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en:addons:drm [2026/10/17 10:50] – Automatic push translation eneuvilleen:addons:drm [2026/10/17 14:28] (Version actuelle) – Automatic push translation eneuville
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 ===== Overview ===== ===== Overview =====
  
-All winegrowers, as well as brewers, are required to submit a DRM: each month, this involves carrying out a stock-take of the cellar, which must match the stock movements recorded during the month.+All winegrowers, as well as beer producers, are required to submit a DRM: each month, this involves carrying out a stock take of the cellar, which must match the stock movements recorded during the month.
  
 This extension uses the stock movements recorded in Gestan and automatically calculates the theoretical results based on the recorded movements and previous stock levels: all that remains is to compare these with the physical stock count. This extension uses the stock movements recorded in Gestan and automatically calculates the theoretical results based on the recorded movements and previous stock levels: all that remains is to compare these with the physical stock count.
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 === Configuring unit conversions === === Configuring unit conversions ===
  
-Then configure the unit conversion table via //Tools -> Administration -> Repository -> Unit Conversion Factors//, to record the ratio between your reference unit for calculating DRMs (usually the bottle or the neck) and other possible units: for example, a magnum = 2 bottles, a jeroboam = 8 bottles, 1 ‘fillette’ = 0.5 or 0.75 bottles (depending on the region), 12 bottles = 1 ‘cuite’, 24 bottles = 1 ‘coma’, etc.+Then configure the unit conversion table via //Tools -> Administration -> Repository -> Unit Conversion Factors//, to record the ratio between your reference unit for calculating DRMs (usually the bottle or the neck) and other possible units: for example, a magnum = 2 bottles, a jeroboam = 8 bottles, 1 ‘fillette’ = 0.5 or 0.75 bottle (depending on the region), 12 bottles = 1 ‘cuite’, 24 bottles = 1 ‘coma’, etc.
  
 {{fr:addons:drm_02.png?nolink|}} {{fr:addons:drm_02.png?nolink|}}
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 It is possible to specify a **number of decimal places**, which is useful, for example, when you have a large number of bottles but your reference unit for wine is the hectolitre. It is possible to specify a **number of decimal places**, which is useful, for example, when you have a large number of bottles but your reference unit for wine is the hectolitre.
  
 +You can specify, where applicable, the types of movements not to be included in the calculations (for example, movements corresponding to a draw-off for bottling), via **Excluded Movements**.
  
-If you need to manage appellations, store them in a customisable drop-down list in the product record, and specify them in the **Appellation drop-down menu**. Also store the alcohol content in  an additional numeric field, and specify this field in the **Alcohol Content**.+If you need to manage appellations, store them in a configurable drop-down list in the product master record, and specify them in the **Appellation drop-down**. Also store the alcohol content in an additional numeric field, and specify this field in the drop-down menu **Alcohol Content**.
  
 Specify the product family for the **Capsules**, and specify **the CRD reference unit** for CRDs. Store the capsule type in a configurable combo box in the product master record, and specify this combo box via **Capsule drop-down**. Specify the product family for the **Capsules**, and specify **the CRD reference unit** for CRDs. Store the capsule type in a configurable combo box in the product master record, and specify this combo box via **Capsule drop-down**.
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 Finally, specify in **tax drop-down** which drop-down list in the product master record you use to store the tax regime for the wine in question. Finally, specify in **tax drop-down** which drop-down list in the product master record you use to store the tax regime for the wine in question.
  
-The date **First Inventory** field will be filled in automatically the first time the application is opened, or when the stock history by appellation is cleared. This is the start date for stock calculations, normally the last day of the month.+The date **First Inventory** field will be filled in automatically the first time the application is opened, or when the stock history by appellation is deleted. This is the start date for stock calculations, normally the last day of the month.
  
-== Markets tab == +== Groupings tab == 
  
 {{fr:addons:drm_17.png?nolink|}} {{fr:addons:drm_17.png?nolink|}}
  
-You can group stock movements into markets, depending on the type of movement.+You can use up to 12 groupings of stock movement types.
  
-First, enter a description using the small buttons <badge>1</badge>. Enter at least ‘Sales in France’, ‘Sales within the EU’ and ‘Sales outside the EU’. You can enter, for example, ‘Personal consumption’, ‘Tasting room’, etc.+For example, you can group the transaction type “Cellar sales” and the transaction type “Showroom sales” into a group called “Sales in France”, or “Sales in Germany”, “Sales in Spain” and “Sales in Italy” into a group called “Sales in the EU”.
  
-The small magnifying glasses <badge>2</badge> allow you to select one or more types of movement.+First, enter a label using the small buttons <badge>1</badge>.
  
-You can also specify, where applicable, the types of movements not to be included in the calculations (for example, movements corresponding to a draw-off for bottling), via **Excluded Movements**. 
  
  
  
-==== Additional fields in the product record ====+==== Additional fields in the product master record ====
  
 Via //Tools->Settings->Additional fields//. Via //Tools->Settings->Additional fields//.
  
-Here are the settings for the additional fields corresponding to the configuration above.+Here are the settings for the additional fields for the configuration described above.
  
 {{fr:addons:drm_04.png?nolink|}} {{fr:addons:drm_04.png?nolink|}}
  
-  * Drop-down menu 1 stores the appellation (tax category) +  * Drop-down menu 1 stores the description (tax category) 
-  * Field 1 stores the alcohol content.+  * Text field 1 stores the alcohol content.
   * Capsules are managed in drop-down menu 2   * Capsules are managed in drop-down menu 2
   * The tax regime is selected in drop-down menu 5.   * The tax regime is selected in drop-down menu 5.
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 If you wish to calculate duties and taxes payable based on the volume of alcohol sold: If you wish to calculate duties and taxes payable based on the volume of alcohol sold:
  
-Using the additional product fields, enter a numeric field for managing the alcohol content by volume (ACV, or alcohol percentage, or alcohol degree) and a drop-down menu for managing taxes, as shown below:+Using the additional product fields, enter a numeric field for managing the alcohol content by volume (ACV, or alcohol by volume, or alcohol content) and a drop-down menu for managing taxes, as shown below:
  
 {{fr:addons:drm_07.png?nolink|}} {{fr:addons:drm_07.png?nolink|}}
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 {{fr:addons:drm_10.png?nolink|}} {{fr:addons:drm_10.png?nolink|}}
  
-On this tab, all transactions for the month are displayed. You can exclude transfer transactions if you manage several different locations, for example two separate warehouses.+This tab displays all transactions for the month. You can exclude transfer transactions if you manage several different locations, for example two separate warehouses.
  
 The //Market// column shows the market derived from the transaction type (transaction types can be grouped into markets). The //Market// column shows the market derived from the transaction type (transaction types can be grouped into markets).
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 These are the figures you will need to enter on your DRM. These are the figures you will need to enter on your DRM.
  
-You can enter the previous month’s stock values directly into the table (which you will find on your DRM for the previous month, of course). These will be saved for the following month, unless the current month precedes the month of the last stock take (which would not be a normal situation).+You can enter the previous month’s stock values directly into the table (which you will find on your DRM for the previous month, of course). These will be saved for the following month, unless the current month precedes the month of the last stock-take (which would not be a normal situation).
  
 The last row is a total row calculated in the reference unit.  The last row is a total row calculated in the reference unit. 
  
-In addition, a table shows the breakdown by market, according to the types of movements you have configured. +In addition, a table shows the breakdown by group, according to the group settings. 
  
 If you have specified a product name management drop-down menu, the totals are calculated by product name, as shown below. If you have specified a product name management drop-down menu, the totals are calculated by product name, as shown below.
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 {{fr:addons:drm_15.png?nolink|}} {{fr:addons:drm_15.png?nolink|}}
  
-allows you to delete the stock history for the previous month (it will be recalculated automatically), or to delete all stock histories from the start. The last day of the month preceding the current month will be considered the date of the last stock take.+allows you to delete the stock history for the previous month (it will be recalculated automatically), or to delete all stock histories from the start. The last day of the month preceding the current month will be considered the date of the last stock-take.
  
-===== Versions =====+===== ===== versions 
  
 ^Version ^Date ^Comments^ ^Version ^Date ^Comments^
-| 3.A1.10.01 | 17/10/26 | Change to the calculation of totals by market (now explicit) | +| 3.A1.10.02 | 17/10/26 | Correction to totalling in the summary table | 
-| 3.A1.09.00 | 11/08/26 | Adaptation for Gestan A1.09 |+| 3.A1.10.01 | 17/10/26 | Modification to the calculation of totals by market (now shown explicitly) | 
 +| 3.A1.09.00 | 26/08/11 | Adaptation for Gestan A1.09 |
 | 3.A1.01.03 | 17/11/25 | Migration to A1 format | | 3.A1.01.03 | 17/11/25 | Migration to A1 format |
-| 3.15.38.05 | 11/07/22 | WD27 + addition of the option to reset stock histories by item name. |+| 3.15.38.05 | 11/07/22 | WD27 + addition of the option to reset stock history by item name. |
 | 3.15.21.04 | 07/02/21 | Various improvements and fixes | | 3.15.21.04 | 07/02/21 | Various improvements and fixes |
 | 3.15.00.1F | 17/02/18| Various improvements – Storage of historical figures with decimal places - Addition of a summary table by transaction type | | 3.15.00.1F | 17/02/18| Various improvements – Storage of historical figures with decimal places - Addition of a summary table by transaction type |
 | 3.15.00 | 06/01/18 | Addition of tax calculation for breweries| | 3.15.00 | 06/01/18 | Addition of tax calculation for breweries|
-| 3.13.2A | 16/05/17 | Addition of further configuration options. Fixed an issue causing confusion between wine and capsules|+| 3.13.2A | 16/05/17 | Addition of additional configuration options. Fixed an issue causing confusion between wine and capsules|
 | 3.13.00 | 00/00/00 | Initial version| | 3.13.00 | 00/00/00 | Initial version|
  
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