Choosing an item (component) type

Before you complete the entries in the Item form, you must decide which type of component you are going to create for the item.

Some item types contribute to Rollup and Cost parameters and formula yield when they are added to a formula.

Do not change a component type after an item has been added to formulas or packages without first determining the effect.

This table shows a brief description of the component types and the parameter categories to which they contribute:

Item Type and Number Description Contributes to Parameters
Material (1) Materials or intermediate materials that the company produces. Intermediate materials are manufacturing items.

Although you can have several formulas that produce an intermediate material, you can designate one to be the master formula for production.

Rollup

Cost

Formula Yield

Packaging (2) Packaging items contain a product or product-in-process, such as bottles, covers, labels, boxes, etc. Cost
Process aid, discrete (3) Process aid, discrete items, such as filters, are measured using the Count unit of measure. They help create a formula, but are not present in the final formula. Cost
Process aid, material (4) Process aid, material items, such as flour for dusting, are measured using a mass or volume unit of measure. They help create a formula, but are not present in the final formula. If an item is used as both a (raw) material and a process aid material, create an item of each type. Cost
Instruction (6) Instruction items are descriptions of what a formulator must do or be aware of during formulation. They are displayed in the Formula > Instructions tab. Not applicable
Raw Material (8) Raw materials are the basic ingredients in a formula. They can be standard raw materials, such as water and sugar. Or, they can be purchased manufacturing items that are not produced by your company, such as pepperoni or sauce for a pizza.

Raw materials can have formulas associated with them, called constituent formulas. There are special properties of these types of formulas that distinguish them from regular formulas.

Rollup

Cost

Formula Yield

Grouping Set (9) Used by Ingredient Statements and Guidelines and Restrictions. The behavior varies by application.

Ingredient Statements combine and group items in the same grouping set and may provide a total value for reporting and thresholds.

Guidelines and Restrictions use Grouping Sets to execute a single G&R Item Statement to each Ingredient in the Grouping Set.

It creates an array and loops through to check each ingredient.

It does not provide a total of ingredients in the Grouping Set to apply the G&R Item Statement.

Not applicable
Process, QC Test, and Overhead Cost (5, 7, 10) Reserved for future implementation. Not applicable