Setting Up Lot Attributes

This chapter provides an overview of lot attribute setup and discusses how to:

• Set up owners.

• Set up style definitions.

• Set up composition.

• Set up material types.

• Set up wine status.

• Set up blend IDs.

• Set up summary attributes.

• Set up instructed attributes.

• Enter lot comments.

Understanding Lot Attribute Setup

Using lot attributes enables you to obtain detailed information that is pertinent to a lot of wine. 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 winemaking process. You can use this information to identify the status of the lot in the winemaking process or identify such information as the geographic origin of the grapes or the variety and harvest period of the wine.

In addition to the lot attributes that are discussed in this chapter, you also 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 End-Use Reservation and Validating EUR Product Specifications.

You can also track lot cost and quality attributes for lots.

See Setting Up Costing, Setting Up Quality Management.

Setting Up Owners

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

Understanding Ownership Setup

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

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

Prerequisite

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

Forms Used to Set Up Owners

Setting Up Owners

Access the Edit Owner Information form.

Owner Short Code	Enter a unique identifier for an owner.
Address Book Number	Enter a number that identifies an entry in the Address Book system that represents an owner. 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.

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 to wineries.

Understanding Style Definition

Style is a generic term for the recording of various pieces of information about a blend lot, for example, 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 winery, 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 winery.

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.

Style Assignment

You can assign styles to vessels and equipment. After you have assigned 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.

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).

Forms Used to Set Up Style Definitions

Setting Processing Options for Setup Style Definitions (P31B34)

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

Process

Set this processing option for default status code.

Setting Up Style Definitions

Access the 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 effective modifier to the value Override and does not allow you to use the Additive method for this style. The system uses the wine effective modifier to blend the style date if both the configured operation and the lot have a style ID. If the lot has a date style, but not the configured operation, the system uses the style blending rules to blend the style dates.
Type	Select a value for the type of style. Style types are stored in UDC table 31B/TY. Values are: Barrel Block Equipment Operation Tank Note. If you use data type Date, you must specify Operation as the style type.
Instructable (Y/N)	Specify whether the style can be instructed in a configured operation.
Wine Effect Modifier	Select a value to specify how the style value of an existing 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.

Blend Modifier Information

VBT Summarization Information

Assigning Style to Wineries

Access the 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.

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.

Understanding Composition

Composition tracks several primary attributes that are required for substantiating label claims. The following table lists these attributes:

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.

Forms Used to Set Up Composition

Setting Up Geographic Areas

Access the Edit Geographic Area form.

Area Type	Specify what 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.

Setting Up Geographic Area Hierarchies

Access the Edit Geographic Area Relationship form.

Setting Up Varieties

Access the Edit Variety Information form.

Variety Short Code and Name	You must enter the short code and a name for the variety, for example, CS for Cabernet Sauvignon and PN for Pinot Noir.
Family	You must 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	You must enter a code that represents the standard or official designation of the variety and is used for legal or standards reporting.
Color	You must 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 are displayed at the top of the search and select form.

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.

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 10th degree.

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.

Forms Used to Set Up Material Types

Setting Up Material Types

Access the Edit Material Type Information form.

General

Select the General tab.

Item Cross Reference

Select the Item Cross Reference tab.

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.

Spirits

Select the Spirits 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 have set up in the Temperature Chart Conversion program (P31B116).

Setting Up Material Type Combinations

Access the 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.

Setting Up Wine Status

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

Understanding Wine Status

Wine status is a lot attribute that describes the current stage of the wine making process for a particular lot. Wine Status assists in the planning of work flow during wine making. 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.

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).

Forms Used to Set Up Wine Status

Setting Up Wine Status

Access the Edit Wine Status Information form.

Wine Status

Assign a status to the wine. Only active wine statuses can be assigned to lots.

Setting Up Blend IDs

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

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

After you set up blend IDs, you can copy the blend IDs between wineries.

Prerequisite

Set up UDC (31B/PY).

Forms Used to Set Up Blend IDs

Setting Up Blend IDs

Access the 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 ten that uniquely identifies the individual segments of the blend ID.
Parameter Type	Enter a UDC (31B/PY) that specifies 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 – 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).

Setting Up Summary Attributes

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

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 twenty-five summary attributes, 15 numeric and 10 string attributes.

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

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 have generated the records, you can provide a detailed definition for each summary attribute.

Forms Used to Set Up Summary Attributes

Setting Up Summary Attributes

Access the 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
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.

Setting Up Instructed Attributes

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

Understanding Instructed Attributes

Key components about wine are derived from the processes that the wine goes through and the observations of the winemakers 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 twelve instructed attributes: four numeric, four string, and four date attributes.

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 have generated the records, you can provide a detailed definition for each instructed attribute.

Prerequisite

Set up UDC (31B/BL).

Forms Used to Set Up Instructed Attributes

Setting Up Instructed Attributes

Access the 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
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.

Entering Lot Comments

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

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 winemaking 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:

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):

Form Used to Enter Lot Comments