Formula Editing 

Purpose

This process describes a typical process flow for creating an independent formula, from the creation of the formula up to its release by the decision-maker responsible. You will find information about special features of recipe-dependent formulas described in notes and in Formula Assignment.

Prerequisites

You have worked through the Formula section in Customizing for Recipe Management. In Set Up and Activate Formula Views, you have set up and activated the supplied formula views and defined your own formula views for data that is not included in the standard system.

You have made the required settings in Customizing for Environment, Health and Safety. Here, you have defined specification types for formulas and set up property trees to edit the value assignment types supplied or your own value assignment types. For more information, see the Implementation Guide (IMG) for Recipe Management under Set Up EH&S Customizing.

Process Flow

The following process describes the standard system. If you have not activated some formula views, you have not set up any property trees, or other settings are missing, the relevant process steps can be skipped in formula editing.

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       1.      You call the recipe workbench and start formula editing. Depending on the initial situation, you proceed as follows:

○     If the formula does not yet exist, create it. If you wish, you can copy the data of an existing formula. You enter the specification type for the formula and the authorization group to which users must belong to be able to edit the formula.

Dependent formulas are created automatically when you create the corresponding recipe in Recipe Management. The system assigns the key and the specification type for the formula in accordance with your Customizing settings and uses the authorization group for the recipe as the authorization group.

○     If the formula already exists, load it. You have the following options:

■      You load the formula. 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 editing of the same set of formulas.

■      You open the formula from a recipe to which the formula is assigned.

You determine the validity of the changes as follows:

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

■      You create a new change state 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 state.

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

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

○     A short, language-independent remark

○     A number as the language-independent identifier

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

       3.      In the Input and Output formula view, you enter the material data and substance data for the formula. You can also generate the material data from the BOM for the material of the primary output.

       4.      If required, you enter quantities and the lot size range in the Quantities formula view.

       5.      You enter any other required data in the other formula views. If you have defined your own formula views in Customizing, enter the required data in these views too.

       6.      In the property tree for the formula, you enter the value assignments you intend to use, that is, you enter formula-specific parameter values, substance lists, and additional compositions.

       7.      You enter the data for the scopes of application. This allows you to specify the validity of the formula in terms of time, region, and organization. You can assign a status to each scope of application. 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.

       8.      When all change states contained in the validity period of a scope of application have been completed, you set the status Released in the scope of application (see Change Management for Formulas).

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

○     If the formula needs to be revised, he or she sets the status In Process. If no other scope of application prohibits changes, you can edit the change states affected again and correct the data.

○     If the formula is released for use within the scope of application, he or she sets the status Released.