Overview of Formulas

Formula development includes multi-product support and new attributes for tighter integration with downstream applications. These enhancements allow you to model real-world manufacturing scenarios more accurately, including multiple outputs and ingredient-level control.

You can use the Structure Item TypeFormula to create product formulas with ingredients. When you select the Formula item type, a new Formulas tab appears on the Item page.

In the Formula grid, you can:

  • Easily distinguish products and ingredients: Separate header rows help to distinguish between products and ingredients. You can also view formula details in the hierarchy view, this lets you expand or collapse any formula that contains products and ingredients.
  • Associate formula names with co-products and by-products to automatically common the primary product formula structure to the corresponding co-products and by-products: To common the primary product formula structure into co-products or by-products, select the formula name. This enables you to view co-products and by-products separately, making it easier to identify the primary products in which this formula is used as a co-product or by-product.
    Note:
    • When selecting the formula name of a co-product or a by-product, you can only select one that hasn't been before used for that same co-product or by-product.
    • As a best practice, you can choose a formula name other than Primary. This is an optional step. If you choose to leave the formula name blank, commoning will not occur.
    • For co-products and by-products, deleting the formula name from the component table doesn't remove the common formula. To remove it, you must open the formula item and make the change there.
  • Associate the formula name with formula ingredients to ensure the correct components are selected during the formula expansion: In the Ingredients section, you can select formula names for rows that are formulas (and not standard items). You can choose any of the existing formula names to associate with the ingredient. The selected formula name identifies which child components are displayed in the multi-level and hierarchy views.
    Note: If the ingredient is a formula and no formula name is specified, the application defaults to the primary product’s formula name (if present on the ingredient) when expanding it in the multi-level or hierarchy view. If that formula name doesn't exist on the ingredient, it will not be expanded.
  • Apply change controls on formulas: You can redline formula name selections for co-products, by-products, and ingredients. You can also redline the primary product, including formula-specific attributes such as Completion Type. Formula-specific attributes are displayed in the Change Order Summary report. When a redline exists, the report shows both the old and new values for these attributes.

Formulas Operations

Here's what you can do in the Formula grid:
  • Create, edit, and delete the formula header.
  • Add, edit, and delete products and ingredients.
  • Edit the child entities in the formula.
  • Delete primary formulas