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

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