Formula designer

This topic explains how to use the formula designer to analyze and maintain formulas in a tree view.

When you open the Formula designer page from the Released products page, the tree in the left pane shows the list of co-products and the hierarchy of ingredients for the released product. The structure is derived from the hierarchy of formulas that are active and approved for the selected item and its ingredients, the default order site of the item, and the actual date.

Click Setup to select different configurations and specify what information appears on the lines of the tree.

Click Filter to change the initial selection in the view. If you set the display principle to Selected/Active or Selected, you can select individual formula or route versions to use in the view. You can select non-approved and non-active formula versions to show or maintain in the formula designer.

Note

If you open the Formula designer page from the Bills of materials list page, it doesn't show route information. Currently, the selection of a formula or route version applies to all instances of the formula designer.

The following sections describe the functionality that is available in the BOM designer.

Analyze a formula structure by using the formula designer

The formula designer has two sections:

  • The tree view of the formula structure.
  • The details section, which shows details of the selected data. When you select a node in the tree view, the FastTabs in the details section are updated based on that node:
    • Formula line details – View the details of the formula line that is selected in the tree view.
    • Item data – View the details of the main item or the item that is used in the selected node. You can click Edit released product to maintain the selected item.
    • Formula – View the header of the formula that is related to the selected node.
    • Route – View the header of the route that is related to the selected node.
    • Route operations – View a preview of the operations for the route. When a bill of materials (BOM) line that is assigned to a specific operation is selected, the operation is marked as Component needed at operations.

Select a formula and route

The filter that is applied for the formula and route is shown in the header of the formula designer. You can change the filter by using the Filter dialog box. The following table describes the fields in this dialog box.

Field Description
Product dimensions If the selected finished product is a product master, you can define the active product dimensions for the main selection. Note that if you open the formula designer for a product that isn't a product master, no product dimensions can be selected in the Filter dialog box.

Site Change the site that the ingredient tree is shown for. The default site is the default inventory site of the finished item.
Display principle

Select the version display principle that applies to the current formula structure and the current route:

  • When the principle is set to Active or Selected/Active, the valid formula or route version for this date is found.
  • When the principle is set to Selected/Active or Selected, you can select a formula version or route version by clicking Formula > Formula versions or Route > Route versions.
Version date Enter the version date for the formula and route. The version identifies which formula version is used on a specific date, based on the version dates in the formula version setup.
From quantity Filter the versions by selecting a specific "from" quantity. If you set a value, different formula and route versions might be selected.
Show valid only When you select the check box, the tree structure shows only formula lines that have valid dates. Right-click or double-click a formula line to open the Edit formula line page, where you can see the validity dates for that formula line.

When you use the formula designer to review or edit formulas that consist of one or more levels of phantoms, the route that is associated with the top item typically spans the complete formula hierarchy. To simplify the overview, you can lock the top-level route in the display by clicking View > Lock route. To unlock the route, click View > Unlock route.

Add and edit formulas and formula lines

Use the BOM lines or Formula functions to modify the formula lines or formula. When you select a node in the tree, the type of the node determines the functions that are available.

Function Description Node type and conditions
BOM lines > Edit Open a dialog box where you can edit the formula line attributes. This function is available when a formula line node is selected.
BOM lines > Delete Delete a formula line from the selected formula. This function is available when a formula line node is selected, and the formula isn't locked for editing.
BOM lines > Add before line Open a dialog box where you can select a product variant to include before the selected formula line. This function is available when a formula line node is selected.
BOM lines > Add to component BOM Open a dialog box where you can select a product variant to include at the end of the selected formula. This function is available when the node that is selected has a selected formula. If this function isn't available, a formula version might be missing for the selected item variant. In this case, you can click Formula > Create version to create the missing version for the selected node.
BOM lines > Add after line Open a dialog box where you can select a product variant to include after the selected formula line. This function is available when a formula line node is selected.
Formula > Create version Create a new formula version or formula for the product variant of the selected node. This function is available when the formula line node that is selected is linked to an item that has a production type of BOM or Formula.
Formula > Calculation Open a dialog box where you can run the cost or sales price calculation for the selected product variant. This function is available when the node that is selected is related to a formula version.
Formula > Check Validate and check the selected formula. This function is available when the node that is selected is related to a formula version.

Configuring the tree view

Click Setup to customize the information that is shown in the tree view of the formula designer.

Field group Description
BOM Use the check boxes to select the criteria that are shown in the tree structure. The formula designer shows the selected criteria at the bottom of both tabs.
Route Use the check boxes to select the criteria that are shown for the routes.