Setting Up Vessels

This chapter discusses how to:

• Set up tanks.

• Create dip charts.

• Define barrel and container types and capacities.

• Set up barrel profiles.

• Create barrels.

• Set up barrel style definitions.

• Generate barrel style definitions.

• Assign styles to vessels.

• Perform mass barrel updates.

• Set up containers.

Setting Up Tanks

This section provides an overview of tanks, lists prerequisites, and discusses how to:

• Set processing options for Tank Master (P31B08).

• Create a tank.

Understanding Tanks

Tanks are vessels that are used for storing, fermenting, and aging bulk material. Operations can be transacted against a tank. For example, blend facility staff often use the contents of tanks to top off barrels when bulk material has evaporated. Other examples of operations that involve a tank are blending two blend lots together, moving bulk material from one tank to another, adding a concentrate to a tank, and topping off a tank.

When you create a tank, you enter information such as:

• The tank identifier.

• The facility to which the tank belongs.

• Tank availability information.

• Construction information (material that the tank is made from, its shape, and so on).

  Construction information is optional for the tank setup.

• Measurement information (the gauge type that is used to measure the tank's contents, and so on).

• Temperature information, such as minimum and maximum temperatures for heating and cooling.

Prerequisites

Before using this program, you must set up:

• User-defined code (UDC) tables 31B/FM, 31B/SV, 31B/VS, 31B/HS, 31B/TP, 31B/TT, 31B/TV, 31B/FC, 31B/MC, 31B/TG, 31B/TC, 31B/CR, 31B/TH, and 31B/HM.

• Branch/plant locations.

• Dip charts.

Forms Used to Set Up Tanks

Setting Processing Options for Tank Master (P31B08)

Processing options enable you to specify default settings for programs and reports.

Defaults

Set these processing options for default tank settings.

Creating a Tank

Access the Edit Tanks form.

Attributes

Select the Attributes tab.

Options and Cost

Select the Options and Cost tab.

Fermenter Tank	Select to indicate that the purpose of the tank is fermentation.
Spirit Approved	Select to indicate that the tank is approved by the appropriate authorities for storage of spirits.
Racking Valve	Select to indicate that a tank has a racking valve for tank access.
Insulated	Select to indicate that the tank is approved by the appropriate authorities for storage of spirits.
Fixed Agitator	Select to indicate that the tank is approved by the appropriate authorities for storage of spirits.
Micro-Oxygenated	Select to indicate that the tank is approved by the appropriate authorities for storage of spirits.
Pressurized	Select to indicate that the tank is approved by the appropriate authorities for storage of spirits.
Pressure Level	Enter a value, expressed in the unit of measure that is defined in the Winery Constants program (P31B13), that indicates the pressure level of the tank.
Tank Pumping	Enter a value that indicates the type of pump that is associated with the tank.
Temperature Control	Select to indicate that a tank is equipped with a temperature control system for either heating or cooling of the tank.
Cooling System	Select to indicate that a tank is equipped with a temperature control system used for cooling.
Control	Enter a UDC (31B/TC) that specifies the system to be used for cooling or heating of tank contents. Values are: Computerized Plant intelligence system Manual
Refrigerant	Enter a UDC (31B/CR) that specifies the type of refrigerant to be used in the cooling temperature control system. Values are: Freon Dimple Jacket Glycol Jacket
Heating System	Select to indicate that a tank is equipped with a temperature control system used for heating.
Medium	Enter a UDC (31B/HM) that specifies the medium to be used in the tank heating control system. Values are: External Heat exchanger Internal
Minimum/Maximum	Enter a value to indicate the number of degrees (temperature) in the range that a tank cooling or heating system can achieve.
Plank Tank	Select to indicate that a tank contains planks (wooden inserts).
Quantity	Enter a number that indicates the number of wooden planks that were used to construct the tank.
Forest	Select a forest from which the wood was harvested for the plank tank. Available values are stored in the Forest UDC table (F31B/FO).
Cooper	Enter a valid address book number that represents the cooper of the plank tank.
Country	Select the country where the tank originated. Available values are stored in the Country Codes UDC table (00/CN).
Supplier	Enter a number that identifies the plank vendor in the Address Book.
Cost Group	For costing purposes, assign a cost group to the tank. You set up cost groups in the Cost Group Setup program (P31B21), where you assign a unit cost to each tank.
Dip Chart	Click to review details for the dip chart that you associated with the tank.
Tank Styles	Click to access the Edit Style Assignments form. On this form, you can select styles from a list of existing style definitions and assign them to the tank.
Winery Constants	Click to access the Edit Winery Constants form to review and revise constants for the facility where the tank is located.

Creating Dip Charts

This section provides an overview of dip charts, lists a prerequisite, and discusses how to create a dip chart.

Understanding Dip Charts

Dip charts are tools for calculating the liquid volume within tanks. At various times, blend facility staff records a height measurement, which the dip chart converts into volume.

Wet dips are taken by measuring the height from the bottom of the tank to the top of the liquid within the tank. Dry dips are taken by measuring the height from the top of the tank (the reference height) to the top of the liquid. The dip chart is capable of converting either wet or dry dips into volume.

Dip charts typically contain measurement information about multiple tanks. For example, for an individual tank, you might record volume for every 1/8^th inch or centimeter in the tank, a single volume for the full height, or many dip-to-volume pairs.

The system ensures that after you create a dip chart and assign the dip chart to a tank, you cannot assign additional dip charts to that same tank. You can assign a dip chart to multiple tanks, but each tank can have only one dip chart assigned.

You must set up dip charts before you can set up tanks because the dip chart code is required for the tank setup.

Prerequisite

Set up UDC 31B/TG.

Forms Used to Create a Dip Chart

Creating a Dip Chart

Access the Edit Dip Chart Information form.

Dip Chart Header

Dip Chart Details

Defining Barrel and Container Types and Capacities

This section provides an overview of barrel and container types and capacities, lists a prerequisite, and discusses how to define barrel and container types and capacities.

Understanding Barrel and Container Types and Capacities

For barrels and containers, you must define types for categorization. For each barrel or container type, you define a specific capacity. You store barrel and container types in the Barrel Type UDC table (31B/BT). You differentiate containers from barrels by adding a special handling code of 1 to each container type that you set up. The Special Handling field for barrels in the UDC table remains blank.

When you set up barrel and container types, you also define the total and fermentation capacity for the barrel or container. If you do not specify a fermentation capacity, the system uses the total capacity as the default value. The values that are specified in this program are used to estimate volume for virtual barrel tanks (VBT) or virtual container tanks (VCT).

You must set up a barrel type and capacity definition for the default VBT type that you define for the blend facility in the winery constants.

Prerequisite

Set up UDCs 31B/UM and 31B/BT.

Forms Used to Define Barrel and Container Types and Capacities

Defining Barrel and Container Types and Capacities

Access the Edit Container Types Capacity form.

Container Type	Select a value from the Barrel Type UDC table (31B/BT) that identifies a particular type or class of barrel or container. Barrel types include: AOK: American Oak AOM: American Oak Metric BDX: Bordeaux BOR: Bourbon BUR: Burgundian CHT: French Chateau ORE: American Oregon TRN: Transport Container types include: BIN: Bins. BTL: Bottles Liter. BTT: Bottles. DRL: Drum Liter. DRM: Drum. LYR: Layer. LT: Pallet. RCK: Rack.
Container Total Capacity	Enter a value that stores the total capacity of a barrel or container.
Ferment Capacity	Enter a value that stores the total fermentation capacity of a barrel or container. This value is typically lower than the total capacity to allow for volume changes during fermentation.
UOM (unit of measure)	Enter the volume unit of measure for the capacity measurements. Select a volume unit of measure from the Unit of Measure UDC table (31B/UM).
Container or Barrel Type	Displays a value that indicates whether you are defining capacity for a barrel or container. Values are: All Barrels Container

Setting Up Barrel Profiles

This section provides an overview of barrel profiles, lists a prerequisite, and discusses how to:

• Set processing options for Barrel Profiles (P31B031).

• Set up barrel profiles.

Understanding Barrel Profiles

Barrel profiles are templates that you can use to predefine some information about a group of barrels. For example, you can specify a cost group for the barrels, attributes such as barrel class, toast level, and forest, and usage information such as the number of fills.

Using the barrel profile is optional, but it can be an efficient tool if you have a large number of barrels to set up. When you create barrels using the Barrel Master program (P31B03), you define the barrel profile when you set up the barrel master record. When you generate the desired number of barrels, the system associates the barrel profile with every barrel you generate.

You can also use the barrel profile for purchasing a large number of barrels with similar characteristics. Based on the processing option setting, the system generates an item master and an item branch record after you have created the barrel profile. The barrel profile code becomes the item number. Using the item number generated through the barrel profile, you can purchase and receive the desired number of barrels.

See Also

Entering Purchase Orders

Entering Receipts

Prerequisite

Set up UDC 31B/CL.

Forms Used to Set Up Barrel Profiles

Setting Processing Options for Barrel Profiles (P31B031)

These processing options control default processing for the Barrel Profiles program.

Create Item

These processing options specify item master and default facility information.

Setting Up Barrel Profiles

Access the Edit Barrel Profiles form.

Select the Construction tab.

Profile Status	Displays the default status Active when the profile is created. Only active profiles can be used to create barrels.
Barrel Type	Select a value to identify barrel profiles. Values include: French Burgundian Bordeaux Transport
Variation	Select a barrel type variation, for example Heavy, Light, or Medium.
Supplier	Enter a number indicating the address book number of the supplier of a tank, barrel, or other equipment.
Profile Code and Description	Enter a unique name and a description for the barrel profile.

Costing

Select the Costing tab.

Creating Barrels

This section provides an overview of barrel creation, lists prerequisites, and discusses how to:

• Set processing options for Barrel Master (P31B03).

• Create a barrel.

Understanding Barrel Creation

Use the Barrel Master program (P31B03) to add and revise existing barrels and their attributes, one barrel at a time.

The system can automatically generate barrel style definitions when new barrels are created.

The Barrel Master program tracks the details and attributes of individual barrels if each barrel is numbered. If you do not number each barrel, you cannot track the history and other specific information about a barrel, but you can track barrels with similar attributes that have been grouped together.

The barrel number consists of three segments. The first segment is a user-defined value, the second shows the year, and the third value is user-defined if you create barrels using the Barrel Master program. If you purchase barrels based on the barrel profile, the third segment is not available for user input. An example of a barrel number is ZIN/2004/1028.

Several of the values in the fields on the Barrel Master form are supplied from barrel types and barrel profiles.

Use the Receipt Quantity field to create multiple new master records at one time for barrels with the same attributes. For example, if you enter 5 in the Receipt Quantity field for barrel number PNOIR-2004-0420, the system creates identical master records for barrels PNOIR-2004-0420 through PNOIR-2004-0425.

Many of the fields on the Usage tab are maintenance-related and are updated through the operations.

If you purchase and receive barrels into the system, the barrel master record also displays the purchase receipt information for the barrel.

Prerequisites

Before using this program, set up:

• User-defined code (UDC) tables 31B/CB, 31B/VS, 31B/BS, 31B/LS, 31B/LT, 31B/CL, 31B/TL, 31B/CN, 31B/OL, 31B/CU, and 31B/NU.

• Next numbers for vessel ID and barrel ID.

• Barrel capacities, barrel profiles, and branch/plant locations.

• Address Book records for suppliers and owners.

Forms Used to Create Barrels

Setting Processing Options for Barrel Master (P31B03)

These processing options control default processing for the Barrel Master program.

Versions

This processing option controls which versions the system uses for programs called by the Barrel Master program.

ERP PO

This processing option controls whether to use purchase order information from enterprise resource planning (ERP).

Creating a Barrel

Access the Edit Barrel Master form.

Configured Barrel Number	Enter a string that uniquely identifies an individual barrel. You can enter values for segment 1 and segment 3. Segment 2 automatically displays the current year. The system validates the values that the user enters and displays an error if duplicate barrel numbers exist. For a range of barrels, the system displays an error even if only one barrel in the range is a duplicate. The Barrel Segment Master table (F31B033) stores the three barrel number segments. If you change the barrel separator information in the blend system constants, the system cannot check for duplicate numbers. If multiple users attempt to add the same barrel number at the same time, the system cannot set an error. Note. You can enter segment 3 information only if you create barrels using the Barrel Master program. When you purchase barrels based on the barrel profile definition, the system uses next numbers for the third segment.
Barrel Description	Enter text that further describes the barrel.
Avail. Code (available code)	Select a status for the barrel. Only active barrels can be assigned to VBTs.
Commission Date	Enter the date that the barrel was commissioned.
Shave By	Specify which facility staff member performed a barrel shave operation.
Shave Date	Enter the date that the barrel was shaved.
Date Out Service	Enter the date that the barrel was placed out of service.
Location	Enter the location where the barrel is stored. You must set up branch/plant locations in the JD Edwards EnterpriseOne Inventory Management system.
Rack Number	Enter the name of the rack where the barrel is stored. This is a user-defined text field.
Barrel Color Status	Select a color status inside a barrel. Values might be: Port Red Spirit Wine Blank
Barrel Volume Status	Select a volume status of a barrel. Values might be: Empty Full Partial Unknown
Barrel New/Used	Select a status of the barrel. Values might be: New Used Reconditioned
Barrel Age	Enter the current age of the barrel, expressed in years.
Leased Y/N (leased yes or no)	Select Yes to indicate that the barrel is leased. Select No to indicate that the barrel is not leased.
Barrel Owner	Enter an address book number that represents the owner of the barrel.
Company	Enter an address book number that represents the owning company of the barrel.
Lease Date	Enter the date that the barrel was leased.
Lease Term	Enter the length of time that the barrel is leased, expressed in months.
Doc Ref# (document reference number)	Enter a third-party document number that describes the lease terms.
Total Capacity, Ferment Capacity, and Barrel UOM (barrel unit of measure)	These fields display capacity information that you set up for the barrel type.
Barrel PO (barrel purchase order)	Displays the number of the purchase order for the barrel.
Blend Supplier	Displays address book number of the barrel supplier. You can also enter this value.
Original Quantity	Displays the number of barrels originally ordered.
Receipt Quantity	If you use the JD Edwards EnterpriseOne Procurement system to purchase barrels, this field displays the number of barrels actually received. If you use the Barrel Master program to generate barrels, enter the number of barrels that you want to create.
Year Received	Displays information from the related purchase order (if you are using the procurement system).
Asset Number	Displays an asset number if you defined the barrels as assets.
Profile Code	Displays the barrel profile code that you used to generate an item master record and purchase barrels.

Barrel Profile

Select the Barrel Profile tab.

Cost Group	Select a cost group for the barrel.
Insert(s)	Select to indicate that the barrel contains inserts (for example, wood planks).
Number	Enter the number of inserts within the barrel.
Insert Supplier	Enter a valid address book number that represents the vendor who supplied the inserts.
Cooper	Select a cooper from the available list. These values are stored in the Cooper UDC table (31B/CP).
Barrel Class	Select a barrel classification. Values might include: Fortified Sherry Spirits Wine
Toast Level	Select a toast level for the barrel. Values might include: Light Medium Heavy
Head Toast	Select to indicate that the barrel is head toasted.
Forest	Select a forest from which the wood was harvested for the barrel. Available values are stored in the Forest UDC table (F31B/FO).
Country	Select a country where the barrel originated. Available values are stored in the Country Codes UDC table (00/CN).
Locality	Select a locality of a barrel. Values might include: North South East
Number Fills	Enter a number. Over the usable life of a barrel, this value represents the cumulative number of times that a barrel has been filled. Operations can be configured to update this value automatically.
Current Use	Select the current use of a barrel. Values might include: Fermentation Maturation Storage Operations can be configured to update this value automatically.
Next Use	Select the next use of a barrel. Values might include: Transport Unallocated Storage Operations can be configured to update this value automatically.
First Use	Enter or select the date that the barrel was first used. Operations can be configured to update this value automatically.
Date Treated	Enter or select the date that the barrel was last treated. Operations can be configured to update this value automatically.
Method Treated	Select the latest method that was used to treat the barrel. Values might include: Sulfur Bleach Saltwater rinse Operations can be configured to update this value automatically.
Last Sulfur	Enter or select the date that the barrel was last treated using sulfur. Operations can be configured to update this value automatically.

Setting Up Barrel Style Definitions

This section provides an overview of barrel style definition, lists a prerequisite, and discusses how to set up a barrel style definition.

Understanding Barrel Style Definition

Before you receive or create barrels, use the Barrel Style Definition program (P31B343) to define barrel styles that will be assigned based on barrel attributes such as UDC 31B/BA. For example, you can set up one definition for new barrels and one definition for used barrels. This program enables you to add, revise, delete, or search barrel style definitions. You can specify up to three attributes for each style definition. The system will use the definition to automatically generate styles when barrels are received or created. You can set up multiple style definitions for one definition ID. When you add a new definition, a new definition ID is generated based on next numbers.

If you change key values, for example, barrel attributes 1 through 3, the original definition is deleted and replaced by the modified definition.

For existing definitions, the Definition ID and Data Type fields cannot be modified. For new definitions, you must enter a value in the Date Type and Barrel Attribute 1 fields.

Prerequisite

Before you use this program, set up UDCs 31B/B, 31B/DT, 31B/WM, 31B/BM, 31B/BH, and 31B/VM.

Form Used to Set Up a Barrel Style Definition

Setting Up a Barrel Style Definition

Access the Edit Barrel Style Definition Information form.

Style Prefix	Enter a two-character value that the system uses to generate concatenated identifiers for barrel style definitions. The suffix is added to the beginning of the concatenation to make the record unique.
Barrel Attributes (1 - 3)	Select an attribute from UDC 31B/BA to identify specific characteristics of style. For example, Forest and Toast Level are barrel attributes, and the combination of forest and toast level can describe specific barrel style characteristics. If barrel attribute 1 or 2 is Cooper Number, barrel attribute 3 is disabled. You must enter a value in the Barrel Attribute 1 field.
Style Suffix	Enter a one-character value that the system uses to generate concatenated identifiers for barrel style definitions. The suffix is appended to the end of the concatenation to make the record unique.
Data Type	Select a value from UDC 31B/DT that specifies data type. Values are: Counter Day: Track longer time periods, for example, the time spent in a particular type of barrel. Counter Event: Track the number of times an action has been performed, for example, the number of times the bulk material in a barrel has been stirred. Timer Day: Track the days that have elapsed between the on event and the off event in days. Date: Track style definition by date. Percent: Track the percentage of the style. Counter Hour: Track how many hours a lot has been in a vessel or an operation. This counter is best used for styles that are associated with lengthy operations. Timer Hour: Track the number of hours between the on event and the off event. This value is used for events that start with one operation and end with another. Important! You must enter a value in this field. This value cannot be changed for an existing record.
Value	Enter a value that is associated with the data type. If the data type is Percent, the default value is 100. For Percent, the value cannot be greater than 100. All other data types have a default value of 1.
Wine Effect Modifier	Select a value from UDC 31B/WM that specifies the wine effect modifier. This value controls how the style value of an existing blend lot style is affected when a vessel or piece of equipment is encountered or an operation is performed. Values might include: Additive: Adds the new calculated value to the current style value of the blend lot. This value is applicable only to counters and timers. Maximum: Changes the style value for the blend lot if the new calculated value is higher than the current value on the blend lot. This value is not applicable to Counter Event. Minimum: Changes the style value for the blend lot if the new calculated value is lower than the current value on the blend lot. This value is not applicable to Counter Event. Override: Always change the style value for the blend lot. This value is not applicable to Counter Event. Average: Calculation is based on weight average. This value is not applicable to counters and timers.
Instructable Y/N (instructable yes or no)	Enter Y to specify that the value is instructable in the operations. You must enter a value in this field.
Blending Method	Select a value from UDC 31B/BM that specifies the blending method. Use this value to set the rules for how the style values are calculated when two or more lots with existing style items and style values are blended. Values might include: Additive: The resulting lot has the sum of the values of the contributing lots that meet or exceed the threshold percent. Maximum: The resulting lot has the maximum value of the contributing lots that meet or exceed the threshold percent. Minimum: The resulting lot has the minimum value of the contributing lots that meet or exceed the threshold percent.
Style Cat Code 01 and Style Cat Code 02 (style category codes 1 and 2)	Select values from the style category code UDC table (31B/T1 and T2) to support classification of the barrel style definitions that you create. You can use these style category codes for summary.
Handling Code	Select a value from UDC 31B/BH that specifies handling codes. Use this value to specify the method of treatment during blend calculation if the style item and style value do not exist on one of the lots being blended. Values are: Do Not Calculate: Do not calculate a value. Ignore Blank Values: This lot should be excluded just as in the minimum threshold. Treat Blank Values as Zero: If any of the blended lots has a blank value, treat the value as if it were zero.
Threshold Value Percent	Enter the minimum percentage of the resulting lot that a contributing lot must be before its style is contributed. The percentage value cannot be greater than 100.
VBT Summ Method (virtual barrel tank summary method)	Select a value from UDC 31B/VM that specifies summary methods for VBTs. Use this value to calculate the VBT style to assign to the lot instead of the styles of every single barrel within the VBT. The value that you specify for this field is recorded in the F31B34 table. Values are: Maximum: Use the maximum style value of any one barrel. Minimum: Use the minimum style value of any one barrel. Weighted Average: Use the weighted average of the style values for every barrel within the VBT.
VBT Summ Handling Code (virtual barrel tank summary handling code)	Select a value from UDC 31B/BH that specifies handling codes. Use this value to specify the method of treatment during blend calculation if the style item and style value do not exist on one of the lots being blended. Values are: Do Not Calculate: Do not calculate a value. Ignore Blank Values: This lot should be excluded just as in the minimum threshold. Treat Blank Values as Zero: If any of the blended lots has a blank value, treat the value as if it were zero.
VBT Summ Threshold % (virtual barrel tank summary threshold percentage)	Enter the minimum percentage of the resulting VBT that contributing barrels must be before their style is contributed. The percentage value cannot be greater than 100. The value that you specify for this field is recorded in the F31B34 table.
Modify Definition	Select to revise an existing definition.

Generating Barrel Style Definitions

This section provides an overview of generating barrel style definitions, lists prerequisites, and discusses how to:

• Set processing options for Generate Barrel Style Definition (R31B34).

• Generate a barrel style definition.

Understanding Generating Barrel Style Definitions

After you set up barrel style definitions, run the Generate Barrel Style Definition program (R31B34) to automatically assign styles to barrel master records.

Note. This program generates style definition records (F31B34) for selected barrels based on the parameters from the barrel style definition ID.

This batch program assigns values in a concatenated view, for example, 61AMOHV/2004/9583. The field separator (/) is specified in the winery constants. You can generate barrel style definitions independently of the Barrel Master program, that is, either before or after barrels are received. If you run this program at the time of barrel receipt when adding barrels to the Barrel Master table, only the barrel numbers that are supplied in the Barrel Master are affected. If you run this program independently of the Barrel Master program, use data selection to specify the barrel number, business unit, and other necessary data.

You should set up a different version for each barrel style definition. You will need to specify the R31B34 version in the processing options for Barrel Master (P31B03).

Prerequisites

Before you run use this program, set up:

• Barrel attribute UDC values (31B/BA).

• Barrel style definitions (P31B343).

• Barrel master records (P31B03).

• Style definitions (P31B34).

• Delimiters for barrels in the blend constants.

Setting Processing Options for Generate Barrel Style Definition (R31B34)

These processing options control default processing for the Generate Barrel Style Definition program.

Process

These processing options control the data to process for this program.

Generating a Barrel Style Definition

Select Blend Facility Setup (G31B02), Generate Barrel Style.

Assigning Styles to Vessels

This section provides an overview of style assignments, lists a prerequisite, and discusses how to assign styles to vessels.

Understanding Style Assignments

Use the Style Assignment program (P31B342) to assign style definitions to tanks, barrels, and equipment.

When you select a record on the Edit Style Assignments form, the styles that are assigned to that record appear in the Style Assignments area of the form. You can delete or edit existing style assignments. You can edit only the style value. To add more styles, click the Assign Style button to view all available styles. Click the Apply button in the Style Definitions area of the form after you select the styles that you want to assign. When you click Apply, the style assignments are recorded in the Style Assignment table (F31B342) . The selected styles are now assigned to the selected tank, barrel, or equipment and reflected on the Style Assignment form.

If you assign a style that has a parent style, the system automatically assigns the parent style to the tank, barrel, or piece of equipment as well.

Prerequisite

Set up style definitions.

See Setting Up Style Definitions.

Form Used to Assign Styles to Vessels

Assigning Styles to Vessels

Access the Edit Style Assignments form.

Tank

Select the Tank tab.

The system displays the available tanks.

Barrel

Select the Barrel tab.

The system displays the available barrels

Equipment

Select the Equipment tab.

The system displays the available pieces of equipment.

Style Definitions

Click the Assign Style button.

Style Type	Select a value from UDC 31B/TY that specifies the type of style being used.
Apply	Select the styles that you want to assign and click this button to assign the styles to the selected vessel or piece of equipment. If the style that you are assigning has the parent style, the system automatically assigns the parent style to the vessel or piece of equipment as well.
Clear	Click to clear the existing selection and select different styles to assign.

Style Assignments

Select the Tank, Barrel, or Equipment tab.

This area of the form displays the style assignments for tanks, barrels, and equipment. You can review assignments here and, if appropriate, save or delete individual style assignments.

Performing Mass Barrel Updates

This section provides an overview of mass barrel updates and discusses how to:

• Set processing options for Mass Barrel Update (P31B110).

• Set up mass barrel updates.

• Set processing options for Mass Barrel Update (R31B110).

• Perform a mass barrel update.

Understanding Mass Barrel Updates

Use the Mass Barrel Update program to update barrel attributes and statuses of barrels.

You can use the batch process to dispose of empty barrels by changing the barrel’s status to Culled and moving it to a specific location.

Additionally, the batch process can be used to ship and receive empty barrels. You can set up an update profile to change the branch and status of barrels to simulate a transfer. The branch of the barrel is updated to the receiving facility, and its status is changed to Active. The system copies the barrel attributes and styles from the shipping facility to the receiving facility.

When you run the mass barrel update, the system deletes the existing barrel style assignments and creates new assignments. It does not delete the barrel style definitions from the Barrel Style Definition table (F31B343).

If you update barrels from a closed operation, this update does not affect the lot style.

To determine the barrels to be included in this update, you can use all the fields in the Barrel Master table for data selection.

You can print a report that states the number of barrels that were selected and the number of barrels that were updated. If a barrel was selected but could not be updated, the barrel name is printed. If a barrel is selected but is being used in a VBT, it is automatically taken out of the selection and no changes are made to it.

Form Used to Set Up Mass Barrel Updates

Setting Processing Options for Mass Barrel Update (P31B110)

These processing options control default processing for the Mass Barrel Update program.

Versions

This processing option controls the version that the system uses when calling other programs from the Mass Barrel Update program.

Setting Up Mass Barrel Updates

Access the Edit Update Barrel Attributes form.

On each Barrel Attribute tab, select the barrel attribute that you want to update and then select or enter the desired value in the corresponding field.

Barrel Attributes 2

Click the Barrel Attributes 2 tab.

Insert Flag	Specify whether a barrel or other vessel contains an insert.
Lease Company Name and Lease Company	Enter the name and address book number of the leasing company for the barrel.
Lease Doc Number (lease document number)	Enter a number that references the document number associated with the lease contract.
Lease Date	Enter the date that a lease contract was entered into.
Lease Term	Enter a value indicating the number of months in the term of a barrel lease.
Location	Enter the location of the barrels.
Winery	Enter the facility where the barrels are located.
Last Treatment Method	Select the most recent treatment method that was applied to a barrel. Values might include: Water Sulfur Bleach
No. of Fills (number of fills)	Enter the cumulative number of times that a barrel has been filled.
Next Use	Select the intended next use of a particular barrel. Values might include: Aging Maturation Fermentation
Previous Owner	Enter the address book number of the previous owner of a vessel.
Rack Number	Enter a unique string that identifies a particular barrel storage rack.
Age	Enter the age of the barrel.

Barrel Attributes 3

Click the Barrel Attributes 3 tab.

Category Codes 1-5	Select a code from UDC 31B/R1-5 to specify category code information.
Shave Date	Enter the date that a barrel shave operation was completed.
Toast Level	Select the toast level for the barrel interior.
Cost Group	Enter an alphanumeric code that identifies a set of one or more rates that is associated with a blend operation. Individual rates are summarized by cost component. Cost groups can be assigned to material, vessels, equipment, staff, dry goods, overhead, or expenses.
Ferment Capacity	Displays the total fermentation capacity of a barrel.
Barrel Total Capacity	Displays the total capacity of a barrel.
Barrel Capacity UOM (barrel capacity unit of measure)	Displays the unit of measure (typically volume) that is associated with the total barrel capacity.
Update Barrels	Click to launch the Mass Barrel Update batch program (R31B110) after you define the barrel attributes that you want to update. The system uses the version of the batch program that you specified in the processing option.

Setting Processing Options for Mass Barrel Update (R31B110)

These processing options control default processing for the Mass Barrel Update batch program.

Process

This processing option controls the update definition that the system uses for updating barrels in batch.

Versions

This processing option controls the version that the system uses when calling other programs from the Mass Barrel Update batch program.

Performing a Mass Barrel Update

Select Blend Facility Setup (G31B02), Mass Barrel Update.

Setting Up Containers

This section provides an overview of containers, lists prerequisites, and discusses how to set up container master records.

Understanding Containers

Containers are a type of vessel that are used for sparkling operations. They are used in the system as virtual vessels in the same way as VBTs, describing a collection of containers. They do not represent a separate vessel class. Examples of container types are:

• Layer

• Pallet

• Bin

• Rack

• Bottles

Note. In contrast to barrels, you cannot assign styles or profiles to a container.

When you set a container master record, you define the container based on a container type and capacity that you set up previously. You can define the size of the container based on user-defined smaller container units. For example you can specify that one bin contains a certain number of bottles.

For operation, you can use containers in three different ways:

• As individual containers with a quantity of one to enable individual tracking of containers.

• As single containers representing a collection to enable a higher level of tracking.

  For example, you can set up a container with a capacity of 12 bottles. If you specify two containers in the operations, you actually use 24 bottles, but you track the collection at the container level.

• As single containers representing a collection but with the capability of listing each lower-level container by a reference serial number.

  For example, a layer might include four pallets, and you enter each pallet with a separate reference serial number.

The system provides four base operations that use containers, but you can also use containers for some other operations that are set up to allow overriding the vessel class.

Prerequisites

To set up containers, you must:

• Set up container types in the Barrel Type UDC table (31B/BT).

• Set up container capacities for each container type.

• Set up units of measure for defining container capacity in the Container Master program.

Form Used to Set Up Containers

Setting Up Container Master Records

Access the Edit Container Master form.

Container Name and Container Description	Specify a name and description for the container that you are creating.
Container Type	Select the type of container that you want to create from the Barrel Type UDC table. Examples of container types are rack, pallet, and bin.
Container Capacity	Enter the capacity of the container in user-defined terms. For example, you can specify that a container of type PLT (pallet) contains a specified number of bottles.
Quantity	Displays the total capacity for the container type that you set up previously.
Container Category Code 1–5	Use category codes to classify the container.