This article will cover several methods of moving wines between bonds.
This primarily covers changing from one bond (winery or non reporting), over to a AP bond.
By default all wines will come under a winery bond in vintrace, this is derived from the wines location.
AP bonds are derived from the owner of the wine/batch.
If the wine is under a AP or Composite/non reporting bond this will take precedence over the winery bond regardless of location.
Movements between bonds in vintrace will impact the 5120 reports for both bonds.
The original bond will show a Removed in Bond amount on the Bulk wine section.
The new bond will show a Received in Bond amount on the Bulk wine section.
Change Batch method
Using this method you will need to perform a Change Batch operation on the wine, this will both change the name of the wine and the owner at the same time.
The change batch operation can be found in the Operations menu when looking at the tank/wine in the Product overview.
During the change batch operation you will want to create a new batch via the Plus Star icon in the To Batch field.
When creating the new batch you will be able to set the new owner to a owner in vintrace with a AP bond attached to it, generally we advise these owners be set up with a “AP” suffix to make identifying them easier.
The transfer method is similar to the Change batch method, but involves a transfer to change the wines vessel.
This can be done via the Operations -> Transfer/Rack/Blend, one to many, or many to one transfers.
On the destination/right hand side of the operation you will need to replace the Batch with a new one, via the plus star icon, making sure to set the new batch’s owner as the AP owner.
When you save the transfer the wine will be moved and you will receive a confirmation warning about changing bond.
Change owner method
This method allows you to change the bond of the wine without changing the Batch code/name, but requires a extra step for reporting purposes and is only really applicable to batches that contain a single wine.
The change owner method can be performed via the Change owner operation, this can be found in the operations menu when viewing the tank/wine in the product overview.
You’ll want to click on the owner link here, and change the owner from the previous owner to a AP owner.
On saving you will be given the confirmation warning about changing bond, and asking if you would like to change batch ownership.
You will want to change batch owner.
After the change owner is complete you will then need to perform a measurement on the wine without changing the volume (zero loss/gain).
The Measurement operation is important for reporting purposes as it locks in the bond change of the date/time of the measurement.