Professional Documents
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Session 1
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Product Development
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Process Model
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Formulas in OPM
Formulas contains a list of standard ingredients together with quantities
required for production of specified quantity of product / co-product and
includes processing instructions and ingredient sequencing. It also contains list
of by-products that can be derived during the process
We define formulas for use in Laboratory, Production, Costing and Planning
We can maintain version control for formulas in OPM
We can monitor formula approval status through workflow.
We can configure and maintain e-records and e-signatures for Formulas
We can define both standard and packaging formulas
We can import formulas from external systems through APIs (Application
program interface)
We can scale item quantities in a formula
We can define phantom item as ingredient in formulas and explode it while
creating production batch
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Defining Formula
Navigate: Formulator Formulas
Enter name of the Formula (Current Status is
New)
Enter Version number
Enter Description for the Formula
Select Formula Class under which this
formula is grouped
Select Organization for which this formula is
defined
Packaging Indicator:
Determines whether formula is packaging formula or not. When packaging formula is defined, the
ingredients would be end product and packing material
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Changing Formula Status
Select Change Status from Actions menu
The current status is displayed as New
Select Change status to Approved for
General use
Choose OK
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Scaling of Formulas
Scaling in formula is used to increase or decrease item quantities in formula
ingredients, Products and By-products
Scaling allowed checkbox in formula details determines whether item quantities
can be scaled or not.
We can scale formula by using Scale Formula Dialog box
Scaling factor can be specified either in percentage or item quantity
Scale type of item quantities in a formula can be -
Proportional All scalable item quantities are scaled by scaling factor
Fixed Item quantities are fixed and are not altered on scaling
Integer Item quantities are scaled based on scale multiple, rounding
variance and rounding direction specified for the item
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Scaling with Proportional scale type
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Scaling with Proportional scale type
Select Products tabbed region
Select Scale from Action Menu
Choose Item Quantity Option
Specify New quantity to which you want to
scale ingredients and Choose OK
Old quantity = 250 kgs
New quantity = 500 kgs
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Scaling with Fixed scale type
Case -1
Ingredient 2 CMIC Chloride is defined
with Scale type as Fixed and Contribute
to Yield as Yes
Other ingredients and Product are defined
with scale type as Proportional
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Scaling with Fixed scale type
Navigate: Formulator Formulas
Select Products tabbed region and choose
Scale from Action Menu
Choose Percentage Option and specify
percentage to be scaled and choose ok.
In Ingredients tabbed region, the ingredients
with scale type as fixed is not scaled.
Ingredients with scale type as proportional and
contribute to yield as yes is scaled by an
amount necessary to produce new product
quantity to maintain the yield ratio
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Scaling with Integer scale type
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Scaling with Integer scale type
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Formula Phantoms
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Phantom Item
Apple APPLE
blend BREAD
Flour
BASIC
Carrot CARROT
Water DOUGH
blend BREAD
Output quantities of Basic Dough (a phantom item in Apple bread, Carrot bread and Pineapple
bread formula) phantom production batches are not tracked in inventory. While consumption
of flour, Water and Yeast in phantom batch are tracked.
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Phantom Item
Navigate: Formulator Formulas
Enter name of the Formula (Current Status is
New)
Enter Version number
Enter Description for the Formula
Select Formula Class under which this
formula is grouped
Select Organization for which this formula is
defined
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Version Control
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Version Control
Navigate: Formulator Formulas
Select Formula to be changed
Formula should have status of Approved for
General Use
Profile option for Version control should be set
to yes
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Version Control
The current version of the formula is 1
In the Ingredients tabbed region, change the
ingredient quantity for methanol from 50 to 60
Save the document.
A Caution note is displayed Choose OK, if
you would like a new version created, Cancel
if you wish to discard changes
Choose ok to create a new version with status
as New.
Review the new version created and change
status
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Indented Bill of Materials Report
This report displays ingredients and ingredient quantities that are used in manufacturing
an item. Ingredients which are of phantom type are exploded into their ingredients.
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Formula Inquiry
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Simulator
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Product Development Workbench
Workbench is a tool which facilitates us to create and view both summary and detail
information of formulas, Recipes, Routings and operations by name version, description,
product, class and status
Data organizer in workbench groups objects like Formula, Recipes, Routings and
Operations and are identified by a unique icon. Each object has its own hierarchy which
can be expanded or collapsed in a data organizer tree
Navigator tree displays both parent and child nodes in the hierarchy and represents
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Product Development Workbench
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Mass Search and Replace
Mass Search and Replace window allows us to search for and replace components in Recipes,
Formulas, Routings and Operations
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