Formula Editing 

Purpose

This process describes how formulas are typically created. It comprises the steps from the first creation of a formula up to its release by the decision-maker responsible.

Notes provide information about the points to bear in mind for recipe-dependent formulas. For more information, see Formula Assignment.

Prerequisites

·        The formula views defined in the standard system are active in your system (see Customizing for Formulas, IMG activity Set Up and Activate Formula Views).

·        You have created your own formula views for data that is not defined in the standard system where necessary (see Customizing for Formulas, IMG activity Set Up and Activate Formula Views).

·        One or more property trees for editing your own value assignment types have been assigned to the specification types of your formulas (see Customizing for Formulas, IMG activity Set Up EH&S for Formulas).

If one of these settings is missing, the corresponding process steps in formula editing cease to apply.

Process Flow

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       1.      You start formula editing and enter the header data for the relevant change status. Depending on the initial situation, you proceed as follows:

¡        You create an independent formula. If required, you copy the data of an existing formula. You enter the key, specification type, and valid-from date of the formula as well as the authorization group of the users to which you want to restrict formula editing.

Dependent formulas are created automatically when you create the relevant recipe in recipe management. The system assigns the key and specification type of the formula according to your Customizing settings.

¡        You load and edit an existing formula.

You have the following options:

§         You load the formula in formula management. Depending on your requirements, you use the manual formula search, queries for a repeated execution of predefined search steps, or sets of hits for a repeated processing of the same set of formulas.

§         You call up the formula from one of the recipes assigned.

You determine the validity of the changes as follows:

§         You change an existing change status by entering the relevant change master record or a key date when loading the formula.

§         You create a new change status by specifying a new change master record with the valid-from date you want to use when you load the formula. This date shortens the validity period of the preceding change status.

When you edit the formula from within the recipe, the change master record that is assigned to the relevant change status of the recipe applies. With change statuses to which no change master record has been assigned, the valid-from date is used as the key date.

       2.      To describe the formula in more detail, you enter various descriptions and texts. Depending on what you need the information for, you use:

¡        A short, language-independent remark

¡        A number as the language-independent identifier

¡        A name as the language-dependent identifier for which you can create a long text in the same language if required

       3.      You enter the material and substance data of the formula.

You have already entered the header data Base Quantity and Lot Size Range when you created the formula. You now add the following data on the different views with reference to the base quantity:

¡        Input and output materials, this means the logistics units that enter the process or are produced in the process.

¡        Input and output substances, this means the chemical elements and compounds that are involved in the process

¡        The analytical composition of the output substances as they are produced in the process

If it makes sense to derive the data from each other, you generate the remaining views from the view you first entered. You can also generate the material data from the bill of material (BOM) of an output material.

       4.      If you have created your own formula views in Customizing, you also enter data in these views.

       5.      If a property tree has been assigned to your formula, you add the value assignments specified there. Depending on your requirements, you enter formula-specific parameter values, substance lists, and additional compositions.

       6.      By assigning scopes of application to independent formulas, you determine for which regional or organizational units the formulas are intended in different periods of time. In the standard system, the formula is automatically assigned the initial status In Process within every scope of application.

In dependent formulas, the statuses and scopes of application of the recipe to which they belong apply.

       7.      After all change statuses contained in the validity period of a scope of application have been complete, you set the status For Release in the scope of application.

       8.      The decision-maker responsible (for example, the production director or head of quality control of a particular region) checks the relevant change statuses. Depending on the result of the check, he or she sets one of the following statuses in the scope of application:

¡        In process:

The formula needs to be revised. If no other scope of application prohibits changes, you can restart the processing of the change statuses affected and correct the data.

¡        Released:

The formula is released within the scope of application.