Create Formula

Formula is used to define the mix to be used for making the output item or processing an input item. Formula is created in “Inactive” status. Tell me more.

Select the “Create Formula” activity link under the “Formula Model” business component.

The “Create Formula” page appears.

The system displays the following:

Status

The status of the formula, which is “Inactive”.

Inactive – indicates the status of the formula, when all mandatory fields have not yet been entered.

Enter the following:

Formula	A unique code identifying the formula to be created for input and output item. (Alphanumeric, 12) Mandatory.
	Help facility available
Version	A number identifying the version, which is attached to each formula (Integer). If the version is not entered, the system sets Version as “1” by default. Whenever the formula is revised, the version number is incremented.
Formula Class	A unique code identifying the formula class (Alphanumeric, 40). A set of formulae are categorized or grouped to form a “Formula Class”.
	Help facility available
Description	The textual description of the “Formula” (Alphanumeric, 100). Mandatory.
Effective From	The date from which the formula is effective (Date Format). Mandatory
Effective To	The date until which the formula is effective (Date Format). This date must not be earlier than the “Effective From” date.
Instruction	The code identifying the instruction, which is attached to the formula (Alphanumeric, 255). Ensure that this code is already defined in the “Common Masters” business component.
	Help facility available

The system displays the following:

Description

The textual description of the instruction.

Enter the following:

Remarks

Any additional information pertaining to the formula (Alphanumeric, 255).

Enter the following:

Item Code	The code identifying the item to be used in the formula (Alphanumeric, 32). Mandatory. Ensure that this code is already defined in the “Create Item – Bulk Copy“ activity of “Item Administration” business component.
	Help facility available
Variant	The variant of the item (Alphanumeric, 08).
IO Type	Use the drop-down list box to select the item type, which could be the input or output item. The system lists the following: Primary Input – indicates raw material or intermediate. In certain industries processing one input item can lead to multiple output items. The input item in such a case is defined as “Primary Input”. Primary Product – indicates finished goods or intermediate. In certain industries multiple input items blend to produce a singe output item. The output item in such a case is defined as “Primary Product”. The system displays “Primary Product” by default.

The system displays the following:

Description

The textual description of the item.

Enter the following:

Quantity	The quantity of the item required in the formula (Integer). Mandatory
UOM	The unit of measurement of the item.
	Help facility available

Enter the following fields, if you wish to create a formula by copying the details from an existing formula:

Copy From Formula	The code identifying the formula from which the details are to be copied (Alphanumeric, 40).
	Help facility available
Version	The version number of the formula (Alphanumeric, 10).

Click the “Copy Formula Dtls” pushbutton.

The system copies all details from the formula specified in the “Copy From Formula” field.

Enter the following in the “Formula Details” multiline:

Serial Number	The serial number corresponding to the item/Instruction (Alphanumeric, 16). If this number is not entered for any of the rows, the system generates the line number for each item sequentially at the time of creating the formula.
IO Type	Use the drop-down list box to select the type, which could be: Primary Product - indicates finished goods or intermediate. In certain industries multiple input items blend to produce a singe output item. The output item in such a case is defined as “Primary Product”. Primary Input – indicates raw material or intermediate. In certain industries processing one input item can lead to multiple output items. The input item in such a case is defined as “Primary Input”. By-Product – indicates unwanted product, which is produced along with the “Primary Product”. Co-Product – indicates items that are produced together with the “Primary Product” Recycle – indicates secondary output, which can be recycled. Instruction – indicates the instruction id attached to the formula. Instruction Text – indicates additional information on usage of formula.
Item/Instruction	The code identifying the item or instruction, which is attached to the formula (Alphanumeric, 255).
	Help facility available
Variant	The item’s variant used in the formula (Alphanumeric, 08).

The system displays the following:

Item/Instruction Description

The textual description of the Item or instruction.

Enter the following:

Quantity

The quantity of the item- mandatory for Items of Type Primary Input or Primary Product. For other Items, if the value is not entered, system will default Quantity as ‘0’.

Note: Quantity can be in fractions only if the UOM has been set as “Fractions Allowed” in the “Create UOM” activity of the “UOM Administration” business component.

UOM	The unit of measurement of the item variant.
	Help facility available
Scaling	Use the drop-down list box to select the scaling type of the item quantity, which could be “Fixed” or “Variable”. Scaling is applicable only for items of type ‘Input’ or ‘Primary Input’. Fixed – indicates the quantity specified for the input item is the same for all quantities of the “Output Item”. Variable – indicates the quantity specified for the input item varies for different quantities of the Output Item.
Positive Tolerance %	The positive tolerance is the upper limit within which the quantity received can vary (Integer). Here, the tolerance limit affects the quantity positively.
Negative Tolerance %	The negative tolerance is the lower limit within which the quantity received can vary (Integer). Here, the tolerance limit affects the quantity negatively.
Secure View	Use the drop-down list box to specify whether a row can be viewed outside “Formula Model” business component. Yes – indicates that the row cannot be viewed outside “Formula Model“ business component. No - indicates that the row can be viewed outside “Formula Model” business component.
Loss%	The percentage indicating the loss incurred for input items (Integer). The loss% is calculated only for the input items. The loss occurs while transporting, storage, operation etc. If no value is specified in this field, the system displays “Zero” by default.

The system displays the following:

Item Type

The Item type could be “Raw Material”, “Intermediate”, ”Utility’, “Finished Good” or “Scrap”.

Enter the following:

Remarks

Any additional comment pertaining to the formula (Alphanumeric, 255).

Enter the following in the “Yield Information” group box:

Yield ID	The code identifying the yield. Based on the arithmetic combination of the input and output quantities, “Yield” is calculated (Alphanumeric, 32). This calculation enables you to analyze the production of the “Primary Product” while actual reporting of item is made for the Production Order using this formula.
	Help facility available

Click the “Compute Yield%” pushbutton to calculate the yield percentage.

Yield %

The percentage of the yield expected for the output items (Integer). You can manually enter Yield%, or system will compute it on click of “Compute Yield%” pushbutton.

The system displays the following:

Expression

Mathematical expression or stored procedure of the yield id used in the formula.

The system displays the following:

Created By	The name of the user who created the formula.
Created Date	The date on which the formula was created.
Last Modified By	The name of the user who last modified the formula.
Last Modified Date	The date on which the formula was last modified

Click “Create ” to save the formula details created.
Click the “Create and Activate ” pushbutton, if you wish to create and activate the formula.

The formula will be activated, only when the user is provided with the activate rights.

To proceed, carry out the following

Select the “ Maintain Alternate Quantity Information” link at the bottom of the page to specify alternate Qty information for items of a formula.
Select “Attach Notes” link at the bottom of the page to attach the notes.
Select “View Formula Alternate Quantity Information” link at the bottom of the page, if you wish to view the alternate quantities of a formula.

Create Formula – An overview

You can define a unique version number to each formula. This version control enables you to keep track of variations of formulas at various stages. Each formula is attached with instructions. These instructions are retrieved from the “Common Masters” business component.

You can copy details from an existing formula, or manually enter all the details pertaining to a formula.

This page captures all the item details used in the formula like its variant, quantity, scaling, tolerance percentage, loss percentage. You can also associate the yield to the formula.

You can also specify additional quantities for a formula, if required in the “Maintain Formula Advanced Qty Information” page.

The system generates the “Step” number, which is the serial number for the item sequentially at the time of creating the formula. The System stores the login user ID & current Date as “Created By” & “Created Date”.