Program: Inventory Formula Maintenance

This program lets you lets you capture and maintain the list of formulas used to classify your stock codes by their composition or recipe (such as a chemical formulation code, a food or beverage recipe identifier, a pharmaceutical compound reference, a resin mix, or a coating), rather than by how the item is packaged or sold.

Exploring

Things you can do in this program include:

  • Add a new Formula code

  • Update an existing Formula code

  • Delete an existing Formula code

This program is accessed from the Program List of the Syspro menu:

  • Program List > Inventory > Setup

This program is available in both the Syspro Desktop and Syspro Web UI (Avanti) versions

A product classification is the set of governed code lists (Family, Brand, Formula,and Designation) that lets you categorize stock codes in a consistent way across sales, procurement, supply chain, quality, and reporting.

Within Syspro, a Product Family is a user-defined high-level functional grouping of stock items that behave similarly from a business or operational perspective. It is one of four Product Classification fields available against a stock code, alongside Brand, Formula, and Designation.

Example:
You might define families such as bearings, lubricants, packaging materials, finished goods, spares, or raw materials.

You maintain Product Families using the Inventory Product Family Maintenance program. They are assigned to a stock code using the Stock Code Maintenance program.

A Brand is a user-defined commercial or market-facing label under which a stock item is sold or sourced. It is one of four Product Classification fields available against a stock code, alongside Family, Formula, and Designation.

For Example:
You might define brands such as Bosch, SKF, or Siemans for OEM brands, a house or private-label brand, a white-label brand, or a brand specific to an individual customer.

You maintain brands using the Inventory Brand Maintenance program. They are assigned to a stock code using the Stock Code Maintenance program.

A Formula is a user-defined composition or recipe identifier that defines what a stock item is made of, rather than how it is packaged or sold. It is one of four Product Classification fields available against a stock code, alongside Family, Brand, and Designation.

For Example:
You might define formulas to represent a chemical formulation code, a food or beverage recipe identifier, a pharmaceutical compound reference, a resin mix, an allow grade, or a coating.

You maintain brands using the Inventory Formula Maintenance program. They are assigned to a stock code using the Stock Code Maintenance program.

A Designation is a user-defined variant or commercial designation that differentiates a stock item from others in the same Family, Brand, and Formula. It is one of four Product Classification fields available against a stock code, alongside Family, Brand, and Formula.

For Example:
You might define designations to represent size, strength, or grade; pack size; a market or customer variant; a regional compliance variant; or a product revision or generation.

You maintain brands using the Inventory Designation Maintenance program. They are assigned to a stock code using the Stock Code Maintenance program.

Overview topic

Stock Code Maintenance

Starting

You can restrict access to the eSignature transactions within a program at operator, group, role or company level (configured using the Electronic Signature Configuration Setup program).

Electronic Signatures provide security access, transaction logging and event triggering that gives you greater control over your system changes.

Controls access to the addition of stock codes in the following programs:

  • Browse on Stock Codes

  • Configurator Wizard

  • Stock Code Copy

  • Stock Code Maintenance

  • Quotations

  • Estimates

  • Quotation Copy to Estimates

  • Quotation Stock Part Creation

Controls access to the maintenance of stock codes in the following programs:

  • Browse on Stock Codes

  • Stock Code On Hold Maintenance

  • Stock Code Maintenance

  • Quotations

  • Estimates

  • Quotation Copy to Estimates

  • Quotation Stock Part Creation

Controls access to the deletion of stock codes in the following programs:

  • Browse on Stock Codes

  • Stock Code Delete

  • Stock Code Maintenance

  • Quotations

  • Estimates

  • Quotation Copy to Estimates

  • Quotation Stock Part Creation

Controls access to the addition of stock codes in the following business objects:

Controls access to the maintenance of stock codes in the following business objects:

Controls access to the deletion of stock codes in the following business objects:

You can restrict operator access to programs by assigning them to groups and applying access control against the group (configured using the Operator Groups program).

  • The Formula code is mandatory; the Formula Description is optional but recommended. A Formula code cannot be deleted if it is currently assigned to one or more stock codes. You must first reassign or clear the Formula field on those stock codes using the Stock Code Maintenance program.

Solving

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Using

  • Define your full set of formulas before assigning them against stock codes. This avoids rework and keeps the code list governed.

  • Use the Formula field to capture composition (what the item is made of), and use Designation to capture how the same composition is varied for the market (pack size, regional variant, revision, and so on). Keeping the two fields conceptually separate makes cross-portfolio reporting more useful.

The Inventory Formula Maintenance process is as follows:

  • To add a Formula code select the New function.

  • Enter the Formula code in the Formula drop-down field. Select Enter.

  • The Formula Descriptionwill be activated. Enter a Description.

  • Select Save.

This program calls the Inventory Formula Maintenance business object for validation and update.
Once Formula codes are defined, you can assign them to stock items in the Formula field under the Product Classification Detail pane of the Stock Code Maintenance program (Program List > Inventory > Setup). The same code list is also available as a filter on the Inventory Movement report (Program List > Inventory > Reports) and as an output field on the Inventory Query (Program List > Inventory).
A Formula code cannot be deleted if it is currently assigned to one or more stock codes. You must first reassign or clear the Formula field on those stock codes using the Stock Code Maintenance program.

Referencing

This lets you capture a new data record.

This deletes the highlighted data record.

This saves the details you entered or changed.

This lets you enter or select a unique Formula code.

Field Description

Description

Indicates the description associated with the Formula code. This assist you in verifying that the correct code has been selected when browsing from other programs.