Setting Up Crop Supply Planning

Step-by-step setup guide for Crop Supply Planning in Claret. Covers prerequisites, required master data, and verification steps for admin users.

Crop Supply Planning connects WIP production needs to raw material sourcing. It allows you to plan crop supply (e.g., grapes) against the dependent demand from Make Planning, track supply by vintage and location, and manage the gap between demand and available supply.

What's Already Set Up

Claret seeds some data for new tenants. Before starting, check what already exists:

• Calendars — Default calendars have been created.

• Varietals — Some default varietals may exist. Review at Master Data > Varietals.

• Vintages — A set of vintages have been set up. Review at Master Data > Vintages.

• Hierarchy Structures — A default Raw Material hierarchy structure exists.

Prerequisites

• Review Global Settings to confirm calendars, varietals, and vintages are configured

• Work out how you are going to manage your WIP/Bulk Supply Plans — Crop Supply Planning derives demand from WIP production plans. If you are using Make Planning, you can create your supply plans using this module. Alternatively, you can load required supply plans for WIP directly in as Supply Plans. See Supply Types

• WIP Items and Recipes linking WIP to crop items must exist

Setup Steps

Crop Supply Planning requires the following master data to be configured:

Step	Data	Description	Instructions
1	Crop Item Hierarchy	Raw material item hierarchy	Item Hierarchy
2	Crop Items	Raw material items (e.g., grape varieties)	Crop Items
3	Crop Location Hierarchy	How crop locations are organized	Crop Location Hierarchy
4	Crop Locations	Where you source or grow crops	Crop Locations
5	Item @ Locations	Which crop items are sourced from which locations	Item @ Locations
6	Recipes (WIP → Crop)	Connect WIP items to the crop items they require	Recipes
7	Supply Types	For crop supply plans	Supply Types

Recipes linking WIP items to crop items define the raw material requirements. For example, a recipe might specify that 1 gallon of Chardonnay WIP requires 1.5 lbs of Chardonnay grapes.

For detailed setup with screenshots, see Crop Supply Planning Setup.

Loading Data

1. Supply Plans (WIP) — WIP make volumes from Make Planning drive dependent demand. These should already exist if Make Planning is set up. Alternatively these can be entered directly as Supply Plans

2. Supply Plans (Crop) — Planned harvest volumes. Can be entered directly in Crop Supply Planning or imported at Settings > Transactional Data > Supply Plans

What's Next

• Crop Supply Planning — detailed usage documentation

Verification

To verify Crop Supply Planning is set up correctly:

1. Navigate to Farm > Crop Supply Planning

2. Configure a view with your Crop Item Hierarchy

3. You should see your crop items listed

4. The grid should show dependent demand (from WIP), planned supply, and delta (surplus/deficit)

If no demand appears:

• Verify WIP Supply Plans exist (Make Planning must have production plans)

• Verify Recipes link WIP items to crop items

• Verify Item @ Locations exist for crop items at crop locations

Common Questions

How is dependent demand calculated?

Dependent demand is calculated from WIP make volumes using Recipe ratios. If a recipe says 1 gallon of WIP requires 1.5 lbs of grapes, and you plan to make 1000 gallons, the dependent demand for grapes is 1500 lbs.

What does delta (surplus/deficit) mean?

Delta = Planned Supply - Dependent Demand. A positive delta means surplus (more supply than needed). A negative delta means deficit (more demand than supply).

Do I need Make Planning to use Crop Supply Planning?

No. Crop Supply Planning can derive its demand from WIP production plans in Make Planning, but these can also be entered directly.