Make Planning Setup
Set up your Make Plan in Claret with our detailed guide. Understand the importance of master data items, manage sales history and forecast, and optimize inventory across locations.
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Set up your Make Plan in Claret with our detailed guide. Understand the importance of master data items, manage sales history and forecast, and optimize inventory across locations.
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In order to build out a Make Plan and feed this into a Crop Supply Plan, there are master data items that need to be configured. Many of these are also used in other modules and so may already be set up, but here we will walk through what information is needed and how this informs the Make Plan.
The very first set of data that needs to be set up is the Parent and Child WIP Hierarchy. This is built using a Work In Process - aged Item Hierarchy. (via the Item Hierarchy page).
Items are then added to this Hierarchy via the Items page. (Select the correct Hierarchy at the top)
The Current Vintage for the Parent is set against the Parent Item
Each Child WIP then has a Routing, Age Start and Vintage defined.
To then build out the Make Plan, additional Master Data setup is required.
Sales
History
Sales
Forecast
SALES (FORECAST DEMAND) LEVEL ITEMS
SUPPLY ITEMS
Forecast Sales at the non-vintage level are apportioned across vintages based on the ‘sell-date’. A forecast sale will be dynamically attributed to a vintage child WIP item if it is between the Ideal Release Date of the WIP item and the Ideal Release date of the next WIP item.
Inventory
WIP
Inventory will be the sum of all WIP inventory across locations
Inventory
Finished Goods
Inventory will be the sum of all Finished Good inventory across locations
Sales-level Items set up -
Item@Customer Groups set up-
Recipes set up -
Only Sales up to the ‘Forecast Start Date' set in are included.
Forecast-level (non-vintage) Items set up -
Item@Customer Groups set up -
Item@Locations set up for Parent WIP item -
Supply and Demand Map set up between Parent WIP (Supply) Item and Parent Sales (Forecast Demand) Item -
Item@Locations set up for child WIP item -
Inventory added -
Item@Locations set up for Finished Good, vintaged, items
Inventory added -
