This chapter provides an overview of operations and discusses how to:
View base operations.
Set up configured operations.
Set up workflow statuses.
An operation is an activity that is performed against a lot of bulk material through a vessel which changes the state of the bulk material. Operations are used for planning, executing, and archiving work in the winery. They can also be used for tracing and tracking lot attributes through the winemaking process. Operations are the transactions in JD Edwards Blend Management.
An operation is comprised of several components. Not every component is allowed for every type of operation. Operations are created from templates that are called configured operations. These configured operations provide permissions on various operation components and enable you to organize operations in a logical, meaningful manner. Configured operations are created from more generic templates called base operations.
This table describes the components of an operation:
Component |
Characteristics |
Operation header |
General information about the operation, including:
|
Vessel assignments |
A list of From and To vessels upon which the operation will be performed. In-place operations have only From vessels. movement operations have both From and To vessels. Vessel assignments include:
|
Vessel to vessel details |
A single movement operation might contain multiple vessels. For example, an operation can move the contents of three tanks into four other tanks. The vessel-to-vessel details describe each simple one-to-one movement within the complex operation. Vessel-to-vessel details include:
There are several ways to instruct multiple movements:
|
Gains/losses/yields |
The two types of gain/loss are:
|
Blend lot details |
Attributes that are associated with each lot. After lots details are calculated using blending rules, they can be overridden by the user. Blend lot details include:
|
Instructions and comments |
Instructions are media objects created by the winemaker to elaborate on the tasks to be performed. Comments are media objects created by the operator to elaborate on tasks after they have been performed. |
Additives |
Additives are tracked by item number—for example, chemicals or yeast—and added to a lot. Only one additive can exist per additive operation to provide tracking of each additive in trace and track operations. Additive quantity may be entered using:
The system calculates PPM and adds the active ingredients that are contained in the additive to existing accumulated additives for the blend lot. The system validates operational and cumulative thresholds for active ingredients. |
Equipment |
You can assign one or more pieces of equipment to an operation. Equipment is used to plan and reserve resources, consume dry goods, and apply styles. |
Consumables |
Consumables are items that do not affect wine attributes, for example, a lubrication oil for a piece of equipment. You can assign one or more consumables to an operation. |
This section provides an overview of base operations and discusses viewing base operations.
Base operations serve as pre-configured templates that are delivered with the JD Edwards Blend Management system. Base operations determine which settings are available for a configured operation. For example, the base operation definition determines which lot attributes are instructable when you create a configured operation, or whether an operation uses empty vessels. When you set up configured operations, you can override some of the settings from the base operation. You can view base operations, but you cannot modify them.
Form Name |
FormID |
Navigation |
Usage |
W31B73A |
Blend System Setup (G31B01), View Base Operation Configuration Locate a base operation on the View Base Operation Configuration form and click the link in the Base Operation Code field. |
Review available base operations to use as templates for configured operations. |
Access the Edit Base Operation Configuration form.
Vessel Details
Select the Vessel Details tab.
Base Operation Code |
Displays a short code that describes the base operation (for example, T2T or B2T) |
Base Operation Description |
Displays a description that further defines the base operation (for example, T2T is Tank to Tank Movement, and B2T is Barrel to Tank Movement). |
From Vessel |
Displays From Vessel information for the operation if this option is selected. |
To Vessel |
Displays To Vessel information for the operation if this option is selected. |
From Vessel Results |
Displays From Vessel dips quantity information for the operation if this option is selected. |
To Vessel Results |
Displays Vessel dips quantity information for the operation if this option is selected. |
From Vessel Class and To Vessel Class |
Specifies the type of From vessel and To Vessel used in the operation. Values are: Bill of lading Bottling Harvest Tank Virtual barrel tank Weigh tag |
Override Vessel Class Allowed |
Specifies whether you can override the base operation's From and To Vessel class when you create a configured operation. |
Lot/General
Select the Lot/General tab.
Blend ID |
Displays Blend ID instructables for the operation if this option is selected. |
Material Type |
Displays material type instructables for the operation if this option is selected. |
Wine Status |
Displays wine status instructables for the operation if this option is selected. |
EUR |
Displays EUR instructables for the operation if this option is selected. |
Ownership |
Displays ownership instructables for the operation if this option is selected. |
Instructable Lot Attributes |
Displays instructable lot attributes for the operation if this option is selected. |
Lot Comments |
Displays instructable lot comment for the operation if this option is selected. |
Style |
Displays style instructables for the operation if this option is selected. |
Composition |
Displays composition instructables for the operation if this option is selected. |
Accumulated Additives |
Displays accumulated additive instructables for the operation if this option is selected. |
Equipment |
Displays equipment details for the operation if this option is selected. Equipment is defined as all physical items, other than vessels, at a production facility. Equipment includes items such as filters, centrifuges and pumps. |
Consumables |
Displays consumable details (that are required by equipment) for the operation if this option is selected. Consumables are dry goods that are used by equipment but do not affect wine attributes. |
Additives |
Displays additive details for the operation if this option is selected. You can enter an additive operation separately from other operations to retain a clear history and trace ability of the additive through out the winemaking process using Operational Trace/Track. |
Resources |
Displays resource details for the operation if this option is selected. Instruct specific people or work groups to perform an operation in accordance with their skill sets, schedules, resource management, and so forth. |
View Wine Lot |
Displays blend lot details for the operation if this option is selected. |
QA Operation |
Designates operations that enable you to perform quality tests. For example, you can enter QA test results for receiving operations (REC). |
Grower Operation |
Classifies an operation as a grower operation. |
Spray Operation |
Classifies an operation as a spray operation. |
Farming Operation |
Classifies an operation as a farming operation. |
Ship/Receive Vessel |
Selection determines that the system displays shipping and receiving vessel information for the operation. |
Ship/Receive External |
Selection determines that the system displays ship and receive external information for the operation. |
Declared Loss |
Selection determines that the system displays declared loss information for the operation. |
Allow Changes to Lot Cost |
Selection determines that changes are permitted to lot costs for the operation. |
Topping |
Selection determines that topping is permitted for the operation. |
Empty |
Designates an operation using empty vessels. You can use empty vessel operations, for example, to enable the winery to perform maintenance on a vessel while it is empty. The system provides the following base operations for empty vessels: TRANSMTTNK: Transfer empty tank. TANKMT: Empty tank in place. TRANSMTVBT: Transfer empty VBT. VBTMT: Empty VBT in place. Note. For empty vessel operations, the base operation definition enables you to add equipment, consumables, and resources to the operation. |
Vessel Uses Containers |
Designates an operation that uses containers rather than barrels for the VBT. Note. This functionality is for future use and is not included in the JD Edwards EnterpriseOne 8.12 release. |
Composition Material Type |
Indicates whether an operation updates the composition material type on the composition records for the lot. The update occurs when you close the operation. You can select this option for REC, WT, and COMPMAT operations, but it is not required for REC and WT. Note. The system provides the COMPMAT base operation that you can use to change the composition material type. The COMPMAT base operation is an in-place, administrative operation. |
Simple Vessel Entry |
Indicates whether you can create in-place operations using the simple vessel interface on the Edit Operations Detail form. To display the Single From Vessel subform, you must set the processing option for the Create/Edit Operation Detail program (P31B87). If you do not set this processing option, you must use the multiple vessel grid to assign a vessel to the operation. |
Category Codes
Select the Category Codes tab.
Category Codes 1-5 |
Displays base operation category codes (UDC tables 31B/B1-B5) that specify the type of base operation. Category Code 1 is populated with a hard-coded value from the Base Operation Category Code 1 UDC table. Values are: ADD: Additive operations. ADMIN: Administrative operations. EMPTY: Empty vessel operations. INPLACE: In-place operations. MOVE: Bulk movement operations. NON: Non-vessel operations. QA: QA operations. REC: Receive and add bulk operations. REMOVE: Ship and remove bulk operations. TASTING: Tasting operations. |
This section provides an overview of configured operation setup and discusses how to:
Set up a configured operation.
Specify wineries.
Specify material types.
Specify wine statuses.
Specify styles.
Specify lot comments.
Specify vessel types.
Specify equipment types.
Edit quality test results.
Edit quality blend rule.
Specify vessel attributes.
Based on the predefined base operations, you can create configured operations that are customized to reflect business requirements of the winemaking operation. If you produce spirits, you can set up configured operations that account for the special requirements of spirits. You can also set up operations that involve empty vessels.
Note. If you work with the JD Edwards EnterpriseOne Grower Management system, you use the Operation Configuration program (P31B75P) to set up information about categories for farming operations.
See Setting Up Configured Operations.
To create configured operations, you need to set up the following user-defined codes (UDCs), such as the Comments UDC table (31/CM), the Add/Remove Flag UDC, the Lot Comment Option UDC and Base Operation Category Code UDCs.
To handle the special conversions required for various configured operations, for example for dip charts, you must set up the Unit of Measure UDC table (31B/UM). Where used, the values in this UDC table override the standard JD Edwards EnterpriseOne units of measure UDC values (00/UM). Special handling codes instruct the system which conversion to use. The 31B/UM UDC table uses the following special handling codes:
D - Dimension
Z - Barrels
T - Temperature
V - Volume
W - Weight
Form Name |
FormID |
Navigation |
Usage |
W31B75PL |
Blend System Setup (G31B01), Setup Configured Operations |
Display all of the configured operations that have been created. Set up a new configured operation. |
|
W31B75PC |
Click the Add button or select an operation and click the Select button on the View Operation Configuration form. |
Set up a configured operation or modify an existing configured operation. |
|
W31B75PF |
Select Winery List from the Form menu on the Edit Operation Configuration form. |
Specify wineries to which the operation that you are creating applies |
|
W31B75PG |
Select Material Types from the Form menu on the Edit Operation Configuration form. |
Define more specific information about the state of the blend (for example, grapes, must, or juice) during the winemaking process. |
|
W31B75PH |
Select Wine Status from the Form menu on the Edit Operation Configuration form. |
Define the various stages during the winemaking process. Statuses help identify blends that need attention at different times and also determine the next action to take. |
|
W31B75PD |
Select Styles from the Form menu on the Edit Operation Configuration form. |
Add or remove a style to or from the operation. |
|
W31B75PE |
Select Lot Comments from the Form menu on the Edit Operation Configuration form. |
Select a comment code and attach a comment code to the operation. |
|
W31B75PI |
Select Vessel Types from the Form menu on the Edit Operation Configuration form. |
Restrict the operation to allow only certain types of tanks and barrels. |
|
W31B75PJ |
Select Equipment from the Form menu on the Edit Operation Configuration form. |
Specify all of the equipment necessary to complete the operation. |
|
W31B75PO |
Select Edit QA Tests from the Form menu on the Edit Operation Configuration form. |
Edit QA test results. |
|
W31B75PN |
Select Edit QA Blend Rule from the Form menu on the Edit Operation Configuration form. |
Edit the QA blend rule for the test result. |
|
W31B75PK |
Select Vessel Attributes from the Form menu on the Edit Operation Configuration form. |
Specify vessel attributes for the configured operation. |
Access the Edit Operation Configuration form.
Defaults
Select the Defaults tab.
With the exception of the operation code and base operation code, you can override the remainder of the information when you are entering operations header information.
Results
Select the Results tab.
Blend ID Method From |
Specify the method to use to calculate the Blend ID of the After From Lot. Values are: Copy after from before. Do not default after Blend ID. Generate new Blend ID. |
Blend ID Method To |
Specify the method to use to calculate the Blend ID of the After To Lot. Values are: Copy after from before. Do not default after Blend ID. Generate new Blend ID. Use the largest contributing lot. |
Planned Operation Gains/Loss |
Enter a percentage to represent the gain or loss that you anticipate as a result of the completed operation. Enter a negative percentage for a loss. |
Allowed Operation Gains/Loss |
Enter a percentage that the system uses as a threshold for acceptable gains or losses in material as the operation progresses. Enter a negative percentage for a loss. Note. If you enter zero, no threshold for acceptable gains or losses exists, and the system does not generate an error message when the operational loss is less than zero percent. |
Topping Loss Calculation Method |
Specify the method used to record loss for topping operations. Values are: None: This is not a topping operation. Survey Loss: This is a topping operation. A survey loss is assumed in the To vessel that is equal in volume to the amount of topping material that is removed from the From vessel. The topping material is then blended with the reduced volume in the To vessel. The volume of the To vessel has no net change. Operation Loss: This is a topping operation. All the material that was moved from the From vessel is consumed in an Operational Loss for the operation. The volume of the To vessel has no net change. |
From After Material Type |
Enter a specific material type for the From After Lot. If this value is blank, the system uses lot blending rules to determine the From After material type. Note. To perform a crush operation on the bulk material that you receive on a weigh tag, you must enter a material type that you set up with a unit of measure type of Weight. |
To After Material Type |
Enter a specific material type for the To After Lot. If this value is blank, the system uses lot blending rules to determine the To After material type. Note. For spirit operations you must specify a To After material type; otherwise, the system issues an error when you try to use a vessel that contains a spirit for the operation. |
From After Wine Status |
Enter a specific wine status for the From After Lot. If this value is blank, the system uses lot blending rules to determine the From After wine status. |
To After Wine Status |
Enter a specific wine status for the To After Lot. If this value is blank, the system uses lot blending rules to determine the To After wine status. |
Instructables
Instructables |
Specify whether the user can manually override these lot attributes after the system has blended the lots:
|
Instructed Lot Attributes
Select the Instructed Lot Attributes tab.
After From Instructed Attributes (1 - 12) |
Enter specific values for the After From Lot's instructed attributes. If you leave this value blank, the system uses blending rules to determine that After From instructed attribute. You can configure the date fields (instructed attributes 9 - 12) to display the actual start date of the operation by default. In an operation, the blending engine changes the instructed attribute based on the blending rule. The user can override the default date or the date generated by the blending engine. |
After To Instructed Attributes (1 - 12) |
Enter specific values for the After To Lot's instructed attributes. If you leave this value blank, the system uses blending rules to determine the After From instructed attribute. |
Instruct Zero |
For all To and From numeric attributes, you can select this option so that these instructed attributes have a default value of 0 on operation lots. If you select this option, blending does not affect the value of these instructed attributes. However, you can override the value of the instructed attribute on the Edit Operation Detail form. |
Cat Code 1 - 5
Select the Cat Code 1 - 5 tab.
Cat Code 1 - 5 |
Enter a UDC (31B/B1-5) to define various categories for configured operations. You cannot modify the first category code. |
Costing
Before Line Number |
Enter the legal report line number corresponding to the Before lot. Line numbers 101 - 199 are grouped in Section 1 of the Legal Report. Line numbers 201 - 299 are grouped in Section 2 of the Legal Report. Line numbers 301 - 399 are grouped in Section 3 of the Legal Report. Line numbers 100, 200, and 300 are balance line numbers. |
After Line Number |
Enter the legal report line number corresponding to the After lot. Line numbers 101 - 199 are grouped in Section 1 of the Legal Report. Line numbers 201 - 299 are grouped in Section 2 of the Legal Report. Line numbers 301 - 399 are grouped in Section 3 of the Legal Report. Line numbers 100, 200, and 300 are balance line numbers. |
Survey Gain/Loss |
If you use operational costing instead of standard costing, select an operational costing method to account for survey gains and losses. Values are:
If you select the Cost Component method, you must also enter a cost component. If you select the Adjust Proportionately option, the system records the same lot cost amounts for Before and After lots, but adjusts the unit costs for each cost component. The system does not create journal entries for gain or loss. If you select the expense method, the system adjusts the lot cost amounts for each cost components, but not the unit costs, and writes journal entries for gain or loss. If you select the cost component method, the system records gains and losses as separate cost components. You have to set up these cost components in advance to use this method. When gains or losses are incurred, the system does not adjust the lot cost amounts for each component, but records the gain or loss in the additional cost component you set up. The system adjusts the unit costs for each cost component and records the loss or gain as a unit cost for the additional cost component. The system does not create journal entries for gain or loss. |
Survey G/L Line Number |
Enter the legal report line number corresponding to the survey gain/loss. Line numbers 101 - 199 are grouped in Section 1 of the Legal Report. Line numbers 201 - 299 are grouped in Section 2 of the Legal Report. Line numbers 301 - 399 are grouped in Section 3 of the Legal Report. Line numbers 100, 200, and 300 are balance line numbers. |
Operational Gain/Loss |
Select an operational costing method to account for operational gains and losses. If you select the Cost Component method, you must also enter a cost component. You can select from the same list of operational costing methods as for survey gain and losses. |
Operation G/L Line Number |
Enter the legal report line number corresponding to the operation gain/loss. Line numbers 101 - 199 are grouped in Section 1 of the Legal Report. Line numbers 201 - 299 are grouped in Section 2 of the Legal Report. Line numbers 301 - 399 are grouped in Section 3 of the Legal Report. Line numbers 100, 200, and 300 are balance line numbers. |
Apply Periodic To Vessel Cost |
Select to indicate that periodic costs apply to the use of a vessel. |
Allow Changes to Lot Cost |
Select to indicate that you allow changes to lot costs. |
Access the Edit Valid Winery List form.
Specify a list of wineries for which the configured operation is valid or invalid. Although specifying wineries is optional, if you leave this form blank, the system assumes that the configured operation is valid for every winery.
Valid/Invalid Flag |
Specify whether the list is for valid or invalid wineries. |
Winery |
Specify the winery for the operation. The winery is contained in the Winery Master table, where the winery is associated with a branch/plant. |
Access the Edit Valid Material Type form.
Specify a list of material types that are valid or invalid for the Before lots for the operation. If you leave this form blank, the system assumes that all material types are valid for all Before lots for the operation.
Important! For configured operations for weigh tags and bills of lading, you must specify a valid material type. The system issues an
error if you try to add a weigh tag or bill of lading operations for which you did not specify a valid material type.
If the material on the weigh tag operation does not go into the JD Edwards Blend Management system, the configured operation
can use the material type from the harvest block as the default value.
The system does not calculate configured operations with weight-to-volume and volume-to-weight conversions correctly if you
do not specify a material type for the To vessel. The material type record specifies whether the system uses a volume or weight
unit of measure.
Valid/Invalid Flag |
Specify whether the list is for valid or invalid material types. |
Before Material Type |
Specify the Before material type for the operation, for example:
|
From/To |
Specify whether the material type applies to the From vessel or the To vessel. |
Access the Edit Valid Wine Status for Configured Operation form.
Specify a list of valid or invalid wine statuses for the Before lots for the operation. Although specifying wine statuses is optional, the system assumes that all wine statuses are valid for all Before lots for the operation if you leave this form blank.
Valid/Invalid Flag |
Specify whether the list is for valid or invalid wine statuses. |
Wine Status |
Specify the wine status for the operation, for example:
|
From/To |
Specify whether the wine status applies to the From vessel or the To vessel. |
Access the Edit Default Styles form.
Specify a list of styles to add or remove from the After lots for the operation.
Style Item |
Enter a style or click the search button to review and select from a list of styles that are defined in the Style Definition program. |
Style Value |
Specify the value for the style to apply to the After lot. |
From/To/Vol. Moved Flag (from/to/volume moved flag) |
Specify whether the style applies to the From vessel, To vessel, or volume moved. |
Style Add/Remove |
Specify whether to add or remove the style. |
Timer Start/Stop |
Specify whether to start or stop the timer for a style. |
Access the Edit Default Lot Comments form.
Specify a list of lot comments to add or remove from the After lots for the operation.
Comment Code |
Specify the type of comment code (31B/CM) to use, for example:
|
Comment Option |
Specify whether to carry the comment forward (31B/LC). Values are: Do not carry forward. Carry forward to all future lots. Carry forward if contribution is greater than specified percent. |
From/To |
Specify whether the lot comment applies to the From vessel or To vessel. |
Lot Comment Add/Remove |
Specify whether to add or remove the lot comment (31B/AR). |
Comments |
Enter user-defined text, such as information about tasting. |
Access the Edit Valid Vessel Types for Configured Operation form.
Select a list of tank types or barrel types that are valid or invalid for the From and To vessels in the operation.
Valid/Invalid Flag |
Specify whether the list is for valid or invalid vessel types. |
Barrel/Tank |
Specify whether the vessel type is barrel type or tank type. |
Vessel Type |
Specify a valid vessel type in relation to the barrel type or tank type. Vessel type specifies the particular kind of vessel within a vessel class. For example, tanks might have vessel types like steel, copper, or open top. |
From/To |
Specify whether the vessel type applies to the From vessel or To vessel. |
Access the Edit Valid Equipment Type form.
Select a list of equipment types that are valid or invalid for the operation. Although specifying equipment types is optional, the system assumes that all equipment types are valid for the operation if you leave this form blank.
Valid/Invalid Flag |
Specify whether the list is for valid or invalid equipment types. |
Equipment Type |
Enter an equipment type or click the search button to review and select from a list of all equipment types that are defined in the Equipment Master table. |
Access the Edit QA Tests form.
Add or delete QA tests and test panels for the operation. The system includes all test equipment and consumables with the test you add to the operation. You can also click View Test to access the Work With Test Definitions form to locate and review tests.
Test/Panel |
Enter a UDC (37/TP) to indicate whether a row is a test or panel. |
Test Specification |
Enter the unique identification for a test you perform on an item. For example, COL for color test, DENS for density test, or CL-2 clarity test. |
Access the Edit QA Result Blend Rule form.
Override the QA blend rule and remove results for non-QA operations. You can also delete a test result name for the operation.
Result Name |
Enter the unique name used to group test results or click View Result Name to access a list of result names. |
Blend Rule |
Enter a UDC (31B/QB) to indicate the blending rule for results. |
Remove Result |
Select to remove the results from the operation. |
Access the Edit Vessel Attributes form.
Note. On the first three tabs, the system validates that the vessels that are selected in the operation exactly meet each attribute
you define. If you leave any field blank, the system assumes that all values are valid for that vessel attribute for the operation.
Use extreme caution when specifying vessel attributes, because as you do so, you are restricting the types of vessels that
are eligible for use in the operation. If the criteria that you specify are too stringent, the operator might experience difficulty
in finding one or more vessels that meet the criteria.
On the last two tabs, the user specifies values that apply to the tank master or barrel master when the operation is closed.
From Tank Attributes
Select the From Tank Attributes tab.
Tank Status |
Specify the availability of the tank (31B/SV). Values are: Active Decommissioned Inactive Not in Branch Out of Commission Waiting for Receipt |
Tank Floor Config (tank floor configuration) |
Specify the type of floor a tank was constructed with (31B/FC). Values include: Flat Sloped |
Tank Placement |
Specify whether the tank is fixed or moveable within the winery (31B/TP) |
Tank Hygiene Status |
Specify the hygiene status of a tank (31B/HS). Values are: Clean Dirty Sanitized Unknown |
Tank Volume Status |
Specify the volume of a tank (31B/VS). Values are: Empty Full Partial Unknown |
Tank Fermentation |
Specify whether the tank can be used as a fermenting vessel. |
Tank Fab Material (tank fabrication material) |
Specify the material that is used in the construction of a tank or other vessel. Values are: Cement. Coated Mild Steel. Concrete. Food Grade Plastic. Stainless Steel. Wood. |
Tank Fermenter |
Specify whether the tank can be used as a fermentation vessel. |
Tank Temp. Control (tank temperature control) |
Specify whether a tank is equipped with a temperature control system for heating or cooling the tank (31B/TC). |
From Tank Location |
Specify the storage location for the From tank. |
UOM Volume |
Specify the unit of measure for the volume of the vessel in UDC (31B/UM). This field is mandatory if you specify the Total Capacity or Tank Cap - White. |
Total Capacity |
Specify the tank's capacity when used for storage. |
Tank Cap - White (tank capacity - white) |
Specify the tank's capacity when used for white wine fermentation. |
UOM Weight |
Specify the unit of measure (31B/UM) in weight. This field is mandatory if you specify the Tank Cap - Red. |
Tank Cap - Red (tank capacity - red) |
Specify the tank's capacity when used for red wine fermentation. |
Capacity Type - Total, White, Red |
Specify whether the value configured is single value, upper value, or lower value. |
To Tank Attributes
Select the To Tank Attributes tab.
Define the tank values for the To tank if you are defining a configured move operation.
Barrel Attributes
Select the Barrel Attributes tab.
Barrel Availability Code |
Specify the availability of the barrel (31B/AC). Values are: Active Culled Destroyed In repair In rework Inactive |
Barrel Color Status |
Specify the color of the material inside the barrel (31B/CB). Values are: Red Spirit White Port |
After Tank Attributes
Select the After Tank Attributes tab.
Specify the values that should be updated in the tank master when the operation is closed for all tanks in the operation.
From/To Tank Status |
Specify the new tank status that should be updated in the tank master when the operation is closed. If this value is blank, the system does not update this field in the tank master. |
From/To Hygiene Status |
Specify the new hygiene status that should be updated in the tank master when the operation is closed. If this value is blank, the system does not update this field in the tank master. |
From/To Volume Status |
Specify the new volume status that should be updated in the tank master when the operation is closed. If this value is blank, the system does not update this field in the tank master. |
After Barrel Attributes
Select the After Barrel Attributes tab.
Specify the values that should be updated in the barrel master when the operation is closed for all barrels in the operation.
From/To Barrel Treatment Operation |
Specify whether the Date Last Treatment and Treatment Method fields are updated in the barrel master when the operation is closed. If this value is blank, the system does not update these fields in the barrel master. |
From/To Barrel Fill Operation |
Specify whether the Date First Use and Number of Fills fields are updated in the barrel master when the operation is closed. If this value is blank, the system does not update these fields in the barrel master. |
From/To Barrel Sulphur Treatment |
Specify whether the Date Last Sulfur field is updated in the barrel master when the operation is closed. If this value is blank, the system does not update this field in the barrel master. |
From/To Treatment Method |
Specify the specific treatment method to update in the barrel master when the operation is closed. If this value is blank, the system does not update this field in the barrel master. |
From/To Barrel Availability Code |
Specify the specific availability c to update in the barrel master when the operation is closed. If this value is blank, the system does not update this field in the barrel master. |
From/To Barrel Color Status |
Specify the specific color status to update in the barrel master when the operation is closed. If this value is blank, the system does not update this field in the barrel master. |
From/To General Comments |
Specify the specific comments to in the barrel master when the operation is closed. If this value is blank, the system does not update this field in the barrel master. |
Costing Attributes
Select the Costing tab.
Apply One-Time Vessel Cost |
Select this option to indicate that you want to apply a one-time cost to the initial use of the vessel. You can apply this one-time costs only to barrels. |
This section provides an overview of workflow statuses and discusses how to set up workflow statuses.
Workflow defines the status of an operation. You can create user-defined workflow statuses to model business processes that use common operation status rules. You must define a default status for each operation status. For example, you must have a default status for draft, one for active, one for actual, and so forth. When you create a new operation, the system uses draft as the default status for the operation status.
Statuses are:
Draft
Active
Actual
Closed
Canceled
You can configure workflow statuses to meet business requirements. This table lists example workflow statuses:
Status |
Configured Workflow Status |
Draft |
Draft Project request form |
Active |
Cellar to write Issued Instructed Scheduled Pending Released Working Authorized |
Actual |
Perform/performed Reviewed Finished Approved Completed |
Closed |
Final Official |
Canceled |
Void |
Set up the Workflow Status UDC table (31B/WF).
Form Name |
FormID |
Navigation |
Usage |
W31B74B |
Blend System Setup (G31B01), Setup Operation Workflow Statuses |
Review existing and add new workflow statuses. |
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W31B74A |
Click the Add button or select a record and click Select on the View Workflow Status form. |
Add new workflow status mappings and edit existing mappings. |
Access the Edit Workflow Status Mapping form.
Workflow Status Name |
Enter the name of the workflow status. For example, a configured workflow status might be Issued, Instructed, Pending, or Cellar to Write. This value must be unique to the status type. |
Operation Status |
Enter a UDC (31B/WF) that specifies the operation status. Values are: 1: Draft 2: Active 3: Actual 4: Closed 5: Canceled |
Default Status |
Specify whether the workflow status that you define and map to one of the operation statuses is the default status to use at that operation status level. Note. You must define a default status for each operation status. For example, you must have a default status for draft, one for active, one for actual, and so forth. When you create a new operation, the system uses draft as the default status for the operation status. |