17 UX One Role: Winemaker (Release 9.2 Update)

This chapter discusses:

17.1 Understanding the Winemaker UX One Role

The Winemaker role, and the associated UX One pages and components, enable users to:

  • Monitor trends over time for wine in different vessels.

  • Tailor the wine making process with up-to-the minute information.

  • Make informed decisions based on test results at various stages.

The Winemaker pages enable users to receive important alerts, analyze data, and act on the information they see.

Note:

The information provided for you in this documentation describes a specific UX One role, and the associated pages and components, that were delivered.

You can use these roles, pages, components, queries, grid formats, and form layouts as they are delivered, or you can modify them to more closely meet the requirements of your organization.

See Section 1.1, "Understanding UX One Roles"

17.2 Prerequisites

Before using the Winemaker role (WINEMKRJDE), and the components listed in this documentation, your system administrator must complete the steps to associate the user ID with the WINEMKRJDE role.

After this setup is complete, the users who log in with this role will automatically see the pages for their role when they log in to the JD Edwards EnterpriseOne system.

See Setting Up a Role Relationship in the JD Edwards EnterpriseOne Tools Security Administration Guide.

17.2.1 Prerequisite Reading

Before using the Winemaker role, you should have a complete understanding of the components and applications that are accessible from the pages. Additional, essential information is provided in the JD Edwards EnterpriseOne Applications Blend Management Implementation Guide. See Introduction to JD Edwards EnterpriseOne Blend Management.

17.3 Using the Winemaker UX One Role

You use the Winemaker role to access these UX One pages:

  • Winemaker Operations (P31B001X|W31B001XA)

  • Winemaker Receipts (P31B001X|W31B001XB)

  • Winemaker Shipment/Bottling (P31B001X|W31B001XC)

17.3.1 UX One: Winemaker Operations Page

The Winemaker Operations page (P31B001X|W31B001XA) enables users to:

  • Receive alerts regarding the operations in error, open and closed crush, additive operations, and operations that use consumables.

  • Analyze crushed quantities, test results, additive operations, and operations that use consumables.

  • Act quickly by easily accessing the Blend Management programs.

To access the UX One Winemaker Operations page, log in to the EnterpriseOne system using the Winemaker role.

This graphic illustrates the Winemaker Operations page:

Figure 17-1 Winemaker Operations Page

Description of Figure 17-1 follows
Description of ''Figure 17-1 Winemaker Operations Page''

Watchlist Alerts

These alerts are based on EnterpriseOne programs. By default, the alerts are set up to use queries that are based on delivered demo data. Each of these queries is associated with a specific program version. To use a different query or call a different program version, you can modify these queries or create new queries that better meet your requirements. Additionally, these watchlists have been set up with specific warning and critical threshold values. You can adjust these values to meet your requirements.

This table lists and describes the watchlist alerts that are available on the Winemaker Operations page:

Watchlist Alert Description
Operations in Error This alert tells users the number of operations that are in error status.

This alert is based on the Operation Search - Search For Operations program (P31B94).

When you click the alert, the system displays the Search For Operations form.

Operations in Warning This alert tells users the number of operations that are in warning status due to an error in another operation.

This alert is based on the Operation Search - Search For Operations program (P31B94).

When you click the alert, the system displays the Search For Operations form.

Open Crush This alert tells users the number of crush operations that are in active status.

This alert is based on the Operation Search - Search For Operations program (P31B94).

When you click the alert, the system displays the Search For Operations form.

Closed Crush This alert tells users the number of crush operations that are in closed status, and within the actual start date specified in the advanced query.

This alert is based on the Operation Search - Search For Operations program (P31B94).

When you click the alert, the system displays the Search For Operations form.

Additive Operations This alert tells users the number of additive operations that are in active or closed status, and within the actual start date specified in the advanced query.

This alert is based on the Operation Additives Inquiry - Operation Additives Inquiry program (P31B99).

When you click the alert, the system displays the Operation Additives Inquiry form. The following form layout is available:

  • Consumables Inquiry Operation (Release 9.2 Update)

The following grid format is available:

  • Basic

Consumables This alert tells users the number of operations that use consumables, and are within the actual start date specified in the advanced query.

This alert is based on the Consumables Inquiry - Consumables Inquiry program (P31B100).

When you click the alert, the system displays the Consumables Inquiry form. The following grid formats are available:

  • Basic

  • Simple


For additional information about the programs accessed by these tasks, see Managing Operations in the JD Edwards EnterpriseOne Applications Blend Management Implementation Guide.

Charts

These charts are based on EnterpriseOne programs. By default, the charts are set up to render using queries that are based on delivered demo data. Each of these queries is associated with a specific program version. To use a different query or call a different program version, you can modify these queries or create new queries that better meet your requirements.

This table lists and describes the charts that are available on the Winemaker Operations page:

Component Title Description
Crushed Quantities (P31B94X|W31B94XA) Use this chart to review the quantity of grapes crushed based on the actual start date. The chart shows the quantity from the crush operation, along with operational and survey losses (or gains).

This chart is based on the Operation Search - Search For Operations program (P31B94).

Test Results (P37902X|W37902XB) Use this chart to review test results based on the test dates. The advanced query restricts this chart to test results from one test ID. The test value for that test ID must be numeric.

This chart is based on the Test Results Inquiry - Test Results Analysis program (P37902).

Additive Operations (P31B99X|W31B99XA) Use this chart to review additive operations by number of operations or quantity of the additives on the operations.

This chart is based on the Operation Additives Inquiry - Operation Additives Inquiry program (P31B99).

Additionally, you can use the drop-down menu on the top of the chart to change the data that the system displays. You can select from these options:

  • Count

  • Quantity

Consumables (P31B100X|W31B100XA) Use this chart to review the quantity of consumable items used on active operations.

This chart is based on the Consumables Inquiry - Consumables Inquiry program (P31B100).


Springboard Tasks

You use tasks to access EnterpriseOne programs and other UX One pages. These tasks are included in a springboard on the page.

This table lists and describes the tasks on the Winemaker Operations page:

Task Description
Operations Search Use this task to access the Operation Search - Search For Operations program (P31B94).
Operations List View Use this task to access the Operations List View - Operations List program (P31B80).
Additive Workbench Use this task to access the Additive Workbench - Manage Additive program (P31B84).
View Results Use this task to access the View Results - View Results program (P3711A).
Sample Workbench Use this task to access the Sample Workbench - Search for Samples program (P31B62).
Winemaker Receipts Use this task to access the Winemaker Receipts page (P31B001X|W31B001XB).
Winemaker Shipment/Bottling Use this task to access the Winemaker Shipment/Bottling page (P31B001X|W31B001XC).

For additional information about the programs accessed by these tasks, see these topics in the JD Edwards EnterpriseOne Applications Blend Management Implementation Guide:

17.3.2 UX One: Winemaker Receipts Page

The Winemaker Receipts page (P31B001X|W31B001XB) enables users to:

  • Receive alerts regarding upcoming harvests, active and closed weigh tags, and open and closed BOL operations.

  • Analyze the estimated quantities, quantities received, and bill of lading quantities.

  • Act quickly by easily accessing the Blend Management programs.

To access the UX One Winemaker Receipts page, log in to the EnterpriseOne system using the Winemaker role. When you log in with this role, the system automatically displays the Winemaker Operations page. Click the Winemaker Receipts task on the springboard to access the Winemaker Receipts page.

This graphic illustrates the Winemaker Receipts page:

Figure 17-2 Winemaker Receipts Page

Description of Figure 17-2 follows
Description of ''Figure 17-2 Winemaker Receipts Page''

Watchlist Alerts

These alerts are based on EnterpriseOne programs. By default, the alerts are set up to use queries that are based on delivered demo data. Each of these queries is associated with a specific program version. To use a different query or call a different program version, you can modify these queries or create new queries that better meet your requirements. Additionally, these watchlists have been set up with specific warning and critical threshold values. You can adjust these values to meet your requirements.

This table lists and describes the watchlist alerts that are available on the Winemaker Receipts page:

Watchlist Alert Description
Upcoming Harvests This alert tells users the number of harvests that have a planned maturity date within the date range specified in the advanced query.

This alert is based on the Harvest Workbench - Manage Harvests program (P40G032).

When you click the alert, the system displays the Manage Harvests form.

Active Weigh Tags This alert tells users the number of weigh tag operations that are currently active.

This alert is based on the Operation Search - Search For Operations program (P31B94).

When you click the alert, the system displays the Search For Operations form.

Closed Weigh Tags This alert tells users the number of weigh tag operations that are closed.

This alert is based on the Operation Search - Search For Operations program (P31B94).

When you click the alert, the system displays the Search For Operations form.

Open BOL This alert tells users the number of Bill of Lading (BOL) operations that are currently open.

This alert is based on the BOL Inquiry - BOL Inquiry program (P31B97).

When you click the alert, the system displays the BOL Inquiry form. The following form layout is available:

  • BOL Details (Release 9.2 Update)

The following grid formats are available:

  • Basic

  • Simple

Closed BOL This alert tells users the number of Bill of Lading (BOL) operations that are closed.

This alert is based on the BOL Inquiry - BOL Inquiry program (P31B97).

When you click the alert, the system displays the BOL Inquiry form. The following grid formats are available:

  • Basic

  • Simple


For additional information about the programs accessed by these Watchlist alerts, see these topics:

Charts

These charts are based on EnterpriseOne programs. By default, the charts are set up to render using queries that are based on delivered demo data. Each of these queries is associated with a specific program version. To use a different query or call a different program version, you can modify these queries or create new queries that better meet your requirements.

This table lists and describes the charts that are available on the Winemaker Receipts page:

Component Title Description
Estimated Quantities By Planned Maturity Date (P40G03X|W40G03XC) Use this chart to review the estimated quantity of produce that may be received based on the planned maturity date.

This chart is based on the Search for Harvests - Search for Grower Harvests program (P40G03).

Additionally, you can use the drop-down menu on the top of the chart to change the data that the system displays. You can select:

  • Variety

  • Appellation

  • Block Code

Quantities Received (P31B85X|W31B85XB) Use this chart to review the quantity of produce received from various harvests.

This chart is based on the Weigh Tag Inquiry - Weigh Tag Inquiry program (P31B85).

Additionally, you can use the drop-down menu on the top of the chart to change the data that the system displays. You can select:

  • Harvest Name

  • Block Code

Quantities Received (P31B85X|W31B85XA) Use this chart to review the quantity received for different varieties or End-use reservation (EUR).

This chart is based on the Weigh Tag Inquiry - Weigh Tag Inquiry program (P31B85).

Additionally, you can use the drop-down menu on the top of the chart to change the data that the system displays. You can select:

  • Variety

  • EUR

Bill of Lading Quantities (P31B97X|W31B97XA) Use this chart to review the quantity received for Bill of Lading.

This chart is based on the BOL Inquiry - BOL Inquiry program (P31B97).

Additionally, you can use the drop-down menu on the top of the chart to change the data that the system displays. You can select:

  • Material Type

  • EUR

  • Supplier


Springboard Tasks

You use tasks to access EnterpriseOne programs and other UX One pages. These tasks are included in a springboard on the page.

This table lists and describes the tasks on the Winemaker Receipts page:

Task Description
Harvest Workbench Use this task to access the Harvest Workbench - Manage Harvests program (P40G032).
Search for Harvests Use this task to access the Search for Harvests - Search for Grower Harvests program (P40G03).

The following form layout is available:

  • Weigh Tags

Weigh Tag Workbench Use this task to access the Weigh Tag Workbench - Search For Operations program (P31B94).
Operations List View Use this task to access the Operations List View - Operations List program (P31B80).

For additional information about the programs accessed by these tasks, see these topics:

17.3.3 UX One: Winemaker Shipment/Bottling Page

The Winemaker Shipment/Bottling page (P31B001X|W31B001XC) enables users to:

  • Receive alerts regarding open and closed bottling operations and overdue removal operations.

  • Analyze bottled quantities and removed quantities.

  • Act quickly by easily accessing the Blend Management programs.

To access the UX One Winemaker Shipment/Bottling page, log in to the EnterpriseOne system using the Winemaker role. When you log in with this role, the system automatically displays the Winemaker Operations page. Click the Winemaker Shipment/Bottling task on the springboard to access the Winemaker Shipment/Bottling page.

This graphic illustrates the Winemaker Shipment/Bottling page:

Figure 17-3 Winemaker Shipment/Bottling Page

Description of Figure 17-3 follows
Description of ''Figure 17-3 Winemaker Shipment/Bottling Page''

Watchlist Alerts

These alerts are based on EnterpriseOne programs. By default, the alerts are set up to use queries that are based on delivered demo data. Each of these queries is associated with a specific program version. To use a different query or call a different program version, you can modify these queries or create new queries that better meet your requirements. Additionally, these watchlists have been set up with specific warning and critical threshold values. You can adjust these values to meet your requirements.

This table lists and describes the watchlist alerts that are available on the Winemaker Shipment/Bottling page:

Watchlist Alert Description
Open Bottling Operations This alert tells users the number of bottling operations that are currently open.

This alert is based on the Operation Search - Search For Operations program (P31B94).

When you click the alert, the system displays the Search For Operations form.

Closed Bottling Operations This alert tells users the number of bottling operations that are closed, and within a date range specified in the advanced query.

This alert is based on the Operation Search - Search For Operations program (P31B94).

When you click the alert, the system displays the Search For Operations form.

Overdue Removals This alert tells users the number of removal operations that are in active status, but have an instructed start date that is a few days earlier than the current date.

This alert is based on the Operation Search - Search For Operations program (P31B94).

When you click the alert, the system displays the Search For Operations form.


For additional information about the programs accessed by these watchlist alerts, see Managing Operations in the JD Edwards EnterpriseOne Applications Blend Management Implementation Guide.

Charts

These charts are based on EnterpriseOne programs. By default, the charts are set up to render using queries that are based on delivered demo data. Each of these queries is associated with a specific program version. To use a different query or call a different program version, you can modify these queries or create new queries that better meet your requirements.

This table lists and describes the charts that are available on the Winemaker Shipment/Bottling page:

Component Title Description
Bottled Quantities (P31B94X|W31B94XB) Use this chart to review the quantities of bottling operations based on the actual start date. The chart shows the quantity bottled and any operational or survey losses (or gains).

This chart is based on the Operation Search - Search For Operations program (P31B94).

Removed Quantities (P31B94X|W31B94XC) Use this chart to review the quantities that have been removed through various operations.

This chart is based on the Operation Search - Search For Operations program (P31B94).


Springboard Tasks

You use tasks to access EnterpriseOne programs and other UX One pages. These tasks are included in a springboard on the page.

This table lists and describes the tasks on the Winemaker Shipment/Bottling page:

Task Description
Operations Search Use this task to access the Operations Search - Search For Operations program (P31B94).
Operations List View Use this task to access the Operations List View - Operations List program (P31B80).

For additional information about the programs accessed by these charts, see Managing Operations in the JD Edwards EnterpriseOne Applications Blend Management Implementation Guide.