Industrial Equipment Model - Master Data Guide#

Overview#

A sample Master Data specifically designed to cover Industrial Equipment Industry use-cases is available for download for each Industrial Equipment release in the Industrial Equipment Template Releases ⧉.

This modelling guide intends to guide the user on:

1. How to setup and upload the Master Data into a CM MES environment.
2. Explain the business context included in the Master Data.
3. Which MES features are included in the Master Data, and which processes - both Base and Engineering - are covered by these features.

By providing a sample Master Data set that users can upload directly into the MES and start using immediately, we intend to:

• Illustrate how the MES standard functionalities work: Show users concrete examples of Products, Flows, Resources, BOMs and other entities so they can understand how the out-of-the-box MES features are meant to be used, particularly in Industrial Equipment business scenarios.
• Showcase best-practice usage patterns for Industrial Equipment use-cases: Showcase recommended patterns for Flows, Products, Resources, Material Tracking, and overall model, that align with MES best practices for common Industrial Equipment business scenarios.
• Provide a ready-to-use baseline: Give customers a starting point they can upload "as-is" or adapt, so they don't have to build all master data from scratch before using core MES capabilities.
• Accelerate training and configuration: Help users get up and running faster by showing what a minimal, working master data set looks like, shortening the learning curve for new instances.
• Provide a quick Setup data for MES Demos: Provide a sample master data that can be used to quickly configure and run MES demonstrations in an industrial equipment business context.

Master Data Setup#

Master Data is organized in several model blocks, with only the Core Model being mandatory. Based on the needs and objectives, additional blocks can be uploaded on top of the Core Model Master Data.

• Core: consists of the following Master Data - Core, Storage Bins, Materials, Costing, Production Order.

By uploading the other blocks the user will be able to explore other features of the MES, included in additional MES modules:

• Engineering Model: Recipe Management, Documents Management.
• Quality Model: Sampling, SPC, Exceptions Management, Mapping.
• Labor Management: Teams, Shift Plan.
• Material Logistics: Logistic Areas, Transfer Orders, Storage Replenishment.

How to load Master Data files into CM MES:

Each file (.zip or .xlsx) must be loaded individually using the MES Master Data Package tool. Repeat the following steps for each file in the order specified in the sections below:

1. Navigate to Administration > Master Data Packages > New.
2. Enter a Name, select the Type, and upload the file using Browse File (accepted formats: .zip, .xlsx, .xml, .json).
3. Click Create. The package record opens automatically.
4. Click Run > Load. A dialog titled "Load Master Data Package" opens, listing all objects available in the package. Click Select All Items to select all, then click Load. The MES processes each object type sequentially and displays a detailed result log (objects created, updated, or skipped) with a status indicator per object type upon completion.

Note: If any error occurs during loading, the entire operation is rolled back and no data is loaded into the system.

Within each Excel file, objects are loaded in the order defined by the worksheet sequence.

See also: Master Data Packages ⧉ in the CM MES Documentation.

Core Master Data#

By using the provided Core Master Data, users will be able to perform the core operations of the MES, such as running a Material through a Production Flow. The main Production Flows are enriched to simulate activities commonly found in a real industrial equipment manufacturing facility, giving users the opportunity to explore MES capabilities in a realistic environment. By moving a Material through the Flow, users can experience functionalities such as automatic and manual material consumption based on BOM, Rework Flows, Time Constraints, Material Logistics, Kanban Replenishment, Production Orders, Notifications and other core features.

The Core Master Data model that contains all the basic entities to create the manufacturing baseline. This file is required always to be imported first before any of the following Master Data files. This folder contains additional files that expand the Core Model. Namely:

• Materials: contains Material definitions.
• Storage Bins: contains the Storage BIN definition example for a Storage Resource.
• Business Workflows: contains an example on how to build business workflows to trigger notifications on MES.
• Production Order: contains the Production Order definitions and adds Materials to the Production Orders. Requires license.
• Costing: contains the costing definitions for Resources, Employee. Requires license.

Core#

1. Load the file 001_1_masterdata_indeq_Core.zip ⧉ from the folder 001_core using the Master Data Package tool (see loading instructions above).

   • In this file, you can find the modelling for Security & Roles, State Model, DEE Actions & Rules, Sort Rule, Calendar & Shift, Name Generator, Enterprise, Site, Facility, Service, Area, Employee, Business Partners, Reasons, Steps, Flows, Products, Product Group, Label Specification, Resources, BOMs.

2. Load the file 001_2_masterdata_indeq_Materials.xlsx ⧉ from the folder 001_core using the Master Data Package tool (see loading instructions above).

   • This file is an expansion of the Core Master Data file.
   • In this file, you can find the modelling for Raw Material, Durable, Semi & Finished Good Materials.

3. Load the file 001_3_masterdata_indeq_StorageBins.xlsx ⧉ from the folder 001_core using the Master Data Package tool (see loading instructions above).

   • This file is an expansion of the Core Master Data file.
   • In this file, you can find the modelling for Resources with Storage Bins.

4. Load the file 001_4_masterdata_indeq_BusinessWorkflows.zip ⧉ from the folder 001_core using the Master Data Package tool (see loading instructions above).

   • This file is an expansion of the Core Master Data file.
   • In this file, you can find the modelling for Business Workflows.

   Additional Notes:

   • To generate the new attributes defined in 001_2_masterdata_indeq_Materials.xlsx ⧉:

     • Navigate to Administration > Entity Types, search for Material, open it, and click Generate in the top action bar. Confirm by clicking Generate in the dialog.

       See also: Entity Types ⧉ in the CM MES Documentation.

   • Future actions “Send e-mail” were set for the Step SHIPPING FINAL CUSTOMER. Please change the e-mail defined in the Distribution List by:

     • Navigate to Business Data > Step, search for STEP SHIPPING FINAL CUSTOMER, open it, and click Future Actions in the right panel. Then click Special Manage, under Manage in the Future Action tab. Change the e-mail defined in the Distribution List. Confirm by clicking Update in the Special Manage Future Actions wizard.

       See also: Manage Future Actions ⧉ in the CM MES Documentation.

   • Three Business Workflows were loaded as part of the Core Model. To activate them, navigate to Low Code > Business Workflows, open each of the following workflows, and click Request Approval in the top action bar:

     • Automatic Track-in for Rework InduTech
     • Shipping to Facility Warehouse InduTech

     • Store Raw Material in Warehouse InduTech

       See also: Business Workflows ⧉ in the CM MES Documentation.

   • NameGenerator for manual Split: navigate to Administration > DEE Actions, search for ResolveNameGenerator, and open it.

     • In the Action Code, locate the case SplitMaterialInput and change the value of NameGeneratorName from "MaterialNameGenerator" to "SplitLotNameGenerator".

     • Click Validate to confirm there are no errors, then click Save. In the Save new version dialog, ensure Set this version effective is checked, then click Save.

       See also: DEE Actions and Name Generators ⧉ in the CM MES Documentation.

   • If you are not using a User from the Master Data, create a new User and Employee. Navigate to Business Data > Employee > New. A two-step wizard opens:

     • Step 1 - User: select an existing User, or click Create to open the Create New User form. Fill in the required fields (Account, Name) and define a PIN. Click Create - the wizard returns automatically to step 1 with the new User selected. Click Next.

     • Step 2 - General Data: fill in the required fields: Name, Type, Number, and Calendar. Click Create.

       Note: The PIN is required to perform certain operations in the MES Shop Floor interface.

Production Order#

1. Load the file 001_5_masterdata_indeq_ProductionOrder.xlsx ⧉ from the folder 001_core using the Master Data Package tool (see loading instructions above).
   • This file is an expansion of the Core Master Data file.
   • This requires the Production Order license.
   • In this file, you can find the modelling for Production Order.

Costing#

1. Load the file 001_6_masterdata_indeq_Costing.xlsx ⧉ from the folder 001_core using the Master Data Package tool (see loading instructions above).
   • This file is an expansion of the Core Master Data file.
   • This requires the Costing license.
   • In this file, you can find the modelling for Costing.

Model Expansion#

It is possible to enhance the Core Model with further model expansions. Users will be able to perform Checklists and Data Collections, consult relevant Documents for a given operation (such as assembly procedures and equipment manuals), review the Recipe to be used in a specific Resource, ensure that Employees have the required Certifications to operate a Resource and/or Process Activity or to perform a given operation, and carry out Setup and Line Clearance when needed, among other functionalities.

Engineering Base#

1. The file 002_1_masterdata_indeq_engineering_Base.xlsx is included inside 002_1_masterdata_indeq_engineering_Base.zip ⧉ from the folder 002_engineering.

   • In this file, you can find the modelling for BOMs, data collections and checklists.

2. The file 002_2_masterdata_indeq_engineering_Instrument.xlsx ⧉ from the folder 002_engineering.

   • In this file, you can find the modelling for Resource of Instrument Type.

Recipe#

1. The file 002_3_masterdata_indeq_engineering_Recipe.xlsx ⧉ from the folder 002_engineering.
   • This requires the Recipe Management license.
   • In this file, you can find the modelling for Recipe.

Maintenance#

1. The file Masterdata_indeq_engineering - Maintenance.xlsx is included inside 002_4_masterdata_indeq_engineering_Maintenance.zip ⧉ from the folder 002_engineering.
   • This requires the Maintenance Management license.
   • In this file, you can find the modelling for Checklist, Maintenance Plans, Maintenance Activities.

Documents#

1. The file masterdata_indeq_engineering - Document.xlsx is included inside 002_5_masterdata_indeq_engineering_Document.zip ⧉ from the folder 002_engineering.
   • This requires the Document Management license.
   • In this file, you can find the modelling for Documents.

Printable Documents#

1. The file Masterdata_indeq_engineering - PrintableDocument.xlsx is included inside 002_6_masterdata_indeq_engineering_PrintableDocument.zip ⧉ from the folder 002_engineering.

   • This requires the Printable Documents Management license.
   • In this file, you can find the modelling for Printable Documents.

   Additional Notes:

   • Navigate to Business Data > Change Set and open CS-Label IE.
   • Verify that the Labels are listed under the Items tab, then click Request Approval in the top action bar.
   • The Labels included in the Change Set will automatically become Effective.

Exception Management#

1. The file 003_1_masterdata_indeq_ExceptionManagement.xlsx ⧉ from the folder 003_quality.
   • This requires the Exception Management license.
   • In this file, you can find the modelling for Protocols.

SPC#

1. The file 003_2_masterdata_indeq_SPC.xlsx ⧉ from the folder 003_quality.
   • This requires the SPC - Statistical Process Control license.
   • In this file, you can find the modelling for Data Collection, Data Collection Limits, Charts.

Sampling#

1. The file 003_3_masterdata_indeq_Sampling.xlsx ⧉ from the folder 003_quality.
   • This requires the Sampling license.
   • In this file, you can find the modelling for Data Collection, Sampling Plans and Inspection.

Labor Management#

1. The file 004_1_masterdata_indeq_labor_management.xlsx ⧉ from the folder 004_labour_management.

   • This requires the Labor Management license.
   • In this file, you can find the modelling for Qualification, Certification, Employee, Shift Definition, Teams, Shift Plan.

   Additional Notes:

   • Open it and check the following tabs for outdated dates:

     • EmployeeQualification tab: check the QualificationDate and ValidTo columns.
     • EmployeeCertification tab: check the CertificationTargetDate, CertificationDate, and ValidTo columns.

   • If any dates need to be updated, edit the file, and repackage it into the zip before proceeding to step 2.

   • The User you are using may need an Employee, Qualification and Certification assigned to process Material in some Steps and Resources.

Material Logistic#

1. The file 005_1_masterdata_indeq_material_logistic.xlsx ⧉ from the folder 005_logistic.

   • This requires the Material Logistic license.
   • In this file, you can find the modelling for Area, Transfer Requirements, Steps configured to enable Material Logistic process.

   Additional Notes:

   • To use the Material Logistics Module, store all Raw Materials in the Warehouse. Navigate to Business Data > Step, search for Store InduTech Warehouse, and open it. Click Views (top right) and select Step View. Select all 17 materials using the header checkbox, then click Store in the top action bar. A two-step wizard opens:

     • Step 1 - Resource: select Store InduTech Warehouse and click Next.
     • Step 2 - Materials: confirm the list of materials to store and click Store.

   • A green confirmation message - "Material(s) was/were stored successfully" - confirms the operation. All materials will appear with state Queued in the Step View.

   • To test automatic Replenishment within the Storage Resources, store some components in the Kanban resources.

     • Navigate to Business Data > Resource, search for Kanban Fabrication, and open it.
     • Click Views (top right) and select Resource View.
     • Select some materials from the grid - only materials whose products are listed in the Resource Replenishment Context Smart Table for that resource - then click Store in the top action bar and follow the wizard (same flow as described above).

     • Repeat the same steps for Kanban Final Assembly.

     • Important: Only select materials whose products are configured in the Resource Replenishment Context for the specific Kanban resource. To verify which products are configured, navigate to Administration > Tables, search for the Smart Table ResolveReplenishmentContext, and check the entries for the relevant resource. Selecting materials from products not listed in this table will result in the following error during the Store wizard: "There is a configuration mismatch (ResolveReplenishmentContext) for the data sent to Product [product name]."

Business Case Context#

The sample Master Data portrays a fictional company, InduTech, a global leader in industrial equipment, deploying CM MES across its new European RTU factory in a single, coordinated rollout.

The site produces two Finished Good products. The RTU size and color of each Finished Good are defined by characteristics when the Production Order is sent from ERP to MES. At the end of the process, the RTU unit is shipped to the customer. The site has a production facility and a warehouse where consumables are controlled, managed, and sent to production when stocks run low or whenever requested by the production team.

Production Process:

Site Overview:

The InduTech site is structured across three levels:

Materials flow from the Warehouse InduTech Store into Fabrication and Final Assembly via Transfer Requirements (Kanban), and from Final Assembly into RTU Packing and then to Shipping.

Products and Flows Structure#

The InduTech model is built around two Finished Good products, each produced in its own dedicated Final Assembly flow. The components consumed during Final Assembly are Semi-Finished Goods (SFGs), each produced in independent Fabrication flows. All Fabrication flows share the same last step, Kanban Final Assembly, which acts as the stock source for the Final Assembly flows.

Finished Goods:

Both Final Assembly flows share the same steps. The SFGs consumed at each step are determined by Product Characteristics (Size and Color) defined on the material being produced.

Semi-Finished Goods and their Fabrication Flows:

Within the Fabrication_Metal Plate flow, the material follows one of two alternate sub-flows depending on the product color:

All Fabrication flows share the same last step, Kanban Final Assembly. After production, all SFGs are stocked at this step and consumed from there into the respective Finished Good materials in the Final Assembly flows, according to the Product Characteristic conditions (Size and Color) defined on each BOM.

Core Model - Functionalities#

The following sections describe which MES functionalities are available in each Flow and Step of the Core Model. Tables are organized by Flow, with columns indicating whether the functionality belongs to the Base, Engineering, or Quality layer.

Note: Quality functionalities are not yet available in this release. The Quality column is included for reference only.

Fabrication Flows#

Flow: Fabrication_Metal Plate#

Note: Line Clearance on Changeover at BEND requires Setup Characteristic = Recipe. A known product issue means this feature is not fully operational in this step at this time.

Flow: Fabrication_Coil - Copper#

Flow: Fabrication_Electric#

Flow: Fabrication_Foam#

Flow: Final Assembly#

PCR = Product Characteristic Rule

Rework Flows#

Rework Flow: RW_Metal Plate#

Linked to Steps:

• PLATE COLORING → Return Step: PLATE COLORING
• PLATE PAINTING → Return Step: COATING

Rework Flow: RW_Coil#

Linked to Steps:

• COIL TREATMENT → Return Step: COIL TREATMENT

Material Logistics#

Flow: Store InduTech Warehouse#

From the Store InduTech Warehouse step, Materials are moved via Transfer Requirements to specific Storage Resources in the production areas, based on Material Logistics configurations:

Happy Flow#

The happy path flow consists of particular industry use cases. The goal of this chapter is to promote examples on how to model these.

• Basic Flow - the proposal is to have a simple Flow with a set of extended quality and engineering functionalities that allows the user to focus mainly in the production process.
  • The use case reuses the Copper Production and Final Assembly of an HVAC unit. The production is simplified as these particular productions are performed in a different department and the end Product has reduced complexity.

Note: The Basic Flow model elements have the nomenclature "Basic" on the naming for the AREA, FLOWS, STEP, MATERIALS.

Flow: Basic_SFG_Coil - Copper#

Flow: Basic_FG_Final Assembly - HVAC RTU#

Other Functionalities - Core Model#

Security:

• Roles, Users, Employees, Features, DataGroup, Report Folder

  See also: Security ⧉ in the CM MES Documentation.

Attributes:

• Material Attributes

  See also: Attributes ⧉ in the CM MES Documentation.

State Model:

• SEMI E58

• Custom Resource State Model

  See also: State Models ⧉ in the CM MES Documentation.

Name Generators:

• A set of Name Generators for Material, Split, and Expand operations

  See also: Name Generators ⧉ in the CM MES Documentation.

DEEs & Rules:

• DEEs and Rules for Steps with Conditions

  See also: DEE Actions and Rules ⧉ in the CM MES Documentation.

Sorter Rules:

• Sorter Rules for Resources, Materials and Material Logistics

  See also: Sort Rule Set ⧉ in the CM MES Documentation.

Alarm Management:

• Notification triggered through Event Rules when a Material is put on Hold
• Notifications in Business Rules
• Notification when a Material reaches or leaves a Step

• Notification when a Material is sent to Rework

  See also: Event Rules ⧉ in the CM MES Documentation.

Business Rules:

• Material is automatically stored in the Warehouse
• Material is automatically shipped to Facility "Warehouse InduTech" + Notification

• When sent to Rework, Material is automatically tracked-in to the Rework Station

  See also: Business Workflows ⧉ in the CM MES Documentation.

Calendar & Scheduling:

• CalendarDay with holidays removed

• ShiftLogBook

  See also: Calendar and Shift Logbook ⧉ in the CM MES Documentation.

Material Logistics:

• Material Logistics with Resource Automatic Replenishment

  See also: Material Logistics ⧉ in the CM MES Documentation.

Partners & Compliance:

• Business Partner
• Moisture Sensitive Level for Raw Materials

• Product Manufacturers

  See also: Business Partner, Moisture Sensitive Level and Product Manufacturers ⧉ in the CM MES Documentation.

Reasons:

• Reasons for Rework, Loss, Hold, Bonus, Defect
• Reason Repair Actions

• Global Rework Limit for Products

  See also: Reason ⧉ in the CM MES Documentation.

Cost:

• Cost context for Products, Steps, Resources, Employees and Calendar

  See also: Material Costing ⧉ in the CM MES Documentation.

Other:

• Material Defect (see also: Material Defects ⧉ in the CM MES Documentation)
• Product Characteristics (see also: Product Characteristics ⧉ in the CM MES Documentation)
• Storage Resources with and without Binning, with and without Floor Life Save
• Instruments with Capability Set (see also: Data Collection with Instruments ⧉ in the CM MES Documentation)
• Resource Group
• Production Orders (see also: Production Orders ⧉ in the CM MES Documentation)
• Keyboard Shortcuts (see also: Keyboard Shortcuts ⧉ in the CM MES Documentation)
• Layout for Step View and Resource View
• ResourceIdealCycleTime
• StepProductYieldAndCycleTimeContext
• Containers with Restrictions (MaterialContainerTypeContext)

Engineering Model - Functionalities#

The Engineering Model adds a layer of process control and traceability on top of the Core Model. The functionalities available per Step and Flow are the same regardless of whether Option A or Option B was used during setup. The difference between the two options lies exclusively in the setup process and in the Smart Table configurations that are pre-loaded: Option B includes additional Smart Table contexts that automatically associate Checklists, Data Collections, Documents and Durables to Materials by product, flow and step.

The Engineering column in all tables above reflects the Engineering Model content applicable to both options.

Additional Engineering Model entities loaded across all Flows:

• Checklists

  See also: Checklist ⧉ in the CM MES Documentation.

• Data Collections and Data Collection Limit Sets (DCLS)

  See also: Data Collection ⧉ in the CM MES Documentation.

• Documents

  See also: Document ⧉ in the CM MES Documentation.

• Recipes and Sub-Recipes

  See also: Recipe ⧉ in the CM MES Documentation.

• Employee Qualifications and Certifications

  See also: Qualification and Certification ⧉ in the CM MES Documentation.

• Setup Matrix for Line Clearance configurations

  See also: Setup and Line Clearance ⧉ in the CM MES Documentation.

• Qualification Checks

  See also: Qualification Check ⧉ in the CM MES Documentation.

• Label Specifications and Printable Documents

  See also: Printable Document ⧉ in the CM MES Documentation.