## Maintaining Blocks and Harvests

This chapter lists prerequisites and discusses how to:

- Maintain blocks.

- Maintain blocks using speed block maintenance.

- Perform mass updates on blocks.

- Push grower block changes to harvests.

- Maintain harvest records.

- Maintain harvests using speed harvest update.

- Perform mass updates on harvests.

- Perform a harvest roll.

- Spread expenses for harvests.

### Prerequisites

Before you complete the tasks in this section:

- Create block records.

- Create harvest records.

### Maintaining Blocks

This section discusses how to:

- Edit a block

- Copy a block

- Inactivate a block

#### Forms Used to Maintain Blocks

Form Name | FormID | Navigation | Usage
Search for Grower Blocks | W40G02A | Setup (G40G141), Block Entry | Search and select existing block records.
Add/Edit Grower Block | W40G02B | On the Search for Grower Blocks form, select a block record and click the Edit icon. On the Search for Grower Blocks form, select a block record and click the Copy icon. | Edit an existing block record. Copy an existing block to create a new one.

#### Editing a Block

Access the Add/Edit Grower Block form using the Edit icon. Change the fields as appropriate.

#### Copying a Block

Access the Add/Edit Grower Block form using the Copy icon.

Block Code | Enter a unique identifier for the block code.

#### Inactivating a Block

Access the Search for Grower Blocks form. Select the block to inactivate, and click Inactivate.

Note. The system prevents you from inactivating a block that has a harvest record associated with it that is not closed or terminated.

### Maintaining Blocks Using Speed Block Update

This section provides an overview of speed block maintenance and discusses how to:

- Set processing options for Speed Block Update (P40G020).

- Maintain blocks using speed block update.

#### Understanding Speed Block Maintenance

Several ways are available to update data on a block. When a simple change to one block is required, you can access the Add/Edit Grower Block form. However, when changes are required across multiple blocks, you can use the Speed Block Update program (P40G020) or the Mass Update program (R40G0200).

Maintainable Fields

Using the Speed Block Update program, you can display specific block records and update information on the individual lines that require changes. Updates you can perform include the following values:

- Block status.

- Block address number.

- Growing area, appellation, region, and district.

- Variety code.

- Maturity calculation program name.

- Supplier number.

- Default price.

- Target and current quality.

- Grower attributes and grower dates.

#### Form Used to Maintain Blocks Using Speed Block Update

Form Name | FormID | Navigation | Usage
Speed Block Update | W40G020A | Grower Management, Periodic Processing (G40G121), Block Record Speed Grid Update | Maintain blocks using Speed Block Update.

#### Setting Processing Options for Speed Block Update (P40G020)

Use these processing options to control whether the system allows these fields to be updated.

Process

These processing options control whether users can update certain fields.

Dimension Unit of Measure | Specify whether the system allows users to update the dimension unit of measure. Values are: Blank: Allow updates. 1: Do not allow updates.
Pricing Unit of Measure | Specify whether the system allows users to update the pricing unit of measure. Values are: Blank: Allow updates. 1: Do not allow updates.
Container Type and Quantity Per Load | Specify whether the system allows users to update the container type and quantity per load. The container type and quantity per load are related fields. Values are: Blank: Allow updates. 1: Do not allow updates.

#### Maintaining Blocks Using Speed Block Update

Access the Speed Block Update form.

### Performing Mass Updates on Blocks

This section provides an overview of mass updates on blocks and discusses how to:

- Create a block record update profile.

- Set processing options for Mass Update - Block (R40G0200).

- Run the Mass Update - Block program.

#### Understanding Mass Updates on Blocks

Use the Mass Update - Block program to update block attributes. This is a two-step process. First, you need to create a block record update profile. This profile is used to specify the fields that the system will update and the new values. The second step is to launch the report. The system updates the fields on all records that are identified in the program's data selection.

If the report finds an error, it does not process the record. You should run this report in proof mode and then in final mode.

#### Forms Used to Perform Mass Updates on Blocks

Form Name | FormID | Navigation | Usage
Search for Grower Block Update Profiles | W40G0200A | Periodic Processing (G40G121), Block Record Update Profile | Search for grower block update profiles. Create new block record update profiles.
Add/Edit Grower Block Update Profiles | W40G0200B | On the Search for Grower Block Update Profiles form, select Add Profile. | Add a new grower block update profile. Specify which block attributes to update and the new values of the attributes. Launch the Block Record Mass Update program from batch versions.

#### Creating a Block Record Update Profile

Access the Add/Edit Grower Block Update Profiles form. Select the check box for each field or attribute being that you are changing, and enter the new value.

Update Profile Description | Enter a unique description of a mass update profile for the grower block.
Update Profile ID | The system assigns a profile ID.

To make changes to the block header information, select the check box for these fields and enter the new value:

Update Farm Code | Update Block Name | Update Block Type
Update Grower Composition Code | Update Grower Representative | Update Blend Representative
Update Contract Representative | Update Supplier Number | Update Growing Area
Update Appellation | Update Region | Update District
Update Variety Code | Update Current Quality | Update Target Quality
Update Block Address Number | Update Material Type | Update Planned Estimate

Attributes 1

Select the Attributes 1 tab.

To make changes to the attributes 1 information, select the check box for these fields and enter the new value:

Update Irrigation Type | Update Irrigation Volume | Update Pruning Method
Update Soil Type | Update Clone | Update Root Stock
Update Grower Attribute 01 | Update Grower Numeric 01 | Update Row Spacing
Update Plant Spacing | Update Number of Plants | Update Planted Area
Update Gross Area | Update Dimension A | Update Dimension B
Update Dimension UOM | Update Elevation | Update Extraction Rate
Update Planted Date |  |

Attributes 2

Select the Attributes 2 tab.

To make changes to the attributes 2 information, select the check box for these fields and enter the new value:

Update Grower Attribute 02 - 15 | Update Grower Checkbox 01 - 05 | Update Grower Date 01 - 08
Update Grower Numeric 02 - 05 |  |

Defaults

Select the Defaults tab.

To make changes to the default information, select the check box for these fields and enter the new value:

Update Crush Site | Update Produced Site | Update Default Price
Update Pricing UOM | Update Container Type | Update Quantity Per Load
Update Maturity Program Name |  |

Additional

Select the Additional tab.

To make changes to the additional information, select the check box for these fields and enter the new value:

Update Alternate Block Name | Update Parcel Number 1 - 3 | Update Governmental ID 1 - 4
Update Operator ID | Update Site ID Number | Update Parcel Number 1 Area
Update Parcel Number 2 Area | Update Parcel Number 3 Area |

#### Setting Processing Options for Mass Update - Block (R40G0200)

Use these processing options to control how the system processes data and to define default versions.

Process

These processing options control whether the system runs in proof or final mode and specifies which profile to use.

1. Mode | Specify whether the system runs in proof or final mode. Values are: Blank: Run in proof mode. 1: Run in final mode.
2. Grower Block Update Profile ID | Enter the update profile ID that determines which block values you want to update.

Versions

Add/Update Block (P40G02) | Enter the version of Add/Update Block (P40G02) for the system to use.

#### Running the Mass Update - Block Program

Select Grower Management Periodic Processing (G40G121), Block Record Mass Update.

When you run the Mass Update - Block program, the system updates the fields on the block record based on the fields and values that you specified in the update profile from the processing options. The system does not update the associated harvest attributes for the changed block records.

### Pushing Grower Block Changes to Harvests

This section provides an overview of pushing grower block changes to harvests and discusses how to push grower block changes to harvests.

#### Understanding Pushing Grower Block Changes to Harvests

When a user makes changes to certain fields on a grower block record, an option is available to push these changes to the related current and future harvests. When this option is selected, the system displays a new form where the user can select the harvest records to update. The system tracks the changes and displays the changed values in the query by example line.

If you change the maturity calculation program name on the block and then push this change to selected harvests, the system updates the program name, but does not recalculate the maturity date for the harvest. To recalculate the maturity date, click the Refresh button on the Add/Edit Grower Harvest form. On the Push Grower to Harvest form, you can replace the previous maturity calculation program name only with the new program name from the block. You cannot change the maturity calculation for individual harvest records on this form.

#### Forms Used to Push Grower Block Changes to a Harvest

Form Name | FormID | Navigation | Usage
Search for Grower Blocks | W40G02A | Setup (G40G141), Block Entry | Search for and select existing blocks. Add new blocks. Create harvests.
Add/Edit Grower Block | W40G02B | On the Search for Grower Blocks form, select a block and click Edit. | Make required changes on the block record.
Push Grower Block to Harvest | W40G024A | On the Add/Edit Grower Block form, select the Update Harvest check box, and clickSave and Close. | Select the harvest records to update.

#### Pushing Grower Block Changes to a Harvest

Access the Push Grower Block to Harvest form.

Update Harvest | Select the check box next each harvest record that you want the system to update.

### Maintaining Harvest Records

This section discusses how to:

- Update action dates.

- Copy a harvest.

- Set processing options for Calculate Maturity Dates (R40G50).

- Calculate crop maturity dates.

#### Forms Used to Maintain Harvest Records

Form Name | FormID | Navigation | Usage
Manage Harvests | W40G032A | Daily Processing (G40G111), Harvest Workbench | Search and select harvest records.
Add/Edit Grower Harvest | W40G03C | On the Manage Harvests form, select a harvest record and then select Update Action Dates and click the Go button. | Update action dates on a harvest.
Manage Harvests | W40G032A | On the Manage Harvests form, select a record and then click the Copy icon in the grid. | Create a new harvest by copying an existing harvest.

#### Updating Action Dates

Access the Add/Edit Grower Harvest form using the Update Action Dates option on the Harvest Workbench.

#### Copying a Harvest

Access the Add/Edit Grower Harvest form using the Copy icon. After you create a unique harvest ID, you can change additional fields as necessary.

Harvest Period | Enter the new harvest period or suffix. The harvest period that you enter must be set up in the Harvest Period Pattern.

#### Setting Processing Options for Calculate Maturity Dates (R40G50)

These processing options control default processing for the Calculate Maturity Dates program (R40G50).

Process

This processing option controls how the program processes data.

Maturity Calculation Name | Specify the maturity date calculation program with the custom calculation that you want the system to use to calculate maturity dates. If you leave this processing option blank, the system uses the maturity date calculation program that you associated with the selected harvests.

Versions

This processing option controls the program versions that the system uses.

1. Grower Harvest Maintenance (P40G03) | Specify the version of the Grower Harvest Maintenance program that the Calculate Maturity Dates program calls when calculating maturity dates. If you leave this processing option blank, the system uses the default version.

#### Calculating Crop Maturity Dates

Select Periodic Processing (G40G121), Calculate Maturity Dates.

Run the Calculate Maturity Dates program (R40G50) to calculate maturity dates for the crops of selected harvests. When you run the calculation, the system updates the Calculated Maturity Date and the Date Last Updated field for the selected grower harvests.

If you specify a maturity date calculation program in the processing options, the system uses this program. Otherwise, the system uses the maturity date calculation program that you entered for the harvest.

The calculation updates the maturity date only if the harvest status is Current or Future. You can run this program only in final mode.

Running the program also generates a report that prints errors and warning messages that are generated when attempting to recalculate crop maturity dates.

### Maintaining Harvests Using Speed Harvest Update

This section provides an overview of maintaining harvests using speed harvest update and discusses how to:

- Set processing options for Speed Harvest Update (P40G030).

- Maintain harvests using Speed Harvest Update.

#### Understanding Maintaining Harvests Using Speed Harvest Update

You can quickly update data on a harvest in several ways. When a simple change to one harvest is required, you can use the harvest workbench. However, when changes are required across multiple harvests, you can use the Speed Harvest Update program (P40G030). Using this program, you can display specific harvest records and update information on the individual lines requiring changes.

#### Forms Used to Maintain Harvests Using Speed Harvest Update

Form Name | FormID | Navigation | Usage
Manage Harvests | W40G032A | Daily Processing (G40G111), Harvest Workbench | Search for and select one or more harvest records to update.
Speed Harvest Update | W40G030A | On the Manage Harvests form, select harvest records, select Speed Update Harvest Attributes, and then click the Go button. | Update multiple harvest records.

#### Setting Processing Options for Speed Harvest Update (P40G030)

Use these processing options to control whether the system allows these fields to be updated. Access the processing options through interactive versions.

Process

These processing options control whether certain fields are displayed and whether users can update certain fields.

Harvest Status | Specify whether the system allows updates to the harvest status. Values are: Blank: Allow updates. 1: Do not allow updates.
Calculated Maturity Date | Specify whether the system allows updates to the calculated maturity date. Values are: Blank: Allow updates. 1: Do not allow updates.
Container Type and Quantity Per Load | Specify whether the system allows updates to the container type and quantity per load. Values are: Blank: Allow updates. 1: Do not allow updates.
Harvest Period Effective Dates | Specify whether the system displays the harvest period effective dates. Values are: Blank: Display the harvest period effective dates. 1: Do not display the harvest period effective dates.
Default Price | Specify whether the system displays the default price. Values are: Blank: Display the harvest default price. 1: Do not display the harvest default price.

#### Maintaining Harvests Using Speed Harvest Update

Access the Speed Harvest Update form.

For each harvest, update the fields that require revisions, for example, harvest status, current and target quality, maturity calculation program name, planned maturity date, and composition information. You can revise the value in the Maturity Calculation Program Name field only if the harvest status is Current or Future.

### Performing Mass Updates on Harvests

This section provides an overview of performing mass updates on harvests and discusses how to:

- Create a harvest record update profile.

- Set processing options for Mass Update - Harvest (R40G0300).

- Run the mass harvest update program.

#### Understanding Performing Mass Updates on Harvests

Use the Mass Update - Harvest program to update harvest attributes. This is a two-step process. First, you need to create a harvest record update profile. This profile specifies which fields the system will update and the new values. The second step is to launch the report. The system updates the fields on all records that are identified in the program's data selection.

#### Forms Used to Perform Mass Updates on Harvests

Form Name | FormID | Navigation | Usage
Search for Grower Harvest Update Profiles | W40G0300A | Periodic Processing (G40G121), Harvest Record Update Profile | Search and select harvest record update profiles. Create new block record update profiles.
Add/Edit Grower Harvest Update Profile | W40G0300B | On the Search for Grower Harvest Update Profiles form, select Add Profile. | Add a new grower harvest update profile. Specify which harvest attributes to update and the new values of the attributes. Launch the Harvest Record Mass Update program from batch versions.

#### Creating a Harvest Record Update Profile

Access the Add/Edit Grower Harvest Update Profile form. Select the check box for each field or attribute that is being changed, and enter the new value.

Update Profile Description | Enter a unique description of a mass update profile for the grower harvest.
Update Profile ID | The system assigns a profile ID.

To make changes to the harvest header information, select the check box for these fields and enter the new value:

Update Harvest Name | Update Harvest Status | Update Grower Composition Code
Update Grower Representative | Update Blend Representative | Update Contract Representative
Update Current Quality | Update Target Quality |

Estimates

Select the Estimates tab.

To make changes to the harvest estimates information, select the check box for these fields and enter the new value:

Update Confidence of Supply | Update Planned Maturity Date | Update Cut Date
Update Planned Estimate | Update Current Estimate | Update Current Estimate Date
Update Maturity Program Name | Recalculate Maturity Date |

Location

Select the Location tab.

To make changes to the harvest location information, select the check box for these fields and enter the new value:

Update Growing Area | Update Appellation | Update Variety Code
Update District | Update Region | Update County
Update State |  |

Attributes 1

Select the Attributes 1 tab.

To make changes to the attributes 1 information, select the check box for these fields and enter the new value:

Update Material Type | Update Irrigation Type | Update Irrigation Volume
Update Pruning Method | Update Soil Type | Update Clone
Update Root Stock | Update Grower Attribute 01 | Update Grower Numeric 01
Update Grower Numeric 06 | Update Row Spacing | Update Plant Spacing
Update Number of Plants | Update Gross Area | Update Planted Date
Update Extraction Rate |  |

Attributes 2

Select the Attributes 2 tab.

To make changes to the attributes 2 information, select the check box for these fields and enter the new value:

Update Grower Attribute 02 - 15 | Update Grower Checkbox 01 - 05 | Update Grower Date 01 - 08
Update Grower Numeric 02 - 05 |  |

Additional

Select the Additional tab.

To make changes to the additional information, select the check box for these fields and enter the new value:

Update Container Type | Update Quantity Per Load | Update Last Load
Update Extraction Complete | Update Quarantined Flag | Update Default Price
Update Supplier Number | Update Parcel Number 3 Area |

#### Setting Processing Options for Mass Update - Harvest (R40G0300)

Use these processing options to control how the system processes data and to define default versions.

Process

These processing options control whether the system runs in proof or final mode and specify which profile to use.

1. Mode | Specify whether the system run in proof or final mode. Values are: Blank: Run in proof mode. 1: Run in final mode.
2. Harvest Update Profile ID | Enter the update profile ID that determines which harvest values you want to update.

Versions

This processing option controls the version of the Add/Update Harvest program that the system uses.

Add/Update Harvest (P40G03) | Enter the version of Add/Update Harvest program (P40G03) for the system to use.

#### Running Mass Harvest Update Program

Select Periodic Processing (G40G121), Harvest Record Mass Update.

When you run the Harvest Record Mass Update program, the system updates the fields on the harvest record based on the fields and values that you specified in the update profile from the processing options.

If the update includes the maturity date calculation program, the system performs the update only if the harvest status is Current or Future.

### Performing a Harvest Roll

This section provides an overview of performing a harvest roll and discusses how to:

- Run the Harvest Roll program.

- Set processing options for Harvest Roll (R40G0560).

#### Understanding Performing a Harvest Roll

The system enables you to create new harvest records based on existing harvests. The Harvest Roll program (R40G0560) uses the Maximum Harvest processing option for the Grower Harvest Maintenance program (P40G03) to identify the planning window that controls the number of new harvest records that the system creates.

This program will roll only harvests that are at a status of Closed and are in the Current harvest period. For example, if the harvest pattern is ANNUAL and the current period for the ANNUAL pattern is 2007, then only harvests with a harvest pattern of 2007 and a status of Closed are selected by the program to be rolled.

The program attempts to create the number of harvests that are specified by the Maximum Harvest processing option. The system either prints a message stating that No Harvest Periods Eligible to Roll for a particular harvest or lists the harvests that are or were rolled for a particular harvest.

New harvest records are created in a Future status.

#### Running the Harvest Roll Program

Select Advanced and Technical Operations (G40G131), Harvest Roll.

#### Setting Processing Options for Harvest Roll (R40G0560)

Use these processing options to control system processing and to define default versions.

Processing

This processing option controls whether the program runs in proof or final mode.

Mode | Specify whether the system generates the report in proof mode or final mode. Proof mode prints the harvest records that will be created but does not perform table updates. Final mode creates new harvest records, updates the Grower Harvest table (F40G03), and prints the harvest record. Values are: Blank: Run in proof mode. 1: Run in final mode.

Versions

This processing option determines the version that the system uses to create a rolled up harvest estimate.

Grower Harvest Maintenance (P40G03) | Specify the version of the Grower Harvest Maintenance program (P40G03) that the system uses. Review the version's processing options, specifically Maximum Number Of Harvests To Be Created, to ensure that the version meets your needs.

### Spreading Expenses for Harvests

This section provides an overview of expense spreading and lists forms used to spread expenses for harvests.

#### Understanding Expense Spreading

Periodically, you may need to spread costs across active harvest records that do not accrue to the harvest directly from operations that are performed on the harvest. For example, you might need to allocate indirect costs, such as utility expenses, overhead costs, equipment maintenance, taxes, depreciation, and general labor and administration costs to harvests. These costs are allocated per acre. To determine the rate per ton of harvested product, the total annual expenses for a harvest block is divided by yield in tons. Without the ability to spread expenses, harvest costs are understated in the system.

You can use the Inventory by Vessel View program (P31B81) to locate the harvests to which you want to spread expenses. To locate harvests, you use either the Harvest check box on the form or the processing option on Vessel Class Search tab. You can select multiple harvests.

You spread expenses using the Expense Spread grid on the Inventory by Vessel View form. This area of the form becomes available to use if you set the Enable Expense Spreading processing option for the Inventory by Vessel View program. In the grid, the system displays the expenses for the selected harvests by cost component.

To spread expenses to harvests, you can use any configured operation that you have set up to allow changes to lot costs. After you select harvests for expense spreading, you access the Create Operation or WO from List program (P31B78) to generate the operations that allocate the costs to the different cost components of the harvest or harvests. When you complete this step, the system notifies you about the number of operations that were created. You can review the expense spreading operations on the Search For Operations form.

If you locate harvests using the EUR field, the system displays costs by the portion of the cost attributed to the EUR. Costs spread by EUR are spread proportionately to the EUR quantity, not the harvest quantity.

See Managing Operations.

#### Prerequisite

Set the Enable Expense Spreading processing option on the Defaults tab for the Inventory by Vessel View program.

#### Forms Used to Spread Expenses for Harvests

Form Name | FormID | Navigation | Usage
Inventory by Vessel View | W31B81B | Advanced and Technical Operations (G40G131), Harvest Expense Spreading | Select harvests for expense spreading
Operation/WO Template Selection | W31B78C | Select Spread Expense from the Action drop-down list box on the Inventory by Vessel View form. | Create operations to spread expenses to selected harvests.