Formula Ingredient Replace - field descriptions

This button is available for selection after you click Find Levels.

When you click Change Criteria, the Result grid is cleared. Now, you can specify new criteria in the Ingredient Replace page.

When you click Find Levels, all formulas that consume the old ingredient (and all formulas that consume those formulas) are displayed in the Result grid.

Now, you cannot make any changes in the Ingredient Replace page. Only the Replace and Change Criteria buttons are available for selection.

Click Replace to replace the ingredients according to the criteria that you specified in the Main tab. The results are displayed in the Result tab. The Ingredient Replace page, including the toolbar, become read-only.

If no replacement occurs, you can adjust your criteria in the Main tab.

This button is available for selection only if you have the appropriate Form Security. This function copies the criteria and the formulas that you specified on the Main tab to a new Ingredient Replace code.

The data in the Results grid is not copied.

Select this check box to create a new formula instead of overwriting the existing formula(s). Then, select a Create Rule method.

Specify the percentage of the new ingredient that is used to replace 100% of the old ingredient.

Ratios apply only to the formula where the material or sub-formula is directly consumed. Any levels that are higher than the original point of entry for the material or sub-formula use the ratio of 100%.

Example: The replacement ingredient for your formula is more concentrated than the old ingredient. Your research indicates that 85% of the new ingredient is equivalent to 100% of the old ingredient. Enter 85 in this field.

When you select the Create New Formulas check box, select a rule from this drop-list. The value choices are defined in the C_INGREDREPLACERULE enumerated list.

Select this check box to rescale the formula so that the yield is the same as the original formula. This check box applies only to the first level of formulas in the hierarchy.

When you clear this check box, the yield is recalculated for any formulas where the replacement is not at 100% of the original material or sub-formula.

Enter historical or contextual information about the reason for the replacement. When the replacement occurs, this comment is added to the new formula.

To preserve the original comments for each formula, the Optiva administrator must specify a function code in the FormulaIngredReplace.CommentHistoryDocCode profile attribute.

Select this check box to change those formulas that consume the formulas selected for Replace. This is in addition to changing those formulas selected for Replace that directly consume the Old Item/Formula.

Change All Levels can only be selected when Create New Formulas is checked. When Change All Levels is selected, here is the processing:

System first looks at the formulas in the Formulas grid to determine if any of these formulas directly consume the Old Item/Formula and make the necessary replacements.

This is considered Level 0 on the Results grid.

For Level 0 formulas that changed, the system then looks for any formulas that consume those formulas from Level 0.

This is considered Level 1 on the Results grid.

These Level 1 formulas are changed to now consume the new formulas from Level 0.

For Level 1 formulas that changed, the system then looks for any formulas that consume those formulas from Level 1. This is considered Level 2 on the Results grid.

These Level 2 formulas are changed to now consume the new formulas from Level 1 and so on.

The Quantities replaced are always those Formula Line Item Quantities in Mass UOM.

The Old Item/Formula selected is only replaced on those formulas from the Formulas grid that directly consume it (meaning level 0 formulas).