How do I Return Bottled Wine to a Bulk Wine Lot?

If you have a previously bottled Case Goods lot that needs to be returned to bulk wine inventory, we recommend the following steps:

1) Perform a Volume Adjustment action for your Case Goods lot to decrease the inventory. 

2) Select the reasoning of "Bottled Wine Dumped to Bulk", emptying part of or the entire lot (backdate to the appropriate reporting period as necessary).

**This will remove volume from the TTB 5120.17 report in Part I, Section B, Line 10  (Dumped to Bulk)

3) If a bulk wine lot does not already exist for this wine, you will need to create one. If you bottled from a bulk wine lot code into a Case Goods lot in InnoVint, you can unarchive the bulk wine lot and re-use this as long as the composition hasn't changed. 

4) Perform a Volume Adjustment action on the bulk wine lot using the reasoning "Bottled Wine Dumped to Bulk" to increase the volume of the bulk wine lot. Leave a note if desired stating that this was coming from a Case Goods lot (and write in the CG-lot code). Backdate to the appropriate reporting period as necessary.

**This will add volume to the TTB 5120.17 report in Part I, Section A, Line 8  (Bottled Wine Dumped to Bulk). 

 
**Please take care to see that both the Case Goods and Bulk Wine lots are in the same bond and same tax class, such that the removal from Section B and addition to Section A appear in the same column on your TTB report. 
 
You can find this information on the lot details page for both bulk wine and case goods lots respectively. 
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