Managing Harvest Receipts

This chapter provides an overview of harvest receipts and discusses how to:

• Enter weigh tag receipt operations.

• Enter speed weigh tags.

• Entering speed actuals for weigh tags.

• Manage lot attributes.

• Manage quality tests.

• Close a weigh tag operation.

• View weigh tag purchase order receipts.

• Reverse weigh tag receipts.

• Run weigh tag reports.

Understanding Harvest Receipts

Receipt operations are used to gather the receipt information in the system. The receipt operation of the harvest at the processing facility is a specialized procurement transaction.

The system creates an inventory receipt when the weigh tag operation is changed to a closed status. After you change the weigh tag operation status to closed, it can no longer be changed. If you need to make a change after the operation status is closed, you can reverse the operation, make the change, and then change that status back to closed.

In a simple business, the receipt operation appears to be a straightforward purchase order receipt. The system creates an inventory record for the item at the designated cost.

In more complex grower businesses, the harvest receipt is part of a weigh tag as the vehicle crosses a weigh bridge. The weigh tag references both the harvest ID and the receipt ID. When the weigh tag operation is closed, the system creates a purchase order and a receipt in the Enterprise Requirements Planning (ERP) system.

Weigh Tags

The weigh tag process begins when the delivery person gives the delivery tag to the scale operator and the operator scans or locates the harvest record in the system. The harvest is weighed and a weigh tag is created with information from the delivery tag and the weigh-in process.

Two types of weigh tags are available:

• Speed weigh tags are typically entered by dock workers or others that do not have the authority to change the operation after it is created.

  Users can enter enough data so that when you close the weigh tag, there is enough information to create a purchase order. However, they cannot change the operation after it is created.

• Heavy weigh tags enable users to change information including item number, quantity, end-use reservation (EUR), lot information, and so forth.

Blend Management

The harvest quantity unit of measure (UOM) must be the same as the winery UOM for the weigh tag harvest to be received into a crush operation. Material type is a required field on the weigh tag configured operation if the quantity goes to the JD Edwards EnterpriseOne Blend Management system.

Contracts

The system issues an optional error or warning message when closing a weigh tag operation if no contract exists.

If you add a contract to a harvest that already has a purchase order, you must cancel the purchase order and then add the contract. If receipts are already recorded, you must reverse the receipts, cancel the purchase order, and then add the contract.

Item Matrix Receipts

In many industries, products often have a number of variations though they share the same basic properties. Using broccoli as an example, the head diameter varies between the first and second harvests. When a mature head is first cut, the head might be seven inches in diameter and only 12 heads can fit into a box. Ten days later, when you cut the side shoots, the heads are 4 inches in diameter and you can fit 18 heads into a box. The broccoli remains the same in its basic properties, such as requirements for storage conditions, shipping, and pricing. But the number of heads contained in each box changes based on the diameter of the each head. In this example, the parent item is the broccoli and the matrix (children) items are the 12-count and 18-count broccoli heads.

See Working with Matrix and Parent Items.

The system enables you to use the item matrix functionality when receiving a harvest with a matrix item. When you enter a weigh tag operation for a matrix item, use the Item Matrix option to create multiple detail lines on the purchase order. When you close the operation, the system:

• Creates a purchase order line for the parent item for the full quantity on the harvest (providing one doesn't already exist).

• Creates detail lines for the matrix (children) items based on the weigh tag quantity.

• Receives the lines for the matrix (children) lines.

This table shows the system action, affected item, and impact on the item availability:

When all the receipts for the harvest are entered, you must manually cancel any remaining quantities on the purchase order.

See Working with Matrix and Parent Items.

Lot Attributes

Weigh tag operations have limited dependency on farming operations. You can maintain lot attribute information for EURs, composition, ownership, styles, quality, comments, accumulated additives, and costs on both types of operations. When you create a weigh tag for a harvest record that also has previous farming operations, the system carries forward the lot attribute information. After you enter this first weigh tag, if you add another farming operation to that harvest record, the lot attributes will not carry forward to additional weigh tags. When you change or close the weigh tag, the system pulls the new lot information into the lot attributes.

The system requires an EUR on a weigh tag that has a receipt quantity. If only one EUR exists on the harvest record, the system selects that EUR. When more than one EUR exists on the harvest record, you can choose the EUR when creating or modifying the weigh tag. If you need to select more than one EUR, you must use the Lot Attributes form.

Internal Versus External Ownership

A weigh tag is internally owned unless you select the External Ownership check box on the Edit Weigh Tag Master form. When you close the weigh tag, the system generates a purchase order. The grower weigh tag program (P40G0700) calls a different version of the Purchase Order Entry program (P4310) depending on the ownership. It is important to set up two versions that reference different line types:

• Internal ownership: Use a line type that interfaces with accounts payable.

• External ownership: Use a line type that does not interface with accounts payable.

The reason for having the versions use different line types is when a harvest is internally owned, the company pays for it. Harvests that are externally owned are purchased by an outside entity and should not interface with accounts payable. After you create the first weigh tag for a harvest, additional weigh tags will always use the same line type.

For example, you create a weigh tag that is internally owned. When you close the weigh tag, the system generates a purchase order using line type S. You create another weigh tag, for the same harvest record, the External Ownership check box is disabled and displays the value of the initial receipt. When you close the weigh tag, the system uses the line type from the purchase order created with the initial receipt. In this example, the system uses line type S. When you have a harvest record that is partially owned by an external entity, you should use the harvest suffix to create unique harvest records.

Advanced Pricing

You can use the JD Edwards EnterpriseOne Advanced Pricing system with the JD Edwards EnterpriseOne Grower Management system. To use advanced pricing functionality, you must set the Price at Receipt processing option in the PO Receipts program (P4312) to a one. When you close a weigh tag, the receipt is repriced according to the advanced pricing rules.

If the item being received is not a standard cost item and there are adjustments, the system creates separate journal entries for the adjustments. The system does not allow you to change the adjustments when closing the weigh tag. After the operation is closed, you can inquire on and make adjustments to the receiver record. This example shows two adjustments.

Advanced Pricing example

Entering Weigh Tag Receipt Operations

This section lists prerequisites and discusses how to:

• Set processing options for Grower Weigh Tag Receipts (P40G30).

• Set processing options for Grower Weigh Tags (P40G0700).

• Enter weigh tag receipt operations.

• Edit Weigh Tag Master.

• View lot details.

Prerequisites

Before you complete the tasks in this section, set up configured operations.

See Viewing Base Operations.

See Setting Up Configured Operations.

Forms Used to Enter Weigh Tag Receipt Operations

Setting Processing Options for Grower Weigh Tag Receipts (P40G30)

Use these processing options to control how the system processes information and define default versions.

General

These processing options control whether the actual value fields are displayed and whether the system runs the Calculate Work Order Status process automatically.

Process

This processing option controls whether the system displays the purchase order and receipt when generated.

Versions

These processing options specify the versions that the system uses.

Setting Processing Options for Grower Weigh Tags (P40G0700)

Use these processing options to determine system processes and define default versions.

Process

These processing options control whether the system allows receipts without a contract, what type of message is generated when the receipt quantity exceeds the contracted minimum, and whether the system performs inventory issues to the first operation in the Blend system.

Versions

These processing options specify the versions that the system uses.

Entering Weigh Tag Receipt Operations

Access the Grower Weigh Tag form.

Operation Number	Displays a unique numeric identifier for an existing operation. This number is system-generated when the weigh tag operation is saved.
Work Order Number	Displays a numeric work order number.
Configured Operation	Displays the configured operation that is entered on the Configured Operation Code Selection form.
Branch	Displays the default branch address book number for the operation.
Creator	Supplies the user's system sign-in. You must enter each user sign in the address book master.
Operation Status	Select the operation status. The system supplies a status of Draft when initially adding an operation. When you create the weigh tag, you can override the status with any value except Closed. The operation statuses are: Active Actual Cancelled Closed Draft Note. An operation must be at a Closed status for the system to generate the purchase order and receipt.

General

Select the General tab.

Instructed Start Date	Enter the planned start date and time for the operation, or the system enters the date and time. The system calculates this date and time by subtracting the value in the Instructed Duration field from the value in the Instructed End Date field.
Instructed End Date	Enter the planned end date and time for the operation, or the system enters the date. The system calculates the date by adding the value in the Instructed Duration field to the value in the Instructed Start Date field.
Instructed Duration	Enter the elapsed time, or the system enters the duration. The system calculates the time by taking the difference between the value in the Instructed Start Date field and the value in the Instructed End Date field.
Duration UOM (duration unit of measure)	Select the duration UOM. Values are: Blank Days Hours Minutes Seconds
Actual Start Date	Enter the actual start and time for the operation, or the system enters the date. The system calculates this by subtracting the value in the Actual Duration field form the value in the Actual End Date field. This value is never blank because the system uses this value for sequencing operations with dependencies.
Actual End Date	Enter the actual end date and time for the operation, or the system enters the date. The system calculates this by adding the value in the Actual Duration field to the value in the Actual Start Date field.
Actual Duration	Enter the operation duration, or the system enters the duration. The system calculates the difference between the Actual Start Date and Actual End Date fields.
Creation Date	Displays the date that the operation was entered into the system.

Instructions

Select the Instructions tab.

Comments

Select the Comments tab.

Misc.

Select the Misc. tab.

Category Code 1 - 5	Enter user-defined codes (UDCs) (31B/B2–B5) to further define the operation. Category Code 1 displays the base operation.
Alternate Operation Number	Enter an additional operation number to identify an outside processor's reference number or to track information after the fact. The system does not validate this number.
Composition Material Type	Enter a code for the material type.

Weigh Tags

Select the Weigh Tags tab. You must click Save and Continue to activate this tab.

Weigh Tag	Enter the number that identifies the vessel. If you leave this field blank, the system generates a weigh tag number.
Block Code	Enter the block code for which the harvest is being received.
Harvest Period and Harvest Suffix	Enter the harvest period and suffix for which the harvest is being received. The harvest suffix is optional. It is used when you need to track information on a smaller part of a block, you can create a subharvest record using the harvest suffix. For example, this enables you to differentiate between an experimental crop and the regular crop.
Receipt Quantity	Enter the quantity that is being received. You can also enter weigh tag detailed information on the Weigh Tag Details page. The system-calculated receipt quantity populates this field.
EUR Short Code (end use reservation short code)	Select the EUR short code for the received harvest. When there is only one EUR on the harvest record, the system selects that EUR. When multiple EURs exist on the harvest record, you must select an EUR. Note. Use Instruct Lot Attributes to assign multiple EURs to the weigh tag. When multiple EURs are selected, the system displays a plus sign next to the first EUR. You can also use this form to select an EUR that has not been assigned to the harvest. If no EUR is specified on the Instruct Lot Attributes form, the system uses UNKNOWN.

Quality

Access the Quality tab.

Select Vessel	Select the weigh tag for which you want to enter quality results.
Tester	Enter the name of the tester.
Date Tested	Enter the quality test date. The system uses today's date.
Test ID	Enter the unique identification for a test on an item. Test definition values are set up in the Test Revisions program (P3701).
Result	Enter the result of the quality test.

Equipment

Select the Equipment tab.

Consumables

Select the Consumables tab.

Resources

Select the Resources tab.

Editing Weigh Tag Master

Access the Edit Weigh Tag Master form.

Weigh Tag Vessel Number	Displays the weigh tag vessel number. The system generates this number if it was left blank on the Weigh Tag Receipt form.
Secondary Quantity	Displays the secondary quantity and unit of measure field when set up on the item master. This field appears on data entry screens if the secondary unit of measure operation is selected on Inventory Constants.
Alternate Weigh Tag Document	Enter an alternate weigh tag document. This is a free-form field.
Truck/Bin Method	Enter a code to indicate the option for reporting actual weights on a weigh tag. Values are: T: Truck only B: Bins only
Weight UOM (weight unit of measure)	Displays the unit of measure. This value is pulled from the Winery Constants (P31B13) weight unit of measure.
Gross Weight In	Enter the scale reading of the fully loaded truck or bins when entering the facility.
Tare Weight Out	Enter the scale reading of the empty truck upon leaving the facility. This reading may or may not include bins.
Miscellaneous Weight	Enter the weight of material other than grapes (MOG), dirt, or any other unwanted material in the received harvest. As another example, when you receive a tuber harvest, then you wash it and reweigh. The difference is considered miscellaneous weight.
Net Receipt Weight	Displays the system-calculated net receipt weight of the harvest. This number is calculated by subtracting the tare weight out, miscellaneous weight, and container weight from the gross weight in.
Bin Weight In	Enter the weight of one empty bin that brought the harvest into the facility.
Number Of Bins In	Enter the number of bins that were brought into the facility.
Bin Type In	Enter a UDC (31B/BI) indicating the type of bin in which the weigh tag goods were brought into the receiving dock or the farm.
Bin Weight Out	Enter the weight of one empty bin going out.
Number Of Bins Out	Enter the number of bins leaving the facility.
Bin Type Out	Enter a UDC (31B/BI) indicating the type of bins in the truck leaving the receiving dock or farm after receiving the goods.
Container Weight	Displays the system-calculated net weight of the containers in which the harvest was transported. The container weight is calculated using this formula: (bin weight in × number of bins) ÷ (bin weight out × number of bins out).
Vehicle License Number	Enter the registration license plate number that is found on the vehicle that brought the goods to the receiving dock.
Trailer License Number 1 and Trailer License Number 2	Enter the registration license plate number that is found on the trailers.
Driver Name	Enter the name of the vehicle driver who delivered the goods to the weigh tag station or the receiving dock.
Driver License Number	Enter the license number of the driver who delivered the goods.
Carrier Name	Enter name of the carrier that delivered the goods.
Loop Number	Enter the loop number. This field is used to track where the truck is going. Each road within the receipt facility is assigned a loop number.
Inspector Number	Enter the address book number for the inspector who performed the crop inspection. This field is enabled only when you select the Crop Inspected check box.
Weigh Master Number	Enter the address book number for the weigh master.
Last Load	Select to specify that this receipt was the last load that was delivered for the harvest.
External Ownership	Select to specify that the received harvest is externally owned.
No Blending	Select to specify that the weigh tag transaction has been pushed to blend or deselect the check box to use only within JD Edwards EnterpriseOne Grower Management. The reason for not pushing into blend is that the client may receive the harvests that will not be crushed, but resold. The system may set this flag when the harvest UOM is different from the weight UOM for the weigh tag branch (or winery).
Directed Harvest	Select to specify that the harvest was performed per the winery instructions. Deselect to indicate that the harvest is based on the maturity dates. Advanced pricing uses this check box.
Crop Inspected	Select to specify that the received item is to be inspected prior to delivery. Advanced pricing uses this check box.
Machine Harvest	Select to specify that the harvest was machine harvested.
Cost Component	Enter a code identifying a cost bucket within a winery operation. Individual rates that are defined for a cost group are summarized by cost component. Lots are costed at the cost component level. A rate is defined as a cost per unit or cost per unit per period of time. This field is required for a weigh tag and is set up in the configured operation.
Commodity Code	Enter a commodity code for the received goods.
Location	Enter the inventory storage location where the goods will be moved.
Lot/Serial	Enter a number that identifies a lot or a serial number. A lot is a group of items with similar characteristics.
Memo Lot 1 and Memo Lot 2	Enter a higher classification or grouping of serial numbers or lots for the processed goods.
Supplier Lot	Enter the supplier's lot number for the received goods.

Viewing Lot Details

Access the View Wine Lot Details form.

Lot Attributes

Select the Lot Attributes tab.

EUR

Select the EUR tab.

Composition

Select the Composition tab.

Style

Select the Style tab.

Owner

Select the Owner tab.

Acc Additives (accumulated additives)

Select the Acc Additives tab.

Comments

Select the Comments tab.

Summary Attributes

Select the Summary Attributes tab.

Lot Costs

Select the Lot Costs tab.

Quality Results

Select the Quality Results tab.

Entering Speed Weigh Tags

This section provides an overview of speed weigh tags and discusses how to:

• Set processing options for Grower Speed Weigh Tag (P40G301).

• Enter speed weight tags.

Understanding Speed Weigh Tags

UsSpeed weigh tags are typically entered by dock workers or others who do not have the authority to change the operation after it is created. Users can enter enough data so that when you close the weigh tag, there is enough information to create a purchase order. However, they cannot change any data, such as the receipt quantity or the status, after the weigh tag is created.

Harvest Estimates

Prior to closing a weigh tag, you should verify that a harvest estimate is entered and that the estimate is up to date. When the first weigh tag is closed, the system uses the estimate quantity as the quantity on the purchase order.

Forms Used to Enter Speed Weigh Tags

Setting Processing Options for Grower Speed Weigh Tag (P40G301)

Use these processing options to set display values, control system processing, and define default version.

General

These processing options control whether users can enter actual values and whether the Work Order Status batch program runs when a work order is generated.

Display

These processing options specify whether the Get button and the Purchase Order and Receipts button appear on the form.

Process

These processing options control whether the Get buttons display on the form.

Versions

These processing options control the versions that are called by the program.

Entering Speed Weigh Tags

Access the Speed Weigh Tag Entry form.

Configured Operation	Enter a configured operation code.
Operation Description	Enter the operation description.
Status	Enter the status for the weigh tag operation. The system uses Draft in the status field.
Composition Material Type	Enter a code that represents the material type that is being received.
Grower Branch Plant	Enter the branch plant of the grower.
Actual End Date	Enter the actual end date of the operation.

Harvest / Weights

Select the Harvest / Weights tab.

Block Code	Enter the block code for which the weigh tag is being received.
Harvest Period and Harvest Suffix	Enter the harvest period and suffix for which the weigh tag is being received.
Inspector Number	Enter the address book number for the inspector.
Weighmaster Number	Enter the address book number for the weigh master.
EUR (end-use reservation)	Select the EUR short code for the received harvest. If no EUR is specified, the system uses UNKNOWN.
Directed Harvest	Select to specify that the harvest was performed per the winery instructions. Deselect the check box to indicate that the harvest is based on the maturity dates.
Machine Harvest	Select to specify that the harvest was machine harvested.
Crop Inspected	Select to specify that the received item is to be inspected prior to delivery.
Last Load	Select to specify that this receipt was the last load delivered for the harvest.
Gross Weight In	Enter the scale reading of the fully loaded truck or bins when they are entering the facility. You can also calculate the weight using a function that you call by clicking the Get button. Set up a version of the program that specifies this function and for which the Get button is enabled.
Tare Weight Out	Enter the scale reading of the empty truck upon leaving the facility. This reading may or may not include bins. You can also calculate the weight using a function that you call by clicking the Get button. Set up a version of the program that specifies this function and for which the Get button is enabled.
Miscellaneous Weight	Enter the weight of material other than grapes (MOG), dirt, or any other unwanted material in the received harvest.
Net Receipt Weight	Displays the system-calculated net receipt weight of the harvest. This number is calculated by subtracting the tare weight out, miscellaneous weight, and container weight from the gross weight in.
Receipt Quantity	Enter the quantity that is being received. You can also enter weigh tag detailed information on the Weigh Tag Details form. The field is populated with the system-calculated receipt quantity.
Secondary Quantity	Enter a secondary receipt quantity. The system displays this field when the secondary unit of measure option in Inventory Constants is selected.
Bin Weight In	Enter the weight of one empty bin.
Number Of Bins In	Enter the number of bins that were brought into the facility.
Bin Type In	Enter a code (31B/BI) indicating the type of bin in which the weigh tag goods were brought into the receiving dock or the farm.
Bin Weight Out	Enter the weight of one empty bin going out.
Number Of Bins Out	Enter the number of bins leaving the facility.
Bin Type Out	Enter a code (31B/BI) indicating the type of bins in the truck leaving the receiving dock after receiving the goods.
Container Weight	Displays the system-calculated net weight of the container in which the harvest was transported.

Transportation

Select the Transportation tab.

Vehicle License Number	Enter the registration license-plate number that is found on the vehicle that brought the goods to the receiving dock.
Trailer License Number 1 and Trailer License Number 2	Enter the registration license plate number that was found on trailers.
Truck/Bin Method	Enter a code to indicate the option for reporting actual weights on a weigh tag. Values are: T: Truck only B: Bins only
Driver Name	Enter the name of the vehicle driver who delivered the goods to the weigh tag station or the receiving dock.
Driver License Number	Enter the license number of the driver who delivered the goods.
Carrier Name	Enter the name of the carrier that delivered the goods.
Loop Number	Enter the loop number. This field is used to track where the truck is going. Each road within the receipt facility is assigned a loop number.

Item / Order

Select the Item/Order tab.

Item Number	The system uses the item number from the harvest record.
Cost Component	Select a user-defined code identifying a cost bucket within an operation. Individual rates that are defined for a cost group are summarized by cost component. Lots are costed at the cost component level. A rate is defined as a cost per unit or cost per unit per period of time.
Commodity Code	Select a user-defined code identifying the commodity code for the harvest that is being received.
Memo Lot 1 and Memo Lot 2	Enter a higher classification or grouping of serial numbers or lots for the processed goods.
External Ownership	Select to specify that the received harvest is externally owned.
No Blending	Select to specify that the weigh tag transaction has been pushed to blend or deselect the check box to use only within Grower Management. The reason for not pushing into blend is that the client may receive the harvests that will not be crushed, but resold. The system may set this flag when the harvest UOM is different from the weight UOM for the weigh tag branch (or winery).

Entering Speed Actuals for Weigh Tags

This section provides an overview of speed actuals for weigh tags and discusses how to enter speed actuals for weigh tags.

Understanding Speed Actuals for Weigh Tags

To enter actual values for weigh tags, you access the Speed Actuals Update form from the weigh tag workbench. Use this form to update weigh tag information for multiple weigh tag operations and multiple weigh tags on the same operation. The Speed Actuals Update form enables you to update operation dates, status, equipment and resources, but also weigh tag details, such as harvest, weight, transportation, item, and order information.

In terms of lot attributes, you can update EUR and quality information on the Speed Actuals Update form. To revise any other lot attributes, you must access the Instruct Lot Attributes form.

You can update weigh tag operations on this form only if the operation is not yet closed or canceled.

Note. Depending on how you set the processing options for the Grower Speed Weigh Tag program (P40G301), the system displays Get buttons for the Gross Weight In and Tare Weight Out fields. These Get buttons call functions defined in the processing options to calculate these weights.

See Also

Updating Operations

Form Used to Enter Speed Actuals for Weigh Tags

Entering Speed Actuals for Weigh Tags

Access the Speed Actuals Update form.

Update weigh tag and quality information as needed.

Managing Lot Attributes

This section provides an overview of lot attributes.

Understanding Lot Attributes

You use the system to create lots when any blend operation is performed. Rules that are specific to each attribute or child entity are applied to create the attributes or child entities for the new lot.

You can have only one lot number per weigh tag at any given time.

Lot rules exist for these attributes:

• End Use Reservation (EUR)

• Owner

• Composition

• Accumulated additives

• Lot comments

• Style

• Instructed attributes

• Summary attributes

• Lot costs

• Lot quality results

EUR

A wine lot must have at least one Balance percent EUR. The sum total of the Balance percent EURs must equal 100 percent.

The total fixed volume EURs cannot exceed lot volume.

If you create a new lot by splitting an existing lot, the system splits the lot proportionally for fixed volume EURs and splits the lot for percent EUR according to the original percent.

The percent on the balance EURs must total 100 percent and the system should round up to two decimal places. Any addition or subtraction should be taken against the largest EUR.

For weigh tags, the EUR is selected from the harvest. The system automatically selects the EUR if only one EUR exists on the harvest. When more than one EUR exists on the harvest, the user must choose one. This choice can be overridden on the Instruct Lot Attributes form in the After EUR section. An EUR is mandatory when a receipt quantity is present on the weigh tag.

Owner

A wine lot must have at least one balance percent owner. The sum total of the balance percent owners must equal 100 percent.

The percent on the balance owners must total 100 percent, and the system should round up to two decimal places. Any addition or subtraction should be taken against the largest owner.

Composition

Composition comes from the harvest and includes the source type, variety code, appellation, harvest period, and block code.

Accumulated Additives

If accumulated additives are available from a previous operation, the system copies the accumulated additive to the resultant lot. Accumulated additives cannot be added to a weigh tag.

Lot Comments

If comments are available from the configured operation, the system copies the comments to the resultant lot. Configured operations can also remove comments from a lot. The system copies the comments from the From lot to the resultant lot. The values for this option are:

A: Comment saved only to this operation and lot. Comment does not carry forward to subsequent operations.

B: Comment carried forward to all future lots.

C: Comment carried forward only to future lots if this contributing lot equals or exceeds the threshold that is defined in the winery constants.

Style

If style is available from a previous operation, the system copies the style to the resultant lot. You can add style to a weigh tag.

Lot Costs

Each lot contains the costs for operations. For example, costs might include dry goods (inventory items), additives, equipment, depreciation on equipment, or staffing costs. Additionally, any gains or losses are included in lot costs.

When a weigh tag is created, the system uses the item base price from the Item Cost File table (F4105). The system also applies any costs that are associated with the configured operation. When you are closing the weigh tag operation, the receipt costs on the Purchase Order Receiver File table (F43121) override the base price. The receipt cost is derived using the advanced pricing hierarchy.

This diagram displays the pricing hierarchy:

Pricing hierarchy

For operational costing, you can set up three gain and loss methods to determine how the lot costs are adjusted for gains and losses. You set up these gain and loss methods using the Configured Operation program (P31B75P). They include:

• Proportional: Adjust unit cost up or down to reflect gain or loss; the total cost does not change.

• Cost Component: Add a user-defined cost component to lot costs in the amount of the gain or loss.

• Expense: Adjust total amount by the amount of gain or loss; unit cost does not change.

When you update the lot, the system pushes the receipt cost to the JD Edwards EnterpriseOne Blend system.

Lot Quality Results

After you perform quality tests on each lot, you enter the test results for the lot. The system stores the quality results with each lot. The results include the test result name, equipment, and consumables that you use to perform the test, results, and dates, and the expiration date of the test.

When you receive a harvest that has quality results from previous operations, the system copies the quality results to the weigh tag lot. The system uses the earliest expiration date from test results from either lot.

Managing Quality Tests

This section provides overviews of quality management and test results entry, lists a prerequisite, and discusses how to:

• Enter test results.

• Use speed entry.

Understanding Quality Management

After you set up quality management for JD Edwards EnterpriseOne Grower Management, you create quality analysis (QA) configured operations from base FARMQA operations. You can then create an operation from a configured FARMQA operation. You add tests and test panels to configured FARMQA operations. After you perform quality tests, you enter the test results and result comments for the QA operations. As necessary, you can review test results and process a report with the test results.

The system retains all test results until you purge them. Occasionally, you might need to purge test results to free up space on the system.

You can add tests and test panels to weigh tag operations.

Understanding Test Results Entry

After you perform quality tests on a harvest or weigh tag, you can enter the test results for individual operations or for multiple operations using speed result entry. When you select operations, the system reserves those operations. If the operation is currently reserved, an error message appears on the Edit Speed Results form. Additionally, the system reserves all vessels on the operation that you select and those operations that relate to the selected operation. If the vessel is currently reserved, an error message appears. You must cancel the reserved operation or vessel selection.

You enter the tester for the operation and vessel. You can enter the date or use the system date.

You can enter test results at any status of the operation, but for only those tests that are specified in the operation. Test results that you enter at the active or actual status carry forward with each operation on the wine lot. The system cannot carry forward test results that you enter or change on a closed operation.

When you enter test results, you can set a processing option to validate results either against the test definition or the test result name. If the results do not meet test specifications and fall within acceptable ranges, the system issues a warning. If the test definition has a conversion ID, the system converts the test value to the result name value.

The system validates the test results that you enter for an operation with the test results from the Before lot. If the change exceeds the change threshold percentage that you set up in the test definition, the system issues a warning. For example, if the previous result was 100 and you defined a change threshold of 10 percent, the system issues a warning if the new result is above 110 or below 90.

Test results come from:

• Harvest operations

• Farming operations

• Spray operations

• Weigh tag operations

The system stores test results in the Test Results table (F3711).

Prerequisite

Before you complete the tasks in this section, set up quality tests.

See Setting Up Quality Management.

Forms Used to Manage Quality Results

Entering Test Results

Access the Edit Grower Operation form.

Using Speed Entry

Access the Edit Quality Results form.

Closing a Weigh Tag Operation

This section provides an overview of closing a weigh tag operation, lists a prerequisite, and discusses how to close a weigh tag operation.

Understanding Closing a Weigh Tag Operation

When you close a weigh tag, the system performs two transactions:

• Creates a purchase order based on the harvest estimate if one is not already created.

• Creates a receipt based on the purchase order information.

If you cancel the closing of a weigh tag operation, the system may have already created the purchase order but not the receipt. You would need to manually cancel the purchase order if the purchase order is not needed.

For a lot-controlled item, you must use a Lot Process Type in the Item Master program (P4101) so that the system creates the lot expiration date.

Price History

Pricing occurs at the time of receipt only when the grower weigh tag receipt program (P40G0700) calls a version of the PO Receipts program (P4312) where the Price at Receipt processing option is set properly. You can have the system issue a warning message to let the user know that pricing at receipts is turned on.

Note. This warning does not indicate that pricing adjustments will be applied.

You cannot view receipts price history before the first weigh tag for a harvest record is closed. After you close the first weigh tag, the system generates a receipt and updates the Grower Harvest table (F40G03) with the associated purchase order.

1. Set the Price History View processing option in the grower weigh tag receipt program (P40G0700) to edit price adjustments on closed weigh tags.

2. Access the Weigh Tag Receipt program (P40G30) from the Weigh Tag Workbench.

3. Click the View Receipts link.

4. Click the link in the Unit Cost column.

5. Enter the edits on the Price History form.

   Note. Values entered in the Price History form are stored in the Price History table (F4074)

For all subsequent weigh tags created for a harvest record, you can view the price history. However, you cannot edit the price history until the weigh tag is closed and the receipt is complete.

When using standard costing, the final unit cost is calculated by the pricing adjustment and is written to the general ledger. When using nonstandard costing, the base price and each adjustment is written as separate lines to the general ledger. When using journal entry summarization, the base price and adjustments are written to separate line only when writing to separate accounts. Automatic accounting instruction 4326, is used for the adjustment lines.

Note. After a purchase order is created for a harvest record, the pricing system uses the adjustment schedule from the purchase order to apply pricing to all subsequent weigh tags. If the user changes the adjustment schedule attached to the supplier, the changed schedule is not used. The user needs to modify the adjustments within the adjustment schedule that is already attached to the purchase order.

Prerequisite

Before you complete the tasks in this section, enter a default order type to Purchase Order program (P4310).

Forms Used to Close a Weigh Tag Operation

Closing a Weigh Tag Operation

Access the Edit Grower Operation form.

Viewing Receipts for a Weigh Tag Operation

This section lists the forms that are used to view purchase order receipts for a weigh tag.

Forms Used to View Receipts for a Weigh Tag Operation

Reversing Receipts for a Weigh Tag Operation

This section provides an overview of reversing a weigh tag receipts.

Understanding Reversing Receipts for a Weigh Tag Operation

You can reverse weigh tag receipts. An example would be when the farmer delivers the harvest to the wrong site. The person at the weigh bridge may accept delivery, but when the grower representative runs the weigh tag summary report and sees the delivery to the wrong site, then management may ask that the material be shipped to the correct site. Sending premium Merlot grapes to a box wine crush site is an example of a mistake that needs to be reversed.

When you reverse an operation, the system reverses the entire transaction. You must reenter the correct transaction.

Matrix Items

If you need to reverse a weigh tag operation for a matrix item, you must:

1. Open the purchase order detail lines.

2. Open the receipt lines for each matrix (child) item.

3. Manually reverse the receipt of each matrix (child) item.

4. Close the detail lines on the purchase order.

Running JD Edwards EnterpriseOne Grower Management Reports

This section discusses how to:

• Run the Weigh Tag Detail report.

• Set processing options for the Weigh Tag Detail report (R31B77A).

• Run the QA Results by Date report.

• Set processing options for the QA Results by Date report (R40G3711).

• Run the Weigh Tag Summary report.

• Set processing options for the Weigh Tag Summary report (R31B77B).

• Run the Scheduled Harvest Detail report (R40G60).

• Run the Crush and Purchase report (R40G150A).

• Set processing options for the Purchase and Crush Report - Build program (R40G1501).

• Set processing options for the Crush and Purchase report (R40G150A).

Running the Weigh Tag Detail Report

Select Reports (G40G1111), Weigh Tag Details.

Setting Processing Options for the Weigh Tag Detail Report (R31B77A)

Use these processing options to define what is printed on the report.

Print

Running the QA Results By Date Report

Select Reports (G40G1111), QA Results By Date.

Setting Processing Options for the QA Results by Date Report (R40G3711)

Use these processing options to define the print date range, specify the test result names, and specify whether to print the appellation and geographic area hierarchy on the report.

Area

These processing options specify whether to print the appellation and geographic area codes only or include the hierarchies.

Result Names

These processing options define the test result names to print.

Dates

These processing options specify the start and end dates for the report.

Running the Weigh Tag Summary Report

Select Reports (G40G1211), Weigh Tag Summary Report.

Setting Processing Options for the Weigh Tag Summary Report (R31B77B)

Use these processing options to define the test results to print and define print options.

Print Options

These processing options define how to sort the data, determine the date range to print, specify the reporting unit of measure, and specify whether to include the EUR receipt quantity on the report.

QA Results

These processing options specify the test result names to print.

Running the Scheduled Harvest Details Report (R40G60)

Select Daily Processing (G40G111), Harvest Workbench.

On the Manage Harvest form, select a harvest for which you created scheduled harvest operations, select Print Scheduled Harvest Details from the Select Record(s) field and click the Go button.

Use this program to print a report with harvest operation information, such as planned, and actual dates, harvest quantities, and areas, deliver date, receipt branch and so on.

Running the Crush and Purchase Report (R40G150A)

Select Crush and Purchase Report (G40G12111), Crush and Purchase Report

Use the Crush and Purchase report (R40G150A) to generate a listing of grape quantities that were crushed or purchased during a specified reporting period. You can report crushed grape quantities using the following criteria or scenarios:

• Grown internally.

• Purchased from growers.

• Purchased by non-growers.

• Crushed for growers, but not purchased.

• Crushed for non-growers, but not purchased.

You can track purchased grape quantities using these criteria:

• Purchased from growers.

• Purchased from non-related growers.

• Purchased for distilling or as substandard.

• Purchased from growers and resold without crushing.

• Purchased from growers and crushed by an external processor.

Because all purchases and receipts for a facility are processed using a weigh tag, you use the weigh tag as the basis for including quantities on the report. You can use a weigh tag without an associated crush operation, but you cannot report on a crushed quantity without an associated weigh tag. After you select a weigh tag, the system retrieves data from the harvest and the weigh tag operation header.

On the Crush and Purchase report, you can report five standard values for Brix levels. The following table describes these standard values:

You set up these standard values in the Quality Result Limits program (P40G151) and store them in the Quality Result Limits table (F40G151). You set up these attributes by variety, district, and test result name.

The first step for generating the Crush and Purchase report is to run a data extraction using the Crush and Purchase Report - Build program (R40G1501). You can access this program from the Crush and Purchase Report menu. Use the processing options to determine how data are retrieved and calculated. Data are extracted from the these tables:

• Operations Header (F31B65)

• Operation Vessel Assignments (F31B70)

• Weigh Tag Master (F31B85)

• Test Results (F3711)

• Price Adjustments Ledger (F4074)

• Purchase Order Receiver (F43121)

• Grower Harvest (F40G03)

• Quality Result Limits (F40G151)

The system stores the extracted data in the Crush and Purchase Report Details table (F40G150).

After you have extracted the data into the Crush and Purchase Report Details table, you can manually update the information and enter additional information. Use the Crush and Purchase Application (P40G150), that you access from the Crush and Purchase Report menu, to make updates and additions as needed.

For the Crush and Purchase Report, you can use either the report provided or you can create custom reports based on report indicators. These report indicators identify transactions for inclusion in the reporting scenarios. An individual crush operation or purchase transactions might appear in multiple reporting scenarios. The following table describes the report indicators:

You can purge the data from the Crush and Purchase Report Details table using the F40G150 Purge program (R40G150P).

Setting Processing Options for the Crush and Purchase Report - Build program (R40G1501)

These processing options control processing for the Crush and Purchase Report - Build program.

Default

This processing option controls a default value for the data extraction.

Select

These processing options control selection criteria for the data extraction.

Setting Processing Options for the Crush and Purchase Report (R40G150A)

These processing options control processing for the Crush and Purchase report.

Defaults

This processing option controls a default value that is used for

Process

These processing options control how the report processes data.