A Blend Management Reports, Views, and Inquiries

This appendix contains the following topics:

A.1 Blend Management Reports: A to Z

The following table lists the JD Edwards EnterpriseOne Blend Management reports by report ID.

Report ID and Report Name Description Navigation
R31B03A

Barrel Report

Print a list of barrels. Blend Reports (G31B06), Barrels Report
R31B07

EUR Profile Report

Print detail information for EUR profiles. Blend Reports (G31B06), EUR Profiles
R31B071

EUR Profile Versions Report

Generate versions of EUR profiles. Blend Reports (G31B06), EUR Profile Versions
R31B22B

Losses Report

Report the losses that have occurred in a facility during a specified time period. Blend Reports (G31B06), Losses Report
R31B31A

Lot Detail Print

Print a list of all lot attributes, such as instructed and summary attributes, EUR and owner details, lot quality test results, lot composition summary and rollup details, and lot cost details. Use any of the following navigations:
  • Blend Reports (G31B06), Lot Detail Print

  • Click the Lot Detail Print button on the Inventory by Vessel View form.

  • Click the Print Lot Details button on the View Wine Lot Details form.

  • Click the Print Lot Details button on the Composition View form.

R31B32

Trial Blend Report

Print the input and output lots for a selected trial blend. Use either of the following navigations:
  • Trial Blending (G31B08), Trial Blending Report

  • Select a trial blend on the Search for Trial Blend form, and click the Print button.

R31B33

Trial Blend EUR Report

Print trial blends for which component lots have different EUR percentages than the EUR percentages of the current lot. Use either of the following navigations:
  • Trial Blending (G31B08), Trial Blending Report

  • Click the Print Trial Blend EUR Report button on the Search for Trial Blend form.

R31B35

Lot Comparison Report

Print a report that displays the differences between selected lots. Select the Print Lot Comparison Report option on the Inventory by Vessel View form.
R31B36

Related Trial Blend Report

Print the trial blends that are related to a selected lot. Use either of the following navigations:
  • Trial Blending (G31B08), Related Trial Blending Report

  • Select a lot on the Inventory by Vessel View form, and select the Print Related Trial Blend Report option.

R31B38

Summary Sample Report

Print selected sample fields based on the Sample Detail table (F3712), as well as subtotal of the sample volume. Use a processing option to determine the unit of measure for the subtotal. Blend Reports (G31B06), Summary Sample Report
R31B38A

Detail Sample Report

Print selected records from the Sample Detail table (F3712). Blend Reports (G31B06), Detail Sample Report
R31B65A01

Operation Print

Print all operation information that is required for the facility staff to perform work. Blend Reports (G31B06), Operation Print
R31B70

Fortification Report

Print details for operations that add spirits to nonspirits to meet legal reporting requirements. Blend Reports (G31B06), Fortification Report
R31B80B

Operations Report

Print selected operation details for review. Blend Reports (G31B06), Operation Report
R31B81

Operation Number Report

Print a list of operation numbers for a specified time period. Blend Reports (G31B06), Legal Reports - Operation Number Report
R31B85

Weigh Tag Number Report

Print a list of weigh numbers for the issue facility for a specified time period. Blend Reports (G31B06), Legal Reports - Weigh Tag Number Report
R31B86

Select Vessels

Limit the number of vessels that are included in the reports that you run from this batch program. Blend Reports (G31B06), Lot Detail Print
R31B91A

Bill of Lading Print

Print the bill of lading with details such as shipment date, material shipped, item number, vessel number, and sales order details. Blend Reports (G31B06), BOL Print
R31B91B

BOL Number Report

Print a list of bill of lading numbers for the issue facility for a specified time period. Blend Reports (G31B06), Legal Reports - BOL Number Report
R31B91C

Bond Serial Number Report

Print a list of bond serial numbers for the issue facility for a specified time period. Blend Reports (G31B06), Legal Reports - Bond Serial Number Report
R31B95

Work Order Report

Print work orders with details for only the first operation or with lines for all operations on the work order. Blend Reports (G31B06), Work Order Report
R31B200

Purge Virtual Lots

Purge virtual lots from the system. Blend System Setup (G31B01), Purge Virtual Lots
R31B310

Operation Cost report

Display the costs that are associated with a group of operations for a specific time period. Blend Reports (G31B06), Operation Cost Report
R31B702

Inventory Balance report

Use this report to see details of closed operations. Blend Reports (G31B06), Inventory Balance Report

A.2 Blend Management Reports: Selected Reports

This section provides more detailed information for some reports, including information about processing options. These reports are listed alphanumerically by report ID in this appendix.

A.2.1 R31B03A - Barrel Report

Use this report to print details for the selected range of barrels. You can select barrels by barrel status, facility, range of barrels, and range of locations. The report displays the available detail information for the selected barrels from the Barrel Master table (F31B03):

  • Facility, location, and rack number.

  • Barrel age and type.

  • Number of fills, color, and toast.

  • Country of origin.

  • Barrel volume status indicating whether the barrel is empty, full, or partially full.

  • Virtual barrel tank (VBT) number.

  • Blend ID.

  • Wine status.

  • Operation details.

A.2.2 Processing Options for Barrel Report (R31B03A)

These processing options control default processing for the Barrel report.

A.2.2.1 Filters

These processing options control the information that is displayed on the report by defining filters for the data to be displayed on the report. Limiting the amount of data using these filters improves the performance of this report.

1. Winery

Specify the facility to print barrel details. This processing option is required.

2. Barrel ID

Specify the range of barrel IDs to filter the report output.

3. Barrel Location

Specify the range of barrel locations to filter the report output.

4. Rack Number

Specify range of rack numbers to filter the report output.

5. Actual Date

Specify the range of actual start or actual end dates. The default value is the start date S. The default value for the through date is the current date.

5. Actual Date

Specify the range of actual start date and actual end date. Start or end date will be default to start date. and through date will be default to current date.

6. Barrel Volume Status

Specify the barrel volume status.

Values are:

E: Empty

F: Full

P: Partial

U: Unknown

7. Operation Status

Specify operation statuses to filter operation details for the barrels. Values are:

1: Consider only closed operations. This is the default value.

2: Consider both actual and closed operations.

8. Display Summary Attributes

Display or hide summary attributes. Values are:

Blank: Display the summary attributes.

1: Hide the summary attributes.

9. Display Instructed Attributes

Display or hide instructed attributes. Values are:

Blank: Display the summary attributes.

1: Hide the summary attributes.

A.2.3 R31B07 - EUR Profile Report

You can generate this report to print details of EUR profiles. You select records from the EUR Master table (F31B07), but the report can include information about planning assumptions and specifications. Use processing options to determine which profile details to include in the report. You can print EUR profile information by a specific wine status or include profile information at all wine statuses.

A.2.4 Processing Options for EUR Profile Report (R31B07)

These processing options control default processing for the EUR Profile report.

A.2.4.1 Print Options

These processing options control the amount of information that you want to include in the report.

1. Print Activity Quantities

Specify whether to include activity quantities from the harvest assumptions in the report. Values are:

Blank: Do not print activity quantities.

1: Print activity quantities.

2: Print activity quantities with cull and cascade details.

2. Print Composition Targets

Specify whether to include the composition target values from the EUR specification in the report. Values are:

Blank: Do not print composition targets.

1: Print composition targets.

3. Print Style Targets

Specify whether to include the style target values from the EUR specification in the report. Values are:

Blank: Do not print style targets.

1: Print style targets.

4. Print QA Result Targets

Specify whether to include the target values for quality results from the EUR specification in the report. Values are:

Blank: Do not print QA result targets.

1: Print QA result targets.

5. Print Accumulated Additives Target

Specify whether to include the target values for accumulated additives from the EUR specification in the report. Values are:

Blank: Do not print accumulated additive targets.

1: Print accumulated additive targets.

6. Print Operational Cost Targets

Specify whether to include the target values for operational cost values from the EUR specification in the report. Values are:

Blank: Do not print operational costs targets.

1: Print operational cost targets.

7. Print Ownership Targets

Specify whether to include the ownership target values from the EUR specification in the report. Values are:

Blank: Do not print ownership targets.

1: Print ownership targets.

8. Print Loss Assumptions

Specify whether to include loss assumptions for the EUR profile in the report. Values are:

Blank: Do not print loss assumptions.

1: Print loss assumptions.

9. Print Protocols

Specify whether to include protocols that are associated with the EUR in the report. Values are:

Blank: Do not print protocols.

1: Print protocols.

10. Wine Status Short Code

Specify the wine status for which you want to print EUR profile information. If you leave this processing option blank, the system includes the information for all wine statuses.

A.2.5 R31B071 - EUR Profile Versions Report

Use this batch program to create versions of EUR profiles. A version represents a snapshot of an EUR profile at a point in time. To protect the integrity of this history information, you cannot revise a version once you have created it. The system stores the version name in the EUR Master record. You can still view the version in the EUR Definition program (P31B0780), but the fields are locked from editing. You can continue to revise the current EUR profile.

A.2.6 Processing Options for EUR Profile Versions Report (R31B071)

This processing option controls default processing for the EUR Profile Versions report.

A.2.6.1 Defaults

This processing option controls default information that you want to include in the report.

EUR Master Version

Specify a name for the versions that you want to create for selected EUR profiles.

A.2.7 R31B22B - Losses Report

Use this report to report losses that have occurred in a specified time period for an operation, vessel, EUR, or blend ID. You can report survey losses, operational losses, or casualty (declared) losses, or you can report all types of losses at once. Use the processing option to specify which type of loss you want to report and for what date range. The information on the report is grouped based on the selection in the processing options.

The report displays losses by operation and calculates the sum of the losses by facility, operation, blend ID, and EUR. The system calculates operational loss percentages for moved volumes and survey loss percentages for Before volumes. The system displays the losses for each EUR based on the EUR percentages. When calculating the losses, the program converts the quantities into the unit of measure that is specified in the processing option.

A.2.8 Processing Options for Losses Report (R31B22B)

These processing options control default processing for the Losses report.

A.2.8.1 General

These processing options control the information that is displayed on the report.

Total By

Specify how the system calculates loss totals. Values are:

1: Winery

2: EUR

3: Blend ID

4: Base operation

5: Configured operation

Loss Type

Specify the type or types of losses that you want to include on the report. Values are:

1: Operational

2: Survey

3: Casualty

4: Operational and survey

5: All

Unit of Measure

Specify the unit of measure that you want the system to use for converting the loss quantities for each EUR.

A.2.9 R31B31A - Lot Detail Print

Use the Lot Detail Print report to list all blend lot attributes. The report displays vessel details, operation details, spirit volumes, and the blend ID in the header. Lot details include:

  • Instructed lot attributes.

  • Summary lot attributes.

  • Lot style.

  • EUR details for the lot.

  • Owner details for the lot.

  • Additives for the lot.

  • Quality test results for the lot.

  • Lot cost details.

  • Lot comments.

  • Composition details.

The report displays the composition details as a summary of the individual attributes of the composition, such as harvest period, variety type, grower, material type, source, and appellation. The appellation summary is displayed based on the level that is specified in the processing option.

You can use this report to print lot details for spirit operations. Use the processing options to determine whether to print spirit volumes at standard or ambient temperature. By default, the report displays all spirit volumes at standard temperature as either proof or alcohol volume.

If the cumulative additive quantity for a blend lot exceeds the maximum cumulative threshold or is below the minimum threshold, the system prints a text message with a warning or error on the report

A.2.10 Processing Options for Lot Detail Print (R31B31A)

These processing options control default processing for the Lot Detail Print report.

A.2.10.1 Display Sections

These processing options control which of the following lot information is displayed on the report.

Excluded Composition Material Type 01 through 03

You can specify up to three composition material types that you do not want to print on the report.

Instructed Attributes, Summary Attributes, Style Details, EUR Details, Owner Details, Accumulated Additive Details, Cost Details, Quality Details, and Lot Comments

Specify which sections to include in the report. Values are:

1: Include.

0: Do not include.

A.2.10.2 Composition Details

These processing options control which composition details are included in the report.

By Harvest Period, By Variety, By Grower, By Composition Material Type, By Source, By Appellation, and By Varietal/Appellation

Specify whether to include these details on the report. Values are:

1: Include.

0: Do not include.

A.2.10.3 Rollups

These processing options control which rollup values are included in the report.

Appellation Rollup, Varietal Appellation Rollup, and Harvest Period Variety Appellation Rollup

Specify whether to display this information on the report:

1: Display.

0: Do not display.

Hierarchy Level

Specify which hierarchy level to include in the report. If you leave this processing option blank, the report includes all levels of the geographical area hierarchy.

A.2.10.4 Spirits

These processing options control how the system displays information about spirit lots.

Display Quantities

Specify whether to print spirit volumes at standard or ambient temperature. If you leave this processing option blank, the report displays the spirit lot volumes at standard temperature, as they are stored in the tables. If you select ambient temperatures, you must complete the options for temperature and temperature unit of measure. Values are:

Blank: Standard temperature.

1: Ambient temperature.

If you decide that the system should print spirit volumes at ambient temperature, the system uses the temperature conversion chart that you set up to determine the correct volume. By default, the report displays all spirit volumes at standard temperature. Spirit volumes are displayed as proof or alcohol volume.

Temperature and Temperature UOM (temperature unit of measure)

Specify a temperature and temperature unit of measure to display spirit volumes at ambient temperatures. The system determines the correct spirit volume for the vessel based on the temperature conversion chart that you have set up.

A.2.11 R31B32 - Trial Blend Report

Use the Trial Blend report to print the input and output lots for a trial blend. The information that is displayed is the trial blend information that you can set up and review in the Trial Blend program (P31B320). The report includes calculated columns if you have set the processing option to include these columns.

The report includes a section with sample data. This section displays subtotals of contributing volumes by trial blend and bench blend IDs. It does not display contributing volumes and subtotals for additional volume samples.

You can access the program from the menu or you can select a trial blend on the Search for Trial Blend form and print the input and output lots for the selected trial blend.

A.2.12 Processing Options for Trial Blend Report (R31B32)

These processing options control default processing for the Trial Blend report.

A.2.12.1 Default

These processing options control which named calculations the system uses when generating and displaying the report.

Named Calculation Format Name 1

Specify the named calculation format that the system uses when generating this report. The named calculation format indicates which named calculation columns are calculated and displayed on the report. If you leave this processing option blank, the report does not display any named calculation columns.

Named Calculation Format Name 2

Specify an additional named calculation format, if needed, to print on the report.

A.2.13 R31B33 - Trial Blend EUR Report

This report displays all trial blends for which the EUR percentages of the component lots differ from the EUR percentages of the current lot. You can specify whether to limit the changes that you want to include in the report by specifying a change threshold as a percentage. For example, if an EUR percentage on a lot changes from 40 percent to 60 percent due to volume changes during trial blending, and you specified a change threshold of 15 percent, this lot is displayed on the report.

If you specify a significant change threshold in the processing options, only the changes that exceed this threshold are included in the report.

You can select data by trial blend ID, trial blend attributes, and trial blend EUR. The report displays values for the following fields:

  • Vessel ID.

  • Blend ID.

  • Trial blend ID.

  • Current component lot volume.

  • Trial blend component lot EUR volume.

  • Trial Blend component lot volume.

  • Current component lot EUR percentage.

  • Trial blend component lot EUR percentage.

  • Current component lot EUR volume.

A.2.14 Processing Options for Trial Blend EUR Report (R31B33)

These processing options control default processing for the Trial Blend EUR report.

A.2.14.1 General

These processing options control whether a significant change threshold controls the data that is included in the report.

1. Significant Change Threshold

Specify whether to include all changes in the report or only those changes that are above or below the significant change threshold.

Blank: Display all the changes.

1: Display only the significant threshold differences.

Significant Change Threshold Percentage

Specify the percentage for the significant change threshold for the system to use to determine which volume changes to include in the report. If you specify 15 percent, the EUR volume of the trial blend is 100, and the current EUR volume is 200, the change is printed on the report. If the change percentage is below 15 percent, the change is not printed on the report.

A.2.15 R31B35 - Lot Comparison Report

Use this report to print differences between selected lots. You can compare up to three lots on this report and display up to two named calculation formats. For example, you can use this report to compare a trial blend lot with other lots.

You can run this report only from the Inventory by Vessel View program (P31B81) and select the information that you want to print on the report on the Inventory by Vessel View form. For example, you can select lots by lot number or vessel ID.

A.2.16 Processing Options for Lot Comparison Report (R31B35)

These processing options control default processing for the Lot Comparison report.

A.2.16.1 General

These processing options control which named calculation formats the system uses to return lot attribute values for the report.

Named Calculation Format Name 1

Specify which named calculation format to include in the report.

Named Calculation Format Name 2

Specify the second named calculation format that you want to display on the report.

A.2.16.2 Spirits

These processing options control temperature information for spirit lots.

Display Quantities

Specify whether to print spirit volumes at standard or ambient temperature. If you leave this processing option blank, the report displays the spirit lot volumes at standard temperature, as they are stored in the tables. If you select ambient temperatures, you must complete the options for temperature and temperature unit of measure. Values are:

Blank: Standard temperature.

1: Ambient temperature.

If you decide that the system should print spirit volumes at ambient temperature, the system uses the temperature conversion chart that you set up to determine the correct volume. By default, the report displays all spirit volumes at standard temperature. Spirit volumes are displayed as proof or alcohol volume.

Temperature and Temperature UOM (temperature unit of measure)

Specify a temperature and temperature unit of measure to display spirit volumes at ambient temperatures. The system determines the correct spirit volume for the vessel based on the temperature conversion chart that you have set up.

A.2.17 R31B36 - Related Trial Blend Report

Use the Related Trial Blend report to print a list all the blend lots in the system as well as the trial blends that use these lots. If you run this program from the Inventory by Vessel View form, the system selects the lots based on the filters that you have set on the Inventory by Vessel View form. To run the report, click the Print Related Trial Blend Report button. The report prints the following trial blend information:

  • Lot and lot quantity.

  • EUR and EUR quantity.

  • Associated trial blend and trial blend quantity.

  • Trial blend status.

  • Total trial blend quantity.

To print lots that contribute more than their actual quantity to trial blends, set the appropriate processing option.

A.2.18 Processing Options for Related Trial Blend Report (R31B36)

This processing option controls default processing for the Related Trial Blend report.

A.2.18.1 Process

This processing option controls lot information to be included in the report.

1. Print Lots Used in Trial Blends That Exceed Lot Quantity

Specify whether to print information about lots that are used in trial blends, for which the quantity that is contributed to the trial blends exceeds the quantity that is available in the lot. For example, if a lot currently contains 1000 gallons, but contributes 500 gallons each to three different trial blends, the report shows that an excess of 500 gallons from this lot was used for trial blends.

If you leave this processing option blank, the report does not include this information.

A.2.19 R31B65A01 - Operation Print

Use the Operation Print report to print all the operation information that the facility staff needs to perform work. The report is used to communicate work instructions to the staff. You can also use the printed report to manually record actual operation results that can later be transferred into the JD Edwards EnterpriseOne Blend Management system. You can print reports for every type of operation by status. Every report includes the following information:

  • Facility.

  • Operation number, status, and description.

  • Configured operation code and description.

  • Base operation code and description.

  • To and From Before/After blend IDs.

  • Planned start and end dates.

  • Operation instructions (text only).

  • From and To vessels.

  • Equipment and consumables.

  • Resources (staff names, work groups).

The printed report contains space for recording the following actual values:

  • From and To vessel ID.

  • Dips and volume measures.

  • Operation start and completion time and date, as well as duration.

  • Test results with space for approval signature.

  • Names of staff who started and completed the operation.

  • Comments.

For consumables, equipment, and resources, the program checks the settings of the configured operation definition to verify whether the operation is configured to have them.

If an operation has consumables, the report includes labeled fields that enable you to collect the following consumables information, such as consumable item number and lot and location number, as well as actual quantity.

You can print planned and before dips based on the setting of the Show Before Measures field in the configured operations. Select this option if you want to print planned and before dips.

When printing operations from one or more work orders, you can include work order details, such as work order number, facility and description, and work order status and description, as well as work order instructions (text only).

When you print barrel operations, you can print a separate list of barrels that are used in the operation, as well as their locations. The list does not include barrel ranges. The report identifies the operation that the barrel list is associated with and provides a page break between barrel lists for different operations. You can the print the barrel list only if a VBT is the From vessel in the operation. If actual values have already been entered, the report lists From and To After barrels. If actuals have not been entered, the report lists the From and To After barrels.

If an active ingredient in an operation exceeds the maximum operational threshold or is below the minimum threshold, the system lists the ingredients whose quantities are outside the specified range and prints a warning or error for each ingredient. Active ingredients with a quantity within the range are not listed.

A.2.19.1 Operation Details by Operation Type

When you create the Operation Print report, the report includes the following details by operation type:

Operation Type Details
Bulk movement Movement details (one line for each From and To vessel combination).

Planned movement quantities.

Space to enter actual move quantities.

Additive Additive item number and description.

Planned quantities.

Rates.

Calculation method.

Space to enter the following actual values:

  • Additive item number, location, and lot.

  • Actual quantity, rates, and calculation method.

Note: Because each additive operation can use only one additive, you can enter information for only one additive here.

Barrel in place In-place tank and barrel operations.

For barrel, the following information is included:

VBT.

High and low barrel locations.

Number of barrels.

Bottling ERP work order number and description.

Finished goods item number and description.

Bottling vessel number.

EUR code.

Inventory location and lot number.

Space to enter the following actual values:

  • Quantity and unit of measure produced.

  • Quantity and unit of measure broken.

  • Quantity and unit of measure sampled.

  • Two additional quantities.

  • Inventory location and lot number.

Decanting Finished goods item number and description.

ERP lot number.

Number of bottles and bottle size.

Historical blend ID.

Space to enter the following actual values:

  • Quantity and unit of measure decanted.

  • To tank.

Quality Test ID and description.

Test method.

Test unit of measure.

Last result and date.

Space to enter the following actual values:

  • Test result.

  • Name of tester.

  • Date and time of test.

  • Sample information, such as sample number, sample container, and consolidation method.

For sampling performed on barrels, the report includes the sampling sequence and the Sampled check box. It provides space to record the barrel location and the actual sample data.


A.2.20 Processing Options for Operation Print (R31B65A01)

Use these processing options to control default settings for the Operation Print report.

A.2.20.1 Sections Required

These processing options control which operation information is included in the report.

Equipment, Consumables, Resources, Barrels, and Operation Instructions

Specify whether to include this information on the report. Values are:

0: The information is printed on the report.

1: The information is not printed on the report.

Quantity and Measurements

Specify how to include quantity and measurements information on the report. Values are:

0: Include both planned and actual values.

1: Include either planned or actual values.

Samples

Specify whether to include sample information on the report. Values are:

0: The information is printed on the report.

1: The information is not printed on the report.

A.2.20.2 Default

These processing options control default values for the report:

Original/Copy

Specify whether to print an original report or a copy. If you print a copy after printing the original report, the copies are marked with the word Copy. Values are

1: Original.

2: Copy.

Group QA Test by Vessel/Test

Specify how the report groups QA tests. Values are:

1: Vessel.

2: Test.

Group Barrels by Location/Rack Number

Specify how the report groups barrels. Values are

1: Location.

2: Rack Number.

A.2.21 R31B70 - Fortification Report

Use this report to meet a legal requirement to report on wine that has been fortified by adding spirits. It lists operation details after adding the spirit to the wine. It includes only those operations for which you have selected the Fortification option on the configured operation definition. You can filter the report further by operation, facility, and date range.

The report lists the facility, the type of establishment as defined in the winery constants, and the owner and address, as well as the gauging document number that you recorded for an operation. In addition, the report lists the following operation details:

  • Tank number.

  • Material type.

  • Quantity of wine.

  • Alcohol percentage.

  • Desired alcohol percentage.

  • Kind of wine.

    This value represents the dominant varietal for the operation. The system uses a named calculation to retrieve the varietal with the largest percentage and returns this value.

  • Quantity of spirits used for the fortification process.

  • Proof volume.

  • Ending wine volume.

  • Ending fortified wine volume.

  • Establishment where the fortified wine is produced.

    This value is determined through a named calculation that you specify in the processing options for this report.

The report also specifies the number of times a spirit was added. Because the report lists the operation details by operation, the value for this field is always 1. The maximum quantity of spirits used represents the total amount of spirits that is moved in the operation.

A.2.22 Processing Options for the Fortification Report (R31B70)

This processing option controls default processing for the Fortification report.

A.2.22.1 Default

This processing option controls the default value for the establishment where the fortified wine is produced.

Produced At

Enter a named calculation to calculate and return a value that you want the report to display in the Produced At column. For example, you might want the report to list the owner of the largest percentage of the fortified blend lot that you are reporting on.

To select a named calculation, click the Search button and select the desired named calculation on the Named Calculation Name Search & Select form.

A.2.23 R31B80B - Operations Report

Use this report as a review and scheduling tool for supervisory staff in a facility. To effectively schedule facility resources, supervisors must have a tool that enables them to review all existing planned and active operations.

The Operations report enables you to select operations for one or more facilities based on multiple criteria, to print key information about the operations, and to distribute this information to supervisors. Supervisors can review and schedule multiple operations in one or more facilities. Because the purpose of this report is to facilitate scheduling, it does not include all operation details. If you need to print all operation details, use the Operation Print report (R31B65A01). You can use this report as a worksheet to communicate detailed operation instructions and record actual operation results manually.

You can use this report to print operations that were completed in the past with the actual operation data, that is, operations with an actual start date that is prior to the current date. You can also print operations that are planned for the future with planned operation data, that is, operations with an actual start date that is after the current date.

Note:

If you include spirit operations, the report displays planned spirit volumes at standard temperature and actual quantities at ambient temperature.

You can also generate a short-term activity report that lists only operations that are scheduled during a specified time period.

The report displays the following operation details:

  • Facility.

  • Work order number and alternate work order number.

  • Job number.

  • Operation number and description.

  • Configured operation code and description.

  • Creator.

  • Operation status.

  • Start date and time.

  • End date and time.

You can include the following information from the first movement detail line:

  • From Before material type

  • From Before wine status

  • From Before blend ID

  • To After blend ID

  • To After vessel ID

  • Move volume

  • Operation yield

Note:

If you have performed QA tests on an operation, the report includes sample information.

You can print operation reports for specific types of operation type by configured operation type. For example, you can generate a shipping schedule report that includes bill-of-lading details such as ship-to address and supplier address, trucking company, and number of trucks. You can generate reports that list bottling operations and bottling filtration operations that are scheduled during a specified time period. You can also print a list of existing barrel fill operations.

In addition, you can print a vessel operation report that lists all operations that are associated with one or more From or To vessels. To retrieve vessel numbers regardless of the vessel class in the data selection, the system:

  1. Generates a work file with the vessel number and the required fields.

  2. Populates the work file using the same logic as in the Inventory by Vessel view program (P31B81).

  3. Selects the data to be displayed based on the business view that is created for this work table.

A.2.24 Processing Options for Operations Report (R31B80B)

These processing options control default processing for the Operations report.

A.2.24.1 General

This processing option controls how much movement detail the report includes.

Include Movement Details

Specify whether the Operations Print report includes all movement details for each operation or just the details of the first movement. If you enter 1, the system prints only the details for the first movement; otherwise, it prints all movement details.

A.2.24.2 Category

These processing options control the time frame for the report

Reporting

Specify which time frame to use for the report. Values are:

0: Display all

1: Historical reporting

Display all operations with an actual start date that is prior to the current date.

2: Future reporting

Display all operations with an actual start date that is later than the current date.

Duration

To print a short term activity report, specify how many days from the current date you want the system to use when selecting planned operations for the report. You can use this option only if you set the Reporting option to 1 or 2.

A.2.24.3 Filter

These processing options control the amount of information that the report displays.

Winery, Work Order Number, Job Number, Blend ID, Work Flow Status Name, and Configured Operation Code

Specify filter values for the data to be displayed on the report. By limiting the amount of data using these filters, you improve the performance of this batch program.

A.2.25 R31B81 - Operation Number Report

Use this report to print a list of sequential operation numbers and their associated transactions for a facility. The report includes the following information:

  • Facility

  • Operation number

  • Date and time

  • Configured operation type

  • Operation status

The report is sequenced by facility and operation number. You can select data by facility and actual date range for the operations.

A.2.26 R31B86 - Select Vessels

Use this report to run any of the following reports:

  • Create Admin Operations (R31B88).

  • Lot Detail Print (R31B31A).

  • Losses Report (R31B22B).

  • Tasting Sheet Report (R31B100).

To run these reports, you must specify a version for each report. If you do not specify a version, the system does not generate these reports when you run the Select Vessels program. You might want to create a version of the Select Vessel program for each of these reports.

Use the Select Vessels report to limit the number of vessels that are included in these reports. Use the processing options to limit the selection.

A.2.27 Processing Options for Select Vessels (R31B86)

These processing options control default processing for the Select Vessels report.

A.2.27.1 General

These processing options control which search criteria the system uses by default.

1. Winery, 2. Vessel ID, 3. Operation Status, 4. Vessel Volume Status, and 5. Through Date

Enter values to limit the search results. If you leave any of these processing option blank, the system does not use this information as a search criterion.

If you leave the Through Date processing option blank, the system uses the current date.

6. Bill of Lading Operation Type

Specify the type of bill of lading operation for which you want to print lot details. Values are:

1: All.

2: Shipping operations.

3: Receiving operations.

A.2.27.2 Vessel Class

These processing options control which vessel classes the system includes in the report.

1. Tank, 2. VBT, 3. Bottling, 4. Unknown Tank, 5. Weigh Tag, 6. Bill of Lading, and 7. VCT

Specify whether to include any of these vessel classes. Values are:

1: Include vessels of this class.

Blank: Exclude vessels of this class.

A.2.27.3 Lot Style

These processing options control which lot styles the system uses to retrieve lot information.

1. Style 1, 2. Style 2, and 3. Style 3

Specify up to three styles, operators, and comparison values. If you leave a processing option blank, the system does not use it to determine search results.

A.2.27.4 Test Result

These processing options control which test results the system uses to retrieve lot details.

Test Name

Specify up to three test names, operators, and comparison values. If you leave a processing option blank, the system does not use it to determine search results.

A.2.27.5 Child Entity

These processing options control which child entities the system uses to retrieve operations.

1. EUR, 2. Owner, and 3. Accumulated Additive

Specify values for these entities to limit the vessels that are selected. If you leave a processing option blank, the system does not use it to determine search results.

A.2.27.6 Versions

These processing options control the version that the system uses when you run reports from this batch program. If you do not specify a version, the system does not run the report.

1. Create Admin Operations (R31B88)

Specify a version to run this report. If you do not specify a version, the system does not run the report.

2. Lot Detail Print (R31B31A)

Specify a version to run this report. If you do not specify a version, the system does not run the report.

3. Losses Report (R31B22B)

Specify a version to run this report. If you do not specify a version, the system does not run the report.

4. Tasting Sheet Report (R31B100)

Specify a version to run this report. If you do not specify a version, the system does not run the report.

A.2.28 Processing Options for Weigh Tag Number Report (R31B85), BOL Number Report (R31B91B), Bond Serial Number Report (R31B91C), and Operation Number Report (R31B81)

This processing option controls default processing for the Weigh Tag Number report, BOL Number report, Bond Serial Number report, and Operation Number report.

A.2.28.1 General

This processing option controls the data selection for the report.

Actual Start Dates From and Thru (Through)

Enter the actual start and end dates for the range of operations that you want to include in the reports.

A.2.29 R31B85 - Weigh Tag Number Report

Use this report to print a list of sequential weigh tag numbers for a facility and their associated transactions. The report displays the following information for each weigh tag:

  • Weigh tag number.

  • Facility.

  • Operation number and description.

  • Configured operation code.

  • Operation status.

  • Start date.

  • Block code and description.

  • Harvest suffix and harvest period.

  • Net weight.

  • Receipt number.

  • Grower and grower description.

  • Vessel number.

The report is sequenced by facility and document number. You can select data by facility and actual date range for the operations. Use the processing options to define the actual date range.

A.2.30 R31B91A - Bill of Lading Print

Use the Bill of Lading Print report (R31B91A) to print the bill of lading that the shipper has to provide to the carrier of the product for transporting wine or juice between facilities and bottling plants.

The bill of lading reports the origin and destination of the shipment and its weight and volume, as well as vehicle details, such as registration number and bond numbers. The bill of lading also includes detail information about the material being shipped, especially composition details, but you can also include style, accumulated additives, and quality results. In addition, the report also includes sales order information.

The bill of lading is generated as an operation. When the operation becomes active, you can print the bill of lading.

A.2.31 Processing Options for Bill of Lading Print (R31B91A)

Use these processing options to define default settings for the Bill of Lading Print report.

A.2.31.1 BOL Display

These processing options control the information that is included in the report.

Style Details, Accumulated Additive Details and Quality Test Details

Specify whether to include these details on the report. Values are:

0: Do not include.

1: Include.

A.2.31.2 Composition Details

These processing options control which composition details are included in the report.

By Harvest Period, By Variety, By Grower, By Source, By Appellation, and By Varietal/Appellation

Specify whether to include these details on the report. Values are:

0: Do not include.

1: Include.

A.2.31.3 Rollups

These processing options control which rollup values are included in the report.

Appellation Rollup, Varietal Appellation Rollup, Harvest Period, Variety Appellation Rollup,

Specify whether to include this information on the report:

0: Do not include.

1: Include.

A.2.32 R31B91B - BOL Number Report

Use this report to print a list of sequential bill-of-lading numbers for a facility and their associated transactions. The report includes the following information for each bill of lading number:

  • Facility.

  • BOL number.

  • Operation number and description.

  • Configured operation type.

  • Operation status.

  • Start and end date.

  • Material type.

  • Blend ID.

  • Wine status.

  • Volume.

  • Destination (customer or facility).

The report is sequenced by facility and bill of lading number. You can select data by facility and actual date range for the operations. Use the processing options to define the actual date range.

A.2.33 R31B91C - Bond Serial Number Report

Use this report to print a list of sequential bond serial numbers for a facility and their associated transactions. The report includes the following information for each bond serial number.

  • Issue facility.

  • Bond serial number.

  • Bill of lading number.

  • Vessel number.

  • Operation number and description.

  • Configured operation code and description.

  • Operation status.

  • Actual start and end date.

The report is sequenced by facility and bond serial number. You can select data by facility and actual date range for the operations. Use the processing options to define the actual date range.

A.2.34 R31B95 - Work Order Report

Use the Work Order report to list details of work orders and the operations that are attached to each work order. You can print this report in two different formats, based on the processing option:

  • Summary work order report

  • Detail work order report

If you print the Work Order report in summary format, the report displays the work orders that fulfill the selection criteria with details for only the first operation in each work order. If you print the report in detail format, the report includes all operations that are associated with the work order.

The work order report displays the following information for each work order:

  • Facility.

  • Work order number, alternate work order number, and description.

  • Creator and status.

  • Planned date and time.

  • Operation number and description.

  • Configured operation code and description.

  • From Before blend ID and To Before blend ID.

  • From Before vessel ID and To Before vessel ID.

  • From Before material type.

  • From Before wine status.

  • Move volume and unit of measure.

A.2.35 Setting Processing Options for Work Order Report (R31B95)

This processing option controls default processing for the Work Order report.

A.2.35.1 Work Order

This processing option controls the amount of operation data that is displayed for each work order.

Work Order

Specify the format of the work order report. Values are:

0: Summary

1: Detail

A.2.36 R31B200 - Purge Virtual Lots

The system provides this batch program to enable you to purge virtual lots from the system.

A.2.37 Processing Options for Purge Virtual Lots (R31B200)

These processing options control default processing for the Purge Virtual Lots program.

A.2.37.1 Default

These processing options control the data selection for the virtual lot purge.

Purge Virtual Lot Type 1, Type 2, Type 3, and Type 4

Enter value to determine what type of virtual lot you want to purge. Values are:

1: Trial blend.

2: Virtual "To Buy" lot

3: Virtual "Competitors" lot.

4: Imaginary lot.

This values are stored in the Virtual Lot Types UDC table (31B/VL).

A.2.38 R31B310 - Operation Cost Report

Use the Operation Cost report to display the true operational costs that are associated with a group of operations over a defined time period. This report enables you to review how the system allocated costs during a specified time period, based on the operation setup. You can then compare this cost information with the corresponding accrual and expense amounts in the general ledger and determine adjustment amounts. This information enables you to perform cost spreading.

The cost for a particular operation is the sum of the cost from all cost components for all vessels that are associated with the operation. The system retrieves the configured operation code from the Operation Header table (F31B65). The Blend Lot Costs table (F31B31C) stores the total accumulated costs for a lot. To determine the cost of one operation, you must subtract the costs that are associated with all previous operations from the total lot cost after you have created the operation. To enable you to do this, the program retrieves the before and after lot number from the Operation Vessel Assignments table (F31B70) and subtracts the costs that are associated with the before lot from the costs of the after lot. The Operation Cost report accumulates and calculates the costs that are associated with the operation that is performed on the lot.

The system provides two formats for presenting the cost information. Use a processing option to determine whether to sequence cost information by cost component or by configured operation. If you sequence cost information by cost component, the system calculates and lists subtotals by configured operation code and by cost component. If you sequence cost information by configured operation code, the system lists subtotals by cost component and configured operation code.

You can restrict the number of operations that are selected for the report by defining a date range. The report includes only operations with an actual start date that falls in this date range. You can also limit the information on the report by including only the costs that are associated with a specified EUR.

A.2.39 Processing Options for Operation Cost Report (R31B310)

These processing options control default processing for the Operation Cost report.

A.2.39.1 Process

These processing options control the information that is displayed on the report.

1. Report Sequencing

Specify how the report sequences information and total costs. Values are:

1: Sequence by cost component with subtotals by configured operation code and cost component (default).

2: Sequence by configured operation ID with subtotals by cost component and configured operation code.

2. Suppress Report Detail

Specify the amount of detail that you want the report to display. Values are:

1: Summarize the amounts for configured operation codes and cost components for multiple operations into one line on the report.

Blank: Display a line for each unique combination of operation number, configured operation code, and cost component.

3. Beginning Date (Required) and 4. Ending Date (Required)

Specify the date range for the report. The system uses these dates to select operation records with an actual start date within this range.

EUR Code

Specify an EUR code if you want to limit the display of costs to a single EUR. If you specify an EUR, the report displays only the portion of the total costs that is associated with the EUR.

A.2.40 R31B702 - Inventory Balance Report

Each time you close an operation, the system creates transactions that result from operations. The Blend Transaction table (F31B66) stores information from closed operations. These include accounting transactions and inventory transactions that are similar to those in the Item Ledger table (F4111) in the JD Edwards EnterpriseOne Inventory Management system. Transactions include before and after lot costs, lot quantities, survey gains and losses, and operational gains and losses.

The F31B66 table includes this data:

  • Transaction units.

  • Transaction unit of measure.

  • Unit cost.

  • Transaction amount.

  • Configured operation short code.

  • Operation close date.

  • Facility.

  • Lot number.

  • Material type.

  • Wine status.

  • 702 line number.

  • Document type.

  • Company.

  • Document number.

  • G/L date.

  • Journal entry line number.

You run the Inventory Balance Report to capture the data in the F31B66 table.

A.2.41 Processing Options for Inventory Balance Report (R31B702)

These processing options control default processing for the Inventory Balance report.

A.2.41.1 Inventory Balance

Although processing options are set up during implementation, you can change processing options each time you run a program.

1. Beginning Date

Specify the beginning date for the selection of blend transactions to include in the report.

2. End Date

Specify the end date for the selection of blend transactions to include in the report.

3. Beginning Balance Date

Specify the date of the beginning balance.

4. Ending Balance Date

Enter the date that the system uses to create the ending balance as of.

5. Suppress Amounts

Enter 1 to suppress the amounts for the blend transactions. If you leave this processing option blank, the system does not suppress the amounts.

6. Detail/Summary

Enter 1 to print the report in summary format. If you leave this processing option blank, the system prints the report in detail format.

7. Proof/Final

Enter 1 to run this program in final mode and update records. Leave blank to run in proof mode. In proof mode, the system does not update any records.

A.3 Blend Management Views and Inquiries: A to Z

The following table lists JD Edwards EnterpriseOne Blend Management views and inquiries by program ID:

Program ID and Program Name Description Navigation
P31B03E

Standalone Barrel Inquiry

Use this inquiry to provide a view of barrel statuses and attributes. Blend Operations (G31B03), Barrel Inquiry
P31B03IE

Barrel Inquiry From Inventory Vessel View

Use this inquiry to provide a view of barrel statuses and attributes based on a selection of virtual barrel tank on the Inventory by Vessel View form. Click the Barrel Details button on the Inventory by Vessel View form.
P31B120

Vessel History Inquiry

Review the vessel history. Operation History Inquiries (G31B031), Vessel History Inquiry
P31B121

QA Test History Inquiry

Review the history of QA tests. Operation History Inquiries (G31B031), QA Test History Inquiry
P31B122

Equipment History Inquiry

Review equipment history. Operation History Inquiries (G31B031), Equipment History Inquiry
P31B311

Composition View

Review multiple aspects of composition on one form. Click the Composition View button on the View Wine Lot Details form.
P31B371

View Appellation or Growing Area Hierarchy

Review the hierarchy of growing areas for a selected parent geographic area. Blend System Setup (G31B01), View Geographic Area Hierarchy
P31B80

Operation List View

Review selected operations by status and date range. Blend Management Operations (G31B03), Operations List View

A.4 Blend Management Selected Views and Inquiries

This section provides more detailed information for some views and inquiries. These views are listed alphanumerically by program ID.

A.4.1 P31B03E - Standalone Barrel Inquiry

The barrel inquiry enables you to view the details about the barrels and their contents for a range of barrels that you select. If you launch the inquiry from the JD Edwards EnterpriseOne Blend Management menu, you can search for barrels using the following header fields:

  • Facility.

  • Barrel Volume Status.

  • Operation Status.

  • From and To Barrel.

  • From and To Location.

  • From and To Rack Number.

  • From and Through Actual Start or End Date.

In addition, you can use the query by example (QBE) line of the grid to define additional search criteria, such as barrel type and age, toast level, barrel purchase order, barrel owner, virtual barrel tank number, blend ID, wine status, and material type, and instructed and summary attributes. For instructed and summary attributes, the system displays the descriptions that you set up in the Summary Attribute Definition (P31B40) and the Instructed Attribute Definition program (P31B40). After you have selected and defined the search criteria for the inquiry, the system displays all barrels matching these criteria.

When you run the barrel inquiry as a standalone program from the menu, the system retrieves barrel information from the Barrel Master table (F31B03). To retrieve the lot number that is associated with each barrel, the system reads the VBT Detail table (F31B101). Based on this lot number, the system can retrieve the lot attributes from the Blend Lot Master table (F31B31) to be displayed on the inquiry. In addition, the system compares the lot number that is associated with the barrel with the After blend lot number in the Operation Vessel Assignments table (F31B70) to retrieve the operation ID and the virtual barrel tank ID.

A.4.2 P31B03IE - Barrel Inquiry From Inventory Vessel View

When you access the barrel inquiry from the Inventory by Vessel View form, the system displays all the barrels that are associated with the VBT that you selected on the Inventory by Vessel View form, along with the blend lot information. You can select one or many VBTs for the inquiry. The Barrel Inquiry form does not display header filter fields, but you can use the QBE line in the grid to narrow the selection further. On this form, you can display only full or partially full barrels in the VBT, but no empty barrels.

When the Barrel Inquiry form appears, the system displays the VBT number, the operation number, and the lot attributes for the virtual barrel tanks that are selected on the Inventory by Vessel View form. Based on the lot number that is associated with the VBT, the system retrieves the barrels that are associated with the lot number from the F31B101 table and then the barrel details from the F31B03 table.

Note:

When you access the Barrel Inquiry form from the Inventory by Vessel View form, the system displays the selected information based on the filter that is set on the Inventory by Vessel View form. If you narrow down the information by using the QBE line in the grid, you must click the Find button to refresh the data in the grid.

A.4.3 P31B120 - Vessel History Inquiry

The Vessel History Inquiry program displays in reverse time sequence the operations in which a specific vessel was used. You have to select a vessel based on the vessel class, for example, tank, VBT, VCT, bill of lading and so on. The Vessel Number field is disabled until you select a vessel class.

If you want to retrieve vessels that are used for spirit operations, you specify whether the system displays volumes at standard or at ambient temperature. If you select Ambient Temperature, you must enter a temperature and temperature unit of measure. The form displays the Temperature field only if you select Ambient Temperature. The system determines the correct spirit volume for the vessel based on the temperature conversion chart that you have set up. By default the system displays all spirit volumes at standard temperature. Spirit volumes are displayed as proof or alcohol volume.

You can use the QBE line of the grid to narrow down the selection. The inquiry displays the following information for each operation in which the vessel was used:

  • Facility.

  • Operation number, actual start date of the operation, and configured operation code.

  • From and To vessel.

  • From and To After blend ID.

  • From and To Before blend ID.

  • From and To After volume.

  • Move volume.

  • From and To After material type.

  • From and To After wine status.

You can access the Wine Lot Details form using the links in the following fields:

  • From Before Blend ID

  • To Before Blend ID

  • From After Blend ID

  • To After Blend ID

You can access the Edit Operation form using the link in the Configured Op Code (configured operation code) field.

A.4.4 P31B121 - QA Test History Inquiry

Use the QA Test History Inquiry program to display operations in a selected facility that underwent a specific QA test. Select the test result name to have the system display all operations that are associated with the test result. You can specify the actual operation start and end dates to filter the list of operations that you want to display for the QA result name. Use the QBE line to narrow the search results further.

Note:

Some fields on the QBE line are not available for filtering and therefore do not allow you to enter a value.

The inquiry displays the following information for the operations that are associated with the selected test result name:

  • Facility.

  • Operation number and description.

  • Configured operation code and description.

  • Actual start and end date.

  • Vessel number.

  • After actual quantity and unit of measure.

  • After blend ID.

  • After material type.

  • After wine status.

  • Test name.

  • Test result name, description and value.

A.4.5 P31B122 - Equipment History Inquiry

Use the Equipment History Inquiry program to review all operations that use a particular piece of equipment in a facility. Select the piece of equipment by equipment number and type. You can also filter the display by the actual start and end date of the operations. In addition, you can use the QBE line for additional filtering of the data.

The inquiry displays the following information for the operations that use the selected piece of equipment:

  • Facility.

  • Operation ID.

  • Equipment type, number, and description.

  • Operation number and description.

  • Configured operation code and description.

  • Actual start and end date.

  • From and To vessel number.

  • From After blend ID and To After blend ID.

  • From After unit of measure.

  • Actual move quantity and unit of measure.

  • From After and To After material type.

  • From After and To After wine status.

A.4.6 P31B311 - Composition View

This view displays all composition detail records. You can view all summary percentages totalling to 100 percent. Wine-makers, for example, can use this view for blending decisions, especially for comparison with product specification during trial blending. They also browse this view as part of their decision-making and analysis process, especially in the later stages of the bulk product, when looking at each composition attribute separately. The Composition View program provides the following summary views:

  • Harvest period/Variety/Grower.

  • Composition detail.

  • Source/Composition material type.

    You can exclude composition records with a particular composition material type from the recalculation of composition percentages by selecting the records in the Source/Composition Material Type grid. After selecting all records to be excluded, you click the Recalculate button to recalculate the composition percentages without those composition records that have the excluded composition material type. Clicking the Refresh button clears the exclusion and resets the recalculated composition percentages to their previous values.

The Composition View form also displays a summary view by appellation and varietal appellation, as well as a summary rollup by hierarchy.