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.
- Operation Code
Enter a unique, user-defined name to identify the configured operation. This field is required. The user must specify this code to instantiate an operation.
- Base Operation Code
Select a base operation code for the basis of the operation. Use the visual assist to review all available base operation codes and descriptions.
- Operation Description
Enter a user-defined description for the configured operation.
- Perform Survey Measure
Select this option to instruct cellar personnel to take a survey measure. This value is a default, but you can override it for an operation instance.
- Show Before Measures
Select to display the Before measure to the cellar personnel. This value is a default, but you can override it for an operation instance.
- Fortification
Select to indicate that the configured operation you are creating is used to move bulk material with a spirit material type into a vessel containing a non-spirit material type. This process is called fortification. If this option is selected, the operation is included when you generate the Fortification report (R31B70).
- Perform After Measure
Specify when to perform the After measure. This value is a default, but you can override it for an operation instance. Values are:
Do not measure: Accept planned values as actual.
Final measure: Report the final measure for each vessel.
Intermediate measure: Report intermediate measures after each individual movement within the operation.
- Instruction Method
Select an instruction method. This value represents the method of instructing the volume to be moved. This value is a default, but you can override it for an operation instance. Values are:
None: Select this value when no movement occurs (this selection applies to in-place operations).
From After: User instructs the total quantity to decrease the From vessel to once the movement is complete.
From Move: User instructs the total quantity to move out of the From vessel.
To After: User instructs the total quantity to increase the To vessel to once the movement is complete.
To Move: User instructs the total quantity to move into the To vessel.
Use this field in conjunction with the Distribution Method field when the operation consists of multiple movements.
- Distribution Method
Use this field in conjunction with the Instruction Method field. The distribution method identifies how single movement instructions are distributed among multiple vessels. This value is a default, but you can override it for an operation instance. Values are:
None: Select this value when no movement occurs (this selection applies to in-place operations).
Equal: When you specify a single quantity for a From or To vessel, the system splits the quantity evenly among the To vessels.
To Vessel Capacity: When you specify a single quantity for a From vessel, the system splits the quantity that was moved in proportion to the capacity that is available in the To vessels.
Percentage: When you specify a single quantity for a From or To vessel, you can enter a percentage that determines the quantity to allocate from either the From or To vessels and splits the quantity to be moved accordingly.
Move to Capacity: When you select this option, the system moves volume from the first From tank to the To tanks, based on capacity, and then moves volume for the next From tank to the next To tank with available capacity until all volume is moved from the From tanks to the To tanks. For example, if you have three From tanks and four To tanks, the system moves the volume from the first From tank to the first To tank until the first To tank is full. The system then moves volume (if any) from the first From tank to the second To tank until the second To tank is full. The system cycles through all of the From tanks, filling each To tank to capacity before beginning to fill the next To tank, until all volume is moved from the From tanks to the To tanks. If a To tank remains empty at the end of the move operation, the system does not generate a To tank record for the empty tank.
Blend to Capacity: When you select this option, the system combines the movement volume of the From tanks, then redistributes the blended volume to the To tanks based on capacity. If a To tank remains empty at the end of the move operation, the system does not generate a To tank record for the empty tank.
For example, suppose that you have:
Two From tanks with a volume of 500 gallons in each.
Four empty To tanks the each have a capacity of 600 gallons.
To distribute the combined volume of the From tanks, the system:
Sums the total volume of the From tanks (500 + 500 = 1000).
Fifty percent of the contribution of the total volume comes from each From tank. Note that you can have From tanks with different volumes to move, such as 400 gallons in one From tank, and 600 gallons in another From tank.
Fills the first To tank with 600 gallons, with 300 gallons moved from each of the From tanks.
The 600 gallons in the first To tank is a blended volume with an equal amount of the volume from each From tank.
The remaining volume to move is now 400 gallons; the original blended amount of 1000 gallons minus the 600 gallons moved to the first To tank.
Fills the second To tank with the remaining volume of 400 gallons, with 200 gallons moved from each of the From tanks.
The second To tank has a remaining capacity of 200 gallons.
Does not create records for moved volume for the third and fourth To tanks because no volume is moved to those tanks.
- Harvest Operation
Specify whether the operation is a harvest operation. This field is used only for searching and identifying Configured Operations.
- Block Extraction
Select to indicate that this is a yield calculation point in the blend process. You can track the yield of a block up to a certain point in the blend life cycle. You can select operations as the point at which this yield is calculated, which will cause the volume at the end of the operation to be used for block yield calculations.
- From Vessel Class and To Vessel Class
Displays type of From Vessel and To Vessel used in the operation as defined by the base operation. Values are:
Bill of Lading
Bottling
Harvest
Tank
VBT
Weigh Tag
Note: For in-place operations, you can specify only a From vessel.- VBT Uses
Indicates whether the operation uses barrels or containers. The value in this field is determined by the system. If the base operation is set to allow the vessel class to be overridden, you can specify a value here.
- Default Container Type
This field is required only for the tank-to-container (T2C) operation. You specify the default value that the system uses when you create a new virtual container tank (VCT).
- From Material Type UOM
Specify the unit of measure for the From (source) material type in terms of volume, weight, or area. This value is critical for the system to correctly perform unit of measure conversions within an operation.
Note: To perform a crush operation on the bulk material that you receive on a weigh tag, you must specify Weight as the unit of measure for the From material type.- To Material Type UOM
Specify the unit of measure for the To (destination) material type in terms of volume, weight, or area. This value is critical for the system to correctly perform unit of measure conversions within an operation.
- Operation Form Title
Enter a customized title that the system displays when you enter operation information in the Create/Edit Operations Detail program (P31B87).
- Permission List Type
Specify the type of permission list used for workflow security for the configured operation you are defining. The permission list type determines which users and roles you associate with specific configured operations and what actions they are able to perform. You set up the operation security definitions in the Operation Security program (P31B922).
If you leave this processing option blank, operation workflow security is disabled.