Exercise - Create and update a scalable formula

  • 10 minutes

Your manufacturing plant has obtained a new mixer that is 1.5 times the size of the current mixer that is used to make part P9500 in company USP2. Engineering has determined that the vitamin compounds do not need to increase in quantity, but the other ingredients do.

For this exercise, your task is to create a new formula for the larger size based on the existing formula for the part.

Copy the existing formula for P9500

  1. Go to Product information management > Products > Released products.
  2. Use the Quick Filter to filter on the Item number field with a value of P9500.
  3. In the list, select the link in the selected row.
  4. Select Formula versions.
  5. Select New.
  6. Select Formula and formula version.
  7. In the Formula number field, enter P9500V0.
  8. In the Name field, enter V0.
  9. Select the Copy option.
  10. In the Site field, enter or select 1.
  11. Select OK.
  12. In the Formula version field, select the current version.
  13. Select OK.

Verify that the lines are flagged as scalable for P9500, except for the vitamin compounds

  1. In the lines, find the vitamin compounds.
  2. Select or clear the Scalable check boxes.
  3. Select Save.

Update the Formula size and From formula size in the new formula

  1. In the Lines or Header field, select Header.
  2. Set Formula size to 1500.
  3. Set From formula size to 1500.
  4. Select Save.

Approve and activate the formula

  1. In the Lines or Header field, select Lines.
  2. Select Save.
  3. Select Approve formula.
  4. In the Approved by field, enter or select a value.
  5. Select OK.
  6. In the Lines or Header field, select Header.
  7. Select Approve in the Versions grid.
  8. In the Approved by field, enter or select a value.
  9. Select OK.
  10. Select Activate.
  11. Close the page.