Custom codeable field added to batch (lot) auto-code policy

This feature was added in VINX2 Version 5.1.3

This feature allows you to include a custom codeable field in your wine batch (lot) code. This gives you the flexibility to setup a list of code options that are unique to your winery. This new field is then available for selection when you use an Auto-Code Policy to create a wine batch.

For more detailed information on how to add or change Auto-Code policies, please refer to this link.

For example let’s assume your wine batch (lot) codes are of the format:


15 represents the vintage year, YV represents the region (appellation), SHZ the variety and CCA is a defined code we want included (or custom codeable field). 01 is just a unique number identifier that is a requirement for all Auto-Codes.

How to Setup Custom Code for Wine Batch

Step 1. Create a Custom Code for your winery.
Navigate to Winery Setup – Setup Options – Work-flow – Custom Codes and click on New Custom Code button.

New Custom Code Console

In the Custom Code [Create] dialog, input a Name and Code that suits your winery. This example uses the custom code name ‘Custom Code A’ and code ‘CCA’.

Custom Code Setup

2. Create an Auto-Code policy for the wine batch (lot)
If you already have an existing Auto-Code policy for wine batch (lot), you have the option to update that policy to include the Custom Code as one of the Code Elements.

Navigate to Winery Setup – Setup Options – Work-flow – Auto-Code and click on New Auto-Code Policy button. Choose an Auto-Code Policy Name that suits your winery, and then select the following options:
Auto-Code Policy Type: Batch
Code Elements Type: ATTRIBUTE
Code Elements Value: CustomCode

Then click on Add button.

auto code policy batch

You can also add other Code Elements, and in this example I have added VintageYY and an incrementing number to the Auto-Code Policy.

Auto-Code Policy

Then click on Save button.

Step 3. Select the Auto-Code policy created as the default policy for wine batch in Winery Setup.
Navigate to Winery Setup – Setup Options – Work-flow – Defaults and go to System tab. In the Wine Batch Policy dropdown menu, select the policy created in step 2.

Make sure that Use Simple Batch Codes is set to No in the Defaults.

Winery Setup Defaults

You can now select the Custom Code you have setup when you create a new wine batch.

Create Wine Batch


How to set up metric weightings for the additions calculator

The following support article is to help you set up metric weightings for additions, this allows the additive calculator to work out how much of a addition is required to reach the desired metric level.
Click on images to view a larger version, if you would like to view them in a second window simple click on them with the middle mouse button.

This is commonly used for KMBS or PMS, CUSO4 and a variety of other sulfur additions/solutions.

If you have a demo database available you can set this up in your demo first and test it out before doing the same in your production database.

I’ll be splitting the article into two parts, first setting up the Metric and the Addition, next is using the addition calculator.

Setting up the Metric,

Head into the Winery setup as shown below, into the Production folder and then into the Metrics category.

In this example I am using Free SO2, the important thing on this form is the ppm to g/L factor.
If you know your ppm to g/L factor you can enter it here, otherwise 0.001 will generally do.

Once this is entered save the metric.

Next is the addition,
Head into the Additive category now and select the addition you want to tie to the metric.

In this case I have used PMS/KMBS.
In the screenshot you’ll notice I have outlined three areas in red.
The right hand side is where you select a metric and assign a weighting to it, this weighting is the percentage of this addition that will contribute to the metric.
Clicking the Add button on the centre box will add it to the metric weighting list.
In this case 57% of the PMS addition will contribute to the Free SO2 metric.

Finally the Rate unit field is important as the rate of addition will be set to PPM.

In theory everything is ready to be used now, so next is using the addition calculator.

Now for the Additive calculator.
Exit the winery setup and head into the operations menu, select additive to start a new addition operation.
In the screenshot below I have marked out several areas in red, on the left you’ll see I have selected PMS as the addition.

On the right is the addition calculator, you will need to select the metric you want to use in the calculation (in this case Free SO2).
You will also need to select the additive if there is more than one additive that has a metric weighting for this metric.
Next you will need to fill in the current rate if this metric has not been tested or has been invalidated in the system (via blending for example).
After this fill in the desired rate and press the calculator button.

Double check that the required amount looks right, if you are happy with the amount click the [< < Use this value] button to drop the amount into the left hand side. Remember if you have any questions or come across any problems feel free to contact support.

Automatic state and grading changes with Metric Policies

With Vinx2 you can set up automatic state and grading changes based on analysis in the system.

This is done via Metric Threshold and Metric Action Policies.

You can find these under Winery setup -> Policy -> Metric threshold or action policy.

We’ll start of by creating a metric threshold.
Head into the policy -> Metric threshold screen and press the new button, this should bring up the Metric Threshold Policy [CREATE] screen.

After you give it a name there will be two checkboxes,
The first one for ANY threshold will fire off this policy whenever any of the metrics meet the conditions you set later.
Leaving this unticked means all of the conditions you set must be met before action is taken.

Allow calculated is used for when you are blending and the system auto calculates metrics based on the blend, if you don’t want to do this leave it unticked.

Now select the metric you would like to test against, followed by a operator and value.

Eg, Alcohol, Greater than, 15

Once you have this entered in click add to drop it in on the right hand side.
After you have the metrics and tests set up for this policy click save.

Next head into Metric action policy and click the New Button.
This should pop up a [CREATE] screen, in here select the Metric thresholds we just set and any changes to product state or grading that you want as a result.

The User confirmation check box will prompt the user to confirm any changes if it is ticked, or if not it will silently make the changes.

Firefox 19+ printing or PDF problems.

A bit of background on the issue.
Recently Firefox updated to version 19, with this update firefox is now capable of viewing PDFs on its own.
Firefox also defaults to using its own PDF viewer rather than the one installed on the system, resulting in changes from normal behavior.
Primary things you may notice will be a URL at the bottom of each page, and/or additional firefox related stuff being printed, fonts being incorrect or quality of the PDF being lower, page orientation problems and page size problems.

To fix this you’ll need to adjust your firefox settings a little.
Open up the menu by clicking the orange firefox button on the top left.
Head down to tools -> options.
Once you have the options screen open click on the applications icon.

Find Portable Document Format (PDF) in the list, currently it will probably say Preview in Firefox.
Click on this and change it to Use Adobe Acrobat (in Firefox).

When this is done click OK and restart firefox, after this is done things should be back to normal.

Let us know if this doesn’t help and we’ll try and get to the bottom of it.

How do I setup a new type of chemical addition / additive in vintrace?

Depending on whether you are tracking the stock levels (inventory) of the additive, this can be a one or two step process.

The first step is to setup the Additive under Winery Setup –> Production –> Additive.

A couple of fields need a small explanation.

Default unit is the unit of addition (i.e. you may receive the stock in Kilograms but add in Grams, so this should be set to Grams in that example).

Cause treatment link the additive to automatically fire a Treatment against the wine. Often this is used to link Yeast with a Start Ferment treatment to kick off the ferment of a wine in vintrace ‘automatically’.

Linked stock item if you have Inventory enabled and would like to track stock levels for this item, this is where you link the two. Setup you Additive first and then see Step 2 below to add the stock item.

Cost item if tracking costing for this item independent of maintaining stock levels, you can setup a cost item here to be added to the wines cost when this additive is applied.

Rate unit this allows you to set the default rate unit for calculating rates of addition. i.e. Sulphur in Parts per million as opposed to Grams per litre.

Max Precision this field allows you to set a maximum number of decimal places to round to when displaying an addition amount on a cellar note/work order.

Metric weightings should only be setup under the guidance of JX2 Technology. In short the classic example allows you to link FS02 to a Sulphur Addition so you can calculate a rate of FS02 using PMS where approximately only 57% of the PMS imparts Fs02 to the wine.

The second step (if tracking stock levels only) is to setup a stock item under Winery Setup –> General Stock Items –> Additive.

Here you want to make sure you link the Additive from Step 1 to the Additive field on the stock item setup. After extablishing your linked Additive stock item you can now receive stock into the winery and manage stock levels via the functions available under the Inventory menu. As you make additions to the wine the linked stock item’s levels will automatically be depleted.

Some of the menus and screens in VINx2 are cut off, how can I fix it?

The minimum resolution supported by VINx2 1024×768 if you’re running in this mode or similar you will need to run the browser in full scree mode. On windows computers this can be done by hitting the F11 key. The other option is to use the Help –> Adjust screen option within VINx2 to force the display of scrollbars on screen.

For the best experience we recommend running VINx2 on computers with a resolution greater than 1280x.