Wine addition impact report

This feature was added in vintrace Version 6.1.2

This new on-screen report allows you to find all wines that have been impacted by a certain additive or additive lot. One scenario where this report would be useful is if you ever needed to identify products impacted by an additive or chemical recall.

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Accessing the report

There are a few ways you can access the report:

  1. From Consoles menu
    Click on Consoles – Wine addition impact report..

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  2. From Product Overview
    There are 2 ways to access the report from Product Overview. You can go into the Adds tab, and then click on More details link.access-2-aOtherwise, you can click on Reports – Wine addition impact report from Product Overview.access-2-c

    Both ways will open the Wine addition impact report with the wine/batch pre-selected.

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  3. From Stock Item Overview
    Click on Reports – Wine addition impact report.access-3-aThis will open the report with the additive pre-selected and the date range selected and the date range is for the previous month.access-3-b

    If your additive is lot/batch tracked, you can also run the report from the Lots tab in Stock Item Overview by clicking on the search icon beside the lot/batch.

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    This will open the report with the additive and lot/batch pre-selected.

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  4. From Winery Reports
    Click on the reports icon in the quick launch bar.access-4-aClick on Product History then scroll down to the bottom of the page.access-4-b

Report filters

You can filter the report by Additive, Lot/Batch, or Wine/Batch. You must enter at least one of these to run the report.

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You can also filter by Owner, Winery (in multi winery mode), or by the addition date.

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You can show the additions for Current bulk wine, Dispatched bulk wine, and Packaged wine by ticking on the corresponding checkbox.

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There are additional filters when you tick on Dispatched bulk wine checkbox and then click on Options button. You have the option to filter by dispatched date, party, and docket number.

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There are additional filters also available when you tick on Packaged wine checkbox and then click on Options button. You have the option to filter by packaged date and packaged item.

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Wine addition impact report for current bulk wine

If you want to see all the additions for current bulk wine, select Additive, or Lot/Batch, or Wine/Batch then tick on Current bulk wine checkbox. In the example below we ran the report to show all the current bulk wine impacted by the additive “KMBS’ within the date range August 1, 2016 to Aug 31, 2016. The date range is based upon the date of the addition.

The results shows the current batch, vessel, and volume of the wine, and the additive and lot/batch (if applicable) that was used. Clicking on the batch will bring up the Product Overview for the batch.

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It also shows the date, addition rate, total amount of the addition, the wine batch, and the vessel that the original addition was made to. Clicking on the Add batch will bring up the Product Overview of the batch.

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You can view the operation details where the original addition was made by clicking on the view addition operation icon on the line item.

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This will bring up the operation screen of the original operation where the addition was made. In the example below, the original addition was made through an additive operation.

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Wine addition impact report for dispatched bulk wine

If you want to see all the additions for a dispatched bulk wine, select Additive, or Lot/Batch, or Wine/Batch then tick on Dispatched bulk wine checkbox. In the example below we ran the report to show all the dispatched bulk wine impacted by the additive “Bentonite” within date range August 1, 2016 to Aug 31, 2016. The date range is based upon the date of the addition.

The results shows the batch, vessel, and dispatched volume of the wine, and the party that it was dispatched to. Clicking on the party will bring up the address book details of the party.

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Clicking on the truck icon will bring up the completed bulk dispatch operation screen.

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The result also shows the additive, lot, date, addition rate, total amount of the addition, the wine batch, and the vessel that the original addition was made to.

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Clicking on the view addition operation icon on the line item will bring up the operation screen of the original operation where the addition was made.

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Wine addition impact report for packaged wine

If you want to see all the additions for a packaged wine, select Additive, or Lot/Batch, or Wine/Batch then tick on Packaged wine checkbox. In the example below we ran the report to show all the packaged wine impacted by the additive “Bentonite” within date range August 1, 2016 to Aug 31, 2016. The date range is based upon the date of the addition.

The results shows the batch, vessel, and packaged volume of the wine, and the packaged stock item. Clicking on the stock item will bring up Stock Item Overview for the stock.

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Clicking on the packaging icon will bring up the screen for the completed packaging operation.

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The result also shows the additive, lot, date, addition rate, total amount of the addition, the wine batch, and the vessel that the original addition was made to.

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Clicking on the view addition operation icon on the line item will bring up the operation screen of the original operation where the addition was made.

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