Create Formula

A predefined item template named Formula is available to support the creation of formula items.

Note: You can create a Formula template with predefined attribute values for item classes. You can edit the template as required to meet your business requirements. For setup details, see Add Predefined Item Templates inManage Item Templates.

Here's how you create a formula:

1. From the Product Management Search page, select Item.
2. Click the Add icon.
3. Click Create Item.
4. On the Create Item page, enter values for the mandatory attributes, and select Formula in the Apply Templates field.
5. Click Create.
6. Navigate to the Formulas tab, click the button with three dots (…) next to the Search box, and then choose Create Formula.
7. In the New formula drawer, enter a Formula Name, provide a Description, and add any additional details or attachments as required.

   After you create the formula header, the parent formula item is automatically assigned as Primary Product.

8. The attributes displayed on the Formulas tab includes:

• Item Number
• Item Sequence
• Product Type
• Structure Item Type
  Note: The columns displayed in the Formulas tab depend on the selected view. A predefined Product Management Formula View includes the following default attributes: Item Number, Item Sequence, Product Type, and Structure Item Type. You can configure your preferred view to include additional attributes that meet your business requirements.
• The Component level attributes displayed on the Formulas tab includes:
  • Absolute Yield: Displays Absolute Yield (Quantity × Yield) for each component (includes both ingredients and products). This field is read-only.
  • Product Type: This attribute categorizes output as:
    • Primary Product
    • Co-product
    • By-product
    • Ingredient
    This classification helps define outputs more accurately and is essential for downstream traceability.

    Note: After you add ingredients and products, double-click a cell to edit ingredient level attributes.
  • Contribute to Yield (Ingredients only): Select Yes to indicate that the ingredient contributes to the total formula yield, or No if it doesn't. Use the Contribute to Yield attribute for loss items or carriers that don’t affect the final product quantity.
  • Completion Type (Products only): Specifies how the product is treated at formula completion. Valid values are Manual or Automatic. Use the Completion Type attribute to ensure consistency in completion logic across downstream manufacturing processes.
• Component descriptive flexfields. Double-click a cell to edit the component descriptive flexfields.
• Substitute Components.
• Reference Designators.
  Note: Support for Reference Designator isn't available.