What used to happen
In version 3.x.x (and below) of VINx2, TTB bonds were tied to the Owner of a batch of wine. This forced a number of customers with multiple facilities to have to create two sets of Owners if wine was moved from one facility to another. Even though the wine may not have been changing ownership, the system would force you to change it to get the bonds correct. In some cases, if you had the same wine stored at two facilities it would need to be configured as two separate owners (and batches) just so you could report it on your 702 report.
What happens now
In version 4.x.x (and above), TTB bonds are tracked based on the physical location of the wine. Typically, this means that the bond that gets used for a particular lot of wine will be based on which winery the vessel it is in is located at. So rather than changing owners when transferring wine between bonds, you just have to transfer the wine from a vessel located at one winery to a vessel located at another. Details on moving a wine between facilities can be found here. This makes bond tracking much closer to the real world movements of your wines that are taking place. The only real restriction that would be enforced now is if you have one lot of wine in barrel with some barrels at multiple bonded wineries, you would need to have a separate barrel group for the barrels at each physical location. It is good practice to do this anyway, as you would typically be completing separate topping and other work orders for the barrels at the different locations.
So what do these changes mean?
Generally, you won’t have to change anything to start getting the benefit of the improved way VINx2 tracks your bonds. The conversion from versions 3 to 4 will take care of most of the work for you. But, if you have been using multiple copies of the same owner with different bonds, you can take steps to consolidate the owners in the system to represent the real ownership, rather than the ownership+bond combination that Version 3.x.x required.
One thing to note is if you have been using the different bond per owner to track multiple bonds at the same physical location (ignoring AP bonds for now, we’ll get to them in a bit) you could potentially end up needing to adjust the bond details after your version 3 to 4 conversion. Depending on the reason you were tracking things this way, there will be a different solution, so rather than try and explain them all here, it would be best to contact VINx2 Support do we can help you work out the best option and help you update the system accordingly.
A special note on Alternating Proprietorship bonds
AP bonds are largely unaffected by this change, since they are designed to allow you to track a special sub-bond at the winery based on a special class of Owner owning that wine. As such, you should not need to change anything with the way that AP bonds are tracked within VINx2.