Tracing and Tracking Operations

This chapter provides an overview of tracing and tracking operations and discusses how to trace and track operations.

Tracing and Tracking Operations

This section provides an overview of tracing and tracking and discusses how to:

• Set processing options for Operation Trace/Track (P31B60).

• Trace and track operations.

• View end wine lots.

Understanding Tracing and Tracking Operations

Tracing enables you to follow the bulk material back through its processes to understand how it became a finished product. Tracking enables you to review various parts of operations to understand how the finished product was impacted and how future products might be impacted. You can review actual and planned information, such as start dates, end dates, operational gains, and operational losses to help prevent undesirable results in planned operations. The system displays operations in a tree structure with various icons representing the different types of movements. The indentation of the tree structure represents the levels at which the operations are nested.

You can trace and track lots by:

• Vessel number and class.

• Operation number.

• Date range.

• Additives.

  Additives are items that you set up in the JD Edwards EnterpriseOne Inventory Management and receive through the JD Edwards EnterpriseOne Procurement system. You can trace which ingredients were used to make an additive if the solution was made by the winery.

From the Operation Trace/Track form, you can:

1. Review the details of a selected operation.

2. View details of the Before and After lot of the operation.

3. View the lot master record for the additive item, if you set up the item as lot-controlled.

   See Entering Lot Information.

4. Trace and track the additive item lot using the Lot Trace & Track Inquiry program (P41023).

   See Viewing Lot Transactions.

5. View the end wine lots for the chain of operations traced.

Configured Grid Columns

You can use configured grid columns to view a variety of data. You can specify a named calculation user default path to use in the Operation Trace/Track program by setting up a named calculation default path or by setting the Named Calculation Path Name processing option on the Defaults tab in the Operation Trace/Track program. The system searches for a named calculation path in the processing option first. If it does not find a value, it searches the Named Calculation User Default table (F31B104) for the named calculation path to use for this program in this order:

• User and Application/Report ID.

• User and *ALL.

• Role and Application/Report ID.

• Role and *ALL.

• *ALL and Application/Report ID.

• *ALL and *ALL.

If you do not specify a named calculation user default path, the system does not display any named calculation columns. On the Operation Trace/Track form, you can change the named calculation format by selecting different named calculation formats from the Named Calculation Path and Format field. In addition, you can override the current named calculation format and enter an override named calculation format. To change the named calculation default path, you must close the program and change the named calculation user default path or the value in the Named Calculation Path processing option.

Spirits

For spirit operations, you specify whether you want to see spirit volumes at standard or ambient temperature. If you select Ambient Temperature, you must enter a temperature and unit of measure. The system displays spirit volumes at standard temperature initially, but if you select Ambient Temperature and click Trace Back or Trace Forward, the system displays spirit volumes at ambient temperature.

Prerequisites

To view configured grid columns in the Operation Trace/Track program:

1. Set up a user default path for named calculations.

2. Specify the named calculation path name in the processing options.

Forms Used to Trace and Track Operations

Setting Processing Options for Operation Trace/Track (P31B60)

These processing options control default processing for the Operation Trace/Track program.

Defaults

This processing option controls how the system displays configured grid columns.

Filter

This processing option controls how the system calculates the filter date for tracing and tracking.

Versions

This processing option controls which version the system uses when it calls other programs.

Tracing and Tracking Operations

Access the Operation Trace/Track form.

Base or Configured	Click either Base or Configured to restrict the display to only certain base or configured operations, for example, quality operations. However, the system always displays move operations. If you have specified that you only want to displays quality operations, the system displays quality operations, move operations, but no other in-place operations.
Spirit Volume	If you are tracing or tracking spirit operations, you specify whether you want the system to display volumes at standard or at ambient temperature. If you select Ambient Temperature, you must enter a temperature and temperature unit of measure. The form displays the Temperature field only if you select Ambient Temperature. The system determines the correct spirit volume for the vessel based on the temperature conversion chart that you have set up. Note. When you trace or track spirit operations, the system displays spirit volumes as alcohol or proof volume in the grid, based on the setting in the winery constants.
Temperature	The system displays this field only if you select Ambient Temperature for displaying spirit volumes. In this case, you must enter a temperature and unit of measure. The system issues an error if you leave this field blank.
End Date	Enter a date by which an operation(s) has ended to limit the operations that the system displays.
Blend ID	Enter the blend ID to limit the operations that the system displays.
Single or Multiple Level	Select either Single Level or Multiple Level depending on whether you want to trace or track operations at the top level or whether you want the system to display all top-level operations with associated nested operations. If you select Single Level, the system displays the tree structure in the detail area with nodes next to operations that contain nested operations. You can click the node next to each level to display the nested operations within the higher-level operation.
Named Calculation Path and Format	The system displays the default path from the processing option. You can select a different format from the path
Override Format	To enter a different format, select this option and enter the desired named calculation format.

Viewing End Wine Lots

Access the View End Wine Lots form.

The form displays the end wine lots in the trace/track chain for the selected operation.