4 Setting Up Lot Attributes

This chapter contains the following topics:

4.1 Understanding Lot Attribute Setup

Using lot attributes enables you to obtain detailed information that is pertinent to a lot of bulk material. Some information might be needed for legal purposes, while other information can be used for accounting purposes or for tracking the lot as it moves through the blend process. You can use this information to identify the status of the lot in the blend process or to identify information such as the geographic origin of the bulk material or the variety and harvest period.

In addition to the lot attributes that are discussed in this chapter, you set up a lot attribute for end-use reservation (EUR). You must set up EURs by harvest period upon implementation and then based on individual companies' business requirements in preparation for new harvest periods. For example, some companies might need to set up new EURs once per year. You can designate similar or related EURs as subordinate to a parent EUR. For example, a parent Cabernet EUR might have several subordinate EURs if the parent Cabernet is to be used in several Cabernet end lots.

See Defining EURs and Validating EUR Product Specifications.

EURs also enable you to track cost and quality attributes for lots.

See Setting Up CostingSetting Up Quality Management.

4.2 Setting Up Owners

This section provides an overview of ownership setup, lists a prerequisite, and discusses how to set up owners.

4.2.1 Understanding Ownership Setup

Blend facilities process bulk materials that are either internally or externally owned, and facilities might need to keep the materials separate. Tracking owners enables you to identify legal ownership of the bulk material in operations, in inquiries, and on reports.

The owner short code is required for setting up the winery constants.

4.2.2 Prerequisite

To set up owners, you must set up address book records for owners.

4.2.3 Forms Used to Set Up Owners

Form Name Form ID Navigation Usage
View Owner Information W31B35A Blend System Setup (G31B01), Setup Owner Review, copy, or delete existing owners.

Access the Address Book Revisions program (P01012) to set up address book records for owners.

Edit Owner Information W31B35B Click the Add button on the View Owner Information form. Set up owners.

4.2.4 Setting Up Owners

Access the Edit Owner Information form.

Figure 4-1 Edit Owner Information form

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Description of "Figure 4-1 Edit Owner Information form"

Owner Short Code

Enter a unique identifier for an owner.

Address Book Number

Enter a number that identifies an entry in the Address Book system that represents an owner. When you have assigned an address book number to an owner master record, you cannot use this address book number for another owner.

If you have already used the address book number in an ownership distribution record (P40G101), you cannot delete the owner master record.

Category Code

Enter a user-defined code (UDC) (31B/OC) to categorize owners.

Identifier

Specify whether the owner is internal or external. This value is used for costing.

Status

Assign a status to the owner. Only active owners can be assigned to lots.

Owner Group

Select a value from the Owner Groups UDC table (31B/OG) to indicate which group an owner belongs to. You assign ownership to owner groups for accounting purposes. The Blend automatic accounting instructions (AAIs) use the owner group to point to an account.

4.3 Setting Up Style Definitions

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

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

  • Set up style definitions.

  • Assign style definitions to blend facilities.

4.3.1 Understanding Style Definition

Style is a generic term for the recording of various pieces of information about a blend lot, for example, the number of days in oak or number of stirs and filters. After you have defined styles and assigned them to blend lots, they can be used for reports and inquiries. Style definitions are stored in the F31B34 table.

As business processes change, you may need to modify styles. For example, changes might occur in the blend facility, the blending threshold, or operations.

When styles are modified or deleted, those styles affect future blend lots or planned blend lots only when the system recalculates the lots. The system cannot recalculate closed lots. Changing a style can cause historical data to reflect slightly different data than future values.

You cannot delete a style if it is associated with a subordinate style.

Depending on business needs, you can limit the types of styles that the system displays for a specific blend facility.

4.3.1.1 Sub Styles

You can set up subordinate (sub) styles for a style definition. For example, a style for a barrel might have a sub style of toast. Each sub style can have only one parent style. All attributes of the style become its sub style by default.

After a sub style is set up, you cannot modify its attributes except for the description of the parent style. The parent details are automatically supplied by default and cannot be changed.

4.3.1.2 Style Assignment

You can assign styles to vessels and equipment. After you assign styles, the system applies these styles to the resultant blend lot when the vessels, equipment, and blocks are used in an operation.

You can manually assign styles to single or multiple vessels. You can automatically assign styles to virtual barrel tanks (VBTs) and barrels.

4.3.2 Prerequisites

To set up style definitions, you must set up the following UDC tables:

  • Blending Method (31B/BM).

  • Blank Handling Code (31B/BH).

  • Wine Effect Modifier (31B/WM).

  • VBT Summarization Method (31B/VM).

  • Data Type (31B/DT).

  • Style Type (31B/TY).

4.3.3 Forms Used to Set Up Style Definitions

Form Name Form ID Navigation Usage
View Style Definition W31B34A Blend System Setup (G31B01), Setup Style Definitions Search and select style definitions.
Edit Style Definition Information W31B34B Click the Add button on the View Style Definition form. Set up style definitions.
Style By Winery W31B341A Click the Style by Winery button on the View Style Definition form. Assign style definitions to blend facilities.

4.3.4 Setting Processing Options for Setup Style Definitions (P31B34)

These processing options control default processing for the Setup Style Definitions program (P31B34).

4.3.4.1 Process

Set this processing option for the default status code.

Status Code

Specify the default status code for the new style-winery combinations in the F31B341 table when a new style is created. Values are:

A: Active

I: Inactive

4.3.5 Setting Up Style Definitions

Access the Edit Style Definition Information form.

Figure 4-2 Edit Style Definition Information form

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Description of "Figure 4-2 Edit Style Definition Information form"

Data Type

Select a data type to indicate how you want to track the effects of operations or vessels on style. For example, you can determine that the style you are defining tracks how many days or hours a blend lot remains in a vessel, or how much time passes between operations. Data types are stored in UDC table 31B/DT. Values are:

Counter Day

Counter Event

Counter Hour

Date

Percent

Time Day

Timer Hour

Vessel Counter Day

Vessel Counter Hour

Note:

Use Vessel Counter Day or Vessel Counter Hour if you want to create a vessel counter style. For other counter styles, you can use Counter Day, Counter Event, or Counter Hour.

If you set up a style definition with the Date data type, the system automatically sets the wine effect modifier to the value Override and does not allow you to use the Additive method for this style.

The system uses the wine effect modifier to blend the style date if both the configured operation and the lot have a style ID. If the lot has a date style, but the configured operation does not, the system uses the style blending rules to blend the style dates.

Type

Select a value for the type of style. Style types are stored in UDC table 31B/TY. Values are:

Barrel

Block

Equipment

Operation

Tank

Note:

If you use data type Date, you must specify Operation as the style type.
Instructable (Y/N)

Specify whether the style can be instructed in a configured operation.

Wine Effect Modifier

Select a value to specify how the style value of an existing blend lot style is affected by a vessel, a piece of equipment, or an operation. Values are:

Additive: Add the new value to the existing value.

Maximum: Change the value if the new value is larger.

Minimum: Change the value if the new value is smaller.

Override: Change the value.

Wine effect modifiers are stored in UDC table 31B/WM.

Note:

If you set up a style definition with data type Date, the system automatically sets the wine effect modifier to the value of Override.
Category Code 01and Category Code 02

Assign category codes to the style that you set up. You can use these category codes for summary attributes and named calculations.

4.3.5.1 Blend Modifier Information

Method

Select a method to specify the rules for calculating the style values when two or more lots of bulk material with existing styles are blended. Values are:

Additive

Average

Maximum

Minimum

Methods are stored in UDC table 31B/BM.

Note:

If you set up a style definition with data type Date, you cannot use the Additive method.
Blank Value Handling Code

Select a value to specify how the system calculates the blend if the style does not exist for one of the lots being blended. Blank value handling codes are stored in UDC table 31B/BH. Values can include:

Do not calculate.

Ignore blank values.

Treat blank values as zero.

Threshold Value Percentage

Specify the minimum percent of the resulting lot that a contributing lot must be before its style is contributed.

4.3.5.2 VBT Summarization Information

Method

Select a method for calculating the VBT style to assign to the lot instead of the styles of every barrel within the VBT. The method values are stored in UDC table 31B/VM. Values are:

Minimum

Maximum

Weighted Average

Blank Value Handling Code

Select a value to specify how the system calculates the blend if the style does not exist for one of the lots being blended. Blank value handling codes are stored in UDC table 31B/BH. Values can include:

Do not calculate.

Ignore blank values.

Treat blank values as zero.

Threshold Value Percentage

Specify the minimum percent of the resulting VBT that contributing barrels must be before their style is contributed.

4.3.6 Assigning Style Definitions to Blend Facilities

Access the Style By Winery form.

Figure 4-3 Style By Winery form

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Description of "Figure 4-3 Style By Winery form"

Sub Style/Parent Style

Select the Sub Style check box to enable the Parent Style field.

Style Value

Specify the default value to assign to a blend lot.

4.4 Setting Up Composition

This section provides an overview of composition and discusses how to:

  • Set up geographic areas.

  • Set up geographic area hierarchies.

  • Set up varieties.

4.4.1 Understanding Composition

Composition tracks several primary attributes that are required for substantiating label claims. This table lists and describes these attributes:

Attribute Description
Geographic area The system enables you to define two types of geographic areas: appellation and growing area.

Appellation is the official geographic region as determined by the relevant authorities (American Viticultural Areas [AVA] for the US and Australian Wine & Brandy Corporation [AWBC] for Australia).

Growing area is a separate geographic region that, while not legally recognized, is meaningful to the blend facility. Growing area is only applicable if the source is a block.

You use the geographic area hierarchy to perform rollups for labeling. You also use it to maintain the geographic area descendent tables for appellations and growing areas (F31B372 and F31B373).

Variety Defines the type of produce. For example, a variety of grapes could be Cabernet Sauvignon or Chardonnay.
Source Defines the sources of the produce that contribute to the composition. These sources could be blocks and harvests, or purchase orders. You set up blocks and harvests in the JD Edwards EnterpriseOne Grower Management system.

See ”Entering Farms, Blocks, and Harvests” in the JD Edwards EnterpriseOne Applications Grower Management Implementation Guide.

Harvest period Characterizes the time and frequency of the harvest. For wine, the harvest period is typically a year, and it is referred to as vintage.

If the source of the bulk material is blocks and harvests, you set up harvest periods in the JD Edwards Grower Management system.

See ”Setting Up Harvest Period Patterns” in the JD Edwards EnterpriseOne Applications Grower Management Implementation Guide.

If you purchase the bulk material, you enter the harvest period and other source information on the bill of lading.

Composition material type Defines the material type of the composition record.

Note: For example, wine may be used to create a culture. When this happens, it needs to be tracked separately from the original composition record and separately from other material types when blended.


To support geographic area relationships, the system maintains two geographic area descendents tables. These tables identify the children and grandchildren for any geographic areas. They also support the Use Hierarchy functionality of the Harvest Workbench program (P40G032).

Note:

The system provides a batch program that enables you to rebuild the geographic area descendent tables. You can use the Rebuild Geographic Area Descendents program (R31B37) to restore the descendent tables if a problem occurs when you set up geographic areas.

4.4.2 Forms Used to Set Up Composition

Form Name Form ID Navigation Usage
View Geographic Area W31B37A Blend System Setup (G31B01), Setup Geographic Area and Relationship Review all existing geographic areas.
Edit Geographic Area W31B37D Click the Add button on the View Geographic Area form. Set up geographic areas.
Edit Geographic Area Relationship W31B37F Select a geographic area and click Relationship on the View Geographic Area form. Set up geographic area hierarchies.
View Appellation/Growing Area Hierarchy W31B371A Select a geographic area and click the View Hierarchy button on the View Geographic Area form. Review the parent geographic area and all associated areas in the hierarchy.
View Variety Information W31B38A Blend System Setup (G31B01), Setup Varieties Review all existing varieties.
Edit Variety Information W31B38B Click the Add button on the View Variety Information form. Set up variety information.

4.4.3 Setting Up Geographic Areas

Access the Edit Geographic Area form.

Figure 4-4 Edit Geographic Area form

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Description of "Figure 4-4 Edit Geographic Area form"

Area Type

Specify the type of area you want to define. Values are:

  • Appellation

  • Growing Area

These values are stored in the Geographic Area Type UDC table (31B/GT).

The system stores geographic areas in the Geographic Area Master table F31B37). The relationships are stored in the Geographic Area Relationship table (F31B371), and the descendents are stored in the Appellation Descendents table (F31B373) and the Growing Area Descendents table (F31B372).

When you delete a geographic area, the area type determines from which descendent table the system deletes the corresponding record.

Short Code

Enter a free-form text field that identifies the area. For example, enter CA for California and AUS for Australia. The system uses this code to populate the descendent tables. If you update the short code, the area type that you defined for the geographic area determines which descendent table to update.

Hierarchy Level

Enter the value that determines the hierarchy level of the geographic area that you are defining.

Sort Order Number

Enter the value that is used to sequence geographic areas for display.

Status

Assign a status to the geographic area. You can assign only active geographic areas to a block or lot.

Authority Code

Enter the governing body that is responsible for the geographic area.

4.4.4 Setting Up Geographic Area Hierarchies

Access the Edit Geographic Area Relationship form.

Figure 4-5 Edit Geographic Area Relationship form

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Description of "Figure 4-5 Edit Geographic Area Relationship form"

4.4.5 Setting Up Varieties

Access the Edit Variety Information form.

Figure 4-6 Edit Variety Information form

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Description of "Figure 4-6 Edit Variety Information form"

Variety Short Code and Name

Enter the short code and a name for the variety, for example, CS for Cabernet Sauvignon and PN for Pinot Noir.

Family

Select a value from the Variety Family UDC table (31B/VF) to group the variety that you are defining with similar varieties for reporting and inquiry. Values include:

Cabernet Family

Italian Reds

Pinot Family

Port Varietals

Authority Code

Enter a code that represents the standard or official designation of the variety and is used for legal or standards reporting.

Color

Select a value from the Variety Color UDC table (31B/VC) to describe the color of a variety. Values are:

Blush

White

Red

Modify Reason

If you make changes to the variety master record, indicate the reason for changing the variety master record.

Status Code

Define the status of the variety as active or inactive.

Effective From Date and Effective To Date

Define an effective date range for the variety.

Sort Order

Enter a sort order so that the varieties that are used more frequently appear at the top of the search and select form.

4.5 Setting Up Material Types

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

  • Set up material types.

  • Set up material type combinations.

4.5.1 Understanding Material Types

Material type is a lot attribute that represents the state of a parcel of bulk material, for example grape, juice, or wine. The system stores material types in the F31B04 table.

Related material types can be grouped into a summary material type. You can set up rules for combining material types. For example, you can set up a rule that states that when juice is combined with grapes, the resulting material type is fermenting must. Additionally, you can set up a rule that states that when juice is combined with must, the resulting material type is juice.

If the material type that you set up is a spirit, you identify it as a spirit and specify a standard temperature value. You also attach a temperature conversion chart to the spirit material type record to indicate how the system converts ambient temperatures into standard temperatures. You can enter and store the standard temperature for material types only to the tenth degree.

4.5.2 Prerequisites

To set up material types for the Blend system:

  • Set up the Summary Material Type UDC table (31B/SM).

  • Set up temperature conversion charts for spirit material types.

4.5.3 Forms Used to Set Up Material Types

Form Name Form ID Navigation Usage
View Material Type Information W31B04A Blend System Setup (G31B01), Setup Material Types Review existing or add new material types.
Edit Material Type Information W31B04D Click the Add button on the View Material Type Information form. Set up material types.
Edit Material Type Combination W31B04C Click the Combinations button on the View Material Type Information form. Set up material type combinations.

4.5.4 Setting Up Material Types

Access the Edit Material Type Information form.

Figure 4-7 Edit Material Type Information form: General tab

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Description of "Figure 4-7 Edit Material Type Information form: General tab"

4.5.4.1 General

Select the General tab.

Material Type and Material Type Description

Enter a code for the material type that you want to define and provide a description.

Summary Material Type

Select a value from UDC table 31B/SM that specifies the parent material type. You can group similar material types under a summary material type. Values are:

C: Culture

CN: Concentrate

F: Fortified Wine

G: Grapes

J: Juice

L: Lees and Scrap

M: Must

S: Spirit

W: Wine

Material Type UOM (material type unit of measure)

Select weight or volume as the unit of measure that is associated with a material type. This selection is critical because a lot's unit of measure will always be expressed in terms of the material type unit of measure. Values are stored in UDC table 31B/MU. Values are:

Area

Volume

Weight

Material Type Status

Assign a status to the material type. Only active material types can be assigned to lots.

Fermentation Flag

Identify whether the material type is undergoing fermentation. For volume units of measure, the system uses this field to determine whether a tank white fermentation or storage capacity is used for capacity validation.

Tax Class

Select the tax class for the material type. Material types may fall into different tax classes based on alcoholic content. The tax classes are used for legal reporting. Values are:

Fermenting Grapes

Distilling Materials

Fermenting Grapes

Fermenting Juice

Grape Concentrate

These values are stored in the Material Type Tax Class UDC table (31B/TX).

Upper and Lower Alcohol Limit

Identify acceptable levels of alcohol for a particular material type.

Material Type Comments

Enter free-form text. This field is typically used to provide a reason for a change.

4.5.4.2 Additional

Select the Additional tab.

Figure 4-8 Edit Material Type Information form: Additional tab

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Description of "Figure 4-8 Edit Material Type Information form: Additional tab"

Spirit

Select to indicate that you are defining a material type for spirits. This indicator enables you to set up multiple material types for spirits, for example, brandy or pure spirit. If you are defining a material type that is not a spirit, leave this option cleared. In this case, the fields on this tab are locked from input.

Standard Temperature

Enter the default standard temperature and unit of measure. The standard temperature must be equal to the standard temperature on the conversion chart that you select. You do not have to enter the standard temperature using the same unit of measure as the conversion chart, but the two values must be equal. The system converts the unit of measure automatically.

Conversion Chart Name

Specify the conversion chart that you want the system to use for converting ambient to standard temperatures.

Default from Chart

Instead of entering a standard temperature, you can click this button to retrieve the standard temperature from the selected conversion chart.

Custom Conversion

If you want to use custom conversions, select this option. To retrieve the appropriate business function, click the Search button in the adjacent field and select a business function on the Search and Select Business Function form.

If you use a custom conversion, you cannot use a temperature conversion chart that you set up in the Temperature Chart Conversion program (P31B116).

Winery

Enter the branch/plant for the item that you are using as a cross-reference for costing. The system issues a warning if you did not set up the item for this branch/plant, but you can save the item cross-reference for the material type.

Important:

If you do not associate the item with this branch/plant, the system issues an error message when you use a bill of lading to receive bulk material with the material type that you are defining.
Item Number

Specify an item number as a cross-reference for costing purposes. The system retrieves costs for material with the material type that you are defining from the cost information that you set up for this item number. You set up costs by branch/plant

See ”Entering Item Cost Information” in the JD Edwards EnterpriseOne Applications Inventory Management Implementation Guide.

Maturity Program Name

If you use JD Edwards EnterpriseOne Grower Management, you can attach a maturity calculation program to the material type record. You use the maturity date calculation program to provide growers with information on the growth status of the crop. This information enables growers to determine the best picking or harvest cut date.

You can select the program from a list or enter the program name manually. This field is available only if you have installed JD Edwards EnterpriseOne Grower Management.

See ”Setting Up Maturity Date Calculations” in the JD Edwards EnterpriseOne Applications Grower Management Implementation Guide.

4.5.5 Setting Up Material Type Combinations

Access the Edit Material Type Combination form.

Figure 4-9 Edit Material Type Combination form

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Description of "Figure 4-9 Edit Material Type Combination form"

Material Type From and Material Type To

Enter the combination of material types that you want to permit.

Resulting Mat Type (resulting material type)

Enter the material type that results when you mix two material types in the combination that you indicated.

4.6 Setting Up Wine Status

This section provides an overview of wine status, lists a prerequisite, and discusses how to set up wine status.

4.6.1 Understanding Wine Status

Wine status is a lot attribute that describes the current stage of the blend process for a particular lot. Wine status assists in the planning of work flow during blending. The system also uses wine statuses for inquiries and reporting.

Enter wine status details, such as the user-defined short code, description, and status. You can complete category codes to group wine statuses. For example, you might want to group wine statuses by fermentation status, aging status, and so on.

4.6.2 Prerequisite

If you plan to group wine statuses by category code, ensure that you have set up category codes in UDC table 31B/W# (where # corresponds to the category code number).

4.6.3 Forms Used to Set Up Wine Status

Form Name Form ID Navigation Usage
View Wine Status Information W31B32A Blend System Setup (G31B01), Setup Wine Status Review all existing wine statuses.
Edit Wine Status Information W31B32B Click the Add button on the View Wine Status Information form. Set up the wine statuses.

4.6.4 Setting Up Wine Status

Access the Edit Wine Status Information form.

Figure 4-10 Edit Wine Status Information form

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Description of "Figure 4-10 Edit Wine Status Information form"

Wine Status

Assign a status to the bulk material. You can assign only active wine statuses to lots.

4.7 Setting Up Blend IDs

This section provides an overview of blend IDs, lists a prerequisite, and discusses how to set up blend IDs.

4.7.1 Understanding Blend IDs

A blend ID is a user-defined identifier for a specific grouping of blend lots. The blend ID is a concatenation of abbreviated blend lot attributes. The system generates blend IDs for blend lots based on the rules that you specify in this program.

You can set up multiple sets of the same parameter type within a single blend ID. For example, a blend ID could contain two summary lot attributes, one for appellation and one for variety.

A blend ID consists of:

  • Segment number

  • Description

  • Parameter type

  • Parameter value

  • Segment length

If you choose sequence number (SEQ) as a parameter type, the system retrieves the sequence number level for the blend ID from the blend constants. The blend constants provide three sequence number levels:

  • Implementation

  • Variety-winery

  • Winery

If the sequence number level for the Blend ID is Implementation, the system retrieves the next number for the blend ID segment for the combination of blank variety code and blank winery from the Blend ID Sequence Numbers table (F31B501).

If the sequence number level for the blend ID is Variety-Winery, the system uses the parameter value from the blend ID definition and retrieves the corresponding summary attribute value. For example, if the parameter value is 18, the system retrieves the value of summary attribute 18. The system then passes this value as the variety short code to the Variety Master table (F31B38) and retrieves the corresponding variety ID value. Based on this combination of variety code and winery, the system retrieves the next number for the blend ID segment from the Blend ID Sequence Numbers table. If the combination of variety and winery does not exist, the blend ID numbering starts at 1.

If the sequence number level for the blend ID isWinery, the system retrieves the next number for the blend ID segment for the combination of blank variety code and valid winery from the Blend ID Sequence Numbers table.

After you set up blend IDs, you can copy the blend IDs for use among blend facilities.

4.7.2 Prerequisite

Set up UDC (31B/PY).

4.7.3 Forms Used to Set Up Blend IDs

Form Name Form ID Navigation Usage
View Blend ID Definition W31B50A Blend Facility Setup (G31B02), Setup Blend ID Locate and review existing blend IDs.
Edit Blend ID Definition Information W31B50B Click the Add button on the View Blend ID Definition form. Set up blend ID definitions.
Copy Blend ID Definition W31B50C Select a record and click the Copy button on the View Blend ID Definition form. Copy blend ID definitions for use among blend facilities.

4.7.4 Setting Up Blend IDs

Access the Edit Blend ID Definition Information form.

Figure 4-11 Edit Blend ID Definition Information form

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Description of "Figure 4-11 Edit Blend ID Definition Information form"

Segment Number

Enter the segment number for the blend ID coding structure. The segment number is a sequential number from one through 10 that uniquely identifies the individual segments of the blend ID.

Parameter Type

Enter a UDC (31B/PY) that specifies the parameter type. Values are:

  • Free text

  • Fixed text

  • Instructable attribute

  • Lot attribute (material type or wine status)

  • Summary attribute

  • Sequence number

Parameter Value

Enter a free-form value, for example, the material type from one of the lot attributes or – (a hyphen) for fixed text.

Segment Length

Enter the length of the specific segment for the blend ID format. Individual segments must be greater than zero and must not exceed this number of characters:

  • Lot Summary Attribute: 4

  • Lot Attribute: 4

  • Instructable Attribute: 4

  • Fixed Text: 4

  • Free Text: 15

  • Sequence Number: 5

Substitution Flag

Specify whether the blend ID definition can use a substitute. The system substitutes the normal value for the associated value that is defined in UDC (31B/SL).

4.8 Setting Up Summary Attributes

This section provides an overview of summary attributes and discusses how to set up summary attributes.

4.8.1 Understanding Summary Attributes

Set up summary attributes to display the most significant details of a blend lot. You can use summary attributes to report and search on blend lots and search on child entity attributes. The system provides 25 summary attributes, 15 of which are numeric and 10 of which are strings.

The following table lists examples of summary attributes and how you can set them up:

Summary Attribute Description
Composition You can set up composition to display the most predominant varieties, appellations, and harvest periods and their percentages. You can also display multiple varieties, harvest periods, percentages, and the most predominant grower.
EUR You can set up blend lots to have single or multiple EURs. You can display the largest EUR for the purpose of sorting, searching, and reporting. EURs can be set to the volume, percent, or short code of the largest EUR.
Ownership You can set up blend lots to have single or multiple owners. You can display the largest owner for the purpose of sorting, searching, and reporting. An owner can be set to the volume, percent, or short code of the largest owner.
Style Blend lots can have many styles that are assigned and carry values over the life of the bulk material. Set up styles as a summary attribute for searching, sorting, and managing blend lots. You can display the short code or value of the largest style, second largest style, or smallest style. Additionally, you can display the average, minimum, or maximum value of a group of styles. If you summarize by style, the styles must belong to the same data type.
Accumulated additives Specific accumulated additive values are critical measures for sorting, searching, and organizing blend lots. You can set up summary attributes to display the value for a specific accumulated additive.
Quality Analysis (QA) Results You can set up blend lots to display QA results for test result names. You can set up summary attributes to display the test result, test date, or expiration date.

You can set up summary attributes related to QA results as with a string or numeric data type. If you set up this summary attributes related to QA results as numeric, you can use the comparison functionality in the QBE line to filter search results by quality attribute.


To create summary attributes, you must first generate summary attribute records by using the Create Attributes option on the form menu of the View Summary Attribute Definitions form. After you generate the records, you can provide a detailed definition for each summary attribute.

After you have created a descriptive name and definition for a summary attribute, the system displays the descriptive name whenever summary attributes are used in the system. You can view summary attributes with their descriptive names in the following programs:

  • Stand alone Barrel Inquiry (P31B03E)

  • Barrel Inquiry From Inventory Vessel View (P31B03IE)

  • Instruct Lot Attributes (P31B30)

  • Wine Lot View (P31B31)

  • Operation Trace/Track (P31B60)

  • View End Lots (P31B61)

  • Inventory by Vessel View (P31B81)

  • Search for Trial Blend (P31B320)

Note:

If you leave the Description field for a summary attribute blank, the system displays the default label Summary Attribute {number}.

4.8.2 Forms Used to Set Up Summary Attributes

Form Name Form ID Navigation Usage
View Summary Attribute Definitions W31B40A Blend System Setup (G31B01), Setup Summary Attributes Generate summary attribute records.

Review existing summary attribute definitions.

Edit Summary Attribute Definitions W31B40B Click the Edit button on the View Summary Attribute Definitions form. Set up summary attributes.

4.8.3 Setting Up Summary Attributes

Access the Edit Summary Attribute Information form.

Figure 4-12 Edit Summary Attribute Information form

Description of Figure 4-12 follows
Description of "Figure 4-12 Edit Summary Attribute Information form"

Number

Displays the unique identifier for a summary attribute definition.

Data Type

Displays the data type of the selected record. Values are:

  • Numeric

  • String

Description

Enter the description that you want the system to display as column title or field label wherever a summary attribute is displayed.

Function Type

Specify the type of the query or function run to derive the summary attribute. Values are:

Calculated

Instructed

Status

Define the summary attribute as active or inactive.

Entity

Specify the entity of the summary attribute that is defined. Values are:

Accumulated Additive

Composition

EUR

Ownership

QA Results

Style

Select Fields

Define the entity further depending on the value that you enter in the Entity field. For example, if the entity is composition, you can specify harvest period, appellation, or variety.

Select Fields Value

Enter the value of the selected field to be queried.

Return Value

Define the entity further depending on the value that you enter in the Entity field. For example, if the entity is EUR, you can specify volume or percentage.

Select Rule

Define the entity by specifying the rule on which the query selection is based.

Threshold

Specify a percentage value to be used as a measure to determine the summary attribute.

Custom

Specify whether the summary attribute definition is configured. If you select this option, most fields are unavailable for input.

Function Name

Enter a custom function if you select the custom option.

4.9 Setting Up Instructed Attributes

This section provides an overview of instructed attributes, lists a prerequisite, and discusses how to set up instructed attributes.

4.9.1 Understanding Instructed Attributes

Key information about bulk material is derived from the processes that the bulk material goes through and the observations of the specialists managing the work. Enter lot attributes to record and track such information. Instructed lot attributes are also source data for blend IDs. Instructed attributes must be set up to determine how the system will calculate results when blend lots are blended. The system currently provides 12 instructed attributes: four numeric, four string, and four date.

To define instructed attributes, you must first generate instructed attribute records by using the Create Attributes option on the form menu of the View Instructed Attribute Definitions form. After you generate the records, you can provide a detailed definition for each instructed attribute.

After you have created a descriptive name and definition for an instructed attribute, the system displays the descriptive name wherever instructed attributes are used in the system. You can view instructed attributes with their descriptive names in the following programs:

  • Stand alone Barrel Master Inquiry (P31B03E)

  • Barrel Inquiry From Inventory Vessel View (P31B03IE)

  • Instruct Lot Attributes (P31B30)

  • Wine Lot View (P31B31)

  • Operation Trace/Track (P31B60)

  • View End Lots (P31B61)

  • Inventory by Vessel View (P31B81)

  • Search for Trial Blend (P31B320)

Note:

If you leave the Description field for instructed attribute blank, the system displays the default label Instructed Attribute {number}.

4.9.2 Prerequisite

Set up UDC (31B/BL).

4.9.3 Forms Used to Set Up Instructed Attributes

Form Name Form ID Navigation Usage
View Instructed Attribute Definitions W31B42A Blend System Setup (G31B01), Setup Instructed Attributes Generate instructed attribute records.

Review existing instructed attributes.

Edit Instructed Attribute Definitions W31B42B Select a record and click the Edit button on the View Instructed Attribute Definitions form. Set up instructed attributes.

4.9.4 Setting Up Instructed Attributes

Access the Edit Instructed Attribute Definitions form.

Figure 4-13 Edit Instructed Attribute Definitions form

Description of Figure 4-13 follows
Description of "Figure 4-13 Edit Instructed Attribute Definitions form"

ID

Displays a unique identifier for an instructed attribute definition.

Data Type

Displays the data type of the selected record. Values are:

Numeric

String

Date

Description

Enter the description that you want the system to display as column title or field label wherever an instructed attribute is displayed.

Blending Rule

Select a blending rule from the Blending Rule UDC table (31B/BL). Values are:

Equal lots or blank.

Largest value of blending lots.

No calculation.

Smallest value of blending lots.

Value from the largest lot.

Weighted average of blending lots.

Threshold

Specify a percentage value to be used to determine whether the values should be included when blending.

4.10 Entering Lot Comments

This section provides an overview of lot comments and lists the form used to enter lot comments.

4.10.1 Understanding Lot Comments

Lot comments are free-form text comments that you can use to attach pertinent information to a lot. You can enter lot comments for any operation that is set up with instructable lot comments in the base operation. Comments follow a lot throughout the blend process depending on the carry-forward option. You can enter multiple types of comments for a lot, for example, blending, general, tasting, and operations testing.

When you enter lot comments, you can classify the comment using any of the following lot comment codes from UDC 31B/CM:

Code Description
B Block
BL Blending comments
CX Error correction or lot adjustment
E Experimental
G General
O Operations comments
OT Operations testing
T Tasting.

Using the Speed Advanced Comments program (P31B317), you enter comments for the operation and specify the rules for carrying lot comments forward. You can select one of the following options from the Lot Comment Option UDC (31B/LC):

Code Description
A No carry forward.
B Carry forward to all lots.
C Carry forward if contributes.

4.10.2 Form Used to Enter Lot Comments

Form Name Form ID Navigation Usage
Edit Advanced Lists W31B317BA Blend Operations, (G31B03), Operation Search

Select the Advanced Comments option from the Action field on the Search for Operations form.

Enter lot comments.