Base Level Master Data

Master Data entities which are not managed within the context of a Location can be added and updated via 2 different methods, depending on the entity. The options within each method are largely the same, with the ability to add, edit, delete and import items. Instructions for each method can be found at the following locations, and a list of which entities are managed via each method, along with dependent entities, is shown below.

Method 1: Managing entities via the grid

Method 2: Managing entities via the Master Data page

Some entities contain references to other entities, and hence the order of entering Master Data is important in some cases.

The following table shows each entity, the method used to manage the master data, the URL for the Master Data page, and any other entities on which that entity is dependent (and hence which should be set up first).

Entity	Method	URL	Referenced Entities	Dependent Entities > Fields	Other Attribute Notes
Routing Header	Grid	https://<instance>.vinoez.com/routing-header
Country	Grid	https://<instance>.vinoez.com/countries
Varietal	Grid	https://<instance>.vinoez.com/varietals
Base EUR	Grid	https://<instance>.vinoez.com/eur-base-master	Routing Header	Routing ID = Routing Header.Router ID
Region	Grid	https://<instance>.vinoez.com/regions	Country	Country Code = Country.Country Code
Planning Region	Grid	https://<instance>.vinoez.com/planning-regions	Region	Region Code = Region.Region Code
Appellation	Grid	https://<instance>.vinoez.com/appellations	Planning Region	Planning Region Code = Planning Region.Planning Region Code
MPF	Grid	https://<instance>.vinoez.com/mpf	Appellation	Appellation = Appellation.Appellation Code Varietal=Varietal.Varietal Code	Parent MPF (Optional) = MPF value of another MPF Primary EUR Base = EUR Base.EUR Base
EUR	Grid	https://<instance>.vinoez.com/eurs	EUR MPF	EUR Base = EUR Base.EUR Base MPF = MPF.MPF

Additional Notes on Entities

For more complex entities, there are some data validation rules that need to be observed when entering records.

EUR

Fields with NO default:

1. "EUR" (e.g. "ZAMNVCAS21") - generally/usually the EUR BASE + Vintage

2. "Winemaker" (e.g. "A-Gorman")

3. "Harvest Winemaker" (e.g. "n/a")

4. "EUR Base" (e.g. "GENERIC") - pointing to an existing "EUR Base"'s "EUR Base"

5. "MPF" (e.g. "148") - pointing to an existing "MPF"'s "MPF"

Fields with a Default:

1. "EUR Description" (e.g. "ZAM NV Cab Sauvignon") - Default = " " (empty string)

2. "Vintage" (e.g. "2021") - Default = "1900"

3. "Blend Size" (e.g. 38400) - Default = 1

4. "Blend Cov" (e.g. 7) - Default = 1

5. "Default Blend LT" (e.g. 70) - Default = 0

6. "Blend LT" (e.g. 112) - Default = 0

7. "Comp Arrive Days Before Due" (e.g. 0) - Default = 0

8. "Frozen Zone" (e.g. 0) - Default = 0

9. "SS Qty" (e.g. 68000) - Default = 0

10. "SS Days" (e.g. 45) - Default = 0

11. "Respect Back Orders" (e.g. 1) - Default = 1 --->this is true/false, where true = 1 and false = 0

12. "Maturation to Bottle" (e.g. 0) - Default = 0

13. "First Bottling Date" (e.g. "2014-01-01") - Default = "2001-01-01"

14. "Plan Lock Date End" (e.g. "2001-01-01") - Default = "2001-01-01"

15. "Blend By Date" (e.g. "2014-08-01") - Default = "2001-01-01"

16. "Plan Flag" (e.g. 1) - Default = 1 --->this is true/false, where true = 1 and false = 0

17. "Update Blend Qty." (e.g. 1) - Default = 1 --->this is true/false, where true = 1 and false = 0

18. "Active" (e.g. 0) - Default = 1 --->this is true/false, where true = 1 and false = 0

19. "Planner" (e.g. " ") - Default = "open"

20. "Show in Wine Ops" (e.g. 1) - Default = --->this is true/false, where true = 1 and false = 0

21. "EUR Base (BWR)" (e.g. "ZAMNVCAS") - Default = " " (empty string) NOTE that if this is provided, it needs to match an existing "EUR Base"'s "EUR Base"

22. "Parent EUR (BWR)" (e.g. "ZAMNVCAS21") - Default = " " (empty string) NOTE that if this is provided, it needs to match an existing "EUR"'s "EUR"

23. "AOR" (e.g. 1) - Default = 0

24. "AOR Difference" (e.g. 0) - Default = 0

Optional Fields:

1. "Blend Location" (e.g. "ZAM") - NOTE that if this is provided, it needs to match an existing "Location"'s "Location" attribute.

2. "Parent WPI" (e.g. "ZAMNVCAS21") - NOTE that if this is provided, it needs to match an existing "EUR"'s "EUR"

3. "To Blend Qty" (e.g. 0)

4. "Ready to Bottle Qty" (e.g. 0)

5. "BOB Qty" (e.g. 0)

6. "Shippable Qty" (e.g. 0)

7. "Harvest Intake Qty" (e.g. 0)

8. "Comments" (e.g. "Top 52")