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Comment: Updated the Functional overview section
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High- Level Specification

Implementing SystemKinaxis Maestro
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Business Process Reference04.04.06.01. Data provisioning ERP to Maestro


Functional Overview

This is a corporate-led segmentation dimension, applied to both customer and product combination within the system. It functions in parallel with but is separate to the GBU-based hierarchy.This table stores information for a distinct division or unit in Maestro.

A Segment is a sub-category within a Market. It usually represents a key functionality the customer needs (functional segmentation). In some cases where functionality doesn’t apply (e.g., Consumer Goods), the Segment simply groups similar types of products or uses.

Scope and Objective

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

The objective is to populate the CorporateSegment 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. 

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 CorporateSegment table, with the load initiated either manually or through a scheduled system task.

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 - 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

1

Id

Id

String

Y

ExtractField


A value that uniquely identifies the CorporateSegment

2

Description

Description

String

N

ExtractField


CorporateSegment Description

File Formats 

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


Data Model CorporateSegment 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-YY-

Data Model CorporateSegment custom fields:

There are no additional custom fields in this table. See section Data Structure above.

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 CorporateSegment is omitted from any of these loads, the CorporateSegment data within Maestro will be unchanged.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

N/A


Volumetrics

Current APS Volume of CorporateSegment records is 171. Because APS makes up approximately 60% of Syway projected records, an expected estimate for Syway is therefore 274. 

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 CorporateSegment-specific testing requirements.

Test Conditions and Expected Results

There are no CorporateSegment-specific test conditions.

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 duplicates

The CorporateSegment.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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