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Formulation Inquiry (MCI620)

How to

Use this program to display information about any formula. When you first access the Formulation Inquiry program, you can use the Go To field in the upper portion of the screen to locate specific finished items. Select the Searchicon to search for finished items.

The Go To field is case sensitive. This means that if you enter i100 to lookup an item number when someone entered it as I100, the item record you are looking for will not appear in the browser.

Click Filters if you want to limit the number of records that appear in the inquiry browser. You can also choose Options>Filter Values.

In the Formulation Inquiry program you can access 8 views of information from the center section of the screen.

In the lower portion of the screen, FACTS displays information for the selected finished item.

To search records for the finished item, use the Starts From option in the lower left-hand corner of the screen. This search uses only the first column of the Layout list for the search. To use Starts With, enter one or more characters to match the beginning of the records for the search. Then, click Go or press Enter to begin the search. The Starts From option is available for all inquiry views except General.

For example, if you enter D as the Starts With in the Item Lookup and press Enter, the Lookup list will redisplay records showing the first item that begins with a D. If there are no matches for your selection, a message displays and the Lookup list does not change.

When you are finished reviewing formula items, click Exit to return to the Manufacturing Control main menu.

Synchronized Inquiry feature

Sync is a method of connecting the entry programs with information displayed in customer, item and vendor inquiries. It is a helpful feature because it enables you to get real-time information such as customer balances, vendor balances and warehouse quantities, while you are working in entry programs.

You can select Options> Synchronized Inquiry to start the synchronization and display the Stop Synch icon to change or update the information displayed in this inquiry. Use this display to note whether your inquiry is in Sync mode.

Inquiries are synchronized on a per user basis. In other words, if you are signed on to FACTS in one window with one name and signed on in another window with another name, it will appear as if the Sync function is not working.

The Activities view displays by default. From the Windows menu, you can select other windows of information to open.

Use Sync!

Formulation Inquiry view details

The following fields are involved in displaying formula information:

 

  Ingredients

Displays ingredient information including the item number, description, number of units, unit of measure and memo. Click Show Where Used to view all of places (sales orders, production, and transfers, for example) in FACTS that the current customer or item exists.

Finished Items

Displays the finished items in summary. Summary information includes the item number and description, stocking unit of measure and the amount of formula required for the finished item. Click Packaging to display the Packaging Items for the Selected Formula (MCI622) program for packaging information for the finished item. Click Show Where Used to view all of places (sales orders, production, and transfers, for example) in FACTS that the current customer or item exists.

  Planned

Displays the planned production currently in the formulation system for the formula. Planned production is displayed in date order. You can to display requirements for ingredients or finished items for the highlighted formula. Click Ingredients to display the Production Planning Ingredients (MCI623) program for the highlighted formula. Click Finished to display the Production Planning Finished Items (MCI623) program for the highlighted formula.

 Production-

Displays summary information of the production tickets in process for the formula. Summary information includes for each ticket, ticket number, status (the S column: E-entered, P-printed and C-confirmed), entry date, planned production date, production date (if not confirmed, date is blank), units planned to be produced and actual units produced. Click Line Detail to display Production Detail for the Selected Ticket (MCI624), where ticket detail is displayed in the same screen format as it was entered.

  Cost

Displays costing information by warehouse to produce one formula. Information for each ingredient item includes item number and description, units needed to produce one formula, stocking unit of measure, cost, costing unit of measure and extension. The cost per unit is listed along with the total information, which includes the ingredient, overhead, labor and total cost. Click Next Whse to view costing information for the next available warehouse.

  History.

Displays the history of the item. Information by warehouse includes month-to-date, year-to-date and prior year units produced and the last date produced

  Requirements

Displays the requirements for producing a number of units. Click # of Units to enter the number of units to be produced. The requirements to produce the finished item are displayed including the following for each component: the item number and a part of the description, units required, stocking unit of measure, on hand, on order and committed quantities. An asterisk (*) displayed next to the units indicates that the number of units required is greater than available (available = on hand + on order - committed). Click Show Where Used to view all of places (sales orders, production, and transfers, for example) in FACTS that the current customer or item exists.

    Notes   Displays notes for formulation tickets.

  General

Displays additional information about the formula item, including the overhead percentage, packaging and labor costs, standard production quantity, stocking unit of measure and production waste percentage.