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High- Level Specification
| Implementing System | Kinaxis Maestro | ||||||||
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| Business Process Reference | 04.04.06.01. Data provisioning ERP to Maestro |
Functional Overview
A Customer is a consumer of an independent demand item and may be a consumer, a distributor, service center, or a plant identifier for inter-plant orders.
Scope and Objectives
The scope of this interface is between Global Integration Suite and Maestro. This document includes details of the Customer.tab object.
The objective is to populate the Customer and it's referenced tables based on the file provided by Global Integration Suite.
Process Flow Diagram
| Embed draw.io 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. |
2 | China Integration Suite transfers transformed China 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 BillOfMaterial table, with the load initiated either manually or through a scheduled system task. |
6 | The Data Tables which store information in Maestro |
Assumptions
See OnHand.tab System Interface document for assumptions.
Dependencies
See OnHand.tab System Interface document for dependencies.
Security, Integrity and Controls
See Application Architecture - 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 Number | Field Name | Technical Field Name | Data Type | Key | Field Type | Autocreate | Description |
|---|---|---|---|---|---|---|---|
1 | Id | Id | Reference | Y | ExtractField | Default | A value that uniquely identifies the Customer |
2 | Name | Name | Reference | N | ExtractField | Default | The Customer name |
3 | GBU | GBU.Id | String | N | ExtractField | No | Global Business Unit id |
3 | GBUCountryGBU | GBUCountry.GBU.Id | Reference | N | ExtractField | No | GBUCountry Global Business Unit id |
4 | Country | Country.Id | Reference | N | ExtractField | No | A unique identifier associated with this country or market. |
4 | GBUCountryCountry | GBUCountry.Country.Id | Reference | N | ExtractField | No | GBUCountry country identifier |
5 | CustomerShipTo | CustomerShipTo.Id | Reference | N | ExtractField | No | The CustomerShipTo id |
6 | AccountManager | AccountManager.Id | Reference | N | ExtractField | No | Account Manager ID from SAP |
7 | TeamCluster | TeamCluster.Id | Reference | N | ExtractField | Yes | The TeamCluster id |
8 | CEMSegment | CEMSegment.Id | Reference | N | ExtractField | Yes | The CEMSegment id |
9 | GrpOfActivity | GrpOfActivity.Id | Reference | N | ExtractField | Yes | The GrpOfActivity id |
10 | Activity1 | Activity1.Id | Reference | N | ExtractField | Yes | The Activity1 id |
11 | CustomerSoldTo | CustomerSoldTo.Id | Reference | N | ExtractField | No | The CustomerSoldTo id |
12 | SpecCombo | SpecCombo.Id | Reference | N | ExtractField | Yes | The SpecCombo id |
File Formats
See File Formats - SFTP section in the Data Integration Document.
Data Model BillOfMaterial table settings:
| Allow Data update to: | Currency | |||
|---|---|---|---|---|
| Insert, Modify and Delete records | Insert and Modify records only | Allow automatic record creation | Determined by Maestro | Expression |
| - | Y | N | Y | - |
Data Model Customer custom fields:
Field name | Description | Data type | Key |
AggregationLevel | Name of the Aggregation level this customer represent (only applicable to customer generated in Kinaxis) | String | N |
SupplyOnly | Supply Only Customer | Boolean | N |
UserId | User/Admin id | String | N |
AccountManager | Account Manager ID from SAP | Reference | N |
Activity1 | Activity1 | Reference | N |
CEMSegment | CEMSegment | Reference | N |
Currency | Local Currency for MTP | Reference | N |
CustomerShipTo | CustomerShipTo | Reference | N |
CustomerSoldTo | CustomerSoldTo | Reference | N |
GBU | GBU | Reference | N |
GBUCountry | GBUCountry | Reference | N |
GrpOfActivity | GrpOfActivity | Reference | N |
GrpOfActivtyTeamCluster | GrpOfActivtyTeamCluster | Reference | N |
Source | Source of this record: Interface/User | Reference | N |
SpecCombo | Contains the Spec Combo for Composites customers | Reference | N |
TeamCluster | TeamCluster | Reference | N |
Processing Logic
See Processing Logic - SFTP section in the Data Integration Document.
Delta or Full Load Requirements
This file will be a Full Load, sent 3 times a day, so the file has been loaded at the beginning of day for each global region. If Customer is omitted from any of these loads, the Customer data within Maestro will be unchanged.
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 Customer table data have to be either loaded manually before loading the Customer table or at the same time as the Customer table is loaded or set to be created automatically in data model or in DSM.
Below tables need to be taken into account before BillOfMaterial table data load:
Table | SyWay configuration |
AccountManager | Auto create not allowed |
Activity1 | Set to allow automatic record creation |
CEMSegment | Set to allow automatic record creation |
Country | Auto create not allowed |
CustomerShipTo | Auto create not allowed |
CustomerSoldTo | Auto create not allowed |
GBU | Auto create not allowed |
GBUCountry | Auto create not allowed |
GrpOfActivity | Set to allow automatic record creation |
SpecCombo | Set to allow automatic record creation |
TeamCluster | Set to allow automatic record creation |
Volumetrics
Current APS Volume of BillOfMaterial records is 32,978. Because APS makes up approximately 60% of Syway projected records, an expected estimate for Syway is therefore 52,765
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
See OnHand.tab System Interface document for information on how to test.
There are no Customer-specific testing requirements.
Test Conditions and Expected Results
See OnHand.tab System Interface document for information on test conditions and expected results.
There are no Customer-specific test conditions.
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
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Appendix
See also
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Change log
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