How To Guide

Allergens
Overview ......................................................................................................................................... 2
Setup ............................................................................................................................................... 2
Parameter Value .......................................................................................................................... 2
Miscellaneous Tables .................................................................................................................. 3
Product Maintenance Functionality ............................................................................................. 4
BOM Maintenance Functionality ................................................................................................ 5
Allergens Selection Inquiry ............................................................................................................ 6
Product Constraints Selection Inquiry ............................................................................................ 7
Allergens Rollup - XALGROLL .................................................................................................... 8
Enterprise Planning - FUNGBENCH ............................................................................................. 9
Allergens / Constraints Match Inquiry.......................................................................................... 10

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Overview

The Allergens function in X3 allows tracking of manufactured products whose components have been
identified with one of the following common food Allergens:

E Egg F Fish M Milk N Tree Nuts P Peanut S Shellfish W Wheat S Soy

In addition, numerous user-defined Product Constraints may be created and applied at either the
manufactured or component product level.

An Allergens Rollup function is also available. This function may be used to re-set the allergens field on
the selected manufactured product(s) by retrieving the allergens from all components (all levels) of the
products primary BOM.

The Allergens Rollup function may be run on demand from the menu, or from the Bill of Material function.
When run from the menu, a product range may be entered. When run from the Bill of Material function,
the current BOM Product has the Rollup performed.

Setup
Parameter Value

To ensure the Allergens functionality is active, in addition to activity code XA22, parameter XALLERGEN
should also be set to Yes under the GPA parameters. Under the ADMIN menu, this parameter can be
found under Parameters > General Parameters > Parameter Values.

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Miscellaneous Tables

There are 2 miscellaneous tables associated with Allergens - numbers 4100 and 4101. Table 4100
contains 8 of the most common allergens. Table 4101 contains sample data that you may modify as
needed. Under the ADMIN menu, miscellaneous tables can be found under Parameters > General
Parameters > Miscellaneous Tables > Data.

Miscellaneous Table (Allergens)

Miscellaneous Table (Product Constraints)

Note: Both miscellaneous tables may be defined as needed.

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Product Maintenance Functionality

The Product Maintenance function has been modified to display and allow maintenance of allergens and
product constraints.

Allergens field has a right-click option of Selection to display / edit the Allergens. See Allergens
Selection Inquiry.

Product Constraints field has a right-click option to display / edit the Products constraints. See
Product Constraints Selection Inquiry.

Note: Allergens may only be modified for Products that are not classified as Manufactured. If a Product is
manufactured, the Allergens fields will appear gray as shown below. Product Constraints can always be
entered.
Note: Manufactured type products are determined by the Manufactured flag assigned to the Product
Category.
Common Data > Products > Product Categories

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BOM Maintenance Functionality

The BOM Maintenance function has been modified to display the allergens and product constraints
associated with a production Bill of Material.

Allergens field has a right-click option of Select to display the list of all Allergens. See Allergens
Selection Inquiry below.

Product Constraints has a right-click option of Select to display the list of all Product constraints.
See Product Constraints Selection Inquiry below.

There is a new menu option for Allergen Rollup. See Allergen Rollup below.

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Allergens Selection Inquiry

The Allergens Selection Inquiry is used to display all allergens with their description for a particular
product. The inquiry indicates a selected allergen with a checkmark. See figure below. The Allergens
Selection Inquiry, when invoked from the Products function, allows modification by selecting or
unselecting allergens by clicking in the Select column. In all other cases this inquiry is for display
purposes only.

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Product Constraints Selection Inquiry

The Products Constraints Selection Inquiry is used to display all product constraints with their description
for a particular product. The inquiry indicates a selected constraint with a checkmark. See figure below.
The Product Constraints Selection Inquiry, when invoked from the Products function, allows modification
by selecting or unselecting constraints by clicking in the Select column. In all other cases this inquiry is
for display purposes only.

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Allergens Rollup - XALGROLL

The Allergens Rollup function is used to re-set the allergens field on the selected manufactured products
by retrieving the allergens from all components (all levels) of the products primary BOM.

The Allergens Rollup function may be run stand-alone from the menu or from the BOM function. When
run stand alone a product range may be entered. When run from the BOM function the current Product
defaults to have the Rollup performed against it alone.

Allergen Rollup from Production BOMs

Allergens Rollup - XALGROLL

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Enterprise Planning - FUNGBENCH

The Enterprise Planning function has been modified to allow the display of products with the same
allergens and product constraints as the product to be manufactured. This option is only available for
Suggested Work Orders (WOS). To launch this Allergens / Constraints Match inquiry, right click Select
on the suggested work order.

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Allergens / Constraints Match Inquiry

The Allergens / Constraints Match inquiry is used to display a list of all manufactured products that meet
the selection criteria below.
For a given Product this inquiry will display matching products when they meet the following criteria:
A displayed product will have one or more allergens in common with the main product.
The main product has constraints and they match exactly the displayed products
A displayed product will have a product category type of Manufactured
No Firm, Planned, or Suggested work orders exist for the main product

Note: This inquiry may only be executed via the Enterprise Planning function (FUNGBENCH)

Allergens / Constraints Match Inquiry

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Under the Function menu option you may access the Allergens and Product constraints in display
mode. Also you may tunnel to the Work Order function. When Allergens or Constraints option is
selection, a read-only list is displayed.

Inquiry Options

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