Manage Formulas Submodule

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Overview

The Part Information → Manage Formulas submodule provides comprehensive formula management capabilities for research and development, production planning, and quality control. This system enables lab technicians and formulators to create, edit, and manage product formulations with integrated calculations, version control, and seamless integration with the production batch ticket system. The Manage Formulas system provides comprehensive support for the entire formula lifecycle from initial development through production implementation, ensuring data integrity, regulatory compliance, and seamless integration with manufacturing operations.

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What You Can Do

The Manage Formulas submodule contains several tabs that support the complete formula lifecycle:

• Create Formula: Build new formulations from scratch with real-time calculations.
• View/Edit Formula: Modify existing formulas, manage revisions, and compare versions.
• Add Part: Create new raw material parts with complete chemical and regulatory information.
• View Part: Review and edit existing part information and specifications.
• All Parts: Browse and filter all parts in the system.
• Percent RM by Weight: Generate toxicology reports and raw material analysis.
• Formula Calculation: View formula calculations and project information.

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Create Formula

From the Part Information → Manage Formulas submodule, click on the Create Formula tab. This tab provides a blank workspace for building new formulations from scratch. Follow this tutorial to view / edit a formula: Tutorial: Create Formula.

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View / Edit Formula

From the Part Information → Manage Formulas submodule, click on the View / Edit Formula tab. This tab allows you to work with existing formulations, create revisions, and manage formula versions. Follow this tutorial to view / edit a formula: Tutorial: View / Edit Formula.

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Add Part

From the Part Information → Manage Formulas submodule, click on the Add Part tab. This tab enables creation of new raw material parts with complete chemical, regulatory, and physical property information. Follow this tutorial to add a Part: Tutorial: Add a Formula Part.

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View Part

From the Part Information → Manage Formulas submodule, click on the View Part tab. This tab provides comprehensive part information display and editing capabilities.

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Step 1: Pull up a Formula Part

1. From the Part Information → Manage Formulas submodule, click on the View Part tab.
2. Click the dropdown menu next to the Part Number field.
3. Enter the Part Number or name, then select it.
4. You can now view the Formula Part general information, material properties, hazards, and more. See Manage Formula Reference for definitions.

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Step 2: Use the toolbar to manage the Formula Part

Once you’ve pulled up a formula part, you can manage its information with the following features located in the toolbar:

• Edit: Edit this work order’s information. Once in the edit view:
  • Click Cancel Editing to cancel editing.
  • Click Save to save your changes.
• Add Note: Attaches a note to a Vendor. You can optionally choose an expiration date for the note.

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All Parts

From the Part Information → Manage Formulas submodule, click on the All Parts tab. This tab provides a complete, searchable table of every part in the system.

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Key Features

• Complete Part Listing: All parts with key properties displayed
• Column Sorting: Sort by any property (toxicity, cost, supplier, etc.)
• Quick Reference: Rapid access to part specifications
• Current Information: Displays active part data (most recent version)

When chemical compositions change, the system creates new part numbers instead of overwriting existing data. This preserves formula integrity and maintains a full historical record of past versions.

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Percent RM by Weight

From the Part Information → Manage Formulas submodule, click on the Percent RM by Weight tab. This tab generates detailed raw material analysis for toxicology review and regulatory compliance.

1. Click the dropdown menu next to Part Number(s). Add as many part numbers as needed.
   1. If importing in bulk:
      1. Template File: Download an Excel template that shows the available columns and an example row. Fill out the template.
      2. + Upload: Attach the template file to mass-enter Part Numbers.
2. Click the dropdown menu next to RM Part Number(s). Add as many part numbers as needed.
3. Choose whether to Generate Toxicology Report.
4. Choose whether to Drill down into bases.
5. Click Generate Report.

This report is useful for: Regulatory Specialists and Quality Managers to assess product safety through detailed composition reviews, ensure compliance with regulatory standards, and analyze raw material usage across product lines.

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Formula Calculation

From the Part Information → Manage Formulas submodule, click on the Formula Calculation tab. This tab provides project-level formula analysis and reporting.

1. (Optional) Narrow scope by viewing Finalized Only formulas.
2. (Optional) Choose Project Type: Part Number, Lab Project, or Miscellaneous.
3. Click Generate Report.

This report is useful for: R&D Managers and Production Planners to review formula development progress, evaluate material cost trends, and identify formulas ready for production transfer.