This functionality is available starting with vintrace 9.4.3, but it is not enabled by default. If you would like to use this functionality, please contact our support team.

Refer to our Formula Wines Setup article for details on setting up tax classes, product treatments, water additives, additive templates, and work order templates for formula wines. 

There are two options for flagging a wine as a formula wine:

• Apply a product treatment to change the tax class to Part I - Formula Wine. This is the most commonly used option.
• Record an additive or multi-additions operation that uses a loss reason for formula wine.

Applying a Product Treatment

With this option, you’ll need to first set up a product treatment that will be used to flag the wine as a formula wine. The product treatment should change the tax class to Part I - Formula Wine Produced. 

After you’ve set up the product treatment, record a product treatment operation that uses the formula wine product treatment.

Using a Loss Reason for Formula Wines

For this option, you’ll need to set up a loss reason to indicate that a formula wine was produced.

Next, you’ll need to record an additive or multi additions operation where the volume is increased.

Viewing Formula Wines on the Vessels Page

You can customize the Vessels page to display the Formula Wine column. You’ll also be able to filter the Vessels page by a wine’s formula wine setting.

Viewing Formula Wines on the Product Page

You can display the Formula Wine tile on the Product page so you can quickly see whether a wine is a formula wine.

Viewing Formula Wines on the Bulk Stock Report

The Bulk Stock Report’s CSV will include a column to show whether a wine is a formula wine.

Viewing Formula Wines on the TTB Report

Bulk dispatches that use a removed taxpaid (bulk) reason for a wine that is flagged as a formula wine will be reported in Part IX, line 2.

The Formula Wine Produced events may be reported on line 10, line 11, or line 12, or as a combined line when there are three or more entries. If there is a combined line, a remark and volume will be added to Part X for each item.

In Part IX:

• Line 1 will only show the total amount for the Formula Wine Produced tax class change reason for all of the official Part I tax class columns (i.e., a, b, c, d, e, and f).
• Wine in the Formula Wine in Process tax class (i.e., wines in a tax class with column reference FIP) will not be reported in Part I and Part IX. However, its volume at the end of the period will be included as a remark in Part X.