Guideline Check - field descriptions

Fields are presented in the order that they are presented in a form. Click a link to see the field descriptions for the form.

Overview

Using this page, you can perform a guideline check for a single formula or multiple formulas in one operation.

Guidelines are instruction-type comments for manufacturing or regulatory rules that restrict the manufacturing and selling of products. They specify the context in which a restriction applies, for example, countries, end users, brands, and so forth.

Main tab

Here, you select the formulas that are to be used in the guideline check.

When you click Check Guidelines, the check begins with the first formula in the grid and sequentially searches for each formula in the list until the guideline check is complete.

Description: Shows the description of the formula.
Formula Code/Version: Specify the formulas that are to be used in the guideline check.

Context tab

Here, you specify the criteria for the guideline check and how to display the results. The formula’s context attributes are displayed automatically. The context criteria are considered first and then the display options filter the results.

Click Save Options to preserve your configuration for subsequent guideline checks.

Context Attributes

Specify the criteria that will be matched to the guidelines. The guidelines must have either the exact same criteria or Match All for the context. Match All is defined in the Item Guideline & Restrictions and Parameter Guideline & Restrictions forms.

You can limit guidelines to only those that have these contexts by selecting the Limit Result check box.

Context Type

This column lists these context types:

Selling Location
Mfg. Location
Brand
Product Type
End Use
End User

Exclude Statuses

You can exclude Item and Parameter Guidelines from consideration in a Guideline Check with the Exclude Statuses control. By default, no status codes are excluded from a guideline check.

Status codes can be assigned in the Item Guidelines and Restrictions or Parameter Guidelines and Restrictions form, or by a Workflow Script.

Include Context

By default, all context categories are selected. You can deselect the categories you wish to exclude from the guideline check.

If all check boxes are cleared, nothing is returned. At least one context check box must be selected.

If a check box is cleared, the previously entered values are not cleared, but those values are ignored in the guideline check.

If the check box is selected and there are no values in the Context Attributes column, any values in the guidelines are valid to return the guideline.

If the check box is selected and there are values in the Context Attributes column, guidelines with at least one of these specific values or ALL are returned.

Limit Result to Guidelines with Explicitly Defined Context Attributes

Returns only the guidelines that include at least one value from the selected context attributes.

Guidelines that exclude those context attribute value(s) are not returned.

The Match Listed choice can be used with this setting.
Match All should not be used because it is less restrictive than the Limit Result option.

Match Formula Item Percentage

Includes the guidelines that have values that match the percentage of the item in the formula(s).

Match Formula Parameter Value

Includes the guidelines that have values that match the value of the parameter in the formula(s).

Show Informational Guidelines

Shows information-type guidelines defined for items and parameters.

Show Item Guidelines

Shows the guidelines for items.

Show Items with Undefined Guidelines

Shows the items that do not have guidelines assigned to them.

Show Parameter Guidelines

Shows the guidelines for parameters.

Show Parameters with Undefined Guidelines

Shows the parameters that do not have guidelines assigned to them.

Item Guidelines tab

The results of the item guideline check are shown here.

Additional Text

Guideline or restriction specific to this item.

Description

Description of the item.

End Uses

Shows the semicolon-delimited list of end uses that are being evaluated by the guideline.

Formula Code/Version

The formula code and version to which the guideline check applies.

Ingredient

Item with a restriction or guideline.

Item Group List

Shows the list of items from the current formula that are included in the item group.

Item Grouping Set

Shows the Item Group to which the item belongs.

Max Value

The maximum percentage, as defined on the guideline.

For the DOSAGE Action script, this is used to calculate how much the percentage of an ingredient must be reduced in order to meet the guideline.

Qty %

Item quantity percentage.

Source

Originator of the guideline.

Standard Guideline

Text from the standard guideline.

Stmt Line ID

The unique key to the FSGRSTATEMENT table. For the DOSAGE Action script, this is used to locate the classifications that are assigned to the guideline.

Parameter Guidelines tab

The results of the parameter guideline check are shown here.

Additional Text: Guideline or restriction specific to this parameter.
Description: Description of the parameter.
Formula Code/Version: The formula code and version to which the guideline check applies.
Parameter: Parameter with a restriction or guideline.
Source: Originator of the guideline.
Standard Guideline: Text from the standard guideline.
Value: Parameter value.