Barrel Planning Site Data
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The Barrel Planning Site Data page is used to manage the make-up of Topping Groups and the connection of EURs into Barrel Planning.
This page is accessed at Barrel > Barrel Planning > Maintain Site Data
To manage data, first select the location:
To manage Topping Groups, select the Topping Group Management tab and then select the Topping Group
The Topping Group management view will then be shown for the selected Topping Group.
Within this view there are 3 functions.
A physical location can be set against a Topping Group to keep track of where in the winery the Topping Group is located.
Barrel Groups (or VBTs) can be added and removed from the Topping Group on the right of the screen. To add a new Barrel Group vessel to the Topping Group, search for the vessel(s), select the checkbox, then click the arrow to move it/them across to the left of the panel. The Barrel Groups will now be part of the Topping Group
The Operations Cadence function allows an activity to be set against a Topping Group with a certain cadence.
On the left of screen, under ‘Operations Cadence’, select the Operation and enter the frequency. Then select ‘Save’. This will then result in a set of Work Plans being created, back-dating from the Initial End Date against the Topping Group (set on the Master Data - Topping Group Setup page), at the entered frequency. For example, if Top Barrels from Tank is the selected operation and a Frequency of 4 is set, a work plan will be created every 4 weeks, working back from the Initial End Date to the current date.
A confirmation of how many work plans have been created will display in the top right of the screen
The work plans can then be seen on the Main View
In order to plan against an EUR, the EUR must have a debarrel date set against it. This is the date that it is anticipated that any of the EUR in barrel will be debarreled. This date is only used for planning purposes for any EUR that is not in barrel. Once in Barrel, debarrel dates are managed at that level. (See Master Data-Topping Group Setup). An EUR requires a debarrel date in order to be seen and managed on the EUR main view (See Planning at the EUR Level)
All EURs with debarrel dates can be seen on the Debarrel Date Management tab.
To add an EUR, select ‘Add’ from the ‘Options’ menu.
And enter the details for the EUR.
This EUR will now appear and be able to be planned against in the EUR view.
