Status

  Approved

Owner
Stakeholders
Jira Request ID

ERP-1213 - Getting issue details... STATUS

Jira Development ID

ERP-1498 - Getting issue details... STATUS

High- Level Specification

Implementing SystemKinaxis Maestro
Invoked by/Invokes

ERP-1487 - Getting issue details... STATUS

Business Process Reference04.04.06.01. Data provisioning ERP to Maestro


Functional Overview

The PartSource table defines the sources of supply for a Part.  When creating planned orders, a PartSource is selected to determine what type of order, supplier, lead times etc.  Each Part should have at least one effective Part Source for RR to plan the Part.

  • Part related fields – Procurement type of Make, Lead Times, Lot Sizes etc..

Scope and Objectives

The scope of this interface is between Global Integration Suite and Maestro. This document includes details of the PartSourceMake.tab object. 

The objective is to populate the PartSourceMake and it's referenced tables based on the file provided by Global Integration Suite.

Process Flow Diagram

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Step

Description

1

Global Integration Suite transfers transformed Composites / Rest of World data from S/4, and performs some formatting, and sends the data to Maestro. 

3

Transferred files will be sent to Maestro’s Client SFTP server. This sits outside of the Maestro firewall and is accessible by client using a user id/ password. Files are transferred from this component to the Planning Server SFTP by a Kinaxis automatic process once the trigger file has been placed (see below)

4

Files are moved to this SFTP server automatically, where they await loading into Maestro.

5

Maestro uses the configured DSM (Data Sources and Mapping) setup to load the data into the PartSource table, with the load initiated either manually or through a scheduled system task.

The Data Tables which store information in Maestro

Assumptions

  • Data will only come from Global Integration Suite into the Global Data Source, set up in Maestro.

Dependencies

  • (SFTP) SFTP credentials needs to be set up, along with the file transfer mechanism.
  • Integration suites should provide data in the format described by the Data Sources and Mapping section of this document. 

Security, Integrity and Controls

See Application Architecture Kinaxis Maestro for security requirements for SFTP/REST based authentication and security. 


Configuration Requirements

The Data Sources and Mapping for this interface should be configured once, according to the structure in the Data Structure section below. 

The Data Model needs to be configured with the Syway-specific fields shown in the Data Model Custom Fields section below.

Special Requirements

None



Design Rationale

The base of this design has been taken from the existing Maestro implementation, as designed during the Advanced Planning System (APS) Project. 

A fit-gap analysis was undertaken within Syway, and changes were identified which have been incorporated into the Syway spec as shown.

API Use

The data object provided by either Integration Suite will be consumed by Maestro.

For more information see the Data Integration Document.

Data Structure

 The following Maestro fields will be populated by the file provided by Integration Suite:

Column NumberField NameTechnical Field NameData TypeKeyField TypeAutocreateDescription
0AbsolutePrePlanLimitAbsolutePrePlanLimitStringNFixedValueDefaultAbsolute limit used to restrict pre-planned orders for this source.
0OrderPolicyOrderPolicy.ValueStringNFixedValueDefaultOrder policy governing how supply is generated for this part source.
0PrePlanLimitPrePlanLimitStringNFixedValueDefaultPre-planning limit used to control how far in advance planning can create supply.
0ShipCalendarSource.ShipCalendar.ValueStringNFixedValueDefaultShipping calendar used to determine valid shipment dates for this source.
1BaseKeyBaseKeyStringYExtractFieldDefaultUnique technical key identifying the part source record.
2PartNamePart.NameStringYExtractFieldDefaultPart identifier for which this source definition applies.
2ProductionVersionPartNameSYE::ProductionVersion.PartReference.NameStringNExtractFieldDefaultPart reference associated with the production version from SAP.
2TransferPartNameTransferPart.NameStringNExtractFieldDefaultTransfer part used when supply is created via transfer logic.
3PartSitePart.Site.ValueStringYExtractFieldDefaultSite / plant where the part is planned and sourced.
3RoutingSiteRouting.Site.ValueStringNExtractFieldDefaultSite where the routing associated with this source is defined.
3DestinationSiteSource.DestinationSite.ValueStringYExtractFieldYDestination site where the sourced supply is delivered.
3SupplierIdSource.Supplier.IdStringYExtractFieldYSupplier identifier associated with this part source.
3SupplierSiteSource.Supplier.Site.ValueStringYExtractFieldDefaultSupplier site associated with the sourcing definition.
3ProductionVersionPartSiteSYE::ProductionVersion.PartReference.Site.ValueStringNExtractFieldDefaultSite associated with the production version part reference.
3TransferPartSiteTransferPart.Site.ValueStringNExtractFieldDefaultSite associated with the transfer part.
4SourceIdSource.IDStringYExtractFieldYUnique identifier for the source record.
4ProductionVersionIdSYE::ProductionVersion.IdStringNExtractFieldYProduction Version identifier from SAP defining how the item is produced.
5ProductionVersionDescriptionSYE::ProductionVersion.DescriptionStringNExtractFieldDefaultDescriptive text for the production version.
6BOMAlternateBOMAlternate.ValueStringNExtractFieldYAlternate Bill of Material associated with this part source.
7RoutingIdRouting.IdStringNExtractFieldYRouting identifier used for production planning.
8MaximumQtyMaximumQtyQuantityNExtractFieldDefaultMaximum quantity allowed per order or planning bucket.
9MultipleQtyMultipleQtyQuantityNExtractFieldDefaultOrder multiple quantity constraint for this source.
10MinimumQtyMinimumQtyQuantityNExtractFieldDefaultMinimum quantity allowed when creating supply.
11UnitCostUnitCostMoneyNExtractFieldDefaultCost per unit for supply generated from this source.
12MaterialCostMaterialCostMoneyNExtractFieldDefaultMaterial cost component associated with this source.
13LaborCostLaborCostMoneyNExtractFieldDefaultLabor cost component associated with production for this source.
14OverheadCostOverheadCostMoneyNExtractFieldDefaultOverhead cost component associated with this source.
15FixedLeadTimeFixedLeadTimeQuantityNExtractFieldDefaultFixed lead time used in planning calculations for this source.
16PlanningTimeFencePlanningTimeFenceQuantityNExtractFieldDefaultPlanning time fence restricting changes to near-term supply.
16PTFSYE::PTFQuantityNExtractFieldDefaultCustom Planning Time Fence field used for comparison against Maestro PTF and adjustable directly in the system.
17EffectiveInDateEffectiveInDateDateNExtractFieldDefaultDate from which this part source becomes effective.
18EffectiveOutDateEffectiveOutDateDateNExtractFieldDefaultDate after which this part source is no longer valid.
19PriorityPriorityQuantityNExtractFieldDefaultPriority used to rank this source when multiple sourcing options exist.
21LeadTimeUnitSource.LeadTimeUnit.ValueStringNExtractFieldDefaultUnit of measure used for lead time (for example, days or hours).
21ERPTypeSYE::ERP_Type.ValueStringNExtractFieldDefaultInternal-use field preserving the original source type from external ERP systems.
22TypeType.ValueStringNExtractFieldDefaultSource type classification used internally for planning logic.
23DockToStockLeadTimeDockToStockLeadTimeQuantityNExtractFieldDefaultLead time required from dock receipt to stock availability.
24SupplierUOMSupplierUOM.ValueStringNExtractFieldDefaultUnit of measure used by the supplier for ordering and delivery.

File Formats 

See File Formats - SFTP section in the Data Integration Document.


Data Model PartSourceMake table settings:

Allow Data update to:


Currency


Insert, Modify and Delete recordsInsert and Modify records only

Allow automatic record creation

Determined by Maestro

Expression

Y-NY-

Data Model PartSourceMake custom fields:


Field name

Description

Data type

Key

ProductionVersionIdProduction Version identifier from SAP defining how the item is produced.

String

 N

ProductionVersionDescriptionDescriptive text for the production version.

String

N

PTF

Custom Planning Time Fence field used for comparison against Maestro PTF and adjustable directly in the system.

Quantity

N

Processing Logic

See Processing Logic - SFTP section in the Data Integration Document.

Delta or Full Load Requirements

The preference is to do a full load. 

For more information on the difference between Full and Delta loads, see the  Full Loads and Delta Loads - SFTP section in the Data Integration Document.

Interface Alert & Monitoring

See the Interface Alert & Monitoring - SFTP section in the Data Integration Document,

Language Requirements

None

User Interface Requirements

Not required.
 

Sequencing

Reference tables to support PartSourceMake table data have to be either loaded manually before loading the PartSourceMake table or at the same time as the PartSourceMake table is loaded or set to be created automatically in data model or in DSM.

Below tables need to be taken into account before OnHand table data load:

Table

SyWay configuration 

BOMAlternate

Set to allow automatic record creation

Routing

Set to allow automatic record creation

Part

To be loaded before or with

PartSourceType

Control Table

OrderPolicy

Set to allow automatic record creation



Volumetrics

Current APS Volume of PartSourceMake records is 47000. 

This value is expected to grow by 1-2% per year. 



Performance Consideration

N/A


Error Handling

See Interface Alert & Monitoring section.


Testing

How to Test

Testing of the interface consists of executing the data load into Maestro and validating the results using standard monitoring and validation tools. After each load, the Data Import and Update log is reviewed to confirm successful execution and to identify any errors or warnings generated during the load process.

Loaded data is then validated using a Data Validation workbook to ensure data completeness and correctness. Validation checks include confirming that required fields are populated, values are displayed in the correct format, and that data quality issues such as blank fields, incorrect quantities, or zero or invalid unit costs are not present. Additional checks may be performed to ensure consistency across key attributes such as part, location, and quantity.

Any errors or data issues identified during testing are documented in the agreed issue tracking mechanism (for example, in Jira or an action log). Most common error types  are duplicate errors, missing references, junk values in input fields. 

Duplicate errors need further investigation, in case valid data is flagged as duplicate by Maestro during data load and key field combinations have to be looked into for data uniqueness.

Missing references are to be resolved by either providing the missing data that is required to support the file upload (this could be in the form of a file or Maestro settings to allow for the data to be created automatically) or removing the references from the file.

Required corrections are implemented in the middleware (Integration Suite), and the data is reloaded. Validation steps are repeated until no errors are present (or reasons are fully understood).

Test Conditions and Expected Results

1

Data Load Successful

The Data in the data file matches the data in the Maestro table, and there are no errors.
2

Data File contains 0 records

The Data Update should fail with a status of Pending. 

3

Data File contains invalid references (or other error)

The Data Update should Fail, the invalid references should be visible in the error log and the records with the error are not loaded into Maestro, and an alert is sent to the Admin team <Or whatever action is needed>

Data file contains duplicates

The PartSourceMake.tab file must be checked further for data uniqueness with respect to the key fields, in case data is available in file but not in Maestro


Test Considerations/Dependencies

Dependent files should already be loaded into Maestro for these tests to complete. See Sequencing section above. 


Other Information


Development Details

Package

Package NameParent Package




Other Development Objects

Object TypeObject NamePurpose/High Level LogicDesign Rationale Reference









Appendix

See also


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Change log

Version Published Changed By Comment
CURRENT (v. 6) Apr 02, 2026 14:23 KAVLEKAR-ext, Nihaal Updated the Delta or Full load Requirement section
v. 5 Mar 19, 2026 14:23 KAVLEKAR-ext, Nihaal
v. 4 Mar 12, 2026 09:37 KAVLEKAR-ext, Nihaal
v. 3 Mar 03, 2026 17:53 MOHAMOUD-ext, Ahmed
v. 2 Feb 11, 2026 15:35 MOHAMOUD-ext, Ahmed
v. 1 Feb 11, 2026 15:35 MOHAMOUD-ext, Ahmed