Resizing a formula

A formula is a master template of your ingredients and percentages at some base size. You can resize it to match your current production needs, based on several different sizing methods.

For example, your standard formula produces 50 lbs., and the formula Size Method is set to Formula Gross. You might need to change the formula to create 100 lbs. Resizing the formula changes the quantities of the items in the formula, based on the percentages, so that the total equals 100 lbs.

Resizing changes only the formula, not your production batches.

Note: Soluble items and items that are marked as Disregard Weight/Volume are scaled appropriately when a batch is resized.
  1. Open the Process Manufacturing Resize Formula form.
    The Use Weight for Conversion and Use Volume for Conversion fields display the default settings. These settings cannot be changed here.
  2. In the Size Method field, either use the default setting or select one of these options:
    • None: Do not scale or size the formula when you put it into a batch. Only the WIP item job is created.
    • Formula Gross: You must specify a quantity and unit of measure. The WIP job is scaled based on the Formula Gross field value. If the formula has any loss, the Formula Net value will be less. This method is used in cases where container size is a limitation, such as using a finite mixing vessel that is always filled completely. For example, if you have a 400 gallon mixing vessel and you always want to create a 400 gal batch, then select this option and set the Batch Size to 400 gal.
    • Formula Output: You must specify a quantity and unit of measure. The WIP job is scaled based on the formula output. This method is used in cases where you require a desired weight at the end of the batching process. This method takes into consideration the loss factors that you set up for the whole formula and for the lines in the formula. For example, you might specify that you expect a 5% loss in the formula during production, and you want to achieve, after losses, 200 gallons. The calculations increase the formula gross to approximately 210 gallons, in order to account for the loss and still achieve 200 gallons at the end of the batch.
    • Factor: This method multiplies the formula by a user-defined number. For example, if the formula is for 100 gallons and you want an output of 200 gallons, set a factor of 2. Every line in the formula is multiplied by this factor.
    • Quantity Ordered: This method sizes the formula to the required production output. You can also adjust the output job's quantity released to resize it to the new release quantity. You define the desired output on the Processing grid in the Process Manufacturing Create Production Batch form.
    • Quantity Produced: Use this option to resize the formula based on the finished goods produced. For example, if the finished goods job was created for 200 units but only 100 were produced, this option sizes the material requirements to only produce 100 units.
  3. In the Size and U/M fields next to Size Method, specify the new amount and unit of measure.
  4. Click Resize Formula.
    The specified formula version is resized. These display-only fields are updated based on the changed formula size:
    Total Gross Weight
    This field shows the total material weight before any loss, in the base weight U/M, of all material lines in the formula.
    Total Gross Density
    This field shows the resolved calculated density of the combined materials that is used in calculations.
    Total Final Weight
    The calculated weight of the formula materials after line and formula loss is shown in the system base weight U/M. This is the expected output that can be filled into a finished product.
    Total Final Density
    This field shows the resolved value that will be used in calculations.
    Total Gross Volume
    This field shows the total material volume before any loss, in the base volume U/M, of all material lines in the formula. This field does not take solubility into account. It is only displayed if Use Volume for Conversions is selected.
    Total Final Volume
    The calculated volume of the formula materials after line and formula loss is shown in the system base volume U/M. This is the expected output that can be filled into a finished product. If the formula is set to only “Use Weight for Conversion,” then this field takes density into account. However, if the formula is marked for both "Use Volume" and "Use Weight," then this field uses the item’s unit of measure conversion. It is only displayed if Use Volume for Conversions is selected.
    Yield Percent
    This field shows the expected yield percentage for this formula.