Setup

Advanced Attributes Management Setup

Navigate to Advanced Attributes Management Setup and configure:

  • Expiration Date Inheritance Rule: Specifies the general Rule to be applied for the Expiration Date inheritance to Manufacturing processes.
    • Blank: No Expiration Date will be inherited from the components consumed.
    • Minimum: The output item will inherit the minimum Expiration Date from all the components consumed
    • Maximum: The output item will inherit the maximum Expiration Date from all the components consumed.
You can use the Assisted Setup that already exists for Advanced Attributes Management to also define the Expiration Date Inheritance Rule.

Inheritance Setup on Lot No. Attributes

Set up general rules for attribute inheritance in manufacturing processes.

New fields allow users to define inheritance rules for lot-specific attributes. Depending on the Lot No. Attribute Type, the Inheritance rule can have multiple values:

If Type = Date, Attribute Inheritance Rule can have the following values:

  • Blank: No Date will be inherited from the components consumed.
  • Minimum: The output item will inherit the minimum Date from all the components consumed.
  • Maximum: The output item will inherit the maximum Date from all the components consumed.

If Type = Decimal, Attribute Inheritance Rule can have the following values:

  • Blank: No Decimal Value will be inherited from the components consumed.
  • Minimum: The output item will inherit the minimum decimal value from all the components consumed.
  • Maximum: The output item will inherit the maximum decimal value from all the components consumed.
  • Average: The output item will inherit the calculated average of decimal values from all the components consumed.
  • Sum: The output item will inherit the sum of decimal values from all the components consumed.
  • Rounding Precision: Specifies the Rounding Precision for Lot No Attribute when Attribute Inheritance Rule is Average or Sum.

If Type = Integer, Attribute Inheritance Rule can have the following values:

  • Blank: No Integer value will be inherited from the components consumed.
  • Minimum: The output item will inherit the minimum integer value from all the components consumed.
  • Maximum: The output item will inherit the maximum integer value from all the components consumed.
  • Average: The output item will inherit the calculated average of integer values from all the components consumed.
  • Sum: The output item will inherit the sum of decimal values from all the components consumed.
If the Average from Attribute Inheritance Rule with Type = Integer results in a decimal value, it will be rounded to the closest unit.

If Type = Option, Attribute Inheritance Rule can have the following values:

  • Blank: No Value from the Attribute values list will be inherited from the components consumed.

  • Formula: Provides conditional logic for attribute values:

    • First: The output item will inherit the first value by alphabetical order.
    • Last: The output item will inherit the last value by alphabetical order.
    • If Value Exists: The output item will inherit a predefined value, if that value exists on the consumed components.
    • If Value does not Exist: The output item will inherit a predefined value, if that value does not exist on the consumed components.
    • If All Values: The output item will inherit a predefined value, if all values from the consumed components are the same.
    • If Not All Values: The output item will inherit a predefined value, if not all values from the consumed components are the same.

Lot No. Attributes Values

For the Lot No. Attributes with Type = Option, the user can define the values that are possible to choose for the Lot Attributes when creating a Lot No Card.

Business Rules

  • Prevent Data Loss: The system safeguards essential data by blocking the deletion of any attribute or attribute value currently in use within a Production BOM or Lot Attributes Inheritance Rules Template. If an attempt is made, an error message will appear.

  • Ensure Data Consistency: When renaming or updating an attribute or attribute value, all linked records in Production BOMs or Lot Attributes Inheritance Rules Templates will be updated automatically. Before applying changes, a confirmation message will prompt the user: “This attribute has been assigned at least once. Are you sure you want to rename it?”

  • Mandatory Precision for Accurate Calculations: For attributes with the Decimal type where Average or Sum is selected as the inheritance rule, the Rounding Precision field must be filled. If left blank, the system will display an error when attempting to close the page.

Inheritance Setup on Production BOM

A new Lot No. Attributes Inheritance Rules list allows users to specify how attributes transfer between components and final products.

All Attribute Inheritance Rule will behave as defined on the previous chapter, except the one with Attribute Inheritance Rule = Formula.

If the user selects a Lot No Attribute Name with Type = Option, Attribute Inheritance Rule = Formula, and:

  • Formula Type = If Value Exist
  • Formula Type = If Value does not Exist
  • Formula Type = If All Values
  • Formula Type = If Not All Values

The following fields will appear to the user:

  • Base Value: Specifies the Base value to be applied for the Formula Type
  • Return Value if Condition is met: Specifies the Return Value if the stated Condition is observed.
  • Return Value if Condition is not met: Specifies the Return Value if the stated Condition is not observed.

The following behaviors will be done by the system depending on the Formula Type chosen:

  • If the Inheritance Setup on Production BOM has Formula Type = If Value Exist:

    • If the value option defined on the ‘Base Value’ field is related to any of the applicable Lot No. Information cards, then the Lot No. Attribute should be filled with the value defined on the ‘Return Value if Condition is met’.
    • If the value option defined on the ‘Base Value’ field is not related to any of the applicable Lot No. Information cards, then the Lot No. Attribute should be filled with the value defined on the ‘Return Value if Condition is not met’.

  • If the Inheritance Setup on Production BOM has Formula Type = If Value does not Exist:

    • If the value option defined on the ‘Base Value’ field is not related to any of the applicable Lot No. Information cards, then the Lot No. Attribute should be filled with the value defined on the ‘Return Value if Condition is met’.
    • If the value option defined on the ‘Base Value’ field is related to any of the applicable Lot No. Information cards, then the Lot No. Attribute should be filled with the value defined on the ‘Return Value if Condition is not met’.

  • If the Inheritance Setup on Production BOM has Formula Type = If All Values:

    • If the value option defined on the ‘Base Value’ field is related to all of the applicable Lot No. Information cards, then the Lot No. Attribute should be filled with the value defined on the ‘Return Value if Condition is met’.
    • If the value option defined on the ‘Base Value’ field is not related to all of the applicable Lot No. Information cards, then the Lot No. Attribute should be filled with the value defined on the ‘Return Value if Condition is not met’.

  • If the Inheritance Setup on Production BOM has Formula Type = If Not All Values:

    • If the value option defined on the ‘Base Value’ field is not related to all of the applicable Lot No. Information cards, then the Lot No. Attribute should be filled with the value defined on the ‘Return Value if Condition is met’.
    • If the value option defined on the ‘Base Value’ field is related to all of the applicable Lot No. Information cards, then the Lot No. Attribute should be filled with the value defined on the ‘Return Value if Condition is not met’.

A new factbox related to Lot No Attribute inheritance displays relevant inheritance rules:

Business Rules

  • Certified BOM Protection: Changes are restricted on certified Production BOMs to maintain data integrity. If a user attempts to add, modify, or delete records, an error message will appear.

  • Seamless Version Control: The system automatically inherits the Version Code from the source record:

    • If created from a Production BOM card → Version Code = 0.
    • If created from a Production BOM Version card → Version Code is inherited from the source Production BOM Version.

  • Mandatory Attribute Naming: When defining Lot No. Attributes, specifying an attribute name is required. If left empty, an error message will prompt.

Automatic Field Adjustments: - Changing the Type value clears the Lot No. Attribute Name field. - Changing the Inheritance Type value resets the Source Filter. - Modifying the Lot No. Attribute Name automatically sets Inheritance Type to All Components and applies the corresponding Attribute Inheritance Rule.

  • Flexible Rule Creation: For Component or All Components types, Attribute Inheritance Rule can remain empty until fully configured. If Expiration Date Inheritance is undefined in Advanced Attributes Management Setup, it inherits a blank value by default without error.

  • Formula-Based Rules Enforcement:

    • If Attribute Inheritance Rule = Formula, Formula Type becomes mandatory.
    • Adjusting Attribute Inheritance Rule hides Formula Type on the page and resets Base Value.
    • Changing Formula Type also clears Base Value.
    • If Formula Type = First or Last, Base Value, Return Value if Condition is met, and Return Value if Condition is not met are hidden.
    • If Formula Type = If Value Exists, If Value does not Exist, If All Values, or If Not All Values, Base Value is mandatory. If left empty, an error appears.

  • Production BOM Copy Automation: When using Copy Production BOM in the Production BOM page, all Lot No. Attributes Inheritance Rules from the source are duplicated. The same applies when copying a Production BOM Version.

  • Attribute Rule Auto-Inheritance: When selecting a Lot No. Attribute Name, any predefined inheritance rules are automatically applied. If Expiration Date inheritance exists in General Setup, it is inherited by default.

All Business Rules applies to Production BOM Versions.

Inheritance Setup Templates

The Inheritance Setup Templates feature streamlines attribute management by allowing users to predefine inheritance rules that can be easily applied across multiple manufacturing processes. This enhances efficiency and ensures consistency when applying attribute inheritance across different production scenarios.

Key Capabilities

  • Standardized Attribute Inheritance: Define and store common inheritance rules that can be applied to various production BOMs.
  • Flexible Rule Application: Assign templates to different items, production BOMs, and components to ensure consistent attribute management.
  • Template-Based Automation: Reduce manual input by applying predefined inheritance rules with just a few clicks.

Business Rules

  • Template Creation & Management: Users can create new Lot Attributes Inheritance Rule Templates that define predefined attribute inheritance rules. Each template must have a unique Code and Description.

  • Applying Templates: Users can apply predefined templates to Production BOMs and Components. When applying a template, the system will replace existing inheritance rules with those in the selected template, ensuring uniformity and a confirmation message will prompt: “You are about to apply the selected template. Data from the template will replace data for the existing Lot No. Attributes with already defined rules. Do you want to continue?”

  • Copy & Save as Template: Users can copy existing templates to quickly create new variations. Existing Lot No. Attributes Inheritance Rules can be saved as a new template for future use.

  • Ensuring Data Integrity: Only one record for a Lot Attribute Name should exist per template. If a user tries to insert a duplicate record, an error message will appear. If a Formula Type is defined, it must have a valid Base Value. If a template is applied, all existing inheritance rules will be overwritten with the template’s rules to maintain consistency.

With Inheritance Setup Templates, manufacturers can efficiently manage attribute inheritance while ensuring consistency and reducing manual intervention across production workflows.

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Last updated on Mar 5, 2025