Core Processes

Recipe Card

Recipe Header

Validations on Recipe Header

• Only Certified Production BOMs and Routings can be selected.
• If a Production BOM, Routing, or Item Card is deleted, the associated Recipe Card will also be deleted. A confirmation message will appear: “You are about to delete a record that is part of a Recipe. The Recipe will also be deleted. Do you want to continue?”
• There can only be one combination of Item No., Production BOM No., Production BOM Version, Routing No., and Routing Version.
• If a Version of a Production BOM or Routing is deleted, the system will update the Recipe Card and remove the reference to that Version.

When a Recipe Card contains existing Recipe Lines, certain header fields are restricted to ensure data consistency and prevent invalid production configurations.

Routing Change Restrictions

When a Recipe contains at least one Recipe Line with Line Type = Routing, the system does not allow changes to the following fields on the Recipe Header:

• Routing No.
• Routing Version Code

If the user attempts to change any of these fields, the system displays the following error message: “You cannot change the Routing on this Recipe because Recipe Lines already exist that depend on the current Routing. Please delete the existing Recipe Lines first.”

Production BOM Change Restrictions

When a Recipe contains at least one Recipe Line with Line Type = Prod. BOM, the system does not allow changes to the following fields on the Recipe Header:

• Production BOM No.
• Production BOM Version Code

If the user attempts to change any of these fields, the system displays the following error message: “You cannot change the Production BOM on this Recipe because Recipe Lines already exist that depend on the current Production BOM. Please delete the existing Recipe Lines first.”

Item Change with existing Recipe Lines

When a Recipe contains at least one Recipe Line, and the user attempts to change the Item No. on the Recipe Header, the system displays a warning message: “You are changing the Item No. on a Recipe that already contains Recipe Lines. The existing instructions, routing operations, and components will remain unchanged. Do you want to continue?”

• If the user confirms, the Item No. is updated and all existing Recipe Lines remain unchanged.
• If the user cancels, the Item No. change is reverted.

Recipe Lines

Validations on Recipe Lines:

• Routing: The fields Routing Operation No. and Work/Machine Center No. are only enabled for lines with Line Type = Routing. If the Line Type is changed, these fields are emptied and disabled.
• Production BOM: The fields Production BOM Line No., Item/Prod. BOM No., and Variant Code are only enabled for lines with Line Type = Prod. BOM. If the Line Type is changed, these fields are emptied and disabled.
• Instruction: The field Instruction Description is only enabled for lines with Line Type = Instruction. If the Line Type is changed, this field is cleared and disabled.
• The Instruction Comment field is editable only when Line Type = Instruction.
• If the user changes Line Type from Instruction to Routing or Prod. BOM, the system automatically clears the Instruction Comment value.
• The first Recipe Line must always have Line Type = Instruction. If the first line is added with a different Line Type, an error will appear.
• If the first line is deleted and the next one is not of Line Type = Instruction, an error will be triggered.
• If a Production BOM Line or Routing Line is deleted, the corresponding Recipe Line will be deleted as well, and a warning will appear.
• If a line is added to a Production BOM or Routing that is part of an existing Recipe, the Recipe will not be updated automatically and a warning message will appear.
• When updating fields on the Production BOM:
  • Item No.
  • Type
  • Variant Code
  • Routing Link Code
• or Routing:
  • Work Center No./Machine Center No.
  • Type
• That is being used on Recipe, the system will show an error and fields cannot be updated.

Copy Recipe

The Copy Recipe functionality allows you to duplicate recipe instructions from one recipe to another, streamlining the creation of similar recipes and reducing manual data entry.

How to Copy a Recipe

1. Open the Recipe Card for the recipe you want to copy instructions to
2. Navigate to Actions → Copy Recipe
3. A filtered list of compatible recipes will appear
4. Select the source recipe you want to copy from
5. Confirm the action to copy all recipe instructions

Important: Recipe Compatibility Requirements

To maintain data integrity and prevent production order errors, the Copy Recipe function automatically filters available recipes based on compatibility criteria:

When to Use Copy Recipe

• Creating variations of existing products with the same production process
• Setting up seasonal recipes that use the same BOM and routing structure
• Duplicating recipe instructions for different packaging sizes of the same product

When NOT to Use Copy Recipe

• If the new recipe requires different ingredients (different BOM)
• If the production process changes (different routing)
• For completely different products

Example Scenario

Current Recipe Configuration:

• Item No.: FG-001
• Production BOM No.: 1000
• Routing No.: 1001

Available for Copy: When you select Copy Recipe, only recipes that have:

• Production BOM No. = 1000
• Routing No. = 1001
• Same version codes (if applicable)

This ensures recipe instructions remain valid for the production configuration.

Recipe Version

The Recipe Version feature allows you to maintain multiple versions of the same recipe over time. This is particularly useful when changes need to be made to a recipe without losing track of previous versions.

Recipe Versions enable the management of multiple versions, each with its own validity period based on the Starting Date.

Version Structure

The structure of a Recipe Version mirrors that of the original Recipe Card. The primary difference is the addition of the Starting Date to control its validity. A Recipe Version remains active until the next version’s Starting Date.

Key Points

• Starting Date: The Starting Date for a Recipe Version defines the beginning of the period during which the version is valid. A version remains valid until the next version becomes valid, based on its own Starting Date.
• When a new version of a recipe is created and becomes valid (based on its Starting Date), the previous version will no longer be applicable.
• The Last Date Modified field is automatically updated whenever a change is made to the Recipe Version. This ensures that the most up-to-date version is always available.