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High- Level Specification

Implementing SystemKinaxis Maestro
Invoked by/Invokes

Business Process Reference04.04.06.01. Data provisioning ERP to Maestro


Functional Overview

A Constraint is an identified limitation on the production process or supply source. This is important as they must be applied to a PartSource. Examples include equipment (such as a WorkCentre or Line, where maximum production per day would be represented), labor or people (such as staff shortages), and agreements (for example, restrictions on purchasing more than a specified amount during a calendar month).

Constraints can be expressed in any UOM (hours, kg, etc.), with conversion handled through Constraint.UnitOfMeasure and PartSource.SupplierUOM via SourceConstraint.ConstraintFactor.

Scope and Objectives

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

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

Process Flow Diagram

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 Constraint 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 - 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
0DataDateDataDate.ValueStringNFixedValueDefaultMRP date representing the planning snapshot date for the constraint record.
0MRPControllerSYE::MRPController.ValueStringNFixedValueY

Used for responsibility solution. It will allow responsible users to edit the constraint properties

1NameNameStringYExtractFieldDefaultUnique constraint (resource) name or code. Acts as the primary identifier for the constraint.
2SiteSite.ValueRef StringYExtractFieldDefaultPlant / site where the constraint (resource) is defined.
2MRPControllerSiteSYE::MRPController.Site.ValueRef StringNExtractFieldDefaultPlant associated with the MRP Controller. 
3DescriptionDescriptionStringNExtractFieldDefaultDescriptive text providing additional details about the constraint or resource.
4KeyConstraintSolutions::KeyConstraintBooleanNExtractFieldDefaultIndicates whether the constraint is considered a key or critical constraint in planning logic.
5CalendarCalendar.ValueRef StringNExtractFieldDefaultCalendar identifier used to determine working and non-working time for the constraint. Value sourced via transformation logic (SyWay adjustment).
6TypeType.ValueRef StringNExtractFieldDefaultConstraint type classification. Value derived from source system (work center–related).
7UnitOfMeasureUnitOfMeasure.ValueRef StringNExtractFieldDefaultUnit of measure used for capacity or rate calculations for the constraint.
8AvailableRateSYE::AvailableRateQuantityNExtractFieldDefault

The rate from ERP that will be used to create the Constraint Rate records for this constraint

File Formats 

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


Data Model Constraint 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 Constraint custom fields:


Field name

Description

Data type

Key

MRPController.Value

Used for responsibility solution. It will allow responsible users to edit the constraint properties

String

N

MRPController.Site

Used for responsibility solution. It will allow responsible users to edit the constraint properties

String

N

AvailableRate

The rate from ERP that will be used to create the Constraint Rate records for this constraint

QuantityN
InputWeight

Not mapped. This a user input field to support the constraint group solution. The weight is the ratio of this constraint to the group constraint

QuantityN
IsGroupConstraint

Boolean marker to identify Group Constraints

BooleanN
OEE

Not mapped. This is a user input field to support the reliability calculations. This will impact how much to load the constraint in Maestro

QuantityN

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 Constraint is omitted from any of these loads, the Constraint 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 Constraint table data have to be either loaded manually before loading the Constraint table or at the same time as the Constraint table is loaded or set to be created automatically in data model or in DSM.

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

Table

SyWay configuration 

ConstriantGroup


ConstraintType


Calendar


MRPController

Set to allow automatic record creation

Site


PlannerCode


ConstraintUnitOfMeasure




Volumetrics

Current APS Volume of Constraint records is 85. Because APS makes up approximately 60% of Syway projected records, an expected estimate for Syway is therefore 140

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.

SnoTest CaseExpected Result
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

 Duplicates for Constraint.tab are Not permitted technically as there are key fields, so no duplicate errors should exist, but a manual comparison test should be performed to ensure that no 2 rows are the same.

4


Missing Reference on Constraint Type

Constraint.Tab has field values rereferring to control table values/ tables like  ConstriantGroup, ConstraintType, Calendar, MRPControllerSite, PlannerCode, and ConstraintUnitOfMeasure. All those tables and values must exist prior to data load.

Test Conditions and Expected Results

See OnHand.tab System Interface document for information on test conditions and expected results.

There are no Constraint-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

Package NameParent Package




Other Development Objects

Object TypeObject NamePurpose/High Level LogicDesign Rationale Reference









Appendix

See also

Insert links and references to other documents which are relevant when trying to understand this decision and its implications. Other decisions are often impacted, so it's good to list them here with links. Attachments are also possible but dangerous as they are static documents and not updated by their authors.


Change log