Configuring Item Groups for guidelines

Configuring Item Groups for guidelines can be generic or numeric. The methods for setting up Item Groups are the same.

Item Groups may be used for managing a single guideline statement that applies to all members of the Item Groups present in the formula. If multiple members of the Item Groups are present in the Formula Item Lines, then the total of ingredients percentage within the formula is calculated and the numeric rules applied to the group.

  1. Create a set code in the Classification tab of the Item Symbol form.
  2. Create an item group in the Item form. Use the Set Code from step 1 for the Item Code. Then, specify Grouping Set for the Component Type. The Set Code and Item Code must be identical.
  3. Create items and assign them to the item group (ARTIFICIAL_COLORS).
    1. Assign the Set Code to the Item Code Classification tab.
  4. When creating Item Guidelines, you must select the Item Group from the Items lookup. Use the Additional Text field to notify users that this guideline is for an item group, not a specific item.
    Item Guideline Groups
  5. Use the Item Lines tab in the Formula form to add items to the formulas.
  6. Add contexts (i.e., classifications) to the formulas.
  7. Run a guideline check. The items that are part of the formulas are assigned to the item group. Members that match the guideline check criteria display in the results.

    In this example, the returns show ingredients that are members of the ARTIFICIAL_COLORS group that match the criteria.