This chapter contains the following topics:
This section provides an overview of tanks, lists prerequisites, and discusses how to:
Set processing options for Tank Master (P31B08).
Create a tank.
Tanks are vessels that are used for storing, fermenting, and aging bulk material. Operations can be transacted against a tank. For example, blend facility staff often use the contents of tanks to top off barrels when bulk material has evaporated. Other examples of operations that involve a tank are blending two blend lots together, moving bulk material from one tank to another, adding a concentrate to a tank, and topping off a tank.
When you create a tank, you enter information such as:
The tank identifier.
The facility to which the tank belongs.
Tank availability information.
Construction information (material that the tank is made from, its shape, and so on).
Construction information is optional for the tank setup.
Measurement information (the gauge type that is used to measure the tank's contents, and so on).
Temperature information, such as minimum and maximum temperatures for heating and cooling.
Before using this program, you must set up:
User-defined code (UDC) tables 31B/FM, 31B/SV, 31B/VS, 31B/HS, 31B/TP, 31B/TT, 31B/TV, 31B/FC, 31B/MC, 31B/TG, 31B/TC, 31B/CR, 31B/TH, and 31B/HM.
Branch/plant locations.
Dip charts.
Processing options enable you to specify default settings for programs and reports.
Set these processing options for default tank settings.
Specify whether to use a facility based on user ID. Values are:
0 or Blank: Do not supply the default facility.
1: Supply the default facility.
Specify whether to clear the Date and Comment fields when a tank is recommissioned. Values are:
0 or Blank: Do not clear the fields.
1: Clear the fields.
Specify whether to clear tank attribute values during a commit. Values are:
0 or Blank: Do not clear the values.
1: Clear the values.
Access the Edit Tanks form.
Figure 6-1 Edit Tanks form: Attributes tab
Select the Attributes tab.
Enter a code that uniquely identifies a tank within the facility.
If you set up a tank as moveable, the tank number must be unique across different wineries. If you try to copy a tank to a different facility without changing the number, the system will issue an error.
Enter a name that uniquely identifies a single tank within the facility. If you set up a tank as moveable, the tank name must be unique across different wineries.
Enter a description that further describes the tank.
Enter the associated asset number of the tank. The system uses this field if you set up the tank as an asset in the Asset Master table (F1201).
Enter the branch location where the tank is stored. You set up locations in the JD Edwards EnterpriseOne Inventory Management system.
Enter a value that identifies the piping bank to which the tank is connected.
Select a status from UDC 31B/SV that specifies the status of the tank. Values are:
Active
Decommissioned
Inactive
Not in Branch
Out of Commission
Waiting for Receipt
If you select Decommissioned or Out of Commission, save the record that you are adding and then access the Edit Tank form again to enter more information. The system activates the Date Out field to enable you to indicate when the tank was decommissioned.
The system disables the Date Out and Date In fields for all other tank status selections.
Enter a date that indicates when a tank was taken out of commission.
Enter a date that indicates when a tank is expected to return to service for use within the facility.
Select a volume status from UDC 31B/VS that specifies the fill status of the tank. A tank might be full, partially full, or empty, or you might not know the fill status.
Select a hygiene status from UDC 31B/HS that specifies the hygiene status of a tank. Values are:
Clean
Dirty
Sanitized
Unknown
Select a value from UDC 31B/TP to indicate whether the tank is fixed or moveable. Operations can change the location of moveable tanks only.
If you change the placement of a tank from fixed to moveable, the system issues a warning that other tanks with the same number could exist in the system and would be considered to be the same tank.
Select a material from UDC 31B/FM that specifies the material to be used in constructing a tank. Values are:
Cement
Coated Mild Steel
Concrete
Stainless Steel
Food Grade Plastic
Wood
Select a tank type from UDC 31B/TT that specifies the tank's storage purpose.
Select a value from UDC 31B/TV that indicates the shape of the tank.
Select a value from UDC 31B/FC that indicates the type of floor upon which the tank was constructed. Floors could be flat or sloped at different angles.
Select a value from UDC 31B/MC that indicates whether a tank was calibrated and, if so, the type of calibration that was performed. For example, a tank might be calibrated according to the standards of the tank manufacturer.
Select a gauge type that indicates what type of dip to use for the tank. This field is required. Values are:
Both
Dry Dip
Wet Dip
These values are stored in UDC table 31B/TG.
Note: If you set a tank master record with a gauge type of Both, you must enter fill heights as though you were setting up the tank with a gauge type of Dry Dip. This information enables you to use both dry and wet dip charts in operations. |
Enter a value that identifies the dip chart upon which to record measurement information. A dip chart code is required for tanks that will be used to contain liquid volume.
Enter a value, expressed in the volume unit of measure that you defined in the Winery Constants program (P31B13). This value indicates the maximum fill capacity of the tank for white fermentation. The system uses this field in combination with the Fermentation Flag field to determine whether the fermentation capacity of the tank has been exceeded.This field is required.
Enter a value, expressed in the volume unit of measure that you defined in the Winery Constants program (P31B13). This value indicates the maximum fill capacity of the tank for storage. The system uses this field in combination with the Fermentation Flag field to determine whether the storage capacity of the tank has been exceeded. This field is required.
Enter a description that explains to the operator where to locate the measurement reference point for a tank.
Enter a value, expressed in the dimension unit of measure that you defined in the Winery Constants program (P31B13). This value indicates the measurement reference height of the tank. This field is required in order to perform wet or dry dips on a tank.
Enter a value, expressed in the weight unit of measure that you defined in the Winery Constants program (P31B13). This value indicates the maximum fill capacity of the tank for red fermentation. This field is required.
Select the Options and Cost tab.
Figure 6-2 Edit Tanks form: Options and Cost tab
Select to indicate that the purpose of the tank is fermentation.
Select to indicate that the tank is approved by the appropriate authorities for storage of spirits.
Select to indicate that a tank has a racking valve for tank access.
Select to indicate that the tank is approved by the appropriate authorities for storage of spirits.
Select to indicate that the tank is approved by the appropriate authorities for storage of spirits.
Select to indicate that the tank is approved by the appropriate authorities for storage of spirits.
Select to indicate that the tank is approved by the appropriate authorities for storage of spirits.
Enter a value, expressed in the unit of measure that is defined in the Winery Constants program (P31B13), that indicates the pressure level of the tank.
Enter a value that indicates the type of pump that is associated with the tank.
Select to indicate that a tank is equipped with a temperature control system for either heating or cooling of the tank.
Select to indicate that a tank is equipped with a temperature control system used for cooling.
Enter a UDC (31B/TC) that specifies the system to be used for cooling or heating of tank contents. Values are:
Computerized
Plant intelligence system
Manual
Enter a UDC (31B/CR) that specifies the type of refrigerant to be used in the cooling temperature control system. Values are:
Freon
Dimple Jacket
Glycol Jacket
Select to indicate that a tank is equipped with a temperature control system used for heating.
Enter a UDC (31B/HM) that specifies the medium to be used in the tank heating control system. Values are:
External
Heat exchanger
Internal
Enter a value to indicate the number of degrees (temperature) in the range that a tank cooling or heating system can achieve.
Select to indicate that a tank contains planks (wooden inserts).
Enter a number that indicates the number of wooden planks that were used to construct the tank.
Select a forest from which the wood was harvested for the plank tank. Available values are stored in the Forest UDC table (F31B/FO).
Enter a valid address book number that represents the cooper of the plank tank.
Select the country where the tank originated. Available values are stored in the Country Codes UDC table (00/CN).
Enter a number that identifies the plank vendor in the Address Book.
For costing purposes, assign a cost group to the tank. You set up cost groups in the Cost Group Setup program (P31B21), where you assign a unit cost to each tank.
Click to review details for the dip chart that you associated with the tank.
Click to access the Edit Style Assignments form. On this form, you can select styles from a list of existing style definitions and assign them to the tank.
Click to access the Edit Winery Constants form to review and revise constants for the facility where the tank is located.
This section provides an overview of dip charts, lists a prerequisite, and discusses how to create a dip chart.
Dip charts are tools for calculating the liquid volume within tanks. At various times, blend facility staff records a height measurement, which the dip chart converts into volume.
Wet dips are taken by measuring the height from the bottom of the tank to the top of the liquid within the tank. Dry dips are taken by measuring the height from the top of the tank (the reference height) to the top of the liquid. The dip chart is capable of converting either wet or dry dips into volume.
Dip charts typically contain measurement information about multiple tanks. For example, for an individual tank, you might record volume for every 1/8th inch or centimeter in the tank, a single volume for the full height, or many dip-to-volume pairs.
The system ensures that after you create a dip chart and assign the dip chart to a tank, you cannot assign additional dip charts to that same tank. You can assign a dip chart to multiple tanks, but each tank can have only one dip chart assigned.
You must set up dip charts before you can set up tanks because the dip chart code is required for the tank setup.
Set up UDC 31B/TG.
Access the Edit Dip Chart Information form.
Figure 6-3 Edit Dip Chart Information form
Enter a name that uniquely identifies the dip chart. This name can be assigned to one or more tanks.
Select a status. Only Active dip charts can be assigned to tanks.
Select the type of gauge with which a tank is equipped. Values are:
Dry dip
Wet dip
Displays the minimum value that was entered in the dip chart details grid. You cannot edit this field. This value is expressed in terms of the dip chart unit of measure.
Displays the maximum value that was entered in the dip chart details grid. You cannot edit this field. This value is expressed in terms of the dip chart unit of measure.
Enter one or more incremental measurements in the dip chart details grid. Each measurement that is entered represents a significant change in the cylindrical properties of the tank, which results in a change to the height-to-volume conversion. You enter these measurements in the facility unit of measure. If the facility uses the metric system, enter one value (for example, meters). If the facility uses the U.S./Imperial system, enter up to three quantities (feet, inches, sixteenths).
Enter the respective volume for the dip height. This value is expressed in terms of the facility volume unit of measure.
Displays the calculated volume per increment (VPI) for each height and volume pairing that is entered. The system uses this value to perform height-to-volume conversions for the tank. You cannot modify this value.
Click to delete detail records for dip charts that you no longer need or that you entered in error. When you assign a dip chart to a tank, you can no longer delete it.
Click to insert additional height-to-volume increments between existing records. When you assign a dip chart to a tank, you can no longer revise the dip chart.
This section provides an overview of barrel and container types and capacities, lists a prerequisite, and discusses how to define barrel and container types and capacities.
For barrels and containers, you must define types for categorization. For each barrel or container type, you define a specific capacity. You store barrel and container types in the Barrel Type UDC table (31B/BT). You differentiate containers from barrels by adding a special handling code of 1 to each container type that you set up. The Special Handling field for barrels in the UDC table remains blank.
When you set up barrel and container types, you also define the total and fermentation capacity for the barrel or container. If you do not specify a fermentation capacity, the system uses the total capacity as the default value. The values that are specified in this program are used to estimate volume for virtual barrel tanks (VBT) or virtual container tanks (VCT).
You must set up a barrel type and capacity definition for the default VBT type that you define for the blend facility in the winery constants.
Set up UDCs 31B/UM and 31B/BT.
Access the Edit Container Types Capacity form.
Figure 6-4 Edit Container Types Capacity form
Select a value from the Barrel Type UDC table (31B/BT) that identifies a particular type or class of barrel or container. Barrel types include:
AOK: American Oak
AOM: American Oak Metric
BDX: Bordeaux
BOR: Bourbon
BUR: Burgundian
CHT: French Chateau
ORE: American Oregon
TRN: Transport
Container types include:
BIN: Bins.
BTL: Bottles Liter.
BTT: Bottles.
DRL: Drum Liter.
DRM: Drum.
LYR: Layer.
LT: Pallet.
RCK: Rack.
Enter a value that stores the total capacity of a barrel or container.
Enter a value that stores the total fermentation capacity of a barrel or container. This value is typically lower than the total capacity to allow for volume changes during fermentation.
Enter the volume unit of measure for the capacity measurements. Select a volume unit of measure from the Unit of Measure UDC table (31B/UM).
Displays a value that indicates whether you are defining capacity for a barrel or container. Values are:
All
Barrels
Container
This section provides an overview of barrel profiles, lists a prerequisite, and discusses how to:
Set processing options for Barrel Profiles (P31B031).
Set up barrel profiles.
Barrel profiles are templates that you can use to predefine some information about a group of barrels. For example, you can specify a cost group for the barrels, attributes such as barrel class, toast level, and forest, and usage information such as the number of fills.
Using the barrel profile is optional, but it can be an efficient tool if you have a large number of barrels to set up. When you create barrels using the Barrel Master program (P31B03), you define the barrel profile when you set up the barrel master record. When you generate the desired number of barrels, the system associates the barrel profile with every barrel you generate.
You can also use the barrel profile for purchasing a large number of barrels with similar characteristics. Based on the processing option setting, the system generates an item master and an item branch record after you have created the barrel profile. The barrel profile code becomes the item number. Using the item number generated through the barrel profile, you can purchase and receive the desired number of barrels.
Set up UDC 31B/CL.
These processing options control default processing for the Barrel Profiles program.
These processing options specify item master and default facility information.
Blank: The system does not create an item master record.
1: The system creates an item master record.
Blank: The system does not supply a default facility name.
1: The system supplies a default facility name.
Enter the version that you want the system to use to create an item master record. If you leave this processing option blank, the system uses the default version, ZJDE0001.
Access the Edit Barrel Profiles form.
Select the Construction tab.
Figure 6-5 Edit Barrel Profiles form: Construction tab
Displays the default status Active when the profile is created. Only active profiles can be used to create barrels.
Select a value to identify barrel profiles. Values include:
French Burgundian
Bordeaux
Transport
Select a barrel type variation, for example Heavy, Light, or Medium.
Enter a number indicating the address book number of the supplier of a tank, barrel, or other equipment.
Enter a unique name and a description for the barrel profile.
Select the Costing tab.
Enter a barrel cost group that the system uses when you create barrels using this barrel profile.
This section provides an overview of barrel creation, lists prerequisites, and discusses how to:
Set processing options for Barrel Master (P31B03).
Create a barrel.
Use the Barrel Master program (P31B03) to add and revise existing barrels and their attributes, one barrel at a time.
The system can automatically generate barrel style definitions when new barrels are created.
The Barrel Master program tracks the details and attributes of individual barrels if each barrel is numbered. If you do not number each barrel, you cannot track the history and other specific information about a barrel, but you can track barrels with similar attributes that have been grouped together.
The barrel number consists of three segments. The first segment is a user-defined value, the second shows the year, and the third value is user-defined if you create barrels using the Barrel Master program. If you purchase barrels based on the barrel profile, the third segment is not available for user input. An example of a barrel number is ZIN/2004/1028.
Several of the values in the fields on the Barrel Master form are supplied from barrel types and barrel profiles.
Use the Receipt Quantity field to create multiple new master records at one time for barrels with the same attributes. For example, if you enter 5 in the Receipt Quantity field for barrel number PNOIR-2004-0420, the system creates identical master records for barrels PNOIR-2004-0420 through PNOIR-2004-0425.
Many of the fields on the Usage tab are maintenance-related and are updated through the operations.
If you purchase and receive barrels into the system, the barrel master record also displays the purchase receipt information for the barrel.
Before using this program, set up:
User-defined code (UDC) tables 31B/CB, 31B/VS, 31B/BS, 31B/LS, 31B/LT, 31B/CL, 31B/TL, 31B/CN, 31B/OL, 31B/CU, and 31B/NU.
Next numbers for vessel ID and barrel ID.
Barrel capacities, barrel profiles, and branch/plant locations.
Address Book records for suppliers and owners.
These processing options control default processing for the Barrel Master program.
This processing option controls which versions the system uses for programs called by the Barrel Master program.
Specify the version for the Generate Barrel Style Definition program (R31B34). If you leave this processing option blank, the system uses version XJDE0001.
This processing option controls whether to use purchase order information from enterprise resource planning (ERP).
Specify whether to use purchase order information from ERP. Values are:
Blank: The system does not use ERP.
1: The system uses ERP.
Access the Edit Barrel Master form.
Figure 6-6 Edit Barrel Master form (1 of 2)
Figure 6-7 Edit Barrel Master form (2 of 2)
Enter a string that uniquely identifies an individual barrel. You can enter values for segment 1 and segment 3. Segment 2 automatically displays the current year.
The system validates the values that the user enters and displays an error if duplicate barrel numbers exist. For a range of barrels, the system displays an error even if only one barrel in the range is a duplicate. The Barrel Segment Master table (F31B033) stores the three barrel number segments.
If you change the barrel separator information in the blend system constants, the system cannot check for duplicate numbers. If multiple users attempt to add the same barrel number at the same time, the system cannot set an error.
Note: You can enter segment 3 information only if you create barrels using the Barrel Master program. When you purchase barrels based on the barrel profile definition, the system uses next numbers for the third segment. |
Enter text that further describes the barrel.
Select a status for the barrel. Only active barrels can be assigned to VBTs.
Enter the date that the barrel was commissioned.
Specify which facility staff member performed a barrel shave operation.
Enter the date that the barrel was shaved.
Enter the date that the barrel was placed out of service.
Enter the location where the barrel is stored. You must set up branch/plant locations in the JD Edwards EnterpriseOne Inventory Management system.
Enter the name of the rack where the barrel is stored. This is a user-defined text field.
Select a color status inside a barrel. Values might be:
Port
Red
Spirit
Wine
Blank
Select a volume status of a barrel. Values might be:
Empty
Full
Partial
Unknown
Select a status of the barrel. Values might be:
New
Used
Reconditioned
Enter the current age of the barrel, expressed in years.
Select Yes to indicate that the barrel is leased. Select No to indicate that the barrel is not leased.
Enter an address book number that represents the owner of the barrel.
Enter an address book number that represents the owning company of the barrel.
Enter the date that the barrel was leased.
Enter the length of time that the barrel is leased, expressed in months.
Enter a third-party document number that describes the lease terms.
These fields display capacity information that you set up for the barrel type.
Displays the number of the purchase order for the barrel.
Displays address book number of the barrel supplier. You can also enter this value.
Displays the number of barrels originally ordered.
If you use the JD Edwards EnterpriseOne Procurement system to purchase barrels, this field displays the number of barrels actually received.
If you use the Barrel Master program to generate barrels, enter the number of barrels that you want to create.
Displays information from the related purchase order (if you are using the procurement system).
Displays an asset number if you defined the barrels as assets.
Displays the barrel profile code that you used to generate an item master record and purchase barrels.
Select the Barrel Profile tab.
Figure 6-8 Edit Barrel Master form: Barrel Profile tab (1 of 2)
Figure 6-9 Edit Barrel Master form: Barrel Profile tab (2 of 2)
Select a cost group for the barrel.
Select to indicate that the barrel contains inserts (for example, wood planks).
Enter the number of inserts within the barrel.
Enter a valid address book number that represents the vendor who supplied the inserts.
Select a cooper from the available list. These values are stored in the Cooper UDC table (31B/CP).
Select a barrel classification. Values might include:
Fortified
Sherry
Spirits
Wine
Select a toast level for the barrel. Values might include:
Light
Medium
Heavy
Select to indicate that the barrel is head toasted.
Select a forest from which the wood was harvested for the barrel. Available values are stored in the Forest UDC table (F31B/FO).
Select a country where the barrel originated. Available values are stored in the Country Codes UDC table (00/CN).
Select a locality of a barrel. Values might include:
North
South
East
Enter a number. Over the usable life of a barrel, this value represents the cumulative number of times that a barrel has been filled.
Operations can be configured to update this value automatically.
Select the current use of a barrel. Values might include:
Fermentation
Maturation
Storage
Operations can be configured to update this value automatically.
Select the next use of a barrel. Values might include:
Transport
Unallocated
Storage
Operations can be configured to update this value automatically.
Enter or select the date that the barrel was first used.
Operations can be configured to update this value automatically.
Enter or select the date that the barrel was last treated.
Operations can be configured to update this value automatically.
Select the latest method that was used to treat the barrel. Values might include:
Sulfur
Bleach
Saltwater rinse
Operations can be configured to update this value automatically.
Enter or select the date that the barrel was last treated using sulfur.
Operations can be configured to update this value automatically.
This section provides an overview of barrel style definition, lists a prerequisite, and discusses how to set up a barrel style definition.
Before you receive or create barrels, use the Barrel Style Definition program (P31B343) to define barrel styles that will be assigned based on barrel attributes such as UDC 31B/BA. For example, you can set up one definition for new barrels and one definition for used barrels. This program enables you to add, revise, delete, or search barrel style definitions. You can specify up to three attributes for each style definition. The system will use the definition to automatically generate styles when barrels are received or created. You can set up multiple style definitions for one definition ID. When you add a new definition, a new definition ID is generated based on next numbers.
If you change key values, for example, barrel attributes 1 through 3, the original definition is deleted and replaced by the modified definition.
For existing definitions, the Definition ID and Data Type fields cannot be modified. For new definitions, you must enter a value in the Date Type and Barrel Attribute 1 fields.
Before you use this program, set up UDCs 31B/B, 31B/DT, 31B/WM, 31B/BM, 31B/BH, and 31B/VM.
Access the Edit Barrel Style Definition Information form.
Figure 6-10 Edit Barrel Style Definition Information form
Enter a two-character value that the system uses to generate concatenated identifiers for barrel style definitions. The suffix is added to the beginning of the concatenation to make the record unique.
Select an attribute from UDC 31B/BA to identify specific characteristics of style. For example, Forest and Toast Level are barrel attributes, and the combination of forest and toast level can describe specific barrel style characteristics.
If barrel attribute 1 or 2 is Cooper Number, barrel attribute 3 is disabled.
You must enter a value in the Barrel Attribute 1 field.
Enter a one-character value that the system uses to generate concatenated identifiers for barrel style definitions. The suffix is appended to the end of the concatenation to make the record unique.
Select a value from UDC 31B/DT that specifies data type. Values are:
Counter Day: Track longer time periods, for example, the time spent in a particular type of barrel.
Counter Event: Track the number of times an action has been performed, for example, the number of times the bulk material in a barrel has been stirred.
Timer Day: Track the days that have elapsed between the on event and the off event in days.
Date: Track style definition by date.
Percent: Track the percentage of the style.
Counter Hour: Track how many hours a lot has been in a vessel or an operation. This counter is best used for styles that are associated with lengthy operations.
Timer Hour: Track the number of hours between the on event and the off event. This value is used for events that start with one operation and end with another.
Important: You must enter a value in this field. This value cannot be changed for an existing record. |
Enter a value that is associated with the data type. If the data type is Percent, the default value is 100. For Percent, the value cannot be greater than 100. All other data types have a default value of 1.
Select a value from UDC 31B/WM that specifies the wine effect modifier. This value controls how the style value of an existing blend lot style is affected when a vessel or piece of equipment is encountered or an operation is performed. Values might include:
Additive: Adds the new calculated value to the current style value of the blend lot. This value is applicable only to counters and timers.
Maximum: Changes the style value for the blend lot if the new calculated value is higher than the current value on the blend lot. This value is not applicable to Counter Event.
Minimum: Changes the style value for the blend lot if the new calculated value is lower than the current value on the blend lot. This value is not applicable to Counter Event.
Override: Always change the style value for the blend lot. This value is not applicable to Counter Event.
Average: Calculation is based on weight average. This value is not applicable to counters and timers.
Enter Y to specify that the value is instructable in the operations. You must enter a value in this field.
Select a value from UDC 31B/BM that specifies the blending method. Use this value to set the rules for how the style values are calculated when two or more lots with existing style items and style values are blended. Values might include:
Additive: The resulting lot has the sum of the values of the contributing lots that meet or exceed the threshold percent.
Maximum: The resulting lot has the maximum value of the contributing lots that meet or exceed the threshold percent.
Minimum: The resulting lot has the minimum value of the contributing lots that meet or exceed the threshold percent.
Select values from the style category code UDC table (31B/T1 and T2) to support classification of the barrel style definitions that you create. You can use these style category codes for summary.
Select a value from UDC 31B/BH that specifies handling codes. Use this value to specify the method of treatment during blend calculation if the style item and style value do not exist on one of the lots being blended. Values are:
Do Not Calculate: Do not calculate a value.
Ignore Blank Values: This lot should be excluded just as in the minimum threshold.
Treat Blank Values as Zero: If any of the blended lots has a blank value, treat the value as if it were zero.
Enter the minimum percentage of the resulting lot that a contributing lot must be before its style is contributed.
The percentage value cannot be greater than 100.
Select a value from UDC 31B/VM that specifies summary methods for VBTs. Use this value to calculate the VBT style to assign to the lot instead of the styles of every single barrel within the VBT. The value that you specify for this field is recorded in the F31B34 table. Values are:
Maximum: Use the maximum style value of any one barrel.
Minimum: Use the minimum style value of any one barrel.
Weighted Average: Use the weighted average of the style values for every barrel within the VBT.
Select a value from UDC 31B/BH that specifies handling codes. Use this value to specify the method of treatment during blend calculation if the style item and style value do not exist on one of the lots being blended. Values are:
Do Not Calculate: Do not calculate a value.
Ignore Blank Values: This lot should be excluded just as in the minimum threshold.
Treat Blank Values as Zero: If any of the blended lots has a blank value, treat the value as if it were zero.
Enter the minimum percentage of the resulting VBT that contributing barrels must be before their style is contributed. The percentage value cannot be greater than 100. The value that you specify for this field is recorded in the F31B34 table.
Select to revise an existing definition.
This section provides an overview of generating barrel style definitions, lists prerequisites, and discusses how to:
Set processing options for Generate Barrel Style Definition (R31B34).
Generate a barrel style definition.
After you set up barrel style definitions, run the Generate Barrel Style Definition program (R31B34) to automatically assign styles to barrel master records.
Note: This program generates style definition records (F31B34) for selected barrels based on the parameters from the barrel style definition ID. |
This batch program assigns values in a concatenated view, for example, 61AMOHV/2004/9583. The field separator (/) is specified in the winery constants. You can generate barrel style definitions independently of the Barrel Master program, that is, either before or after barrels are received. If you run this program at the time of barrel receipt when adding barrels to the Barrel Master table, only the barrel numbers that are supplied in the Barrel Master are affected. If you run this program independently of the Barrel Master program, use data selection to specify the barrel number, business unit, and other necessary data.
You should set up a different version for each barrel style definition. You will need to specify the R31B34 version in the processing options for Barrel Master (P31B03).
Before you run use this program, set up:
Barrel attribute UDC values (31B/BA).
Barrel style definitions (P31B343).
Barrel master records (P31B03).
Style definitions (P31B34).
Delimiters for barrels in the blend constants.
These processing options control default processing for the Generate Barrel Style Definition program.
These processing options control the data to process for this program.
Specify the default status code for the new style combinations in the F31B341 table when a new style is created. Values are:
A: Active
I: Inactive
Specify the definition ID that you set up in the Barrel Style Definition Setup program (P31B343). This value is used to generate a barrel style definition.
Specify whether the system automatically assigns the new style to the barrel when generating a style attribute definition. Values are:
Blank: Automatically assign a new style when a new style attribute definition is generated.
1: Do not automatically assign a new style.
Select Blend Facility Setup (G31B02), Generate Barrel Style.
This section provides an overview of style assignments, lists a prerequisite, and discusses how to assign styles to vessels.
Use the Style Assignment program (P31B342) to assign style definitions to tanks, barrels, and equipment.
When you select a record on the Edit Style Assignments form, the styles that are assigned to that record appear in the Style Assignments area of the form. You can delete or edit existing style assignments. You can edit only the style value. To add more styles, click the Assign Style button to view all available styles. Click the Apply button in the Style Definitions area of the form after you select the styles that you want to assign. When you click Apply, the style assignments are recorded in the Style Assignment table (F31B342). The selected styles are now assigned to the selected tank, barrel, or equipment and reflected on the Style Assignment form.
If you assign a style that has a parent style, the system automatically assigns the parent style to the tank, barrel, or piece of equipment as well.
Access the Edit Style Assignments form.
Select the Tank tab.
Figure 6-11 Edit Style Assignments form: Tank tab
The system displays the available tanks.
Select the tank, barrel, or piece of equipment to which you want to assign styles. Click this button to view the Style Definitions area.
Select the Barrel tab.
Figure 6-12 Edit Style Assignments form: Barrel tab
The system displays the available barrels
Select the Equipment tab.
Figure 6-13 Edit Style Assignments form: Equipment tab
The system displays the available pieces of equipment.
Click the Assign Style button.
Figure 6-14 Edit Style Assignments form: Style Definitions area
Select a value from UDC 31B/TY that specifies the type of style being used.
Select the styles that you want to assign and click this button to assign the styles to the selected vessel or piece of equipment.
If the style that you are assigning has the parent style, the system automatically assigns the parent style to the vessel or piece of equipment as well.
Click to clear the existing selection and select different styles to assign.
Select the Tank, Barrel, or Equipment tab.
Figure 6-15 Edit Style Definition form: Equipment tab: Style Assignments area
This area of the form displays the style assignments for tanks, barrels, and equipment. You can review assignments here and, if appropriate, save or delete individual style assignments.
This section provides an overview of mass barrel updates and discusses how to:
Set processing options for Mass Barrel Update (P31B110).
Set up mass barrel updates.
Set processing options for Mass Barrel Update (R31B110).
Perform a mass barrel update.
Use the Mass Barrel Update program to update barrel attributes and statuses of barrels.
You can use the batch process to dispose of empty barrels by changing the barrel's status to Culled and moving it to a specific location.
Additionally, the batch process can be used to ship and receive empty barrels. You can set up an update profile to change the branch and status of barrels to simulate a transfer. The branch of the barrel is updated to the receiving facility, and its status is changed to Active. The system copies the barrel attributes and styles from the shipping facility to the receiving facility.
When you run the mass barrel update, the system deletes the existing barrel style assignments and creates new assignments. It does not delete the barrel style definitions from the Barrel Style Definition table (F31B343).
If you update barrels from a closed operation, this update does not affect the lot style.
To determine the barrels to be included in this update, you can use all the fields in the Barrel Master table for data selection.
You can print a report that states the number of barrels that were selected and the number of barrels that were updated. If a barrel was selected but could not be updated, the barrel name is printed. If a barrel is selected but is being used in a VBT, it is automatically taken out of the selection and no changes are made to it.
These processing options control default processing for the Mass Barrel Update program.
This processing option controls the version that the system uses when calling other programs from the Mass Barrel Update program.
Enter the version of the Mass Barrel Update batch program (R31B110) that you want the system to use. If you leave this processing option blank, the system uses the default version XJDE0001.
Access the Edit Update Barrel Attributes form.
Figure 6-16 Edit Update Barrel Attributes form: Barrel Attributes 1 tab
On each Barrel Attribute tab, select the barrel attribute that you want to update and then select or enter the desired value in the corresponding field.
Select a value indicating the availability status of a barrel. Values might include:
Active
Culled
In repair
Select a value from UDC 31B/CB to specify the color status of the barrel. Values might include:
Red
White
Port
Enter general comments. The system does not verify this information. You can enter any alphanumeric string.
Select a value from UDC 31B/RC to specify the reason that a barrel adjustment or change was made. Values might include:
New receipt
Storage
Gain or loss
Select the condition of the barrel, for example, New, Used, or Reconditioned.
Select the type or class of barrel. Values might include:
Transport
Bordeaux
Australian Oak
Select a variation of a particular barrel type. Values include:
Heavy
Medium
Light
Enter a number corresponding to the address book number for the owner of a barrel.
Select a fill status of a barrel. Values might include:
Empty
Full
Partial
Unknown
Select a country from UDC 00/CN for the country of origin.
Enter the date when a barrel was first used.
Enter the date when SO2 (sulfur dioxide) treatment was last performed on a barrel.
Enter the date when the last treatment operation was performed on a barrel.
Enter the date when a barrel was taken out of service.
Select a value from the Forest UDC table (31B/FO) to specify the forest that was the source of the wood for the barrel.
Click the Barrel Attributes 2 tab.
Figure 6-17 Edit Update Barrel Attributes form: Barrel Attributes 2 tab
Specify whether a barrel or other vessel contains an insert.
Enter the name and address book number of the leasing company for the barrel.
Enter a number that references the document number associated with the lease contract.
Enter the date that a lease contract was entered into.
Enter a value indicating the number of months in the term of a barrel lease.
Enter the location of the barrels.
Enter the facility where the barrels are located.
Select the most recent treatment method that was applied to a barrel. Values might include:
Water
Sulfur
Bleach
Enter the cumulative number of times that a barrel has been filled.
Select the intended next use of a particular barrel. Values might include:
Aging
Maturation
Fermentation
Enter the address book number of the previous owner of a vessel.
Enter a unique string that identifies a particular barrel storage rack.
Enter the age of the barrel.
Click the Barrel Attributes 3 tab.
Figure 6-18 Edit Update Barrel Attributes form: Barrel Attributes 3 tab
Select a code from UDC 31B/R1-5 to specify category code information.
Enter the date that a barrel shave operation was completed.
Select the toast level for the barrel interior.
Enter an alphanumeric code that identifies a set of one or more rates that is associated with a blend operation. Individual rates are summarized by cost component. Cost groups can be assigned to material, vessels, equipment, staff, dry goods, overhead, or expenses.
Displays the total fermentation capacity of a barrel.
Displays the total capacity of a barrel.
Displays the unit of measure (typically volume) that is associated with the total barrel capacity.
Click to launch the Mass Barrel Update batch program (R31B110) after you define the barrel attributes that you want to update. The system uses the version of the batch program that you specified in the processing option.
These processing options control default processing for the Mass Barrel Update batch program.
This processing option controls the update definition that the system uses for updating barrels in batch.
Enter the ID of the update definition that you want to use to update barrels. The system uses this value when you run the mass barrel update from the menu.
If you run the mass barrel update from the Mass Barrel Update program (P31B110), the system disregards this value.
This processing option controls the version that the system uses when calling other programs from the Mass Barrel Update batch program.
Enter the version of the Generate Barrel Style Definition program (R31B34) that the system uses when performing a mass barrel update. If you leave this processing option blank, the system uses version XJDE0001.
Select Blend Facility Setup (G31B02), Mass Barrel Update.
This section provides an overview of containers, lists prerequisites, and discusses how to set up container master records.
Containers are a type of vessel that are used for sparkling operations. They are used in the system as virtual vessels in the same way as VBTs, describing a collection of containers. They do not represent a separate vessel class. Examples of container types are:
Layer
Pallet
Bin
Rack
Bottles
Note: In contrast to barrels, you cannot assign styles or profiles to a container. |
When you set a container master record, you define the container based on a container type and capacity that you set up previously. You can define the size of the container based on user-defined smaller container units. For example you can specify that one bin contains a certain number of bottles.
For operation, you can use containers in three different ways:
As individual containers with a quantity of one to enable individual tracking of containers.
As single containers representing a collection to enable a higher level of tracking.
For example, you can set up a container with a capacity of 12 bottles. If you specify two containers in the operations, you actually use 24 bottles, but you track the collection at the container level.
As single containers representing a collection but with the capability of listing each lower-level container by a reference serial number.
For example, a layer might include four pallets, and you enter each pallet with a separate reference serial number.
The system provides four base operations that use containers, but you can also use containers for some other operations that are set up to allow overriding the vessel class.
To set up containers, you must:
Set up container types in the Barrel Type UDC table (31B/BT).
Set up container capacities for each container type.
Set up units of measure for defining container capacity in the Container Master program.
Access the Edit Container Master form.
Specify a name and description for the container that you are creating.
Select the type of container that you want to create from the Barrel Type UDC table. Examples of container types are rack, pallet, and bin.
Enter the capacity of the container in user-defined terms. For example, you can specify that a container of type PLT (pallet) contains a specified number of bottles.
Displays the total capacity for the container type that you set up previously.
Use category codes to classify the container.