Assigning an item code to a formula

There are various methods within Optiva that you can use to create a manufacturing item and designate a Master Formula for it.

Each method is described here.

First method

Create the item first.

  1. Create a Material item (i.e., component type 1) in the Item form.
  2. Create or open a formula in the Formula form.
  3. Add the newly created item to the Mfg Item field.
  4. Select the Master Formula check box.


Second method

Create the item in the Formula form.

  1. Open a formula in the Formula form.
  2. Specify a new item (i.e., one that you have not yet created) in the Mfg Item field.
  3. Select the Master Formula check box.
  4. Click Create Object. This button is beside the Mfg Item field.


Third method

Start in the Formula form, but create the item in the Item form.

  1. Open a formula in the Formula form.
  2. Leave the Mfg Item field blank and click the button beside that field.


  3. Complete the entries in the Create Rule dialog, if prompted to do so. The administrator can configure Optiva to bypass this dialog.
  4. When your new item is displayed in the Mfg Item field, select the Master Formula check box in the Formula form.

If the Master Formula box is read-only, master formulas are set through Optiva Workflow Management. If you change the master formula, the parameters in every formula that use the master formula are updated to reflect the change; this concept is called Rollup.