Minimum Version Required: 22.01
Pre-Conditions
All Production must be mapped through Equipment. Users need to add in correctly configured Equipment to be able to process Production
Steps
Creating the Equipment
Navigate to the Equipment table
Click the Add Equipment button
Name the Equipment and Number it if desired
Choose the Equipment Type that will determine how this Equipment can be used
Select the Location
Select the Unit of Measure (UoM) that will measure this equipments capacity
Set a Write Off Threshold if desired. Write Off Threshold will prompt Users to write off remaining inventory in a tank after a batch has been processed if the remaining volume is less than the threshold set in this field.
For Packaging Lines only, set the Completed Bin that all finished goods will be sent to once they are completed
For Spirit Producers Only, set the TTB DRO Account to the report this equipment belongs to
Click the Add Record button
Fields And Definitions
Bin Name Alignment: When new equipment is created, the system now automatically sets the Bin Name to match the Equipment Name (up to 15 characters). If the Equipment Name is later updated, the Bin Name will be updated as well to stay in sync.
Sequential Barrel Numbering: For equipment types designated as 'Barrels' , the system now automatically assigns Equipment Num based on sequential ordering from the last barrel added. This ensures barrel numbers are contiguous and easy to manage for reporting.
Flexibility: Users can still manually assign an Equipment Num during creation if specific requirements exist; the system will prioritize user-defined numbers and only apply sequential logic if no number is provided.