Configuring the JD Edwards EnterpriseOne Grower Management System

This chapter provides an overview of configuring the JD Edwards Grower Management System and discusses how to:

• Set up grower cost center defaults.

• Set up harvest period patterns.

• Set up end use reservation (EUR) definitions.

• Set up varieties.

• Set up ownership.

• Set up style definitions.

• Set up maturity date calculations.

• Set up default location information.

• Set up user-defined codes (UDCs).

• Set up automatic accounting instructions (AAIs).

Understanding Configuring the JD Edwards Grower Management System

Before you use JD Edwards Grower Management, you need to define information that the system uses during processing. The system setup for JD Edwards Grower Management enables you to configure the system for your business needs and to set up default values that can save you time when processing transactions.

Harvest Patterns

A block can have multiple harvest periods. Each harvest period can have multiple harvests. The harvest is a representation of an individual block usage for a period of a growing cycle.

For example, apples are grown and harvested during an annual cycle. The harvest patterns in the northern hemisphere might be named 2007 NH, 2008 NH, and so forth.

Prerequisites

Before you complete the tasks in this section:

• Turn on system code SY40G.

• Set up UDCs for harvest period patterns (40G/HP).

• Create a supplier master in the Supplier Master Revisions program (P04012).

• Create a wine master in the Winery Master program (P31B01).

• Create material types in the Material Type Revisions program (P31B04).

See Entering Supplier Master Information.

See Setting Up Blend Facilities.

See Setting Up Material Types.

Setting Up Grower Cost Center Defaults

This section provides an overview of grower cost center defaults, lists a prerequisite, and discusses how to set up grower cost center defaults.

Understanding Grower Cost Center Defaults

Each grower cost center can have its own default units of measure and harvest pattern. The system populates the block and harvest records with these default units of measure and harvest patterns and you cannot override them.

Note. If you choose to have the system automatically display a grower cost center when you access a form, you must use the Default Locations and Printers program (P400951).

See Also

Setting Up Default Location Information

Prerequisite

You must set up the grower cost center as a valid business unit.

See Setting Up Business Units.

Forms Used to Set Up Grower Cost Center Defaults

Setting Up Grower Cost Center Defaults

Access the Grower Cost Center Defaults Revisions form.

Grower Cost Center	Enter the grower cost center for which you are associating the default units of measure. A grower cost center is used when you add a grower block.
Default Quantity UOM (default quantity unit of measure)	Enter the default quantity unit of measure for this grower cost center.
Default Area Unit Of Measure	Enter the default planted area unit of measure for this grower cost center.
Default Volume UOM (default volume unit of measure)	Enter the default volume unit of measure for this grower cost center.
Default Elevation UOM (default elevation unit of measure)	Enter the default elevation unit of measure for this grower cost center.
Harvest Pattern	Enter the default harvest pattern to use for this grower cost center.

Setting Up Harvest Period Patterns

This section discusses how to set up harvest period patterns.

Forms Used to Set Up Harvest Period Patterns

Setting Up Harvest Period Patterns

Access the Harvest Period Patterns Revisions form.

Harvest Pattern	Enter a UDC (40G/HP) that represents the harvest pattern. The harvest pattern is used as a default and can be overridden on the block before it is saved.
Current Harvest Period	Select the check box to indicate that this line is the current harvest period for the harvest pattern.
Harvest Period	Enter the period for a harvest. For example, Q1, Q2, Q3, or Q4 or 2006, 2007, or 2008.
Harvest Start Date	Enter the start date for the harvest pattern.
Harvest End Date	Enter the end date for the harvest pattern.

Setting Up EUR Definitions

This section provides an overview of EUR definitions, lists prerequisites, and discusses how to create EUR definitions. EURs are also referred to as intended use.

Understanding EUR Definitions

EURs are codes that you assign to the end product of the harvested crop. For example, when you are growing broccoli, 60 percent of the crop may be sold in bulk to local producers while the remaining 40 percent is used for the fresh market and is packaged by crowns, spears, and florets.

You can designate similar or related EURs as subordinate to a parent EUR. For example, a parent broccoli EUR might have several subordinate EURs if the parent broccoli is to be used in several broccoli end lots.

EURs are used to support the production planning process only.

When you create an EUR definition, you define information about the end products to which you allocate lots or blocks. You must create a short code and attach a brand code. You can specify the harvest period, as well as the primary appellation, wine family, and variety for the EUR. If the EUR that you are defining is a sub-EUR, you can enter a parent EUR.

You extend the EUR definition by defining a set of planning assumptions that enable you to analyze possible advance planning scenarios based on marketing requirements. However, these planning assumptions are for information only, and the system does not validate them. You can set up the following assumptions for an EUR:

You can edit an EUR definition only if you have not created an EUR profile version. When an EUR profile version exists, you can view the EUR definition, but the Edit EUR Definition form becomes read-only, preventing you from making any changes to the EUR definition. You can delete an EUR only if it was never used.

Prerequisites

Before you complete the tasks in this section:

• Set up EUR specification codes.

• Set up brand master records.

• Set up accounting groups.

• Set up item master records.

• Set up specifications.

• Set up protocols.

See Defining End-Use Reservation and Validating EUR Product Specifications.

See Setting Up Costing.

See Entering Item Master Information.

See Entering Branch/Plant Information.

Forms Used to Create EUR Definitions

Creating EUR Definitions

Access the Add EUR Definition form.

General

Select the General tab.

EUR Short Code (end use reservation short code)	Enter a unique identifier for the EUR.
Description	Enter a description for the EUR.
Sub EUR (sub end use reservation)	Select to specify this EUR as a sub-EUR. Select to make the Parent EUR field input capable.
Parent EUR (parent end use reservation)	Enter an EUR short code that is used as a parent for grouping sub-EURs. If you are setting up a sub-EUR, you can enter a parent EUR to copy the header values of the parent EUR to the sub-EUR.
Brand Code	Select an available brand from the Brand Master table (F31B0770).
Product Name	Enter a product name to assign to the EUR.
EUR Version (end use reservation version)	Displays the EUR version.
EUR Status (end use reservation status)	Enter the status of an EUR. EURs can be active or inactive. Inactive EURs cannot be used in any new transactions. You can set the status to inactive only if all operations that use this EUR are closed or canceled.
Harvest Period	Enter a harvest period for the EUR definition.
Primary Appellation	Enter the primary appellation associate with an EUR.
Primary Wine Family	Select the primary wine family from the Primary Wine Family UDC (31B/PF) to assign the EUR to a group, for example, red wines.
Primary Variety	Select a primary variety to associate with an EUR.
Harvest Assumptions	Click to access the Harvest Assumptions program (P31B0710).
Loss Assumptions	Click to access the Loss Assumptions program (P31B0720).
Planning Assumptions	Click to access the Planning Assumptions program (P31B0740).
Valid Operations	Click to access the Valid EUR Operations program (P31B07750).
Conversion Rates	Click to access the EUR Conversion Rate Assumptions program (P31B07760).

Category Codes

Select the Category Codes tab.

Item Information

Select the Item Information tab.

Accounting Group	Enter an alphanumeric identifier that is used to associate similar EURs for accounting purposes. Set up EUR accounting groups in the EUR Accounting Group program (P31B07AG). EUR Accounting Group is used by automatic accounting instructions to point to an account number.
Asset Class Code	Enter a code to use to group one or more EUR codes under a high-level asset classification.
Wine Type	Enter a UDC (31B/WT) for the wine type that is associated with the EUR.
Quality Designation	Enter a UDC (31B/QD) specifying the intended level of quality that is associated with an EUR, for example, reserve or premium.
Item Number	Enter an item number to associate with the EUR. The system uses the item number to retrieve cost information from the Item Cost table (F4105).
Branch	Enter a branch to associate with the EUR for costing and accounting purposes.
For Sale	Select to indicate that the EUR should not be blended.

Attachments

Select the Attachments tab.

Enter explanatory text to be attached to the EUR.

Specifications

Select the Specifications group box.

Protocols

Select the Protocols group box.

Setting Up Varieties

This section discusses how to set up varieties.

Forms Used to Set Up Varieties

Setting Up Varieties

Access the Edit Variety Information form.

Variety Short Code	Specify the short code for the variety, for example, MAC for MacIntosh and MICH for Michelin.
Name	Enter the full name describing the variety.
Family	Enter a UDC (31B/VF) to use to group similar varieties for reporting and inquiry.
Authority Code	Enter a code that represents the standard or official designation of the variety and is used for legal or standards reporting.
Color	Enter a UDC (31B/VC) that specifies the color of a variety.
Status Code	Enter a UDC (31B/ST) to use to specify whether the variety is active or inactive.
Sort Order Number	Enter the sort order number so that the varieties that are used more frequently are displayed at the top of the search and select form.
Effective From Date	Enter the date that the variety becomes effective.
Effective To Date	Enter the date that the variety becomes ineffective.
Category Code 01 and Category Code 02	Enter a UDC (31B/V1 - V2) to specify variety information.

Setting Up Ownership

This section provides an overview of ownership setup and discusses how to set up ownership records.

Understanding Ownership Setup

Growers harvest crops that are either internally or externally owned, and they might need to keep the materials separate. Tracking ownership is required to identify legal ownership of the harvested crop through operations and inquiries, and on reports.

Forms Used to Set Up Ownership

Setting Up Ownership Records

Access the Edit Owner Information form.

Owner Short Code	Enter a unique identifier for an owner.
Address Book Number	Enter a number that identifies an entry in the Address Book system that represents an owner. After you have assigned an address book number to an owner master record, you cannot use this address book number for another owner. If you have already used the address book number in an ownership distribution record (P40G101), you cannot delete the owner master record.
Category Code	Enter a UDC (31B/OC) that identifies the owner.
Identifier	Enter whether the owner is internal or external.
Status	Assign a status to the owner. Only active owners can be assigned to lots.
Owner Group	Select a UDC (31B/OG) to assign the owner short code to an owner group.

Setting Up Style Definitions

This section provides an overview of style definitions and discusses how to:

• Set processing options for Setup Style Definitions (P31B34).

• Set up style definitions.

Understanding Style Definitions

Style is a generic term for the recording of various pieces of information about a harvest lot, for example number of irrigation days or the number of times a harvest is sprayed. After you have defined styles and assigned them to a harvest record, they can be used for reports and inquiries. With JD Edwards Grower Management, style definitions on blocks are stored in the Block Styles Maintenance table (F40G022).

Forms Used to Set Up Style Definitions

Setting Processing Options for Setup Style Definitions (P31B34)

Use this processing option to define default values.

Process

This processing option defines the default status code.

Setting Up Style Definitions

Access the Edit Style Definition Information form.

Style Item	Enter a code that represents the style.
Data Type	Select a data type to indicate how you want to track the effects of operations or vessels on style. For example, you can determine that the style you are defining tracks how many days or hours a blend lot remains in a vessel, or how much time passes between operations. Data types are stored in UDC table 31B/DT. Values are: Counter Day Counter Event Counter Hour Date Percent Time Day Timer Hour Vessel Counter Day Vessel Counter Hour Note. Use Vessel Counter Day or Vessel Counter Hour if you want to create a vessel counter style. For other counter styles, you can use Counter Day, Counter Event, or Counter Hour. If you set up a style definition with the Date data type, the system automatically sets the wine effective modifier to the value Override and does not allow you to use the Additive method for this style. The system uses the wine effective modifier to blend the style date, if both the configured operation and the lot have a style ID. If the lot has a date style, but not the configured operation, the system uses the style blending rules to blend the style dates.
Type	Select a value for the type of style. Style types are stored in UDC table 31B/TY. Values are: Barrel Block Equipment Operation Tank Note. If you use data type Date, you must specify Operation as the style type.
Instructable (Y/N)	Specify whether the style can be instructed in a configured operation.
Wine Effect Modifier	Select a value to specify how the style value of an existing wine lot style is affected by a vessel, a piece of equipment or an operation. Values are: Additive: Add the new value to the existing value. Maximum:Change the value if the new value is larger. Minimum: Change the value if the new value is smaller. Override: Change the value. Wine effect modifiers are stored in UDC table 31B/WM. Note. If you set up a style definition with data type Date, the system automatically sets the wine effect modifier to the value of Override.

Blend Modifier Information

VBT Summarization Information

Setting Up Maturity Date Calculations

This section provides an overview of maturity calculations and discusses how to set up maturity calculations.

Understanding Maturity Date Calculations

Growers need information about the growth status or maturity of their crops so that they can determine when to pick or harvest the crop. You can define a maturity calculation that the system uses to calculate maturity dates and attach the calculation to a material type, grower block, or harvest.

To enable you to associate a maturity calculation with a material type, block, or harvest, you set up a maturity calculation program, select the custom business function that performs the calculation, and then attach the program to the material type, block or harvest.

You can use two types of maturity dates—planned maturity and calculated maturity.

See Also

Setting Up Material Types

Form Use to Set Up Maturity Calculations

Setting Up Maturity Calculations

Access the Add/Edit Maturity Calculation Program Name form.

Program Name and Description	Enter a name and description for the maturity calculation program that you want to set up.
Function ID, Function Name, and Description	Enter the code for the custom business function that you want to use calculate maturity dates. Use the Search button to access the Search & Select - Business Function for Maturity Calculation form. This form provides a search over the Object Management Workbench to retrieve business functions for returning a maturity date. When you enter the function ID, the system populates the function name and description from the business function record.
Validate	Click to ensure that you selected a valid custom calculation
Template ID	When you select a business function for the Function ID field, the system populates this field with the template ID from the business function record.

Setting Up Default Location Information

This section provides an overview of default location information, lists prerequisites, and discusses how to set up a default location.

Understanding Default Location Information

Many of the forms within JD Edwards EnterpriseOne Grower Management require that you specify a location, such as a grower cost center, to which you are assigned. You can set up default locations for each person in the organization. When you set up default location information, you assign a branch/plant, blend business unit, grower cost center, and print queue to a user ID or terminal ID that the system uses every time you sign in to a JD Edwards EnterpriseOne application. If the system uses the default locations, it automatically displays the branch/plant, blend business unit, or grower cost center on the appropriate forms. If no default location information is assigned to a user ID or terminal ID, then the user must enter the locations manually.

When you set up a default location, you also can define an approval route code if you use approval routing for purchase orders. Default print queues represent the location where the system sends certain types of documents. You can assign a default print queue so that each time you print, the system sends the document to the default print queue. If you have not assigned a default print queue, the system first accesses the print queues that were assigned in the version list, and then accesses the print queue that is assigned to the user profile. Print programs that you have automatically defined access to the Default Print Queues table (F40096). To display other print programs, modify them to access the F40096 table, and set them up as user-defined codes.

Prerequisites

Before you complete the tasks in this section:

• Verify that you have set up branch/plants, blend business units, and grower cost centers.

• Verify that you have set up print queue codes in UDC table (40/PP).

Forms Used to Set Up Default Location Information

Setting Up a Default Location

Access the Default Location & Approval form.

Terminal/User ID	Enter the workstation ID number or the user ID.
Branch/Plant	Enter the branch/plant that the system uses as a default.
Blend Business Unit	Enter the blend business unit that the system uses as a default. This field appears only when system SY31B is active.
Grower Cost Center	Enter the grower cost center that the system uses as a default. This field appears only when system SY40G is turned on.
Approval Route Code	Enter a code that specifies to whom an order is routed for approval.

Setting Up UDCs

This section provides an overview of UDCs for JD Edwards EnterpriseOne Grower Management.

Understanding UDCs for JD Edwards EnterpriseOne Grower Management

UDCs enable you to configure the way the system operates. Many programs in the JD Edwards EnterpriseOne Grower Management system use UDCs to process information. Some UDCs are shipped with predefined data. You can change or delete the predefined data if it is not hard-coded, and add UDCs to suit your own needs.

This table lists some of the primary UDCs that you must set up for JD Edwards EnterpriseOne Grower Management:

Setting Up AAIs

This section provides an overview of AAIs for the JD Edwards EnterpriseOne Grower Management system, lists prerequisites, and discusses how to set processing options for JD Edwards EnterpriseOne Grower Management AAIs (P40950).

Understanding AAIs for the JD Edwards EnterpriseOne Grower Management System

You set up AAIs to determine the accounts to which the system distributes general ledger entries.

In JD Edwards EnterpriseOne Grower Management, the system creates journal entries when you create a weigh tag. You also can enter memo text for each AAI.The system uses multiple AAI tables, each of which applies to a certain type of transaction. In each table, you specify a general ledger account for each unique combination of company, document type, and general ledger class. Besides the AAIs that are specific for JD Edwards EnterpriseOne Grower Management, you will also use distribution AAIs.

AAIs for JD Edwards EnterpriseOne Grower Management

These AAI tables determine which accounts are debited and credited when you enter a weigh tag:

AAIs for Variances

These AAI tables determine which accounts are debited and credited when a variance is in the cost of an item:

Prerequisites

Before you complete the tasks in this section:

• Set up companies.

• Determine transaction types and set up in UDC table (00/DT).

• Set up document types in UDC table (00/DT).

• Set up GL Class codes in UDC table (41/9).

• Set up account master information.

See Setting Up Organizations.

See Setting Up Accounts.

Forms Used to Set Up AAIs in JD Edwards EnterpriseOne Grower Management

Setting Processing Options for JD Edwards EnterpriseOne Grower Management AAIs (P40950)

Use these processing options to set default values.

Defaults

These processing options enable you to enter default information for the Distribution AAIs (P40950) program.