0BOracle® Agile Product Lifecycle Management for Process

FlexSync Formulation Solution Pack

Extensibility Pack 3.5
E42098-01

  

 

August 2013

 

 

 

 

 

 

 

 

 

 

 

Oracle_Logo_485C.jpg                                           00104BF0Macintosh HD                   BE05FFEF:


1BCopyrights and Trademarks

Agile Product Lifecycle Management for Process

Copyright © 1995, 2013, Oracle and/or its affiliates. All rights reserved.

The FlexSync Formulation Solution Pack is part of the Design Workbench Extensions that are included as part of Agile Formulation and Compliance for Process.  The FlexSync Formulation Solution Pack cannot be used without the user having a license for Agile Formulation and Compliance for Process.

This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited.

The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing.

If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, the following notice is applicable:

U.S. GOVERNMENT END USERS: Oracle programs, including any operating system, integrated software, any programs installed on the hardware, and/or documentation, delivered to U.S. Government end users are "commercial computer software" pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, use, duplication, disclosure, modification, and adaptation of the programs, including any operating system, integrated software, any programs installed on the hardware, and/or documentation, shall be subject to license terms and license restrictions applicable to the programs. No other rights are granted to the U.S. Government.

This software or hardware is developed for general use in a variety of information management applications. It is not developed or intended for use in any inherently dangerous applications, including applications that may create a risk of personal injury. If you use this software or hardware in dangerous applications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy, and other measures to ensure its safe use. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerous applications.

Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners.

Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered trademark of The Open Group.

This software or hardware and documentation may provide access to or information on content, products, and services from third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third-party content, products, and services. Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use of third-party content, products, or services.


 

Contents

 

2BPreface.. 6

12BAudience. 6

13BVariability of Installations. 6

14BDocumentation Accessibility. 6

15BAccess to Oracle Support. 6

44BSoftware Availability. 6

3BOverview... 7

4BReports.. 7

16BSingle Formula Quantity/Percent. 8

45BKey Features. 9

17BPrototype Experiments Quantity/Percent. 10

46BKey Features. 10

47BBest Practices. 11

5BHandlers.. 12

6BInstalling/Upgrading FlexSync Formulation.. 12

18BPrerequisites. 12

19BInstallation. 12

Upgrade. 12

20BApplyScripts. 12

21BTemplate Location. 13

7BConfiguration.. 13

22BAdding Additional Nutrients. 13

48BSingle Formula Reports. 13

49BPrototype Experiments Reports. 14

23BAdding Additional Extended Attributes. 14

50BSingle Formula Reports. 14

51BPrototype Experiments Reports. 15

24BReport Navigation. 15

52BCustomizing Reports for Specific Groups. 15

25BFor Performance. 16

26BTrust Relationship. 16

8BCreating New Reports.. 16

9BAppendix A: Oracle Functions.. 17

10BAppendix B: Data Dictionary.. 19

27BSummary. 19

28BPreferences. 19

29BCross References. 20

30BSteps. 20

31BSimple EAs. 20

32BBOM Inputs. 21

33BConsume from Step. 22

34BBOM Outputs. 23

35BFormulation Tags. 24

36BCross References – Inputs. 25

37BCross References – Outputs. 25

38BExtended Attributes – Inputs. 26

39BExtended Attributes – Outputs. 26

Nutrients – Inputs. 26

41BNutrients – Outputs. 27

42BCosts – Inputs. 27

43BCosts – Outputs. 28

11BAppendix C: What did the Installer do?. 28

 

 


 

2BPreface

12BAudience

This guide is intended for client programmers involved with integrating Oracle Agile Product Lifecycle Management for Process. Information about using Oracle Agile PLM for Process resides in application-specific user guides. Information about administering Oracle Agile PLM for Process resides in the Agile Product Lifecycle Management for Process Administrator User Guide.

13BVariability of Installations

Descriptions and illustrations of the Agile PLM for Process user interface included in this manual may not match your installation. The user interface of Agile PLM for Process applications and the features included can vary greatly depending on such variables as:

•             Which applications your organization has purchased and installed

•             Configuration settings that may turn features off or on

•             Customization specific to your organization

•             Security settings as they apply to the system and your user account

14BDocumentation Accessibility

For information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website at http://www.oracle.com/pls/topic/lookup?ctx=acc&id=docacc.

15BAccess to Oracle Support

Oracle customers have access to electronic support through My Oracle Support. For information, visit http://www.oracle.com/pls/topic/lookup?ctx=acc&id=info or visit http://www.oracle.com/pls/topic/lookup?ctx=acc&id=trs if you are hearing impaired.

44BSoftware Availability

Oracle Software Delivery Cloud (OSDC) provides the latest copy of the core software. Note the core software does not include all patches and hot fixes. Access OSDC at:

http://edelivery.oracle.com


3BOverview

FlexSync Formulation provides you the ability to export formulation specifications to Excel.  You can now use a customized Excel user interface, allowing you to monitor important key attributes while adjusting the formulation Bill of Material (BOM) quantity values.  Key attributes include nutrients, extended attributes, total moisture/solids and cost.  Once you are finished, the BOM Quantities can be imported back into the formulation specification.

This solution pack contains formulation handlers and out the box report templates built upon FlexSync Foundation.  FlexSync Foundation can be found in the Extensibility Pack and more information can be found in the Agile Product Lifecycle Management for Process FlexSync Foundation User Guide.

4BReports

FlexSync Formulation includes 4 out of the box reports that can be used immediately.  Once installed the following reports will be available from the formulation specification in the action menu.

1.       Single Formula Quantity

2.       Single Formula Percent

3.       Prototype Experiments Quantity

4.       Prototype Experiments Percent

 

These reports contain formulation data as well as working sheets.   The working sheets use out of the box Oracle VBA functions to pull data from the ‘From PLM4P’ worksheet as well as perform calculations.  For a full list of available functions see Appendix A.

 

Each report includes 4 worksheets.  

Sheet

Description

From PLM4P

 

Contains the data exported from PLM for Process. For a full list of exported data, please review to the data dictionary in Appendix B.   This data should not be edited. 

Primary Working Sheet

This is the working sheet where all edits should occur. The name of this sheet will vary based on the report used during export.

To PLM4P

 

This sheet contains the data to be imported back into PLM for Process.   BOM Quantities are currently the only data allowed to be imported back into PLM for Process.  This data should not be edited; the primary working sheet will update this data.

System

This sheet contains system required data and configuration settings.  This data should not be edited.

 

16BSingle Formula Quantity/Percent

SingleFormulaQTY.xlsm, SingleFormulaPER.xlsm

The Single Formula reports allow you to modify quantity or percent values in a single grid.  As BOM values are modified, key attribute values such as cost, moisture, nutrients, and distinct extended attributes are adjusted for each input and a total is provided.  


45BKey Features

Feature

Description

Quantity and % Batch

The Single Formula Quantity report allows you to edit the formula based on quantity amounts.  The Single Formula Percent report allows you to edit the % Batch amount.

Input UOM

Displays the UOM set for each BOM Input. Only Mass and Volume categories are supported for key value calculations.

Cost

The cost exported is based on your formulation settings Currency, Per UOM, Cost Set and Type.  The report provides per input base cost and calculated cost.

Moisture Value and Contribution

The moisture value for each BOM Input as well as its contribution to the whole.

Nutrient Values and Contribution

Key nutrient values for each BOM Input as well as their contribution to the whole.  Out of the box, the report includes calories, fat and sodium.

Extended Attribute Values and Contribution

Key extended attribute values for each BOM Input as well as their contribution to the whole.  Out of the box, the report includes extended attribute ID 15 and 87.  Extended Attributes need to be distinct and tagged with the “Is Design Attribute” tag.

Refresh

The refresh button will restore the formulation BOM back to the values originally exported.

 

These reports are easily configurable.  If you would like to see additional nutrients or extended attributes, see the Configuration section for more details.

 

 

 

 

 

 

 

17BPrototype Experiments Quantity/Percent

PrototypeExperimentQTY.xlsm, PrototypeExperimentPER.xlsm

The Prototype Experiments reports allow you adjust values of a single formulation for up to 10 prototypes to compare adjusted values to the original exported formulation.  As BOM values are modified, key attribute values such as cost, moisture, nutrients, and distinct extended attributes are adjusted for each input and a calculated total is provided.  These reports include indicators allowing you to quickly see if a key value is increasing or decreasing from your starting formulation. Once finished, you can select one formulation to import back into PLM for Process. 

46BKey Features

Feature

Description

Quantity and % Batch

The Prototype Experiments Quantity report allows you to edit the formula based on quantity amounts.  The Prototype Experiments Percent report allows you to edit the % Batch amount.

Input UOM

Displays the UOM set for each BOM Input. Only Mass and Volume categories are supported for key value calculations.

Cost

These reports allow you to change the cost set and type so you can see cost across multiple facilities. The currency, per UOM and the default cost selected is based on your formulation settings at the time of export. 

Moisture Value

The calculated moisture value for your output material.

Nutrient Values

Calculated key nutrient values for your output material.  Out of the box, the reports include calories, fat and sodium.

Extended Attribute Values

Calculated key nutrient extended attribute values for your output material.  Out of the box, the reports include extended attribute ID 15 and 87.  Extended Attributes need to be distinct and tagged with the “Is Design Attribute” tag.

Refresh

The refresh button will restore the working sheet back to the values originally exported.

 

47BBest Practices

1.       Multiple variations of a formulation can be imported using Snapshots.  For example, when using prototype experiments you can import prototype column 1, create a snapshot.  Then import prototype column 2, create a snapshot and so on.

2.       If you are experimenting with different raw materials across prototypes, add all possible raw materials to your BOM.  When working with prototypes just set the materials you do not want to use to a 0 quantity.

3.       You may see inconsistent theoretical calculations between Excel and PLM for Process if:

a.       Regulatory Breakdowns on the formulation inputs don’t equal 100%

b.      Any overrides have been added to internal outputs

c.       Any yield adjusters have been applied.

These reports are easily configurable.  If you would like to see additional nutrients or extended attributes, see the Configuration section for more details.

Important Notes:

1.       Only a single formulation specification can be exported to a report.  If your formulation includes an intermediate formulation you should use the BOM inclusion tool to flatten your formulation hierarchy.  You can access the BOM inclusion tool by selecting the following icon       next to the context dropdown.

2.       When modifying percentages, we do not normalize percentages in Excel, so if your % Batch does not match 100%, exactly, then your % Batch, nutrient values, moisture, and EA values may be slightly different when pushed back to the formulation specification.

 

5BHandlers

FlexSync handlers are used to export, format and import data.  FlexSync Formulation includes handlers that export key formulation specification information as well key information from the inputs used in the formula.   For a full list of exportable data, please review to the data dictionary in Appendix B.  

6BInstalling/Upgrading FlexSync Formulation

18BPrerequisites

·         Oracle Agile Product Lifecycle Management for Process: version 6.1.1.1

·         FlexSync Foundation

·         Microsoft Office: versions 2007, 2010, or 2013

19BInstallation

1.       Unzip package to a temporary location.

Ex. c:\tmp\FlexSyncFormulation

2.       Back up the database.

3.       Run ApplyScripts.exe package against the PLM4P database  (See “ApplyScripts” section below for detailed instructions).

4.       Run FlexSyncFormulationSetup.exe and follow the on-screen instructions to perform the installation.

Upgrade

The upgrade procedure replaces the Oracle-provided Excel templates.  This was done to correct a bug that affects users of Microsoft Office 2010.  See Patch 16890774 for more information.

1.       Unzip package to a temporary location.

Ex. c:\tmp\FlexSyncFormulation

  1. Back up your existing templates.

Ex. c:\plm4p\*.xlsm

3.       Back up the database.

4.       Run ApplyScripts.exe package against the PLM4P database  (See “ApplyScripts” section below for detailed instructions).

  1. Run FlexSyncFormulationSetup.exe and follow the on-screen instructions to perform the upgrade.
  2. If you made changes to the Oracle-provided templates, merge your changes with the new templates.

20BApplyScripts

To run ApplyScripts, follow these steps.

1.       Open a command prompt.

2.       Change directory to Scripts directory of this patch.

prompt> cd C:\tmp\FlexSyncFormulation\Database\

3.       Call ApplyScripts.exe with correct parameters:

     -c connectstring   (copy from EnvironmentVariables.config)

     -f filename        (MS SQL ex. -f FlexSyncFormulation.xml) (Oracle ex. -f FlexSyncFormulation-orcl.xml)

     -dbvendor dbtype   (MS SQL ex. -dbvendor msft) (Oracle ex. -dbvendor orcl)

 

ex.  MSSQL prompt> ApplyScripts.exe -c

"server=customerServer.domain.com;uid=UserName;pwd=Password;database=prodikaCatalog"

-f FlexSyncFormulation.xml -dbvendor msft

ex.  ORCL prompt> ApplyScripts.exe -c "user id=user;password=password;data source=PLM4P"

-f FlexSyncFormulation-orcl.xml -dbvendor orcl

21BTemplate Location

Currently, all report templates are copied to c:\ plm4p\Templates\.  If this is not the desired location, you will need to update the TemplateLocation field in the flexReports table.  Once your DB update is committed, you will need to move your templates to the new location on the file system.

For further details around what the installer actually did see Appendix C.

7BConfiguration

Report templates can be easily modified to allow for additional nutrients and extended attributes.

Important Note: When modifying a report template, ensure the value for ‘Already Initialized’ is set to 0 on the System worksheet before saving.

22BAdding Additional Nutrients

Out of the box the reports display Calories, Fat and Sodium.  Additional nutrients can be easily added to any report template using out of the box Nutrient Value functions.  Out of the box functions know how to pull nutrient values from the “From PLM4P” sheet by referencing their unique InFoods ID.  

48BSingle Formula Reports

Create 2 new columns on the report template using the NutrientValue() and OracleMultiply() functions

For example, the business wants to see Carbohydrates represented as a column.

1.       Insert 2 new columns or copy an existing nutrient column and nutrient contribution column.

2.       Modify the header row of the new nutrient column as ‘Carbohydrates’.

3.       Modify the header row of the new nutrient contribution column as ‘Carbohydrates Contribution’.

4.       Assign a formula to the cell on the BOM input row of the ‘Carbohydrates’ column.  The formula will be:

=NutrientValue(B5, "CHOCDF", TRUE)

5.       Assign a formula to the cell on the BOM input row of the ‘Carbohydrates Contribution’ column.  The formula will be:

=OracleMultiply(NutrientValue(B5, "CHOCDF"), H5*0.01)

6.       Format the cells to be consistent with the grid.

7.       Save & Close the report.

49BPrototype Experiments Reports

Create a new row on the report template using the GetNutrientTotal() function.

For example, the business wants to see Protein represented in the Key Values grid.

1.       Insert a new row or copy an existing nutrient row in the Key Values grid.

 

Note: Make sure the PrototypeExperimentsQty.KeyValues.Value named range is not broken by this action

 

2.       Assign a formula to the cell contained by PrototypeExperimentsQty.KeyValues.Value (Control column).  The formula will be:

=GetNutrientTotal(PrototypeExperimentsQty.InputKey,PrototypeExperimentsQty.Quantity, PrototypeExperimentsQty.UOM, "PROCNT")

3.       Assign a formula to the cell in each Prototype column.  You will have to modify the input range for each column, but the formula for Prototype column 1 will be:

=GetNutrientTotal(PrototypeExperimentsQty.InputKey,$G$6, PrototypeExperimentsQty.UOM, "PROCNT")

4.       Format the cells to be consistent with the grid.

5.       Save & Close the report.

23BAdding Additional Extended Attributes

Out of the box only distinct extended attributes with the “Is Design Attribute” tag are exported.  The working sheets display extended attributes with the ID of 15 and 87. These will probably not match extended attributes in your system.  You can customize these columns by adjusting the IDs referenced in the functions.  You can also add additional extended attributes that you are interested in.     

50BSingle Formula Reports

Create 2 new columns on the report template using the EAValue() and OracleMultiply() functions.

For example, the business wants to see distinct EA with the EA ID of ‘Brix’ represented as a column.

1.       Insert 2 new columns or copy an existing EA column and EA contribution column.

2.       Modify the header row of the new EA column as ‘Brix’.

3.       Modify the header row of the new nutrient contribution column as ‘Brix Contribution’.

4.       Assign a formula to the cell on the BOM input row of the ‘Carbohydrates’ column.  The formula will be:

=EAValue(B5, "Brix", TRUE)

5.       Assign a formula to the cell on the BOM input row of the ‘Carbohydrates Contribution’ column.  The formula will be:

=OracleMultiply(EAValue(B5, "Brix"), H5*0.01)

6.       Format the cells to be consistent with the grid.

7.       Save & Close the report.

51BPrototype Experiments Reports

Create a new row on the report template using the GetEATotal() function.

 For example, the business wants to see the Distinct Input EA with the EA ID of ‘Brix’

1.       Insert a new row or copy an existing EA row in the Key Values grid.

 

Note: Make sure the PrototypeExperimentsQty.KeyValues.Value named range is not broken by this action

 

2.       Assign a formula to the cell contained by PrototypeExperimentsQty.KeyValues.Value (Control column).  The formula will be:

=GetEATotal(PrototypeExperimentsQty.InputKey, PrototypeExperimentsQty.Quantity, PrototypeExperimentsQty.UOM, "Brix")

3.       Assign a formula to the cell in each Prototype column.  You will have to modify the input range for each column, but the formula for Prototype column 1 will be:

=GetEATotal(PrototypeExperimentsQty.InputKey, $G$6, PrototypeExperimentsQty.UOM, "Brix")

4.       Format the cells to be consistent with the grid.

5.       Save & Close the report.

24BReport Navigation

By default reports are added to the action menu and appear when a user is on any formulation specification.   However, you have complete control over these links.  You can allow users to quickly access the reports by adding action icons to specific reports and the report import action.  

52BCustomizing Reports for Specific Groups

You can do something simple like only show the Single Formula Report Quantity report to users in specific user groups.   Or you can do something more complex and create report templates for specific product categories.   Where users in the “Beverages” group see a report template that displays Calories, Total Sugars, Vitamin C and Brix extended attribute, while users in the “Sauces” group see Calories, Fat, Sodium and the Acidity extended attribute.  

For more information around how to add and adjust navigation see the Agile Product Lifecycle Management for Process Navigation Configuration Guide.

25BFor Performance

To improve performance of the export process, you can remove named ranges deemed unnecessary to the business.  These named ranges will then be ignored during the export process.  For instance, the out of the box template exports distinct EAs.  If you do not need this data, then the section and the corresponding named ranges can be removed from the template.  FlexSync checks the report, and if the named range isn’t there, it will not waste time gathering this data from the system.

26BTrust Relationship

By default, Excel does not automatically enable macros when downloading from an Internet source.  In newer versions of Excel, editing is also disabled.  For a better user experience, we recommend setting up a trust relationship to eliminate the need to enable editing and enable content every time a report is exported.

8BCreating New Reports

Additional Reports can be created easily by using the out of the box reports as a starting point. For more information around how to set up new reports, including copying of existing reports, see the Agile Product Lifecycle Management for Process FlexSync Foundation User Guide.

 


 

9BAppendix A: Oracle Functions

Several out of the box VBA functions are available and can be re-used in custom templates. 

 

Function

Spec Name

GetSpecName(specId As String, inputId As String, Optional isInput As Boolean = True)

Spec Number

GetSpecNumber(specId As String, inputId As String, Optional isInput As Boolean = True)

Spec Issue

GetSpecIssue(specId As String, inputId As String, Optional isInput As Boolean = True)

Step Number

GetStepNumber(specId As String, inputId As String, Optional isInput As Boolean = True)

Quantity

QuantityValue(inputId As String, Optional treatNullAsEmpty As Boolean = False, Optional isInput As Boolean = True)

UOM

QuantityUOMValue(specId As String, inputId As String)

Total Solids

SolidsValue(inputId As String, Optional treatNullAsEmpty As Boolean = False, Optional isInput As Boolean = True)

Total Moisture

MoistureValue (inputId As String, Optional treatNullAsEmpty As Boolean = False, Optional isInput As Boolean = True)

% Batch

PercentBatchValue(inputId As String, qty As Double, qtyUOM As String, totalQty As Double, Optional totalQtyUOM As String = "")

Base Cost

CostValue(inputId As String, Optional treatNullAsEmpty As Boolean = False)

Nutrient Name

NutrientName(inputId As String, nutrientId As String, Optional isInput As Boolean = True)

Nutrient Value

NutrientValue(inputId As String, nutrientId As String, Optional treatNullAsEmpty As Boolean = False, Optional customNullValue As Variant, Optional isInput As Boolean = True)

Nutrient UOM

NutrientUOMValue(specId As String, inputId As String, Optional isInput As Boolean = True)

Extended Attribute Name

EAName(inputId As String, eaId As String, Optional isInput As Boolean = True)

Extended Attribute Value

EAValue(inputId As String, eaId As String, Optional treatNullAsEmpty As Boolean = False, Optional customNullValue As Variant, Optional isInput As Boolean = True)

Extended Attribute UOM

EAUOMValue (specId As String, inputId As String, Optional isInput As Boolean = True)

Input Gain/Loss

MaterialGainLossValue(inputId As String, Optional treatNullAsEmpty As Boolean = False, Optional customNullValue As Variant)

Inputs Array

GetInputKeys() As Variant

Outputs Array

GetOutputKeys() As Variant

Input Spec ID

GetInputSpecID(inputId As String) As String

Output Spec ID

GetOutputSpecID(outputId As String) As String

Total Quantity

GetQuantityTotal(rOwner As Range, rQuantity As Range, rUOM As Range, Optional toUOM As String = "")

Total Moisture

GetMoistureTotal(ownerRange As Range, batchRange As Range, uom As Variant, Optional treateNullAsZero As Boolean = True)

Total Nutrient

GetNutrientTotal(ownerRange As Range, batchRange As Range, uom As Variant, nutrientId As String, Optional treateNullAsZero As Boolean = True, Optional customNullValue As Variant)

Total Extended Attribute

GetEATotal(ownerRange As Range, batchRange As Range, uom As Variant, eaId As String, Optional treateNullAsZero As Boolean = True, Optional customNullValue As Variant)

Cost Book Array

GetCostBooks()

Cost Value from Cost Book

CostValueFromLibrary(specId As String, costType As String, costSet As String, Optional treatNullAsEmpty As Boolean = False)

Convert Quantity

UOMConvert(inputId As String, fromValue As Double, fromUOMAbbr As String, Optional toUOMAbbr As String = "", Optional toValue As Double = 1#, Optional treatNullAsZero As Boolean = True)

Preferred Quantity UOM

GetPrefUOM()

Preferred Cost UOM

GetPrefCostUOMUOM()

Preferred Cost Per Value

GetPrefCostUOMValue(Optional treatNullAsEmpty As Boolean = False)

Preferred Cost Currency

GetPrefCostUOMCurrency()

Preferred Cost Type and Set

GetPrefCostTypeAndSet()

 


 

10BAppendix B: Data Dictionary

The FlexSync Formulation reports export formulation data across many dimensions.  The purpose of this appendix is to explain what data is provided and how it is sourced.

27BSummary

The Summary section of the export data contains general summary data for the formulation spec. 

Spec Name

Specification name.

Short Name

The multi-lingual text of the short name.

Spec #

The specification number (does not include issue number).

Issue #

The revision number of the specification.

Status

Name of the spec’s workflow status

Category

Formulation Spec’s Category within the Spec Category hierarchy.

Sub Category

Formulation Spec’s Sub Category within the Spec Category hierarchy.

Group

Formulation Spec’s Group within the Spec Category hierarchy.

 

28BPreferences

The Preferences section of the export data contains settings set directly on the formulation spec. 

UOM

Formulation preferred UOM setting

Calc Path

Formulation preferred Calc Path setting

Density Mass UOM

Formulation preferred Calc Path setting

Density Vol UOM

Formulation preferred Calc Path setting

Combine Like Items

Formulation Combine Like Items setting

Set New Outputs As Fixed

Formulation Set New Outputs As Fixed setting

Assign Pack Size

Formulation Assign Pack Size setting

Cross Ref

Formulation preferred Cross Reference setting

Cost UOM Currency

Formulation preferred Cost UOM Currency setting

Cost UOM Value

Formulation preferred Cost UOM Value setting

Cost UOM UOM

Formulation preferred Cost UOM UOM setting

Cost Type

Formulation preferred Cost Type setting

Cost Set

Formulation preferred Cost Set setting

 

29BCross References

The Cross References section of the export data is a collection representing the Cross References directly associated with the formulation spec.

Key

The unique id (pkid) of the cross reference.

System Name

The external system name (e.g. JDE, SAP, etc.)

System ID

The external system code (e.g. USBPCS, USSAP, etc.)

Equivalent

The actual external system identifier value.

Status

Name of the cross reference’s status.

 

30BSteps

The Steps section of the export data is a collection representing the formulation steps. 

Key

The unique id (pkid) of the formulation step.

Step #

The conceptual processing flow order of the steps.

Step Name

The given user or generated name of this step.

Step Instructions

Instructions associated with the Step

 

31BSimple EAs

The Simple EAs section of the export data is a collection representing extended attributes attached directly to the formulation spec.

Key

The unique id (pkid) of the extended attribute instance

EA Name

The name of the extended attribute type

EA ID

Unique ID for attribute

EA Value

EA value associated with the formulation spec

EA UOM

UOM for the EA Value

Notes

Comments associated with the extended attribute type.

 

32BBOM Inputs

The BOM Inputs section of the export data is a collection representing the formulation’s material specification inputs. 

Key

The unique id (pkid) of the input

Spec PKID

The unique id (pkid) of the material spec

Line Order

Unique sequential number for the input

Step #

Step number the input is associated with

Spec Number

The material specification number (does not include issue number).

Spec Issue

The revision number of the material specification.

Name

Name of the material specification.

Comment

Comment associated with the input.

% batch

Percent of the batch size

Quantity

Input Quantity

UOM

Quantity UOM

Base Qty(g)

Quantity in grams

Base Qty (ml)

Quantity in milliliters

G/L

Gain Loss associated with the input

Yield

Input Yield

Yield UOM

Input Yield UOM

USD/100g

Input cost in US Dollars per 100g

Ext Cost

External Cost

Volume

Input Volume

Volume UOM

Volume UOM

Volume in Base UOM (ml)

Volume converted to milliliters

Mass

Input Mass

Mass UOM

Mass UOM

Mass in Base UOM (g)

Mass in grams

Total Solids

Total solids

 

33BConsume from Step

The Consume From Step section of the export data is a collection representing the formulation’s inputs that are consumed from other steps. 

Key

The unique id (pkid) of the input

Spec PKID

The unique id (pkid) of the material spec

Line Order

Unique sequential number for the input

Step #

Step number the input is associated with

Spec Number

The material specification number (does not include issue number).

Spec Issue

The revision number of the material specification.

Name

Name of the material specification.

Comment

Comment associated with the input.

% batch

Percent of the batch size

Quantity

Input Quantity

UOM

Quantity UOM

Base Qty(g)

Quantity in grams

Base Qty (ml)

Quantity in milliliters

G/L

Gain Loss associated with the input

Yield

Input Yield

Yield UOM

Input Yield UOM

USD/100g

Input cost in US Dollars per 100g

Ext Cost

External Cost

Volume

Input Volume

Volume UOM

Volume UOM

Volume in Base UOM (ml)

Volume converted to milliliters

Mass

Input Mass

Mass UOM

Mass UOM

Mass in Base UOM (g)

Mass in grams

Total Solids

Total solids

 

34BBOM Outputs

The BOM Outputs section of the export data is a collection representing all the formulation’s outputs, regardless of type. 

Key

The unique id (pkid) of the output

Spec PKID

The unique id (pkid) of the material spec

Line Order

Unique sequential number for the input

Output of Step #

Step number the output is associated with

Input to Step #

Step number of the input that consumes this output

Number

The material specification number (does not include issue number).

Spec Issue

The revision number of the material specification.

Name

Name of the material specification.

Quantity

Input Quantity

Quantity UOM

Quantity UOM

Base Qty(g)

Quantity in grams

Base Qty (ml)

Quantity in milliliters

Process G/L

Process Gain Loss associated with the output

Water G/L

Output’s water gain/loss

Yld

Input Yield

Yld UOM

Input Yield UOM

Output Type

Output Type

Product Type

Product Type

Volume

Output Volume

Volume UOM

Volume UOM

Volume in Base UOM (ml)

Volume converted to milliliters

Mass

Output Mass

Mass UOM

Mass UOM

Mass in Base UOM (g)

Mass in grams

Total Solids

Total solids

 

35BFormulation Tags

The Formulation Tags section of the export data is a collection representing the tags associated with the formulation spec’s inputs.   

Key

Combination of the input pkid and the tag pkid

Owner

The unique id (pkid) of the input

ID

The unique id (pkid) of the tag

Tag Name

The name of the tag

 

36BCross References – Inputs

The Input Cross Reference section of the export data is a collection of cross references associated with the formulation’s inputs.

Key

Combination of the cross ref pkid and input pkid

Spec Pkid

The unique id (pkid) of the input

System Name

The external system name (e.g. JDE, SAP, etc.)

System ID

The external system code (e.g. USBPCS, USSAP, etc.)

Equivalent

The actual external system identifier value.

Status

Name of the cross reference’s status.

Description

Cross Reference description

UOMs

| separated list of UOMs associated with the cross reference.

 

37BCross References – Outputs

The Input Cross Reference section of the export data is a collection of cross references associated with all the formulation’s outputs. 

Key

Combination of the cross ref pkid and input pkid

Spec Pkid

The unique id (pkid) of the input

System Name

The external system name (e.g. JDE, SAP, etc.)

System ID

The external system code (e.g. USBPCS, USSAP, etc.)

Equivalent

The actual external system identifier value.

Status

Name of the cross reference’s status.

Description

Cross Reference description

UOMs

| separated list of UOMs associated with the cross reference.

 

38BExtended Attributes – Inputs

The Extended Attributes Inputs section of the export data is a collection of extended attributes associated with the formulation’s material inputs.  These extended attributes must be distinct and have the “Is Design Attribute” tag.

Key

The unique id (pkid) of the extended attribute instance combined with the input pkid

Owner

The unique id (pkid) of the input

EA Name

The name of the extended attribute type

EA ID

Unique ID for attribute

EA Value

EA value associated with the formulation spec

EA UOM

UOM for the EA Value

Notes

Comments associated with the extended attribute type.

 

39BExtended Attributes – Outputs

The Extended Attributes Inputs section of the export data is a collection of extended attributes associated with the formulation’s outputs. In the case of referenced material outputs, the EAs are pulled from the material spec.  With all other outputs, the EAs are pulled from the output’s theoretical EAs while taking overrides into account.  These extended attributes must be distinct and have the “Is Design Attribute” tag.

Key

The unique id (pkid) of the extended attribute instance combined with the input pkid

Owner

The unique id (pkid) of the input

EA Name

The name of the extended attribute type

EA ID

Unique ID for attribute

EA Value

EA value associated with the formulation spec

EA UOM

UOM for the EA Value

Notes

Comments associated with the extended attribute type.

Nutrients – Inputs

The Nutrients Inputs section of the export data is a collection of nutrients associated with the formulation’s inputs. 

Key

The unique id (pkid) of the nutrient combined with the input pkid

Owner

The unique id (pkid) of the input

Nutrient ID

Nutrient InFoodsID

Nutrient Name

Nutrient Name

Nutrient Value

Nutrient value for this input

Nutrient Value UOM

UOM for the Nutrient Value

 

41BNutrients – Outputs

The Nutrients Inputs section of the export data is a collection of nutrients associated with the formulation’s outputs. 

Key

The unique id (pkid) of the nutrient combined with the output pkid

Owner

The unique id (pkid) of the output

Nutrient ID

Nutrient InFoodsID

Nutrient Name

Nutrient Name

Nutrient Value

Nutrient value for this input

Nutrient Value UOM

UOM for the Nutrient Value

 

42BCosts – Inputs

The Costs Inputs section of the export data is a collection of costs associated with each input material’s cross references. 

Key

Combination of the input pkid and the cost item pkid

Spec Pkid

The unique id (pkid) of the input material

Equivalent Key

The unique id (pkid) of the cross reference equivalent

Facility Name

The name of the cost item facility.

Cost Type

The cost item’s cost type

UOM

UOM associated with the cost item

Currency

Currency the cost is reported in

Cost

The actual cost item cost

 

43BCosts – Outputs

The Costs Outputs section of the export data is a collection of costs associated with each output material’s cross references. 

Key

Combination of the output  pkid and the cost item pkid

Spec Pkid

The unique id (pkid) of the output  material

Equivalent Key

The unique id (pkid) of the cross reference equivalent

Facility Name

The name of the cost item facility.

Cost Type

The cost item’s cost type

UOM

UOM associated with the cost item

Currency

Currency the cost is reported in

Cost

The actual cost item cost

 

11BAppendix C: What did the Installer do?

The installer will perform the following tasks for you:

·         Backup all files to PRODIKA_HOME\SolutionPacksBackup\FlexSync\FlexSyncFormulation

·         Copy FlexSyncFormulationLib.dll to PRODIKA_HOME\web\gsm\bin\

·         Copy reports to c:\prodika\templates\

·         Update SiteMap-DisplayOrder.xml and SiteMap-Extensions.xml to add FlexSync Formulation Pack Menu Items to the GSM Menu