# Make Planning Setup

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.

### Core Data

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).

<figure><img src="https://1054117142-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MQEdt1rGadhTO4djxJY%2Fuploads%2FxsGjHYcNylmFXzzR0KW1%2FCleanShot%202023-02-09%20at%2021.57.27.png?alt=media&#x26;token=a5f373b8-857e-46c0-897a-06f549c740a4" alt=""><figcaption></figcaption></figure>

Items are then added to this Hierarchy via the Items page. (Select the correct Hierarchy at the top)

<figure><img src="https://1054117142-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MQEdt1rGadhTO4djxJY%2Fuploads%2FJPVLJ8N1a3jvk4c7fvDI%2FCleanShot%202023-02-09%20at%2022.05.03.png?alt=media&#x26;token=2093bf86-ce8e-4771-939e-26f1bff27743" alt=""><figcaption></figcaption></figure>

The Current Vintage for the Parent is set against the Parent Item

<figure><img src="https://1054117142-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MQEdt1rGadhTO4djxJY%2Fuploads%2F3yEyUN7z9LPrHEF6K73C%2FCleanShot%202023-02-09%20at%2022.05.03.png?alt=media&#x26;token=d9c7810c-4a7c-4327-933f-05370c392270" alt=""><figcaption></figcaption></figure>

Each Child WIP then has a Routing, Age Start and Vintage defined.

<figure><img src="https://1054117142-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MQEdt1rGadhTO4djxJY%2Fuploads%2F331SWYwGrb4xXd6R8xnx%2FCleanShot%202023-02-09%20at%2022.11.13.png?alt=media&#x26;token=489b689c-57c1-419f-bbb8-41026b049b77" alt=""><figcaption></figcaption></figure>

To then build out the Make Plan, additional Master Data setup is required.

{% hint style="info" %}
Note: In the links below, change `<TENANT>` to the name of your tenant. In this example, the tenant is "zymoeno": `https://plan.claret.app/zymoeno`
{% endhint %}

<table><thead><tr><th width="118">Category</th><th width="105">Data</th><th width="452">Master Data Required</th><th>Notes</th></tr></thead><tbody><tr><td>Sales</td><td>History</td><td><ul><li>Sales-level Items set up - https://plan.claret.app/&#x3C;TENANT>/settings/master-data/hierarchy/item</li><li>Item@Customer Groups set up - https://plan.claret.app/&#x3C;TENANT>/settings/master-data/item-customer-group</li><li>Recipes set up - https://plan.claret.app/&#x3C;TENANT>/settings/master-data/recipes</li></ul></td><td>Only Sales up to the 'Forecast Start Date' set in https://plan.claret.app/&#x3C;TENANT>/settings/application-maintenance/settings are included.</td></tr><tr><td>Sales</td><td>Forecast</td><td><p>SALES (FORECAST DEMAND) LEVEL ITEMS</p><ul><li>Forecast-level (non-vintage) Items set up - https://plan.claret.app/&#x3C;TENANT>/settings/master-data/hierarchy/item</li><li>Item@Customer Groups set up - https://plan.claret.app/&#x3C;TENANT>/settings/master-data/item-customer-group</li></ul><p>SUPPLY ITEMS</p><ul><li>Item@Locations set up for Parent WIP item - https://plan.claret.app/&#x3C;TENANT>/settings/master-data/item-location</li><li>Supply and Demand Map set up between Parent WIP (Supply) Item and Parent Sales (Forecast Demand) Item - https://plan.claret.app/&#x3C;TENANT>/settings/master-data/supply-and-demand-map</li></ul></td><td>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.</td></tr><tr><td>Inventory</td><td>WIP</td><td><ul><li>Item@Locations set up for child WIP item - https://plan.claret.app/&#x3C;TENANT>/settings/master-data/item-location</li><li>Inventory added - https://plan.claret.app/&#x3C;TENANT>/settings/transactional/inventory</li></ul></td><td>Inventory will be the sum of all WIP inventory across locations</td></tr><tr><td>Inventory</td><td>Finished Goods</td><td><ul><li>Item@Locations set up for Finished Good, vintaged, items - https://plan.claret.app/&#x3C;TENANT>/settings/master-data/item-location</li><li>Inventory added - https://plan.claret.app/&#x3C;TENANT>/settings/transactional/inventory</li></ul></td><td>Inventory will be the sum of all Finished Good inventory across locations</td></tr></tbody></table>