Master Data
In order for the Barrel Planning module to function correctly, certain Master Data is required. This data is managed at Barrel > Barrel Planning > Maintain Master Data
Operations
The Operations tab contains a list of operations that are linked to the Barrel Planning module. Any work plans containing these operations will be displayed on the main Barrel Planning view.
The link to an operation can be removed by selecting the red link icon next to the operation
The link can be edited by selecting the blue pencil icon next to the operation
A new operation can be linked to Barrel Planning by selecting the ‘Add’ option from the ‘Options’ menu
Topping Group Setup
Topping Group definition is managed within the Topping Group Setup tab. This tab contains a list of all existing topping groups, along with their initial end date, or debarrel date.
Existing Topping Groups can be edited and deleted by selecting the blue pencil icon.
A topping group contains the following information:
Topping Group - the name of the topping group
Initial End Date - the planned debarrel date for the topping group. This is a required date and drives the logic when setting activities with a cadence for the topping group. (See Barrel Planning Site Data)
Topping Vessel Number (optional) - the vessel that will be used to top the topping group
Owner - the name of the person responsible for managing the topping group
Oak Template Setup
Oak Templates are another way of planning out a set of activities with a cadence. An Oak Template is a group of activities, with cadences, that can then be applied on the Main View. For example, if, in general, all chardonnay barrels have a standard starting set of activities, a template can be created which can then be applied to any chardonnay. Oak Templates can be used when planning at the EUR level.
A new Oak Template can be created by selecting 'Add' from the 'Options' menu
Give the template a name, and then select 'Add Activity' to select the activity(s) for the template.
Select Save to create the template.
To edit an existing template, select it in the dropdown, and then select 'Edit' from the 'Options' menu
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