A function, in the Formula form, that alters item amounts to achieve a user-defined value for a parameter. For example, to create a formula for low fat ice cream, a formulator adjusts items in a no low-fat version of ice cream. The formulator allows the items’ cream, milk, and skim milk to change and enters the desired fat content, a parameter. The item quantities are adjusted by Optiva to arrive at the new fat content.

Another code or name for an item, found on the Alias Codes tab of the Item form. The alias can be used in searches.

Ingredients that can replace items in a formula if the original ingredient is not available. The alternate can be used for calculations, rollups, etc. Alternates can replace the original in various ratios: one-to-one (brand A or brand B), one-to-many (orange juice to concentrate plus water), many-to-many (50% fructose and water to 60% fructose and water), or many-to-one (citric acid and water to citric acid).

A code that is a portion of status information, which can be applied to formulas, items, and other Optiva objects. It indicates the approval status of the object.

Used in comparisons. The base key or code is the object that forms the basis of comparison for the objects that is listed in the Compare List.

A context attribute that designates the brand name of an object. It can be assigned to formulas, items, and other Optiva objects. Multiple brands can be assigned to an object. Context attributes can be used in searches.

Ancillary products that is produced from a formula. You can indicate what they are and how much is produced in the Byproducts section of the Formula form. Byproducts affect formula yield, cost parameters, and rollup parameters.

Indication on the Item form of the scenarios in which the item are calculated. Most items are involved in all calculations. Indicating that an item is not involved in calculations can optimize Optiva performance.

Chemical Abstract Services number for an item. The CAS# can be used in lookups and searches.

An organized set of objects. An Optiva object can be assigned to one class. For example, a formula can belong to the class of finished products or the class of intermediate products, but not to both.

Known as a set in Optiva. Used in searches and to reduce the list in lookups. For example, a set of formulas can be food or coating.

This is also in security (confidential/restricted).

A unique identifier for an object, such as a formula or item. Formulas include a version number in the code, separated by a backslash, for example B-0001\001.

An alternate name or code for an item. The common name can be used in searches.

A function that enables you to view values of one or more object, such as formulas, beside a base object, such as a specification.

Items that are listed in the Formula form, also known as ingredients. Component is used to distinguish this type of item from other types of items, such as byproducts.

Refers to items. Component types include: raw material, packaging material, discrete non-packaging material (such as a labor value), cost, process instructions for equipment, user instructions, QC test for in-process testing, and grouping set (for labeling).

A formula for a raw material item. A constituent formula is a substance that is blended, naturally or deliberately and makes up (constitutes) a raw material. Constituents are non-reactive towards each other and maintain their individual identities when mixed. Information about the constituent formula for a raw material comes from the vendor.

An Optiva process of calculating parameter values for a constituent formula and copying those values to the associated item.

Attributes of Optiva objects, such as formulas and items. Context information includes: brand, product type, end use, end user, manufacturing location, and selling location. You can use these attributes as search criteria.

Used in comparisons. Refers to keeping base items together in the results, not interspersing items from the compared items.

Type of parameter that is associated with production cost. Other types include rollup, equation total, and informational. Cost parameters are similar to rollup parameters, but are separate from rollup because they are affected by byproducts differently.

Fields that are user-defined at each customer site. These fields are displayed on the Extension Tables tab of many Optiva forms, such as Formula and Item. The name on the Extension Tables tab can be user-defined.

A context attribute that designates the purpose of an object. End use can be assigned to formulas, items, and other Optiva objects. Multiple end uses can be assigned to an object. Context attributes can be used in searches.

A context attribute that indicates the target market of an object. End users can be assigned to formulas, items, and other Optiva objects. Multiple end users can be assigned to an object. Context attributes can be used in searches.

Type of parameter that is based on a calculation, usually of other parameters. Other parameter types include rollup, cost, and informational.

A view that reduces (organizes) the display of parameters, extension fields, attached documentation, items, and workflow tasks for both security purposes. The filter also makes the display easier to see. You select filters from the shortcut menu or a drop-down list.

A combination of ingredients and instructions. Most work that is performed by a formulator is transcribed into a formula. But the formula can represent and regulate more than that. Any business function can be represented by a formula. The Formula form specifies the characteristics of the formula and holds in one place the information that is associated with a formula, such as: ingredients and instructions, yield, brand and product information, technical parameters, byproducts, production status, genealogy, and security. Calculations and scaling can be performed on formulas.

The structure of formulas and subformulas that is referenced in a project.

The relationship between objects that shows the relationships of objects to its parents and siblings, its origins from other objects. Formulas, items and projects have genealogy.

A designation of more than one user for the purposes of assigning security access to an object. Members of a specified group can be allowed more access to an object than normally granted them through their role.

The relationship of formulas within other formulas. For example, a formula for pizza sauce is within the formula for pizza. The pizza sauce formula, which is a subformula, is within the hierarchy of the pizza formula. Hierarchy can be viewed using the data navigator or in the Formula Hierarchy dialog. Both show the relationship of formulas to their subformulas.

A code that is a portion of status information, which can be applied to formulas, items, and other Optiva objects.

Type of parameter that is not rolled up or scaled but can be used in calculations, for example, boiling point. Other parameter types are rollup, cost, and equation.

An item component of the formula. This is also called a component. Ingredients can be of different types, such as material, raw material, and packaging.

Descriptive text. Instructions can be created as special types of items and added to the formula, or the text can be directly typed in the Formula form.

This is also known as a nested formula or subformula. A formula that is used within another formula. You add an intermediate formula in the Formula form, by entering a formula code in the Formula Code column. After the intermediate formula has been added, you can adjust its quantities appropriately for the formula it has been brought into.

A generic term to describe an ingredient of a formula. Items can be: raw materials, packaging material, process equipment instructions, user instructions, cost, labor, QC test, or other formulas.

A combination of object code and version number, separated by a backslash. For example, a formula key could be B-0001\001.

A logical organization of items and formulas. Each user is assigned to one or more labs.

The format of grids within a form. You can format the order of the columns, the size of columns, the sort order, and whether to display columns.

Indicates the status of a parameter value in the Formula and Item forms. The status could be: 0-pending calculation, 1-manually overridden, or 2-calculated by Optiva.

An item that is a formula. Using a manufacturing item is one way to use a formula within another formula. For example, a formula for pizza sauce can be assigned to the pizza sauce item. The item possesses the attributes of the formula. The Item form enables you to link to a formula for this purpose. It is also possible to add subformulas to a formula; a subformula does not need to be a manufacturing item.

This is also referred to as manufactured item.

A context attribute designating the geographic place where an object is produced. Manufacturing locations can be assigned to formulas, items, and other Optiva objects. Multiple manufacturing locations can be assigned to an object. Context attributes can be used in searches.

The current production formula, which can be used as an item in other formulas. If there are multiple versions of a formula, only one can be the master formula. The parameters that govern a formula are different among different versions of a formula. You can designate a different version to be the master formula. By doing so, the parameters in every formula that uses the master formula are updated to reflect the change, a concept called rollup. A formula is designated as a master in the Formula form. Then you create an item and assign it to the master formula, which is referred to as a Manufacturing Item in the Item form.

A subset of Optiva functionality. NPDI is the core module to which you can add optional modules such as Guidelines and Restrictions, International Ingredients Statements.

A formula that contains other formulas, which are known as subformulas, nested formulas, or intermediate formulas. Values from lower-level formulas can be adjusted appropriately to the formula they are in.

This is also known as an intermediate formula or subformula. A formula that is used within another formula. You add a nested formula in the Formula form, by specifying a formula code in the Formula Code column. After the nested formula has been added, you can adjust its quantities appropriately for the formula it has been brought into.

A unique Optiva entity, such as a formula, item, or parameter. Objects can be looked up, searched, referenced, viewed, and have a separate form for their definition.

Copying of one formula to replace the contents of another formula. That way, users can reuse an existing formula code.

A user that can be assigned special security access to an object. Usually owners are allowed more access than a group or role. Often the owner of an object is the user who created it.

Dictates the characteristics of the formula. The characteristics could be the percentage of sodium, the pH level, the boiling point, the cost, the drying time, or the SPF level. It is also known as technical parameters. The parameters of a formula are derived from the parameters of the items. Parameter values change when the item values change. The four types of parameters are: rollup (values pulled up and possibly scaled from the formula’s items), cost (values derived from item and byproduct costs), informational (not rolled up and scaled but can be used in calculations), and equation total (values calculated from values of other parameters).

Top-level project in a project hierarchy.

Informational indication that this formula is not manufactured but can exist for a short time to enable other formulas to be manufactured. For example, a formula for bulk white paint can exist but it is used as the basis for white paint and tinted paint; it is not actually manufactured on its own and is subsumed into higher level formulas.

Referred to in Optiva as a master formula.

A context attribute that designates the category of the product. Multiple product types can be assigned to an object. Product type can be assigned to formulas, items, and other Optiva objects. Context attributes can be used in searches.

The development of a product. A project contains relevant information, such as the current development status and milestone dates that is associated with the project.

The relationship of one project to others, including parent, child and sibling relationships.

Individual item’s and total percentage contribution to the total yield of the formula. You can automatically set the total qty% to 100%, (Set Yield from Formula Total box on the Formula form). The yield matches the total on the Item Lines tab, unless byproducts are present. The Yield box updates each time you recalculate, displaying the formula yield in the unit of measure that is selected in the box beside it. If you select a volume unit of measure, the formula yield is calculated from the formula density and mass.

An object that is attached from inside another object. You can add other types of objects, such as companies or specifications on the References tab. You can edit a reference directly from the References tab. You can also create a copy of the referenced object without leaving the References tab. Your system administrator configures the types of objects that you can reference.

A function that enables you to change the total yield to accommodate mass production. Items that are designated to scale linearly remain in proportion to one another. Rescaling by a yield or scale factor is available from the Rescale button in the Formula form.

Describes the job responsibility of a user. Security access for an object can be assigned according to the role that the user has logged in as.

An Optiva concept where the parameters of subformulas contribute to the parameters of formulas that contain the subformulas.

A type of parameter that is pulled up and possibly scaled from the formula’s items. Other parameter types are cost, equation total, and informational.

A project for managing samples and documentation sent to companies.

A function that enables you to scale all scalable items in a formula based on a new quantity for one or more items. The items scale to remain in proportion to the new quantity.

Indicates whether an item is allowed to scale linearly when combined with other items in a formula. When a formula is scaled to a new yield, the amounts of scalable items change to stay in proportion with other scalable items. The amounts of items that are not allowed to scale remain unchanged.

Access to read/copy/modify/delete an object that is based on the owner, group, and role. Security is usually granted by an administrator.

A context attribute that designates the geographic location where an object is sold. Multiple selling locations can be assigned to an object. Selling location can be assigned to formulas, items, and other Optiva objects. Context attributes can be used in searches.

A classification for objects that can be used in searches and to reduce the list in lookups. For example, a set of formulas can be food or coating. An object can be assigned to multiple sets.

Used in comparisons to designate an object to be the basis for comparison.

Permissible quantities with acceptable ranges and property values for a formula, item or other Optiva object. A specification can drive formula development and approval and vendor adoption.

The major category of actions for a project plan, set in an Action Set of Optiva Workflow.

An indicator for a formula or item. Describes the progress in the development process for an object (status), whether to hold development or manufacture (hold), and the current level or authorization (approval)

This is also known as an intermediate or nested formula. A formula that is used within another formula. You add a subformula in the Formula form by entering a formula code in the Formula Code column. After the subformula has been added, you can adjust its quantities appropriately for the formula it has been brought into. The subformula may have a manufacturing item code associated with it, but it is not required.

A task action that is nested within another task action for a project plan, set in an Action Set of an Optiva Workflow.

A type of object, such as formula or item.

Specific action within a stage for a project plan, set in an Action Set of an Optiva Workflow.

Test that verifies the parameter to which it is assigned. Test methods can be referenced by formulas and items on the Parameters section/tab.

A UOM is a standard used to measure and convert quantities of items. UOMs are the lowest level building block of the Optiva application. The UOMs are usually assigned to parameters. Items then have parameter values assigned to them, usually using a UOM. These values are then rolled into formulas as items are added directly (to formulas) or indirectly (through subformulas).

Person logged in to Optiva.

A specified instance of a formula. Formulas can have more than one version; the parameters that govern a formula are different among different versions. You can designate one version to be used in the current production, the master formula. If you change a parameter value in the master formula, the parameters in every formula using the master formula are updated to reflect the change. This is a concept called Rollup.

If you also replace ingredients in a formula, a new version of the formula can be created.

Versions are indicated by a numerical extension to the code, separated by a backslash. Subversions contain a version number with a decimal. For example, version 1 of formula B-0001 is B-0001\0001 and a subversion of version 1 is B-0001\0001.001.

A read-only display of where the current object is used in other objects. For example, if you add item 00001 to several formulas, formulas with item 00001 are displayed in the Reports/Views tab of the Item form. Your system administrator configures the available views.

Relationship between formulas that shows where one formula is used by another formula.

The total usable amount of a formula. You can automatically set the total to 100%, (Set Yield from Formula Total box on the Formula form). The yield equals the Item Lines total minus byproducts, if present. The Yield box updates after you recalculate, showing the formula yield in the unit of measure that is selected in the box beside it. If you select a volume unit of measure, the formula yield is calculated from the formula density and mass.

Use the Rescale button on the Formula form to alter the formula yield.

Yield % is an informational number representing the percent yield of making the formula. It can be between 0 and 100 to account for production losses.

Process Yield % is an informational number that states the manufacturing production yield of the formula. Typically, mass production losses differ from development lab losses.