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Infor PLM for Process (Optiva) New Product Development and Introduction User Guide
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About This Guide
Overview
Common attributes for NPDI objects
Parameters for NPDI objects
Data types of parameters
Categories of parameters
Parameter filters
Items
Item component types
Alias codes and CAS numbers
Constituents
Explode formulas to constituent level
Formulas
Item contributions to the formula
Parameter calculations for formulas
Indirectly nesting and directly nesting of formulas
Example of a master formula
Alternate ingredients
Alternate numbers
Adjusting formulas
Example of rescaling a formula
Scaling a formula to the quantity of one item
Adjusting the item quantities to a parameter value
Adjusting the item quantities to new yields
Relationship of formulas to labs
Specifications
Relationship to items and formulas
Prototype
Object comparisons
Projects
Product development
Project hierarchies
Project budgets
Parameters roll up to the parent projects
Object relationships
Items
Process for defining items
Choosing an item (component) type
Assigning general information
Assigning the alias codes
Assigning parameters
Specifying sources for parameter values from other objects
Copying parameter values
Specification as the source type
Creating item instructions
Adding instructions to the item
Instructions on formulas or specifications
Configuring items for ingredient statements
Label language
Assigning Country of Origin and Allergen Sources for Item
Working with Country of Origin
Working with Allergen Sources
Allergen Sources in Item objects
Rolling up constituent items to raw materials
Creating constituent formulas for raw materials
Constituent Example
Calculating the parameter values for constituent formulas
Viewing the constituent formulas
Adding constituent formulas to another formula
Formulas
Process for defining formulas
Assigning general information
Specifying formula yields
Adjusting formula yields
Adding ingredients
Formatting values in the Item Lines grid
Creating a new item using the Functions menu
Splitting ingredients
Assigning byproducts
Byproducts affect formula yield
Byproducts affect formula rollup and cost parameters
Byproducts for post-consumer processing and reconstitution
Item codes for post-consumer processing
Viewing the pre-consumer formula
Adding instruction items
Editing the instructions for the current formula
Example of formula instructions
Assigning parameter values
Calculating Material Rollup, Full Rollup and equation total parameters
Rolling up new parameter values from sub-formulas
Parameter values that are empty
Adding sub-formulas
Structure of a directly-nested sub-formula
Structure of an indirectly-nested sub-formula
When to use directly nested formulas
When to use indirectly nested formulas
Adding a directly nested sub-formula
Changing a directly nested sub-formula
Adding an indirectly nested sub-formula (through an item)
Updating indirectly nested sub-formulas (Entered as items)
Item status is used for indirectly nested formulas
Constituent formulas
Exploding and combining ingredients
Example of exploding a sub-formula
Exploding indirectly nested formulas
Creating a sub-formula within the Item Lines grid
Combining like ingredients
Designating a master formula
Assigning an item code to a formula
Viewing formulas assigned to manufacturing items
Adding master formulas to formulas
Assigning alternate ingredients
Defining ratios for primary and alternate ingredients
Using alternate ingredients
Adding alternate ingredients
Removing alternate ingredients
Exchanging the primary ingredient with an alternate group
Removing primary ingredients
Assigning Country of Origin and Allergen Sources for Formula
Country of Origin roll up Item to Formula
Allergen Sources roll up Item to Formula
Allergen sources for Master Formula and MFG Item
Replacing ingredients
Examining item contributions for a formula
Examining item contributions for all formula parameters
Working with the panes in the Formula Item Contributions form
Scaling sub-formulas
Examining item contributions for a single parameter
Formula quantities
Functions for parameters
Functions for items
Calculating formula parameters from items
Rolling up a single formula
Calculating the current formula
Implicit calculation upon saving
Calculating the sub-formulas and Full Rollup values
Record locking
Rolling up from sub-formulas
Global Calc for many formulas
Overriding parameters manually
Resetting parameter values for automatic calculations
Quick Calc for formulas
Example for Quick Calc
Alternate column calculations for ingredients
Example of attribute columns
Checking constraints for items
Rescaling a formula
Refreshing column totals
Scaling a formula to item quantities
Adjusting items to a new yield (total)
Adjusting items to a yield (quantity sufficient)
Example for yield quantity sufficient
Setup yield quantity sufficient
Yield quantity sufficient
Adjusting sub-formula quantities
Calculating a formula from a parameter (Adjust)
Example of Formula Adjust
Linking ingredients to keep ratios in proportion
Example of linking ingredients
Using base ingredients to calculate relative quantity percentages
Multiple base ingredients
Example 1: Base ingredients with no linked ingredients
Example 2: Base ingredients with linked ingredients
Formula Modeler
Overview
Configuring your role for the Formula Modeler
Working with the Formula Modeler tree
Working with the Formula Modeler toolbar
Working with the Main tab
Creating a Formula Modeler object
Working with Formulas in the Details tab
Calculating the Quick Calc and Yield Value
Viewing modelers used by a formula
Specifications
Process for defining specifications
Assigning general information
Assigning parameters
Assigning items
Assigning instructions
Assigning byproducts
Projects
Process for defining projects
Assigning general information
Assigning dates to the project
Example of a project
Assigning parameter values
Advanced workflow management
Comparing objects
Opening the Compare form
Selecting objects for comparison
Specifying the criteria for comparisons
Criteria: Difference methods
Criteria: Formula columns to display
Criteria: Highlight quantity
Criteria: Highlight formula or item only when parameter values are outside the Spec/Min/Max
Requirement
Rules for Min/Max bolding
Specifying properties for sorting
Saving the Comparison criteria
Running the comparison
Viewing comparisons
Ingredient totals for each object
Results for parameter comparisons
Object relationships
Comparing objects
Finding where ingredients are used
Unexpected results
Security consideration
Profile attributes
Tracking genealogy
Using the Expand All or Collapse All buttons
<Glossary>
Glossary
adjust
alias code
alternate ingredient
approval
base key or code
brand
byproduct
calculation type
CAS#
class
classification
code
common name
compare
component
component type
constituent formula
constituent rollup
context information
contiguous base formula
cost
custom
end use
end user
equation total
filter
formula
formula hierarchy
genealogy
group
hierarchy
hold
informational parameter
ingredient
instruction
intermediate formula
item
key
lab
layout
level (indicator)
manufacturing item
manufacturing location
master formula
module
multi-level formula
nested formula
object
overwrite
owner
parameter
parent project
phantom ind
product type
production formula
project
project hierarchy
qty%
reference
rescale
role
rollup
rollup parameter
sample request
scale to qty
scale type
security
selling location
set
set base key
specification
stage
status
subformula
sub-task
symbol
task
test method
unit of measure (UOM)
user
version
view
where used
yield
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