Contents

• Title and Copyright Information
• Preface

1 Introduction to JD Edwards EnterpriseOne Blend Management

• JD Edwards EnterpriseOne Blend Management Overview
  • Blend Facility
  • Vessels
  • Lot Attributes
  • Quality Management
  • Costing and Accounting
  • Base and Configured Operations
  • Blend Activities
  • Interoperability
• JD Edwards EnterpriseOne Blend Management Business Processes
• JD Edwards EnterpriseOne Blend Management Integrations
  • JD Edwards EnterpriseOne Address Book
  • JD Edwards EnterpriseOne Inventory Management
  • JD Edwards EnterpriseOne Product Data Management
  • JD Edwards EnterpriseOne Grower Management
  • JD Edwards EnterpriseOne General Ledger
  • JD Edwards EnterpriseOne Fixed Assets
  • JD Edwards EnterpriseOne Procurement
  • JD Edwards EnterpriseOne Quality Management
  • JD Edwards EnterpriseOne EDI
• JD Edwards EnterpriseOne Blend Management Implementation
  • Global Implementation Steps
  • Implementation Steps for Blend Management

2 Setting Up JD Edwards EnterpriseOne Blend Management

• Setting Up Blend System Constants
  • Understanding Blend System Constants
  • Form Used to Set Up Blend System Constants
  • Setting Up Blend Management Constants
• Running the Populate Base Operations and Summary Attributes Table Program (R31B20)
  • Running the Populate Base Operations and Summary Attributes Table Program (R31B20)
• Setting Up UDCs
  • Understanding UDCs for JD Edwards EnterpriseOne Blend Management
• Setting Up Temperature Conversion Charts
  • Understanding Temperature Conversion Charts
  • Forms Used to Set Up Temperature Conversion Charts
  • Adding New Temperature Conversion Charts
  • Copying Existing Temperature Conversion Charts
  • Importing Existing Temperature Conversion Charts

3 Setting Up Blend Facilities

• Understanding Blend Facility Setup
• Prerequisite
• Setting Up Blend Facilities
  • Prerequisites
  • Forms Used to Set Up Blend Facilities
  • Setting Processing Options for Winery Setup (P31B01)
    • Process
  • Setting Up a Blend Facility
• Setting Up Winery Constants
  • Understanding Winery Constants
    • Costing
    • Sampling Information
  • Prerequisite
  • Forms Used to Set Up Winery Constants
  • Setting Up Winery Constants
    • General Information
    • Unit of Measure Information
    • Bottling Information
    • Costing
    • Quality
• Setting Up Work Areas
  • Prerequisite
  • Forms Used to Set Up Work Areas
  • Setting Up a Work Area
    • Category Codes
    • Capacity
• Setting Up Staff
  • Prerequisites
  • Forms Used to Set Up Staff
  • Setting Processing Options for Staff Setup (P31B02)
    • Defaults
  • Setting Up Staff
• Setting Up Work Groups
  • Understanding Work Groups
  • Prerequisite
  • Forms Used to Set Up Work Groups
  • Setting Up Work Groups
    • Assign Staff
    • Assign Work Area
• Setting Up Equipment
  • Understanding Equipment Setup
  • Prerequisite
  • Forms Used to Set Up Equipment
  • Setting Up Equipment
• Setting Up Consumables for Equipment
  • Prerequisite
  • Form Used to Set Up Consumables
  • Setting Up Consumables
• Setting Up Weight-to-Volume Conversion Rates
  • Understanding Weight-to-Volume Conversion Rates
  • Prerequisites
  • Form Used to Set Up Weight-to-Volume Conversion Rates
  • Setting Up Weight-to-Volume Conversion Rates
    • Winery/Variety
    • Variety
    • Winery
    • System Defaults
• Setting Up Operation Workflow Security
  • Understanding Operation Workflow Security
  • Prerequisites
  • Forms Used to Set Up Operation Workflow Security
  • Adding Operation Security Definitions
  • Managing Permission Lists

4 Setting Up Lot Attributes

• Understanding Lot Attribute Setup
• Setting Up Owners
  • Understanding Ownership Setup
  • Prerequisite
  • Forms Used to Set Up Owners
  • Setting Up Owners
• Setting Up Style Definitions
  • Understanding Style Definition
    • Sub Styles
    • Style Assignment
  • Prerequisites
  • Forms Used to Set Up Style Definitions
  • Setting Processing Options for Setup Style Definitions (P31B34)
    • Process
  • Setting Up Style Definitions
    • Blend Modifier Information
    • VBT Summarization Information
  • Assigning Style Definitions to Blend Facilities
• Setting Up Composition
  • Understanding Composition
  • Forms Used to Set Up Composition
  • Setting Up Geographic Areas
  • Setting Up Geographic Area Hierarchies
  • Setting Up Varieties
• Setting Up Material Types
  • Understanding Material Types
  • Prerequisites
  • Forms Used to Set Up Material Types
  • Setting Up Material Types
    • General
    • Additional
  • Setting Up Material Type Combinations
• Setting Up Wine Status
  • Understanding Wine Status
  • Prerequisite
  • Forms Used to Set Up Wine Status
  • Setting Up Wine Status
• Setting Up Blend IDs
  • Understanding Blend IDs
  • Prerequisite
  • Forms Used to Set Up Blend IDs
  • Setting Up Blend IDs
• Setting Up Summary Attributes
  • Understanding Summary Attributes
  • Forms Used to Set Up Summary Attributes
  • Setting Up Summary Attributes
• Setting Up Instructed Attributes
  • Understanding Instructed Attributes
  • Prerequisite
  • Forms Used to Set Up Instructed Attributes
  • Setting Up Instructed Attributes
• Entering Lot Comments
  • Understanding Lot Comments
  • Form Used to Enter Lot Comments

5 Defining EURs and Validating EUR Product Specifications

• Understanding EUR Profiles
• Creating EUR Definitions
  • Understanding EUR Definitions
  • Prerequisites
  • Common Fields Used in This Section
  • Forms Used to Create EUR Definitions
  • Creating EUR Definitions
    • Category Codes
    • Item Information
    • Attachments
  • Defining Harvest Assumptions
  • Defining EUR Loss Assumptions
  • Defining Planning Assumptions
  • Defining Valid Operations for EURs
  • Defining Conversion Rate Assumptions
• Setting Up Brands
  • Forms Used to Set Up Brands
  • Setting Up Brands
• Setting Up EUR Product Specifications
  • Understanding EUR Product Specifications
  • Prerequisite
  • Forms Used to Set Up EUR Product Specifications
  • Setting Up Specification Masters
  • Defining EUR Specifications
• Creating and Attaching Protocols to EUR Definitions
  • Forms Used to Create and Attach Protocols to EUR Definitions
  • Creating Protocols
  • Attaching Protocols to EUR Definitions
• Validating EUR Product Specifications
  • Understanding Validations
    • Overriding Validation Errors
  • Forms Used to Validate EUR Product Specifications
  • Reviewing EUR Validation Results
  • Overriding EUR Validation Errors

6 Setting Up Vessels

• Setting Up Tanks
  • Understanding Tanks
  • Prerequisites
  • Forms Used to Set Up Tanks
  • Setting Processing Options for Tank Master (P31B08)
    • Defaults
  • Creating a Tank
    • Attributes
    • Options and Cost
• Creating Dip Charts
  • Understanding Dip Charts
  • Prerequisite
  • Forms Used to Create a Dip Chart
  • Creating a Dip Chart
    • Dip Chart Header
    • Dip Chart Details
• Defining Barrel and Container Types and Capacities
  • Understanding Barrel and Container Types and Capacities
  • Prerequisite
  • Forms Used to Define Barrel and Container Types and Capacities
  • Defining Barrel and Container Types and Capacities
• Setting Up Barrel Profiles
  • Understanding Barrel Profiles
  • Prerequisite
  • Forms Used to Set Up Barrel Profiles
  • Setting Processing Options for Barrel Profiles (P31B031)
    • Create Item
  • Setting Up Barrel Profiles
    • Costing
• Creating Barrels
  • Understanding Barrel Creation
  • Prerequisites
  • Forms Used to Create Barrels
  • Setting Processing Options for Barrel Master (P31B03)
    • Versions
    • ERP PO
  • Creating a Barrel
    • Barrel Profile
• Setting Up Barrel Style Definitions
  • Understanding Barrel Style Definition
  • Prerequisite
  • Form Used to Set Up a Barrel Style Definition
  • Setting Up a Barrel Style Definition
• Generating Barrel Style Definitions
  • Understanding Generating Barrel Style Definitions
  • Prerequisites
  • Setting Processing Options for Generate Barrel Style Definition (R31B34)
    • Process
  • Generating a Barrel Style Definition
• Assigning Styles to Vessels
  • Understanding Style Assignments
  • Prerequisite
  • Form Used to Assign Styles to Vessels
  • Assigning Styles to Vessels
    • Tank
    • Barrel
    • Equipment
    • Style Definitions
    • Style Assignments
• Performing Mass Barrel Updates
  • Understanding Mass Barrel Updates
  • Form Used to Set Up Mass Barrel Updates
  • Setting Processing Options for Mass Barrel Update (P31B110)
    • Versions
  • Setting Up Mass Barrel Updates
    • Barrel Attributes 2
    • Barrel Attributes 3
  • Setting Processing Options for Mass Barrel Update (R31B110)
    • Process
    • Versions
  • Performing a Mass Barrel Update
• Setting Up Containers
  • Understanding Containers
  • Prerequisites
  • Form Used to Set Up Containers
  • Setting Up Container Master Records

7 Setting Up Operations

• Understanding Operations
• Viewing Base Operations
  • Understanding Base Operations
  • Form Used to View Base Operations
  • Viewing Base Operations
    • Vessel Details
    • Lot/General
    • Category Codes
• Setting Up Configured Operations
  • Understanding the Configured Operation Setup
  • Forms Used to Set Up Configured Operations
  • Setting Up a Configured Operation
    • Defaults
    • Results
    • Instructables
    • Instructed Lot Attributes
    • Cat Code 1 - 5
    • Costing
  • Specifying Blend Facilities
  • Specifying Material Types
  • Specifying Wine Statuses
  • Specifying Styles
  • Specifying Lot Comments
  • Specifying Vessel Types
  • Specifying Equipment Types
  • Specifying Vessel Attributes
    • From Tank Attributes
    • To Tank Attributes
    • Barrel Attributes
    • After Tank Attributes
    • After Barrel Attributes
    • Costing Attributes
  • Editing Quality Blend Rules
  • Specifying Cost Groups by Winery
• Setting Up Workflow Statuses
  • Understanding Workflow Statuses
  • Prerequisite
  • Forms Used to Set Up Workflow Statuses
  • Setting Up Workflow Statuses

8 Setting Up Quality Management

• Understanding Quality Management Setup
  • Prerequisite
  • Common Fields Used in This Chapter
• Setting Up Test Result Names
  • Understanding Test Result Names Setup
  • Forms Used to Set Up Test Result Names
  • Setting Up Test Result Names
• Setting Up Test Conversions
  • Understanding Test Conversion Setup
  • Forms Used to Set Up Test Conversions
  • Setting Up Test Conversions
• Setting Up Test Definitions and Result Durations
  • Understanding Test Definitions and Result Durations Setup
  • Prerequisite
  • Forms Used to Set Up Test Definitions and Result Durations
  • Setting Up Test Definitions and Result Durations
    • Definition Tab
    • Result Ranges Tab
    • Descriptions Tab
• Setting Up Test Equipment
  • Understanding Test Equipment Setup
  • Form Used to Set Up Test Equipment
  • Setting Up Test Equipment
• Setting Up Test Consumables
  • Understanding Test Consumables Setup
  • Form Used to Set Up Test Consumables
  • Setting Up Test Consumables
• Setting Up Test Panels
  • Understanding Test Panel Setup
  • Forms Used to Set Up Test Panels
  • Setting Up Test Panels
• Setting Up Sample Containers
  • Understanding Sample Containers
  • Form Used to Set Up Sample Containers
  • Setting Up Sample Containers

9 Setting Up Costing

• Understanding Costing Setup
  • Prerequisites
• Setting Up Cost Components
  • Understanding Cost Component Setup
  • Forms Used to Set Up Cost Components
  • Setting Up Cost Components
• Setting Up Cost Groups
  • Understanding Cost Group Setup
  • Forms Used to Set Up Cost Groups
  • Setting Up Cost Groups
• Setting Up Cross-References for GL Category Cost Groups
  • Understanding the Cross-Reference Setup for GL Category Cost Groups
  • Forms Used to Set Up Cross-References for GL Category Cost Groups
  • Setting Up Cross-References for GL Category Cost Groups
• Setting Up Accounting Groups
  • Understanding Accounting Group Setup
  • Forms Used to Set Up EUR Accounting Groups
  • Setting Up EUR Accounting Groups
• Setting Up AAIs
  • Understanding Blend AAIs Setup
  • Forms Used to Set Up AAIs

10 Defining Work Orders and Templates

• Understanding Work Orders and Templates
  • Work Order Status
  • Work Order Templates
  • Prerequisites
• Creating Work Orders
  • Forms Used to Create Work Orders
  • Setting Processing Options for Search for Work Order (P31B95)
    • Default
    • Work Order
    • Operation
    • Versions
  • Searching for Work Orders
  • Creating Work Orders Manually
  • Creating Work Orders from Templates
  • Calculating Work Order Status
• Creating Work Order Templates
  • Forms Used to Create Work Order Templates
  • Setting Processing Options for Work Orders Templates (P31B93)
    • Versions
  • Creating Work Order Templates Manually
  • Creating Templates from Work Orders

11 Defining Configured Grid Columns

• Understanding Configured Grid Columns
  • Named Calculations
  • Named Calculation Formats
  • Named Calculation Paths
  • User Default Paths for Named Calculations
• Setting Up Configured Grid Columns
  • Forms Used to Set Up Configured Grid Columns
  • Setting Up Entities for Named Calculations
  • Setting Up Named Calculations
    • General
  • Copying Named Calculations
  • Setting Up Named Calculation Formats
  • Setting Up Named Calculation Paths
  • Setting Up User Default Paths for Named Calculations

12 Entering Basic Operations

• Understanding Operation Entry
• Prerequisite
• Entering Operation Header Information
  • Understanding Operation Header Information
  • Form Used to Enter Operation Header Information
  • Setting Processing Options for Operation Header (P31B69)
    • Default
    • Versions
  • Entering Operation Header Information
    • General
    • Instructions
    • Comments
    • Misc.
• Entering Operation Details
  • Understanding Operation Details
    • Instructing Vessels
    • Calculating Move Details
    • Resources
    • Equipment and Consumables
    • Additional Form Options
    • Single Vessel Entry
      • Lot Attributes for Single Vessel Entry
    • One-To-One Move
  • Understanding Alternative Blend IDs
    • Example 1: Largest Contributing Lot is a From Vessel
    • Example 2: Largest Contributing Lot is a To Vessel
    • Example 3: Largest Contributing Lot is a Tie Between a From and a To Vessel
  • Form Used to Enter Operation Details
  • Setting Processing Options for Create/Edit Operation Detail (P31B87)
    • General
    • Display
    • Versions
  • Entering Operation Details
  • Calculating Move Details
  • Instructing Resources
  • Instructing Equipment
  • Instructing Consumables
    • Example - Consumables Insufficient Quantity Warning (Release 9.2 Update)
  • Creating Consumable Templates
  • Using Single Vessel Entry
  • Entering One-to-One Moves
• Entering Bulk Receipt Operations
  • Understanding Bulk Receipt Operations
    • Receipt Bill of Lading
    • Receive To Tank
    • Receive Full Tanks and Barrels
    • Receive Transfer
    • Crush
  • Forms Used to Enter Bulk Receipt Operations
  • Setting Processing Options for Bill of Lading (P31B91)
    • General
    • Versions
  • Creating Bills of Lading
    • General
    • Purchase Order
    • Default Lot Info
• Entering Tank Operations
  • Understanding Tank Operations
    • Drain Grapes
    • Press Grapes
    • Tank-to-Tank Movement
    • Unknown Vessels
    • Tank-in-Place
    • Validating Tank Capacity
  • Form Used to Enter Tank Operations
  • Entering Tank-to-Tank Movement Operations
  • Entering Tank-in-Place Operations
• Entering Barrel Operations
  • Understanding Barrel Operations
    • VBT Movement Details
    • Barrel Fill
    • Barrel-to-Barrel
    • Barrel-to-Tank
    • Top Barrel-to-Barrel and Top Tank-to-Barrel
    • Barrel In-Place
    • Renaming VBTs
    • Generating Actuals for VBTs
  • Forms Used to Enter Barrel Operations
  • Entering Barrel Move Operations
  • Entering VBT Move Details
  • Entering Barrel In-Place Operations
• Entering Sparkling Operations
  • Understanding Sparkling Operations
    • Renaming VCTs
    • Generating Actuals for VCTs
  • Prerequisites
  • Forms Used to Enter Sparkling Operations
  • Entering Sparkling Operations
  • Entering VCT Details
• Entering QA Operations
  • Form Used to Enter QA Operations
  • Entering QA Operations
• Managing Spirit Operations
  • Understanding Spirit Operations
    • Temperature Conversion Rate
  • Prerequisites
  • Forms Used to Manage Spirit Operations
• Managing Empty Vessel Operations
  • Understanding Empty Vessel Operations
    • Empty Vessel Transfer
    • In-Place Operation with Empty Vessels
  • Form Used to Manage Empty Vessel Operations
  • Entering In-Place Operations with Empty Vessels
  • Entering Transfer Operations for Empty Vessels

13 Entering Additional Operations

• Managing Additive Operations
  • Understanding Additive Operations
    • Methods for Adding Additives and Calculating Additive Quantity
      • Example of the Total Vessel Volume Calculation Method
    • Single Vessel, Single Additive
    • Multiple Vessels, Multiple Additives
    • Additive Templates
    • Additive Thresholds
    • Additive Threshold - Example
    • Additive Insufficient Quantity Warning - Example (Release 9.2 Update)
  • Understanding the Additive Workbench Program
    • Manage Additive Form
    • Typical Process Flow
  • Prerequisites
  • Forms Used to Manage Additive Operations
  • Setting Processing Options for Additive Workbench (P31B84)
    • Defaults
  • Adding a Single or Multiple Additives Using the Additive Workbench
    • Search Criteria Section
    • Vessel Class Section
    • Search Detail Section
    • Add Additive Section
    • Vessel/Additive Quantity Section
  • Entering An Additive Using the Create/Edit Detail Program
  • Creating Additive Templates
  • Managing Additive Thresholds
• Entering Administrative Operations
  • Understanding Administrative Operations
    • Adjust Lots
    • Adjust Inventory
    • Error Correction
    • Declared Loss
    • Composition Material Type
  • Form Used to Enter Administrative Operations
  • Adjusting Inventory
  • Declaring Loss
  • Overriding the Composition Material Type
• Instructing Removal Operations
  • Understanding Removal Operations
    • Ship Bulk Material
    • Ship Full Tanks and Barrels
    • Transfer Bulk Material
  • Prerequisite
  • Entering Shipping Operations
  • Entering Transfer Operations
• Instructing Bottling Operations
  • Understanding Bottling Operations
    • Bottling
    • Bottling Vessels
    • Decant
  • Forms Used to Enter Bottling Operations
  • Setting Processing Options for Bottling Vessel (P31B26)
    • Version
  • Entering Bottling Operations
  • Entering Bottling Vessel Details
  • Entering Decanting Operations
  • Entering Decant Details
• Entering Administrative Operations
  • Understanding Administrative Operations
    • Adjust Lots
    • Adjust Inventory
    • Error Correction
    • Declared Loss
    • Composition Material Type
  • Form Used to Enter Administrative Operations
  • Adjusting Inventory
  • Declaring Loss
  • Overriding the Composition Material Type
• Instructing Removal Operations
  • Understanding Removal Operations
    • Ship Bulk Material
    • Ship Full Tanks and Barrels
    • Transfer Bulk Material
  • Prerequisite
  • Entering Shipping Operations
  • Entering Transfer Operations
• Instructing Bottling Operations
  • Understanding Bottling Operations
    • Bottling
    • Bottling Vessels
    • Decant
  • Forms Used to Enter Bottling Operations
  • Setting Processing Options for Bottling Vessel (P31B26)
    • Version
  • Entering Bottling Operations
  • Entering Bottling Vessel Details
  • Entering Decanting Operations
  • Entering Decant Details

14 Managing Operations

• Understanding Managing Operations
  • Significant Change
  • Vessel Details
  • Prerequisite
• Creating Operations
  • Understanding Creating Operations
    • Creating Operations from a List of Vessels
    • Creating Virtual Lots
  • Forms Used to Create Operations
  • Setting Processing Options for Operation Search (P31B94)
    • Default
    • Display
    • Versions
  • Searching for Operations
    • Additional Search
  • Setting Processing Options for Inventory by Vessel View (P31B81)
    • Vessel Class
    • Status
    • Date
    • Defaults
    • Versions
  • Searching for Vessels
    • Lot Attributes
  • Setting Processing Options for Create Operations or WO From List (P31B78)
    • Defaults
  • Creating Operations from a List of Vessels
• Managing the Operation Dependency Chain
  • Understanding the Operation Dependency Chain and Error Handling
    • Roll-Forward Error Handling
  • Forms Used to Manage the Operation Dependency Chain
  • Reviewing Operation Errors
  • Correcting Operation Errors
• Updating Operations
  • Understanding Operation Updates
    • Record Reservation
    • Additive Operations
    • Gain and Loss Thresholds
  • Form Used to Update Operations
  • Updating Operations
    • Resources
    • Equipment
• Entering Actual Operation Values
  • Understanding Actuals Entry
    • Extraction Rates
    • Speed Actuals
      • Record Reservations
      • Move Details
      • Global Updates
      • Special Notes on Dates
    • Spirit Operations
    • Additive Operations
  • Understanding Gain and Loss Thresholds
  • Prerequisite
  • Form Used to Enter Actual Operation Values
  • Setting Processing Options for Speed Actuals Update (P31B67)
    • Status
    • Versions
    • Withholding
  • Entering Actual Operation Values
• Reversing Operations
  • Understanding Operation Reversals
  • Form Used to Reverse Operations
  • Reversing Operations

15 Performing Trial Blending

• Understanding Trial Blending
  • Record Reservation for Trial Blending
  • Bench Blend Samples
  • Trial Blend Reports
• Prerequisites
• Performing Trial Blending
  • Forms Used to Perform Trial Blending
  • Setting Processing Options for Search for Trial Blend (P31B320)
    • Default
    • Display
    • Versions
  • Performing Trial Blending
    • Category Codes
    • Comments
    • Input Lots
    • Output Lot
  • Creating Bench Blend Samples
    • Bench Blend

16 Managing Lot Attributes

• Understanding Lot Blending Rules
  • Blend ID
  • Material Type
  • Wine Status
  • EUR
  • Owner
  • Composition
  • Accumulated Additives
  • Lot Comments
  • Style
  • Instructed Attributes
  • Summary Attributes
  • Lot Numbers
  • Lot Yield Percent
  • Lot Costs
  • Lot Quality Results
  • Common Fields Used in This Chapter
• Overriding Lot Attributes
  • Understanding Lot Attribute Overrides
    • Overriding Selected Lot Attributes
      • Overriding Administrative Operations
    • Quality Results for Blend Lots
    • Retaining Lot Attribute Overrides
  • Forms Used to Override Lot Attributes
  • Overriding Lot Attributes
    • After EUR
    • After Composition
    • After Owner
    • After Quality
    • After Comments
    • After Accumulated Additives
    • After Style
  • Overriding Selected Lot Attributes
• Viewing Blend Lot Details
  • Form Used to View Blend Lot Details
  • Viewing Blend Lot Details
    • Lot Attributes
    • EUR
    • Composition
    • Style
    • Owner
    • Accumulated Additives
    • Comments
    • Summary Attributes
    • Lot Costs
    • Quality Results

17 Managing Quality

• Understanding Quality Management
  • Common Fields Used in this Chapter
• Entering Test Results
  • Understanding Test Results Entry
    • Retaining Quality Test Results
  • Forms Used to Enter Test Results
  • Entering Test Results
  • Setting Processing Options for Speed Result Entry - Blend Management (P31B98)
    • Versions
  • Enter Test Results Using Speed Entry
• Managing Test Samples
  • Understanding Sample Management
  • Forms Used to Manage Test Samples
  • Setting Processing Options for Search for Samples (P31B62)
    • Misc
  • Managing Test Samples
  • Entering Sample Information
• Adding Comments to Tests
  • Understanding Comments for Blend Lots on QA Operations
  • Forms Used to Add Comments to Blend Lots on QA Operations
  • Set Processing Options for Speed Advanced Comments (P31B317A)
    • Default
  • Adding Comments to Blend Lots on QA Operations
  • Using Speed Entry
• Viewing Test Results
  • Understanding Viewing Test Results
  • Forms Used to View Test Results
  • Printing the Product Test Report for Blend Lots
• Reviewing Quality History
  • Understanding the Quality History Inquiry Program
    • Search Criteria Section
    • Wine Lot Details Section
    • Quality Results Sections
    • Quality Operation History Section
  • Form Used to View Quality History
  • Setting Processing Options for Quality History Inquiry (P31B25)
    • Status
    • Versions
  • Viewing Quality History
• Printing Tasting Sheets
  • Prerequisite
  • Setting Processing Options for the Tasting Sheet Report (R31B100)
    • Default
  • Printing Tasting Sheets
• Purging Test Results
  • Purging Test Results

18 Applying Harvest Cost-Component Changes to Blend Lots

• Understanding Harvest Cost-Component Changes
  • Harvest Recost Process Overview
  • Example of Blend Lot Recosting
    • Explanation of Blend Lot Recosting Example
    • Description of Changes to Blend Lots After Recosting
  • Cost Groups for Blend Recosting
• Repricing Receipts for Blend Lots
  • Understanding How to Reprice Receipts
  • Running the Reprice Procurement/Receipts Program (R45620)
    • Setting Data Selection for Reprice Procurement/Receipts (R45620)
    • Setting Processing Options for Reprice Procurement/Receipts (R45620)
    • Running the Reprice Procurement/Receipts Program from the Harvest Contract
    • Running the Reprice Procurement/Receipts Program from Batch Versions
• Recosting the Blend Lots
  • Understanding How to Recost Blend Lots
    • Accounting Dependency Chain
    • Removed Lots
    • Setting Data Selection for the Recost Blend Lots Batch Program
  • Running the Recost Blend Lots Batch Program
  • Setting the Processing Option for Recost Blend Lots Batch (R31B30)
    • Process
• Updating Accounting Entries for Blend Lots
  • Considerations for Blend Accounting and Recosting
  • General Ledger Post

19 Performing Cost Accounting

• Understanding Cost Accounting
  • Operational Gain or Loss Calculations
• Entering Lot Costs
  • Understanding Lot Costs
  • Form Used to Enter Lot Costs
  • Entering Lot Costs
• Entering Admin Operations
  • Understanding Global Administration Costs
  • Prerequisites
  • Setting Processing Options for Create Admin Operations (R31B88)
    • Defaults
  • Entering Global Administration Costs
• Spreading Expenses
  • Understanding Expense Spreading
  • Prerequisite
  • Forms Used to Spread Expenses
  • Spreading Expenses
• Processing Blend Transactions
  • Understanding Blend Transaction Processing
    • Detail Journal Entries
    • Summarized Journal Entries
    • Journal Entries for Gains and Losses
  • Prerequisite
  • Setting Processing Options for Blend Cost Accounting Journal Entries (R31B802)
    • Select
    • Process
    • Default
    • Print
  • Creating Journal Entries for Blend Cost Accounting
  • Posting Journal Entries to the General Ledger

20 Tracing and Tracking Operations

• Tracing and Tracking Operations
• Understanding Tracing and Tracking Operations
  • Configured Grid Columns
  • Spirits
  • End Lots
• Prerequisites
• Forms Used to Trace and Track Operations
• Setting Processing Options for Operation Trace/Track (P31B60)
  • Defaults
  • Filter
  • Versions
• Tracing and Tracking Operations
• Viewing End Lots for Operations
• Advanced Blend Lot Trace/Track
  • Prerequisites
  • Operation Search for Advanced Lot Trace/Track
    • Setting Processing Options for Operation Search for Advanced Lot Trace/Track (P31B350)
      • Defaults
      • Versions
    • Setting Processing Options for Work With Advanced Lot Trace/Track Repository (P31B370)
      • Defaults
      • Versions
  • Build Advanced Lot Trace/Track
  • View Advanced Lot Trace/Track Details
  • Advanced Lot Trace/Track Repository
  • Advanced Lot Trace/Track Report (R31B360)
    • Setting Processing Options for Advanced Lot Trace/Track Report (R31B360)
      • Defaults
      • Filters
      • Lot Trace Track

21 Generating the Wine Premises Operations Report (Form 5120.17)

• Understanding the Wine Premises Operations Process
  • Wine Premises Operations Report Generation Process Flow
• Setting Up the Wine Premises Operations Report
  • Understanding Wine Premises Operations Report Setup
    • Lines That Do Not Require Line Configuration Setup
  • Prerequisites
  • Forms Used to Set Up Wine Premises Operations Report
  • Setting Up Line Descriptions
  • Setting Up Line Configurations
    • Additional Fields
  • Examples - Setting Up Line Configurations
• Previewing Wine Premises Operations Report
  • Understanding How to Preview the Wine Premises Operations Report
    • Special Handling Fields
  • Forms Used to Set Up Wine Premises Report Preview
  • Setting Processing Options for Wine Premises Report Preview (P31B5120)
    • Versions
    • Defaults
    • Process
  • Generating the Wine Premises Report Preview
  • Validating Wine Premises Operations Report Details
  • Resolving Errors in the Wine Premises Operations Report Details
• Generating the Wine Premises Operations Report (Form 5120.17)
  • Prerequisites
  • Generating the Wine Premises Operations Report

22 Working With Blend Management Interoperability

• Understanding Blend Management Interoperability
• Creating and Modifying Inbound Operations
  • Understanding Inbound Operations
    • Detail Lines for VBTs
      • One Tank to Many VBTs
      • Many Tanks to One VBT
      • One VBT to Many Tanks
      • Many VBTs to One Tank
    • Z Files
  • Prerequisites
  • Running the Inbound Flat File Conversion Program
  • Creating and Modifying Inbound Transactions
    • Inbound VBT Operations
    • Inbound Samples
• Revising Inbound Transactions
  • Understanding Revising Inbound Transactions
  • Forms Used to Revise Inbound Operations
  • Setting Processing Options for Revise Work Order Transaction (P31B93Z1)
    • Display
• Purging Transactions
  • Understanding Purging Transactions
  • Purging Transactions

23 Appendix A - Blend Management Reports, Views, and Inquiries

• Blend Management Reports: A to Z
• Blend Management Reports: Selected Reports
  • R31B03A - Barrel Report
  • Processing Options for Barrel Report (R31B03A)
    • Filters
  • R31B07 - EUR Profile Report
  • Processing Options for EUR Profile Report (R31B07)
    • Print Options
  • R31B071 - EUR Profile Versions Report
  • Processing Options for EUR Profile Versions Report (R31B071)
    • Defaults
  • R31B22B - Losses Report
  • Processing Options for Losses Report (R31B22B)
    • General
  • R31B31A - Lot Detail Print
  • Processing Options for Lot Detail Print (R31B31A)
    • Display Sections
    • Composition Details
    • Rollups
    • Spirits
  • R31B32 - Trial Blend Report
  • Processing Options for Trial Blend Report (R31B32)
    • Default
  • R31B33 - Trial Blend EUR Report
  • Processing Options for Trial Blend EUR Report (R31B33)
    • General
  • R31B35 - Lot Comparison Report
  • Processing Options for Lot Comparison Report (R31B35)
    • General
    • Spirits
  • R31B36 - Related Trial Blend Report
  • Processing Options for Related Trial Blend Report (R31B36)
    • Process
  • R31B65A01 - Operation Print
    • Operation Details by Operation Type
  • Processing Options for Operation Print (R31B65A01)
    • Sections Required
    • Default
  • R31B70 - Fortification Report
  • Processing Options for the Fortification Report (R31B70)
    • Default
  • R31B80B - Operations Report
  • Processing Options for Operations Report (R31B80B)
    • General
    • Category
    • Filter
  • R31B81 - Operation Number Report
  • R31B86 - Select Vessels
  • Processing Options for Select Vessels (R31B86)
    • General
    • Vessel Class
    • Lot Style
    • Test Result
    • Child Entity
    • Versions
  • Processing Options for Weigh Tag Number Report (R31B85), BOL Number Report (R31B91B), Bond Serial Number Report (R31B91C), and Operation Number Report (R31B81)
    • General
  • R31B85 - Weigh Tag Number Report
  • R31B91A - Bill of Lading Print
  • Processing Options for Bill of Lading Print (R31B91A)
    • BOL Display
    • Composition Details
    • Rollups
  • R31B91B - BOL Number Report
  • R31B91C - Bond Serial Number Report
  • R31B95 - Work Order Report
  • Setting Processing Options for Work Order Report (R31B95)
    • Work Order
  • R31B200 - Purge Virtual Lots
  • Processing Options for Purge Virtual Lots (R31B200)
    • Default
  • R31B310 - Operation Cost Report
  • Processing Options for Operation Cost Report (R31B310)
    • Process
  • R31B702 - Inventory Balance Report
  • Processing Options for Inventory Balance Report (R31B702)
    • Inventory Balance
• Blend Management Views and Inquiries: A to Z
• Blend Management Selected Views and Inquiries
  • P31B03E - Standalone Barrel Inquiry
  • P31B03IE - Barrel Inquiry From Inventory Vessel View
  • P31B120 - Vessel History Inquiry
  • P31B121 - QA Test History Inquiry
  • P31B122 - Equipment History Inquiry
  • P31B311 - Composition View

24 Appendix B - Additional Charts and Tables

• Statuses for Shipping and Receiving Operations
  • Shipping and Receiving Full Tanks
  • Shipping and Receiving Full Barrels