (255 character max)	Unique identifier for the routing	Cabernet Sauvignon Standard Routing
Routing Description	String (255 character max)	Text to further explain the routing. This is not unique.	Standard aging profile for Cabernet Sauvignon
Time in Barrel	Integer	Number, in months, of time spent in barrel for this profile	6
Time in Tank	Integer	Number, in months, of time spent in tank for this profile
Time in Bottle	Integer	Number, in months, of time spent in bottle for this profile	6

Recipes

Field	Data Type	Description	Example	Required?
Items.Name as Recipe Header	String (255 character max)	Unique identifier, from the Items table, that the recipe is for	123A
Locations.Name	String (255 character max)	This is the unique name used in the Locations table. Only required if recipes are to be location specific (for example with crops)	456WHS
Yield Quantity	Decimal (8,2)	The yield amount for the recipe	1.00
Yield UOM	String (255 character max)	Unit of measure that this yield represents. Note: Claret has a list of UOMs to choose from.	9LE Case
Items.Name as Ingredient	String (255 character max)	Unique identifier, from the Items table, for the ingredient of the recipe. (If there is more than one ingredient another row of data will be required)	ZAMNVCS21
Quantity	Decimal (12,4)	Quantity of the ingredient in the recipe	0.2
UOM	String (255 character max)	Unit of measure that this quantity represents. Note: Claret has a list of UOMs to choose from.	Ton
Convert to UOM	String (255 character max)	Unit of measure that this quantity should be converted to (if required). Note: Claret has a list of UOMs to choose from.	Gallon
Conversion Factor	Decimal (8,2)	If 'Convert to UOM' is populated, the conversion factor to make this conversion	3
Waste Factor	Decimal (12,4)	The % of waste lost during conversion	1.00%

Transactional Data

Sales

This contains sales history, sales forecasts and any other sales projection data.

Field	Data type	Description	Example	Required
Items.Name	String (255 character max)	This is the unique name used in the Items table	123ABC
Customer Groups.Name	String (255 character max)	This is the unique name used in the Customer Groups table	789XYZ
Sell Date	Date	The date when this sale took place(in the case of historical sales) or when the sale will take place(forecasted sales)	2023-01-01
Timing Interval	String (255 character max)	Timing interval that the Sell Date represents. Note: Claret has a list of Timing Intervals to choose from.	month
Quantity	Decimal (16,4)	The sales quantity that this record represents	100
UOM	String (255 character max)	Unit of measure that this quantity represents. Note: Claret has a list of UOMs to choose from.	9LE Case
Sale Type	String (255 character max)	Identifies what kind of sales data this row represents (e.g. “Budget”,“History”, etc.). Note: Claret has a list of Sale Types that are user-defined.	Forecast

Inventory: Bulk wine

Field	Data type	Description	Example	Required
Items.Name	String (255 character max)	This is the Intended Use or Program of the bulk wine	ZAMNVCS21
Locations.Name	String (255 character max)	Location where the inventory is located.	ZAM-WINERY
Bin	String (255 character max)	The identifier for where the bulk wine is located within the location(e.g. Tank 123, Barrel Group ABC, etc.)	Tank 123
Location area	String (255 character max)	Section of the winery. Usually to help group the bins (tanks). For instance, “Northeast Tank Group”.	Northeast Tank Group
Lot	String (255 character max)	Unique lot code for the bulk wine	LOT.123.ABC
Quantity	Decimal (16,4)	The amount of inventory.	100000
UOM	String (255 character max)	Unit of measure that this quantity represents (e.g. “Gallon”,“Liter”,etc.). Note: Claret has a list of UOMs to choose from.	Gallon
Fill Date	Date	The date this bin (tank/vessel)was filled with this wine.	2021-09-15

Inventory: Finished goods

Note: Same data fields as Bulk Wine inventory

Items.Name	String (255character max)	This is the non-vintage item (e.g.“Bonanza”)	123ABC
Locations.Name	String (255character max)	Storage location	456WHS
Bin	String (255character max)	Not necessary	Generic FG Bin
Location area	String (255character max)	Not necessary	Generic FG Area
Lot	String (255character max)	Not necessary	Generic lot
Quantity	Decimal (16,4)	The amount of inventory	1000
UOM	String (255character max)	Unit of measure that this quantity represents. Note: Claret has a list of UOMs to choose from.	9LE Case
Fill Date	Date	When was this inventory stored. We can assume this to be the date of when we pulled the inventory.	2023-01-01

Supply Plan

Field	Data type	Description	Example	Required
Items.Name	String (255 character max)	This is the unique name used in the Items table	123ABC
Locations.Name	String (255 character max)	This is the unique name used in the Locations table (only required if the Supply Type has a category of 'items-locations' within Claret	ZAM-WINERY
Date	Date	The date when this supply is planned for (or, historically, when the supply occurred)	2023-01-01
Timing Interval	String (255 character max)	Timing interval that the Date represents. Note: Claret has a list of Timing Intervals to choose from.	month
Quantity	Decimal (16,4)	The quantity that this supply plan record represents	100
UOM	String (255 character max)	Unit of measure that this quantity represents. Note: Claret has a list of UOMs to choose from.	Gallons
Supply Type	String (255 character max)	Identifies what kind of supply data this row represents (e.g. Make Plan, Crop Supply Plan, etc.). Note: Claret has a list of Supply Types that are user-defined.	Make Plan