Please note that these instructions only apply to moving wine between multiple bonds that you are managing within the same vintrace database. If you are moving a wine to an external bonded premises, please just use a dispatch operation.
The bond that a wine appears under in vintrace is the bond that is set against the Owner of the wine batch. This is the same when you operate across multiple winery facilities (with different TTB bond numbers) and for alternating proprietorship (AP) bonds.
To move a wine from one bond to another you use the “Change batch” operation, where the Owner for the destination batch is operating under a different bond. In cases where the physical owner of the wine is the same, but the wine is being moved to a different facility, you are required to set up two Owners (one for each bond). [Note: This is the same for some AP customers where you produce custom crush wine for them under your own bond and an AP bond as well].
In the following example, we have a wine in the 10JXCS wine batch. This wine is currently owned by “JX2 Wine Company” under the bond for “JX2 Winery”.
We will transfer it to a different bonded facility “vintrace Vineyards”. This facility is operated by “vintrace Wines”.
First, create a wine batch that is owned by “vintrace Wines” (File -> New batch…), selecting vintrace Wines as the Owner, e.g.:
Now all we need to do is a change batch on 10JXCS, and vintrace will detect that the bonds are changing and ask for confirmation.
Operations -> Admin -> Change batch
Select the wine you want to change the batch on by vessel or batch code, then select the “To Wine batch”. In our example, it should look something like:
Note that the “Change ownership” option down the bottom still has the current ownership of the wine. You can change it now if you want, however, because the system has detected that the owners of the two batches are different, it will prompt if you want to change the wine ownership as well.
Click Save, and you will get the following confirmation screen:
(Note, if you don’t have the required permission to do this the system will not allow you to perform the operation. Contact the support desk if this is the case).
Click on OK.
Here’s that “change ownership” prompt I mentioned earlier:
Click on OK, and the system will record the correct entries in the TTB ledgers for both bonds (2000 gal transferred in Bond for JX2 Winery, and 2000 gal received in bond for vintrace Vineyards.