Formula Assignment 

Use

Formulas are used to manage material data and substance data required in recipes. Formulas are used in general recipes, site recipes, and in your own copies of these recipe types. You use the formula to assign the products manufactured in a process along with the required components and quantities to these recipes.

Plant-specific recipes, that is, recipes of the recipe type Master recipe or of user-defined copies of this recipe type, on the other hand, are assigned the relevant production version (see Production Version Assignment).

Prerequisites

You have made the following settings in Customizing for Recipe Management:

●     In the IMG activity Recipe Settings, you have specified how the formula is to be assigned for each recipe type; that is, which of the following formulas you are allowed to assign:

○     Dependent formula with dependent stage formula

○     Dependent formula with independent stage formula

○     Independent formula (historical)

○     Independent formula (not historical)

If the formula is dependent or independent – not historical, the formula assigned to the recipe is not only valid for the selected change state, but also for all change states of a recipe.

If the formula is independent – historical, it can also only apply to certain change states.

If you have to comply with the requirements of Good Manufacturing Practices (GMP) for the pharmaceutical industry or a similar standard, we recommend you assign dependent formulas to your recipe types.

●     In Recipe Settings, you have activated the Formula view (FRML).

●     You have assigned values to the following environment parameters under Define and Assign Values to Environment Parameters:

○     FRML_DEF_AUTHGRP Authorization group for independent formulas (default)

○     FRML_DEF_BASEQUAN Base quantity of independent formulas (default)

○     FRML_DEF_BASEQUAN_DEP_FORMULA Base quantity of dependent formulas (default)

○     FRML_DEF_FRMLCAT Specification type of independent formulas (default)

○     FRML_DEF_FRMLCAT_DEP_FORMULA Specification type of dependent formulas

○     FRML_DEF_FRMLCAT_PST_DEP_FRM Specification type of stage-dependent formulas

You have made the necessary settings in Customizing for Environment, Health and Safety. For more information about these settings, see the Implementation Guide (IMG) for Recipe Management under Set Up EH&S Customizing.

Features

You can assign one recipe formula only but more than one stage formula to a change state of a recipe. Depending on the recipe type, the following types of formula assignment are possible:

●     Assignment of independent formulas

In this case, you create the formula as an independent object and assign it to the relevant recipes or, if the relevant Customizing settings have been defined, to individual change states. Independent formulas have their own scopes of application and change states over time that can deviate from those of the recipe. They can be linked to several recipes.

If you want to use independent formulas in conjunction with recipes, you should work with only one formula per recipe. The formula can be a recipe formula or a stage formula. If you assign a number of independent formulas to a recipe, it is possible that the result of the formula explosions in which this recipe appears may not be correct. For more information, see SAP Note 939101.

●     Assignment of dependent formulas

In this case, you create the formula automatically when you create a recipe in Recipe Management. The formula is firmly assigned to the recipe and cannot be linked to any other recipe.

The statuses and scopes of application for the recipe also apply to the dependent formula. Its change states are identical to those of the recipe.

If you specified the assignment of dependent formulas with independent stage formulas for the recipe type in Customizing (see “Prerequisites”), the statuses and the scopes of application of the recipe are only valid for the recipe formula. Independent stage formulas have their own scopes of application and change states over time that can deviate from those of the recipe. The system does not check whether the scopes of application and change states belonging to the stage formulas match or at least overlap those of the recipe and therefore of the recipe formula.

See also: Change Management for Formulas

Activities

You display and edit formula assignments in the recipe on the  Formula tab page. On this tab page, you can also edit the respective formula as follows:

●     With dependent formulas, the formula data already exists and you can edit it.

●     You first have to assign an independent formula before you can go straight to formula editing from the recipe. Choose the formula from below the recipe in the selection tree by double-clicking it ( <formula>).

The formula is edited with the change master record that is assigned to the change state of the recipe loaded. Only if no change master record has been assigned to the change state, will the formula be edited without a change master record. The valid-from date of the recipe is then used as the key date.