My Accounts Winery Records Display and Sorting WORFLOW EXAMPLE Workflow of One Winery Account through the display

y process in My Accounts: Notes: - YI record = Yearly_Info_Tbl record associated with a Winery_Tbl record - DTC Distance to Close calculation (Todays Date Expiration Date)

1. One YI record (yi1) in Quote Status o Display yi1 Status & Dates o Status Bar shows progress of yi1 o DTC calculated from yi1 2. One YI record (yi1) in Bound Status o Display yi1 Status & Dates o Status Bar shows progress of yi1 o DTC calculated from yi1 3. One YI record (yi1) in Issued Status o Display yi1 Status & Dates o Status Bar shows progress of yi1 o DTC calculated from yi1 4. Two YI Records (yi1 & yi2) where: yi1 = Issued and yi2 = Quote o Display yi1 Status & Dates o Status Bar shows progress of yi2 o DTC calculated from yi1 5. Two YI Records (yi1 & yi2) where: yi1= Expired and yi2 = Quote o Display yi1 Status & Dates o Status Bar shows progress of yi2 o DTC calculated from yi1 6. Two YI Records (yi1 & yi2) where: yi1= Issued and yi2 = Bound o Display yi1 Status & Dates o Status Bar shows progress of yi2 o DTC calculated from yi1 7. Two YI Records (yi1 & yi2) where: yi1= Expired and yi2 = Bound o Display yi2 Status & Dates o Status Bar shows progress of yi2 o DTC calculated from yi1 8. Two YI Records (yi1 & yi2) where: yi1= Expired and yi2 = Issued o Display yi2 Status & Dates o Status Bar is BLANK o DTC calculated from yi2, but is not displayed 9. Two YI records (yi1 & yi2) where: yi1 = Issued and yi2 = Quote o USER CHANGES STATUS OF yi2 TO NOT ACCEPTED o When the Expiration Date of yi1 is reached, yi1 status is changed from Issue to NonRenewed. o The Winery Record is no longer displayed in My Accounts display listing, but does display in All Accounts list. o Under All Accounts list, yi2 is displayed with status & dates and yi1 is displayed as a historical record of yi2. 10. Two YI records (yi1 & yi2) where: yi1 = Expired and yi2 = Quote o USER CHANGES STATUS OF yi2 TO NOT ACCEPTED o yi1 status is changed from Issue to Non-Renewed. o The Winery Record is no longer displayed in My Accounts display listing, but does display in All Accounts list.

Under All Accounts list, yi2 is displayed with status & dates and yi1 is displayed as a historical record of yi2. 11. Two YI records (yi1 & yi2) where: yi1 = Expired and yi2 = Bound OR Issued o USER CHANGES STATUS OF yi2 TO CANCELLED o yi2 is no longer displayed in My Accounts display listing, but does display in All Accounts list. o