Creating a document

  1. Open the Vinification List and choose New, or open a blank Vinification card.
  2. The No. is assigned automatically from the number series. You can also use the assist-edit (…) button to enter a manual number if the series allows it.
  3. Fill in the General group.

General group

FieldWhat to enter
DateThe date the vinification process starts. It is the base for calculating the vinification, fermentation and wine production dates.
Item No.The grape item being processed. Selecting it pre-fills the output items, percentages and date formulas from the item card.
Description / Description 2Filled automatically from the grape item.
Lot No.The lot number of the input grapes, for traceability.
MassThe total weight (kg) of the grape input. This value drives all output quantity calculations.
Degree %The sugar content (potential alcohol) of the grapes.
Yield %, Surplus %, Stems %, Grape Pomace %Calculation percentages, pre-filled from the item but adjustable per document.
Vinification / Fermentation / Wine Prod. Date CalculationDate formulas, pre-filled from the item.
Vinification / Fermentation / Wine Production DateThe dates calculated from the formulas above.
Location CodeThe cellar location where the process takes place and outputs are stored.
StatusRead-only. A new document starts in Processing.

Tip: Changing the Date or a Date Calculation formula recalculates the related processing dates automatically.

Items

Open the Items group. The output items and their lot numbers were pre-filled from the grape item card. Review them and adjust if necessary:

  • Stems, Destemmed Grape, Grape Pomace, Grape Must, Fermenting Wine, Wine Lees, Finished Wine, Reserve Wine, Downgraded Wine.
  • Each output has a matching … Lot No. field. The lot field is enabled only when the output item requires lot tracking.

Coal treatment (white wines only)

If the grape is a white wine, you can enable Coal Treatment to add an activated carbon clarification phase:

FieldPurpose
Coal TreatmentEnables the coal treatment phase (white grapes only).
Coal Treatment Date CalculationDate formula to schedule the coal treatment.
Coal Treatment DateThe calculated date of the coal treatment.
Treated Grape MustThe output item representing coal-treated grape must.

Add grapes

The Vinification Lines subpage lists the grape inputs consumed by this vinification.

  1. In the Vinification Lines subpage, choose Get Linked Entries.
  2. The Vinification Entries window opens, listing the available item ledger entries (from purchase receipts, transfer receipts and production orders) that match the document’s item, variant and location.
  3. For each entry you want to use:
    • Tick Selected.
    • Enter the Qty. To Handle — the quantity from that entry to assign to this vinification. It must not exceed the available quantity.
  4. Confirm to bring the selected entries back as vinification lines.

Vinification Entries fields

FieldDescription
SelectedTick to include this entry as grape input.
Document TypeOrigin of the entry: Purchase, Transfer or Production.
Posting Date / Document No. / Document Line No.Identify the source document.
Item No. / Lot No. / Location CodeThe grape, its lot and where it is stored.
Qty. ReceivedTotal quantity received in the base unit of measure.
Qty. Received (Liters) / (Kg)The received quantity converted to liters and kilograms.
Qty. To HandleThe quantity you assign to this vinification.
Qty. HandledQuantity already assigned to other vinifications (no longer available).

The same grape entry can be shared across vinifications: Qty. Handled shows what has already been committed elsewhere, so you never over-allocate.

Resulting lines

Each selected entry becomes a read-only Vinification Line showing the posting date, document type/number, item, lot, location and the Qty. To Handle that will be consumed. Use the Navigate action on a line to inspect all related documents and entries.

Release

Before releasing, you must assign lot numbers to the output products.

When the document is complete, release it to generate the wine treatment production orders.

Automatic creation

When many grape receipts have been posted, you can create vinification documents for them in one operation using the Create Vinifications report, instead of creating each document manually.

What the report does

The report scans posted grape receipts (purchase receipt item ledger entries that originate from delivery orders) and creates one vinification document per group of grapes, grouped by Item No., Variant Code and Location Code. Each created document is populated with date, item, variant and location, and the matching grape entries are added as vinification lines automatically.

Running the report

  1. Search for Create Vinifications using Tell Me.
  2. On the request page, fill in the options and filters:
Option / FilterPurpose
Posting Date(Mandatory) The posting date used to filter the grape receipts and assigned to the new vinifications.
Item No. filterRestrict the run to specific grape items.
Location Code filterRestrict the run to specific locations.
  1. Choose OK to run.

The Posting Date is mandatory. If you leave it empty the report stops with a message asking you to enter it.

Which entries are included

The report only processes item ledger entries that:

  • have the specified posting date;
  • are purchase receipts originating from a delivery order;
  • have a positive quantity still available (not yet fully handled by other vinifications);
  • are not corrections.

This ensures grapes already consumed by existing vinifications are not used twice.

After the run

The report tells you what it created and offers to open the result:

OutcomeWhat happens
Nothing matchedA message informs you that there was nothing to create.
One vinification createdYou are asked whether to open the new document; confirm to open the Vinification card.
Several vinifications createdYou are asked whether to open them; confirm to open the Vinification List filtered to the newly created documents.

After creating the documents

The batch-created vinifications start in Processing status. Open each one to:

  1. Review the grape inputs and percentages.
  2. Adjust output items and dates if needed.
  3. Assign output lot numbers.
  4. Release the document to generate the wine treatments.

Tips

  • Run the report per harvest day (using Posting Date) to keep grape batches aligned with the day they were received.
  • Use the Item No. and Location Code filters to process one grape variety or one cellar at a time.

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