Setting Up Make Planning

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

Make Planning connects finished goods demand to work-in-process (WIP) production. It allows you to plan bulk wine production by vintage, and see the impact on vintage change of inventory and demand forecasts.

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 — Default structures for Finished Goods and Work in Process hierarchies exist.

Prerequisites

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

• If you've set up any features in the Sell module, Finished Goods Items, Customer Groups, and Item @ Customer Groups are already done

Setup Steps

Make Planning requires the following master data to be configured:

Step	Data	Description	Instructions
1	Item Hierarchy (FG)	Finished goods hierarchy	Item Hierarchy
2	Items (FG)	Finished goods you sell	Items
3	Item Hierarchy (WIP)	Work in process hierarchy (Parent/Child)	Item Hierarchy
4	Items (WIP)	Bulk wine items with vintages and routings	Work in Process Items
5	Routings	Aging processes and timeframes	Routings
6	Recipes	Connect WIP items to finished goods	Recipes
7	Locations	Where you make and store wine	Location Maintenance
8	Item @ Locations	Which items are at which locations	Item @ Locations
9	Supply Types	For supply/production plans	Supply Types

WIP Items have a two-level hierarchy (Parent WIP and Child WIP by vintage). Each Child WIP has a Routing, Age Start, and Vintage defined.

For detailed setup with screenshots, see Make Planning Setup.

Loading Data

1. Sales Data — Sales history and forecasts drive finished goods demand. Import at Settings > Transactional Data > Sales

2. Inventory — WIP and finished goods inventory. Import at Settings > Transactional Data > Inventory

3. Supply Plans — Production plans if you have existing schedules. Import at Settings > Transactional Data > Supply Plans

What's Next

• Make Planning — detailed usage documentation

• Setting Up Crop Supply Planning — if you need to plan raw material supply

Verification

To verify Make Planning is set up correctly:

1. Navigate to Make > Make Planning

2. You should see your WIP items listed

3. Select a Parent WIP item — you should see its child vintages

4. The grid should show sales demand, inventory, supply plans, and position

If the page is empty:

• Verify WIP Items have been added to the Work in Process hierarchy

• Verify Recipes link WIP items to finished goods

• Verify Item @ Locations exist for WIP items

Common Questions

How does demand flow from finished goods to WIP?

Sales demand for finished goods is converted to WIP demand using Recipes. The recipe ratios determine how much of each WIP item is needed for each finished good.

How are vintages assigned to forecast demand?

Forecast sales at the non-vintage level are apportioned across vintages based on the sell-date. A forecast sale is attributed to a vintage if it falls between the Ideal Release Date of that vintage and the next.