Managing Lot Attributes

This chapter provides an overview of lot blending rules, lists common fields, and discusses how to:

• Override lot attributes.

• View blend lot details.

Understanding Lot Blending Rules

Many components, or lot attributes, make up the winemaking process.

You use the system to create blend lots when the winery receives grapes, juice, or blends, or when any operation is performed. When two or more lots are blended together to form an After To lot, the attributes for the After To lot are based on a combination of the attributes of the Before lots. Rules specific to each attribute or child entity are applied to create the attributes or child entities for the new lot. Lot blending rules apply to planned and actual lots.

The system generates a new lot number when any changes occur to a lot attribute or child entity. You can have only one lot number per vessel at any given time.

Lot blending rules exist for these attributes:

• Blend ID

• Material type

• Wine status

• End Use Reservation (EUR)

• Owner

• Composition

• Accumulated additives

• Lot comments

• Style

• Instructed attributes

• Summary attributes

• Lot numbers

• Lot yield percent

• Lot costs

• Lot quality results

Blend ID

Each lot can have only one blend ID. The system uses one of the following four methods to determine the blend ID of the After lot:

• The system enters the blend ID of After lots using the largest contributing lot.

• The system enters the same blend ID value as the Before lot for that vessel.

• The system leaves the blend ID of the After lot blank.

  You must enter a new blend ID or have the system construct a new one.

• The system generates a new blend ID.

  The blend ID of the After lot is carried over to a new blend ID based on the blend ID configuration.

You define this method in the Blend ID Definition program (P31B50).

The system issues a warning if the blend ID does not match the calculated values based on the blend ID definition. The calculated values (not including the sequence number) are visible to identify where the blend ID does not match.

Note. Blend ID can be blank depending on the configured operation, but you must enter a value before you close the operation.

Material Type

Each lot can have only one material type. The system uses a three-level hierarchy to determine the material type of the After lot:

• Configured operation.

  See Setting Up Configured Operations.

• Material type combination table.

  See Setting Up Material Types.

• Largest contributing lot.

If material type is available for the After To lot from the configured operation, the system copies the material type to the resultant lot.

If the material type is not available from the configured operation, the system will perform one of these actions:

• If the To lot is empty, copy the material type from the From lot to the resultant lot.

• If the To lot is not empty and the To and From lots have the same material types, maintain the same material type for the resultant lot.

• If the material types vary, check the material type combination table.

• If the rule is set up, use the material type for the resultant lot.

• If none of these conditions apply, the system uses the material type from the largest contributing lot.

Wine Status

Each lot can have only one wine status. The system uses a two-level hierarchy to determine the wine status of the After lot:

• Configured operation.

  See Setting Up Configured Operations.

• Largest contributing lot.

If a wine status is available from the configured operation, this wine status will be the wine status of the resultant lot.

If a wine status is not available from the configured operation, the system will perform one of these actions:

• If the To lot is empty, copy the wine status from the From lot to the resultant lot.

• If the To lot is not empty and the To and From lots have the same wine status, maintain the same wine status for the resultant lot.

• If the wine statuses vary, supply the wine status from the largest contributing lot as the default.

EUR

A blend lot must have at least one Balance percent EUR. The sum total of the Balance percent EURs must equal 100 percent.

The total fixed volume EURs cannot exceed lot volume.

If you create a new lot by splitting an existing lot, the system splits the lot proportionally for fixed volume EURs and splits the lot for percent EUR according to the original percent.

Calculations for the output lot are:

Volume for Fixed EUR = Total Output Lot volume × (Fixed EUR for Input lot / Volume of Input Lot)%

Volume for % EUR = Remaining Output Lot Volume after calculation for Fixed EUR × % Allocation

When a loss is incurred on a lot, the system adjusts the EUR for the resultant lot. The system takes the loss from the EUR balance records first, and then the fixed records if the loss exceeds the balance. The system validates that the volume for all the fixed EURs, if applicable, does not exceed the total lot volume. If the total exceeds the total lot volume, the system decreases the fixed EUR volume proportionally.

When merging two lots, use the sum of the fixed volume EURs to derive the volume for the EURs on the resultant lot. The percent EURs for the resultant lot should be a weighted average on the remaining volume.

The percent on the balance EURs must total 100 percent and the system should round up to two decimal places. Any addition or subtraction should be taken against the largest EUR.

Owner

A blend lot must have at least one Balance % Owner. The sum total of the Balance % Owners must equal 100 percent.

The total fixed volume owners cannot exceed lot volume.

If you create a new lot by splitting an existing lot, the system splits the lot proportionally for fixed volume owners and splits the lot for % owners according to the original percent.

Calculations for the output lot are:

Volume for Fixed Owner = Total Output Lot Volume × (Fixed Owner for Input Lot / Volume of Input Lot)%

Volume for % Owner = Remaining Output Lot Volume after calculation for Fixed Owner × % Allocation

When the lot incurs a loss, the system adjusts the owner for the resultant lot. The system takes the loss from the owner balance records first, and then the fixed records if the loss exceeds the balance. The system validates that the volume for all the fixed owners, if applicable, does not exceed the total lot volume. If the total exceeds the total lot volume, the system decreases the fixed owner volume proportionally.

When merging two lots, use the sum of the fixed volume owners to derive the volume for the owners on the resultant lot. The percent owners for the resultant lot should be a weighted average on the remaining volume.

The percent on the balance owners must total 100 percent, and the system should round up to two decimal places. Any addition or subtraction should be taken against the largest owner.

Composition

When two lots are blended, the resulting composition is a weighted average result of the two lots.

Composition must always be carried at a fixed number of decimal places that you define at setup. Composition must always add up to 100 percent.

If composition is available for the After To lot from the operation, use this composition for the resultant lot. If composition is not available from the operation and the To lot is empty, the system copies the composition from the From lot to the resultant lot. If composition is not available from the operation and the To lot is not empty, the system applies the blending rules.

When deriving the composition of an output lot, the system derives the composition for the resulting lot using a weighted average of the input composition. This method is illustrated in the following table:

Lot 101 has five composition records with the percentages displayed. Each percentage is translated into an equivalent volume for the block in question. Lot 102 has a similar composition structure to lot 101. When the two lots are blended, the resulting composition is a weighted average result of the two lots. It is calculated as:

1. Equivalent Volume for each input block per Composition Material Type combination = Composition Percentage x Total Lot Volume.

2. Total Consolidated Equivalent Volume for the resulting lot = Sum of the Equivalent Volume for each block per Composition Material Type combination from all the input lots.

3. Composition Percentage for the output lot = Total Consolidated Block Volume / Total Output Lot Volume.

When composition data is generated for a blended lot, the resulting percentages, as calculated, will not necessarily total 100 percent because of rounding errors. A legal requirement stipulates that the composition data for any lot of wine must sum to exactly 100.0000%. To balance the composition records to 100.0000%, you can use either of the following methods to handle rounding. Composition must always be displayed to the same number of decimal places as it is tracked.

• Apply incrementally starting with the largest value.

  A rounding factor of .0001,.01, or some other value (depending on the number of decimal places determined at implementation) is added or subtracted to all blocks starting with the largest and working down to the smallest until the rounding difference is eliminated.

• Apply single variance to largest value.

  The total variance is added or removed to the largest block.

Accumulated Additives

If accumulated additives are available from the operation, the system copies the accumulated additive to the resultant lot. If accumulated additives are not available from the operation and no blending is involved, the system copies the accumulated additives from the From lot to the resultant lot. When blending lots have accumulated additives, the system applies these rules:

• Calculates the cumulative amount value for the After To lot by adding the cumulative amount value for each lot that is being blended.

• Calculates the cumulative parts per million (PPM) or % for the After To lot by taking the weighted average of the cumulative PPM or % for each lot that is being blended.

To calculate for splitting a lot, the system:

1. Copies the cumulative PPM or %.

2. Divides the cumulative amount proportionately to the split volumes.

To calculate for losses, the system:

1. Copies the cumulative PPM or %.

2. Reduces the cumulative amount proportionally to the loss.

   Cumulative Amount = Cumulative Amount × ( 1 − loss / Original Volume )

Lot Comments

If comments are available from the configured operation, the system copies the comments to the resultant lot. Configured operations can also remove comments from a lot. If no blending is involved, the system copies the comments from the From lot to the resultant lot. When two or more lots that contain comments are blended, the system checks the Comment Carry Forward Option for each comment to determine how each comment will be applied to the resultant lot. The values of this option are:

• Comment saved only to this operation and lot. Comment does not carry forward to subsequent operations.

• Comment carried forward to all future lots.

• Comment carried forward only to future lots if this contributing lot equals or exceeds the threshold that is defined in the winery constants.

Style

If style is available for the After To lot from the operation, the system copies the style to the resultant lot. If the style is not available from the operation and the To lot is empty, the system copies the style from the From lot to the resultant lot. If the style is not available from the operation and the operation is blending two or more lots with existing styles, the systems uses the blending rules for blending lot styles. Each style that you want to blend uses the blending method that is set up for that style. The system considers the threshold percent value and blank values handling code in this calculation. The system stores these values in the style when you set up the style.

After applying survey losses to the From Before lot and To Before lot, the system follows this process in calculating the style value:

1. The system calculates the value of any timer or counter styles from the From vessel for the Before lot.

2. The system calculates the value of any time or counter styles from the To vessel for the Before To lot.

3. The system may need to split the From Before lot into a resultant From lot and a movement lot.

4. The system applies equipment and operation styles to the movement lot.

5. The system may need to blend the movement lot with the To lot to get a resultant To lot.

6. The system applies configured operation or vessel styles to the resultant To lot.

After blending the lots if there are configured styles or vessel styles that need to be applied to the After Lot, the system uses the value from the wine effect modifier in the style definition to calculate the effect of the configured operation or vessel style on the lot. For example, if you set the value of the wine effect modifier to Maximum, the system compares the style value of the lot with style value of the configured operation or vessel, and applies the largest value to the To lot.

Instructed Attributes

Each lot can have up to 12 instructed attributes (four numeric, four string, and four date). The system uses the configured operation to determine the After lot's instructed attributes:

Summary Attributes

For each lot, the system calculates lot summary attributes from the definition that you set up for the branch/plant. When a new lot is created, the system calculates the lot summary attributes from the definition that has been set up for the winery.

Based on the source of the lot summary attributes, the value needs to be assigned to the lot in one of these ways:

• Calculated

• Selected

The final step in calculating the lot's properties is to build the summary attributes. This is the last step because most of the summary attributes are derivations of the other lot entities.

The system determines the blending rule only for the instructed lot summary attributes from the configuration of the lot summary attribute.

The system performs calculations based on these blending rules:

• Use Largest Value

  Locate the largest value for a particular attribute form all the lots that are being blended. Use the largest value for the attribute of the new lot.

• Use Smallest Value

  Locate the smallest value for a particular attribute from all the lots that are being blended. Use the smallest value for the attribute of the new lot.

• Use Average Value

  Use the weighted average value of the attribute on all blended lots. The weighted average is based on quantity (volume or weight).

• No Calculation

  Do not derive a new value for this summary attribute. This summary attribute is blank after a blending operation.

• Equal Only

  The resulting lot is set only if the value of all the contributing lots is equal; otherwise, it is blank.

• Use Largest Lot

  Use the value from the largest lot involved in the blend.

The system checks the configuration of the lot summary attribute for Threshold %. If a threshold exists, the system applies the Threshold % to the calculation. This value defines the smallest lot to include in the calculations. For instance, when adding a small amount of wine to a large container, you may want to ignore the smaller lot rather than blend the attributes.

The system checks the lot summary attribute configuration for the Blank Value Handling method. If the value for one or more of the lots is blank, the blank value is treated in one of these ways:

• Treat blank values as 0.

• Ignore blank values.

  This lot would be excluded just as in the preceding minimum threshold.

• Don't calculate.

  Don't calculate a value if any of the blended lots has a blank value for this attribute.

These rule values need to be assigned to the the lot summary attributes during setup.

Lot Numbers

The system generates a new lot number whenever an operation occurs against a lot. Only one lot number can exist per vessel at any one time.

Lot Yield Percent

If lot yield percent is available for the From lot, copy the lot yield percent from the From lot to the resultant lot. This value is assigned to the After To lot. No lot blending rules exist for lot yield percent.

Cumulative lot yield is the accumulated yield of the lot as it moves through all the processes in its cycle. If the cumulative lot yield percent is not available from the operation, the system applies these calculations:

The following calculation example is for in-place:

• To Before Lot 1: 1000 gallon (CumLotYield = 90%)

• Survey Loss on To Lot: 10 gallon (CumLotYield 90% * 99% = 89.1%)

• To After Lot 2 (CumLotYield = 89.1%)

The following calculation example is for an empty To vessel:

• From Before lot 1: 1000 gallon (CumLotYield = 90%)

• To Before empty

• Survey loss on From Lot: 10 gallon (CumLotYield 90% * 99% = 89.1%)

• From After lot 2,200 gallon (CumLotYield=89.1%)

• To After lot 3,770 gallon measured

  • Measures infer 20-gallon loss of 790-gallon movement lot

  • Movement lot (CumLotYield 89.1%*97.47 = 86.84%)

• To After lot 3 (CumLotYield = 86.84%)

The following calculation example is for a Non Empty To Vessel:

• From Before Lot 1: 1000 gallon (CumLotYield = 90%)

• To Before Lot 2 100 gallon (CumLotYield = 95%)

• Survey Loss on From Lot: 10 gallon (CumLotYield 90% * 99% = 89.1%)

• From After Lot 3: 200 gallon (CumLotYield = 89.1%)

• To After Lot 4 870 gallon measured

  • Measures infer 20-gallon loss of 790-gallon movement lot

  • Movement Lot (CumLotYield 89.1%*97.47 = 86.84%)

• To After Lot 4 (CumLotYield = (86.84% X 770gal + 95% X 100 gallon) / 870 gallon = 87.78%))

To After Yield = (Volume Moved * Volume Moved Yield + Volume To Before * To Before Yield) / To After Volume

Lot Cost

Each lot contains the costs for operations. For example, costs might include dry goods (inventory items), additives, equipment, depreciation on equipment, or staffing costs. Additionally, any gains or losses are included in lot costs.

For operational costing, you can set up three gain and loss methods to determine how the lot costs are adjusted for gains and losses. You set up these gain and loss methods using the Configured Operation program (P31B75P). They include:

• Proportional: Adjust unit cost up or down to reflect gain or loss; the total cost does not change.

• Cost Component: Add a user-defined cost component to lot costs in the amount of the gain or loss.

• Expense: Adjust total amount by the amount of gain or loss; unit cost does not change.

Lot Quality Results

After you perform quality tests on each lot, you enter the test results for the lot. The system stores the quality results with each lot. The results include the test result name, equipment and consumables that you use to perform the test, results and dates, and expiration date of the test.

When you blend two lots of wine, the system creates a new blend lot, carrying forward the test results. For any non-QA operation, the system performs a blend calculation on the quality test results. The system uses the earliest expiration date from test results from either lot. The system includes expired results in the blend rule calculation. Blend rules are hard-coded in user-defined code (UDC) 31/QB.

The system performs the same calculations as described in Summary Attributes and also provides these additional blending rules:

• Sum

  The system calculates the sum of all lots that are being blended.

• One Lot

  The system does not derive a new value for this summary attribute. This summary attribute is blank except when only one lot contains a value.

Common Fields Used in This Chapter

Overriding Lot Attributes

This section provides an overview of overriding lot attributes and discusses how to override lot attributes.

Understanding Overriding Lot Attributes

This section describes the detailed steps that are required to manually override lot attributes. Lot attributes can be overridden only if the configured operation has been set up to allow changes to those specific attributes.

You assign attributes to all bulk material (for example, wine, juice, must, grapes, and finished wine) when you enter them into the system. The system tracks a parcel of bulk material by what is known as a lot. The lot can inherit properties from the block, the operations on the lot, or both. You can enter lot attributes from source documents if you receive the material from an external supplier. The lot inherits all the details from either the source or from what is set in the operations.

Lot attributes are key components about wine that are derived from the processes that the wine goes through. Winemakers often need to make decisions about changing the lot attributes based on observations about the wine during the process of instructing and elaborating an operation. You must be able to enter this information as an attribute of the blend lot.

You can change instructed lot attributes if you find that some data is more or less important than what was originally planned. Historical blend lots are not affected if you change an instructed lot attribute definition. The system calculates active and future blend lots on the most recent definition. For instance, you might change a threshold to reflect a closer focus on that data point, or you might add or remove a style value from a list to reflect changing use of styles. Modifying attributes also enables reuse of an instructed lot attribute for a different purpose because a fixed number of lot attributes exist.

You can define an instructed lot attribute at the implementation level to use across wineries. You can set up Instructed attribute definitions though operation configuration or within operations, rather than calculating them from set formulas. Instructed lot attributes can be source data for Blend IDs.

An instructed lot attribute is composed of:

• Identifier

• Description

• Status (active or inactive)

• Data type (character, numeric, or string)

You can change an instructed lot attribute from active to inactive status or vice versa. When you change the status of an instructed lot attribute definition to inactive, the system no longer uses it to calculate the value for any blend lots that are created after the change. Setting an instructed lot attribute to inactive enables you to set up definitions before they are used.

Form Used to Override Lot Attributes

Overriding Lot Attributes

Access the Instruct Lot Attributes form.

Select the vessel for which you want to review or revise lot attributes. You cannot modify Before lot attributes.

After EUR

Select the After EUR area.

EUR Code	Enter the EUR short code.
F/B Flag (fixed or balanced flag)	Specify whether the EUR is a fixed or balanced allocation.
Quantity	Enter the fixed quantity for the lot EUR.
Percentage	Specify the percentage of the lot EUR.

After Composition

Select the After Composition area.

Source Type	Specify the source type of the composition. Values are:. BLK: Block HAR: Harvest PO: Purchase order These values are stored in the Source Code UDC table (31B/SR). Sources other than blocks or harvests are identified by a special handling code. If you enter a block short code, harvest period, and harvest suffix, the composition details are derived from the harvest. In this case, you cannot enter composition details manually. If the source is something other than a block or harvest, for example a purchase order, you can manually enter composition details.
Variety Code	Enter a code that represents a particular variety of grape.
Appellation	Specify the appellation to be used in the operation.
Harvest Period	Specify the year in which the grapes were harvested.
Percentage	Specify the percentage of the composition to be used in the operation.
Quantity	Specify the total quantity of the composition to be used in the operation.
Block Short Code	Specify the block as the source of composition details.
Harvest Suffix	Specify the harvest suffix as the source of composition details.
Comp Material Type (composition material type)	Specify the material type to be used in the composition.
Growing Area Short Code	Specify the growing area for the

After Owner

Select the After Owner area.

Owner Short Code	Enter the short code that is associated with the owner.
F/B Flag (fixed or balanced flag)	Specify whether the owner is a fixed or balanced allocation.
Quantity	Enter the fixed quantity for the owner.
Percentage	Enter the percentage for the owner.

After Comments

Select the After Comments tab.

Comment Option	Specify the type of option from UDC (31B/LC), for a comment. Values are: A: Do not carry forward. B: Carry forward to all future lots. C: Carry forward if the contribution is greater than the threshold that is specified in the winery constants.
Comment Code	Specify the type of comment from UDC (31B/CM).
Tester	Enter the name of the user.
Comments	Enter comments that are relevant to the lot.

After Accumulated Additives

Select the After Accumulated Additives tab.

You can change accumulated additives only as part of an error correction operation.

After Style

Select the After Style tab.

Style Item	Enter the short code for the style; for example, PUMP.
Style Value	Enter the value that is associated with the Style Data Type field.
Style Description	Displays the default value from the value that you enter in the Style Item field. For example, if you enter PUMP, the system populates this field with Pump Overs.
Style Type	Specify the type of style, UDC (31B/TY), to be used in the operation.
Style Data Type	Specify the type of style data, UDC (31B/DT),  to be used in the operation.
Status	Indicate whether the style is active or inactive.
Style Date	Enter a date for the style.

Viewing Blend Lot Details

This section discusses how to view blend lot details.

Form Used to View Wine Lot Details

Viewing Blend Lot Details

Access the View Wine Lot Details form.

Composition View	Click to access the Composition View form. See P31B311 - Composition View.
Print Lot Details	Click to run the Lot Detail print report (R31B31A). You can also run this report form the Composition View form.

Lot Attributes

Select the Lot Attributes tab.

If you are viewing details for a virtual lot, the Virtual Lot Indicator field indicates the type of virtual lot.

If the material type of the lot is a spirit, the form displays the spirit volume as alcohol or proof volume, based on the setting in the winery constants.

The system displays the lot quantity, operation gain or loss, survey gain or loss, blend ID, wine status and material type for the operation.

The Cumulative Lot Yield field displays the accumulated gains and losses from the preceding and current operations. If you have set up configured operations as block extraction operations, the system sets the cumulative yield to zero for in-place operations with valid From After lots and for movement operations with valid To After lots.

EUR

Select the EUR tab.

The system displays the EUR details for the current lot.

Composition

Select the Composition tab.

The system displays the composition details for the current lot.

Style

Select the Style tab.

The system displays the style details for the current lot.

Owner

Select the Owner tab.

The system displays the owner details for the current lot.

Accumulated Additives

Select the Accumulated Additives tab.

The system displays accumulated additives for the current lot.

Comments

Select the Comments tab.

The system displays comments for the current lot.

Summary Attributes

Select the Summary Attributes tab.

The system displays summary attribute values for the current lot.

Lot Costs

Select the Lot Costs tab.

The system displays lot costs for the current lot.

Quality Results

Access the Quality Results tab.

The system displays quality results entered for the current lot.