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Recipe Manager Pro 2011 User Guide

Recipe Manager Pro 2011 User Guide

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Sections

  • Introduction – Recipe Manager Pro 2011
  • 1 Installing and Setting Up Recipe Manager Pro 2011
  • 1.1 Compatibility
  • 1.1.1 Operating System
  • 1.1.2 Database
  • 1.1.3 Integration Requirements
  • 1.2 Installing Recipe Manager 2011
  • 1.3 Connecting to a Database
  • 1.4 Troubleshooting
  • 2 Items
  • 2.1 Item Update
  • 2.1.1 The Header
  • 2.1.2 Item Definition
  • 2.1.3 The General Tab
  • 2.1.4 The Components Tab
  • 2.1.5 The Tests Tab
  • 2.1.1 The Manufacturers Tab
  • 2.1.2 The Coatings Tab
  • 2.2 Package Update
  • 2.3 Service Update
  • 3 Recipes
  • 3.1 Creating a New Recipe
  • 3.1.1 General Information and Totals
  • 3.2 The Header Tab
  • 3.3 Specifying your Ingredients
  • 3.3.1 Specifying your Ingredients in Percent Mode
  • 3.4 Components
  • 3.5 Other Items
  • 3.6 Simple Procedures
  • 3.7 Specifying your Procedure
  • 3.7.1 Items/phases browser
  • 3.7.2 Phase Types
  • 3.7.3 Adding Phases
  • 3.7.4 Use Group
  • 3.7.5 Adjustments
  • 3.7.6 Comments and Instructions
  • 3.7.7 In-Process Tests
  • 3.7.8 Adding Generic Process Steps from the Recipe Manager Library
  • 3.8 Verifying a Recipe
  • 3.9 Previewing a Batch Sheet
  • 3.10 Publishing your Recipe
  • 3.11 Marking a Recipe Inactive
  • 4 Units of Measure
  • 5 Order Processing
  • 5.1 Creating Orders
  • 5.2 Printing a Batch Sheet
  • 5.3 Executing Orders
  • 5.3.1 The Header Section
  • 5.3.2 Ingredients
  • 5.3.3 Entering Actuals
  • 5.3.4 Completing your Order
  • 6 Laboratory Information Management
  • 6.1 Tests
  • 6.1.1 Overview
  • 6.1.2 Test Update
  • 6.1.3 Test Group Update
  • 6.2 Sampling, Testing, and Release
  • 6.2.1 Overview
  • 6.2.2 Configuration
  • 6.2.3 Create Sample Set
  • 6.2.4 Sampling
  • 6.2.5 Enter Test Results
  • 6.2.6 Release Sublot
  • 6.2.7 Retesting
  • 7 Configuring QuickBooks to interact with Recipe Manager Pro
  • 7.1 Change to Multiple UoM Mode
  • 7.2 Change to Multi-User Mode
  • 7.3 The First Time you Import or Export
  • 7.4 Final Notes
  • 8 Using the QuickBooks Interface
  • 8.1 Import Items from QuickBooks
  • 8.1.1 Item Import Configuration
  • 8.1.2 The Prototype
  • 8.2 Export Orders
  • 8.3 Summary
  • 9 Setup
  • 9.1 Databases
  • 9.2 Users
  • 9.3 System Configuration
  • 9.3.1 CMS Configuration
  • 9.3.2 Batch Execution
  • 9.3.3 Inventory
  • 9.3.4 Lot
  • 9.3.5 Recipe Manager
  • 9.3.6 QuickBooks
  • 9.3.7 ODBC
  • 10 Set Viewers
  • 10.1 Batching Orders Set Viewer
  • 10.2 Complete Manufacturing Orders Set Viewer
  • 10.3 Item Components Set Viewer
  • 10.4 Item Set Viewer
  • 10.5 Open Manufacturing Order Detail Set Viewer
  • 10.6 Recipe Set Viewer
  • 10.7 Sublot Set Viewer
  • 10.8 Export to Excel
  • 10.9 Columns Customization
  • 10.10 Using Incremental Search
  • 10.11 Using Keyword Search
  • 10.12 Sorting
  • 10.13 Grouping
  • 10.13.1 General
  • 10.14 Filtering
  • 10.14.1 Overview
  • 10.14.2 The Filter Panel
  • 10.14.3 MRU Filters
  • 10.14.4 Filter Editor
  • 10.14.5 Saving, Loading, and Deleting Filters
  • 11 Generic CMS Functionality
  • 11.1 Common Actions
  • 11.1.1 New
  • 11.1.2 Open
  • 11.1.3 Find
  • 11.1.4 Clone
  • 11.1.5 Refresh
  • 11.1.6 Save
  • 11.1.7 Undo
  • 11.1.8 Delete
  • 11.1.9 Help
  • 11.1.10 Preview
  • 11.1.11 Print
  • 11.1.12 Comment
  • 11.2 Customizing Drop-Down Lists
  • 11.3 Context Menus

Mar-Kov Computer Systems Inc.

Recipe Manager Pro 2011 User Guide

4/4/2011

Contents
Introduction – Recipe Manager Pro 2011 ................................................................................................... 5 1 Installing and Setting Up Recipe Manager Pro 2011.......................................................................... 6 1.1 Compatibility................................................................................................................................ 6 Operating System .................................................................................................................. 6 Database ................................................................................................................................ 6 Integration Requirements ...................................................................................................... 6 1.1.1 1.1.2 1.1.3 1.2 1.3 1.4 2 2.1

Installing Recipe Manager 2011 .................................................................................................. 6 Connecting to a Database ............................................................................................................. 7 Troubleshooting ........................................................................................................................... 8 Item Update .................................................................................................................................. 9 The Header .......................................................................................................................... 10 Item Definition .................................................................................................................... 10 The General Tab ................................................................................................................. 11 The Components Tab .......................................................................................................... 13 The Tests Tab ...................................................................................................................... 13 The Manufacturers Tab ....................................................................................................... 14 The Coatings Tab ................................................................................................................ 14

Items .................................................................................................................................................... 9 2.1.1 2.1.2 2.1.3 2.1.4 2.1.5 2.1.1 2.1.2 2.2 2.3

Package Update .......................................................................................................................... 14 Service Update ........................................................................................................................... 14 Creating a New Recipe ............................................................................................................... 16 General Information and Totals .......................................................................................... 16 The Header Tab .......................................................................................................................... 17 Specifying your Ingredients ....................................................................................................... 18 Specifying your Ingredients in Percent Mode .................................................................... 21 Components................................................................................................................................ 21 Other Items ................................................................................................................................. 22 Simple Procedures ...................................................................................................................... 22 Specifying your Procedure ......................................................................................................... 23 Items/phases browser .......................................................................................................... 24

3

Recipes .............................................................................................................................................. 16 3.1 3.2 3.3 3.4 3.5 3.6 3.7 3.1.1

3.3.1

3.7.1

1

3.7.2 3.7.3 3.7.4 3.7.5 3.7.6 3.7.7 3.7.8 3.8 3.9 3.10 3.11 4 5

Phase Types ........................................................................................................................ 25 Adding Phases ..................................................................................................................... 25 Use Group ........................................................................................................................... 26 Adjustments ........................................................................................................................ 27 Comments and Instructions................................................................................................. 28 In-Process Tests .................................................................................................................. 29 Adding Generic Process Steps from the Recipe Manager Library ..................................... 30

Verifying a Recipe ..................................................................................................................... 31 Previewing a Batch Sheet........................................................................................................... 31 Publishing your Recipe ........................................................................................................... 32 Marking a Recipe Inactive ...................................................................................................... 33

Units of Measure ............................................................................................................................... 34 Order Processing ............................................................................................................................... 37 5.1 5.2 5.3 Creating Orders .......................................................................................................................... 37 Printing a Batch Sheet ................................................................................................................ 39 Executing Orders ........................................................................................................................ 39 The Header Section ............................................................................................................. 40 Ingredients........................................................................................................................... 40 Entering Actuals.................................................................................................................. 42 Completing your Order ....................................................................................................... 43

5.3.1 5.3.2 5.3.3 5.3.4 6 6.1

Laboratory Information Management ............................................................................................... 45 Tests ........................................................................................................................................... 45 Overview ............................................................................................................................. 45 Test Update ......................................................................................................................... 45 Test Group Update .............................................................................................................. 46 Overview ............................................................................................................................. 47 Configuration ...................................................................................................................... 47 Create Sample Set ............................................................................................................... 48 Sampling ............................................................................................................................. 48 Enter Test Results ............................................................................................................... 49 Release Sublot ..................................................................................................................... 50 Retesting ............................................................................................................................. 51 6.1.1 6.1.2 6.1.3 6.2 6.2.1 6.2.2 6.2.3 6.2.4 6.2.5 6.2.6 6.2.7

Sampling, Testing, and Release ................................................................................................. 47

7

Configuring QuickBooks to interact with Recipe Manager Pro 2011 .............................................. 52

2

7.1 7.2 7.3 7.4 8 8.1

Change to Multiple UoM Mode ................................................................................................. 52 Change to Multi-User Mode ...................................................................................................... 53 The First Time you Import or Export ......................................................................................... 54 Final Notes ................................................................................................................................. 56 Import Items from QuickBooks ................................................................................................. 57 Item Import Configuration .................................................................................................. 58 The Prototype ...................................................................................................................... 59

Using the QuickBooks Interface ....................................................................................................... 57 8.1.1 8.1.2 8.2 8.3

Export Orders ............................................................................................................................. 59 Summary .................................................................................................................................... 62 Databases .................................................................................................................................... 64 Users ........................................................................................................................................... 65 System Configuration ................................................................................................................. 66 CMS Configuration ............................................................................................................. 67 Batch Execution .................................................................................................................. 68 Inventory ............................................................................................................................. 69 Lot ....................................................................................................................................... 70 Recipe Manager .................................................................................................................. 71 QuickBooks......................................................................................................................... 72 ODBC ................................................................................................................................. 72 Batching Orders Set Viewer ................................................................................................... 73 Complete Manufacturing Orders Set Viewer ......................................................................... 73 Item Components Set Viewer ................................................................................................. 73 Item Set Viewer ...................................................................................................................... 73 Open Manufacturing Order Detail Set Viewer ....................................................................... 73 Recipe Set Viewer .................................................................................................................. 73 Sublot Set Viewer ................................................................................................................... 73 Export to Excel ....................................................................................................................... 74 Columns Customization ......................................................................................................... 74 Using Incremental Search ....................................................................................................... 74 Using Keyword Search ........................................................................................................... 75 Sorting .................................................................................................................................... 75

9

Setup ................................................................................................................................................. 64 9.1 9.2 9.3

9.3.1 9.3.2 9.3.3 9.3.4 9.3.5 9.3.6 9.3.7 10 10.1 10.2 10.3 10.4 10.5 10.6 10.7 10.8 10.9 10.10 10.11 10.12

Set Viewers ....................................................................................................................................... 73

3

...........1..4 Clone . 84 11...............1...........9 Help ...........1.................................................................... 81 Saving.....................5 Refresh ............................................................................................................. 83 11...................................2 Open ......... 83 11.............................................6 Save ........................................................................................ and Deleting Filters ................................................................................................................. 82 Filtering .....................................8 Delete ...........1.....13........................................... 84 Comment ..........................1................. 83 11............................................................................ 78 10...................................... 83 11...................... 84 11...................................................................................................................................10............ 80 Filter Editor .............................................................................................................................3 Preview .............1...........5 11 11.......2 10.........................................................................................................4 10...........................................................................................14........................................................ Loading.............................................................................................................3 Find ..................1...............................................3 10.............................1 10......14.............................................................................................. 83 Common Actions .12 11.................1....10 11.................. 83 11...................................13 10............1 Generic CMS Functionality ........................ 84 11............... 84 Print .1. 79 The Filter Panel ................................................................... 85 Context Menus. 77 General ......................................................................................................................................................................................................................7 Undo...............................14.................................................................................. 83 11....................................................................1.......................................................11 11....................... 80 MRU Filters................................................................................14........ 77 Overview ......................1 New .............................................................1.1 10............................................ 86 4 ....... 83 11............................................................................. 84 Customizing Drop-Down Lists ......14..........................................................................................2 11..................................................................................................................................14 Grouping ..................................................................................1.........................

and view Units of Measure. Chapter 2 explains how to define. explaining the effects of the import and export functions on both systems. Chapter 6 goes into the details of the Laboratory Information Management module. and view Items. For a comparison of features included free and those that are only available with a license. Chapter 4 explains how to define. This guide documents the functionality provided with Mar-Kov‟s Recipe Manager Pro 2011. explaining how to define and perform tests. Chapter 10 describes a variety of generic Recipe Manager features that are useful throughout the software. Chapter 5 explains how to create and execute manufacturing orders. edit. how to generate printed batch sheets for your operators to fill in. Chapter 3 explains how to define.Introduction – Recipe Manager Pro 2011 Mar-Kov Recipe Manager Pro 2011 is designed to allow you to create and cost recipes with processing instructions quickly and easily. Recipe Manager Pro 2011 also includes an interface to import items from QuickBooks and export completed manufacturing orders to QuickBooks (resulting in inventory changes in QuickBooks). and view Recipes. 5 . Recipe Manager‟s flexible tool for reporting. Chapter 10 explains how to use Set Viewers. visit www. Chapter 7 explains the steps involved in getting the QuickBooks interface up and running. Chapter 1 goes through the basics of installation and setup of Recipe Manager Pro 2011. Chapter 9 contains information about setup and configuration of Recipe Manager Pro 2011. edit. Chapter 8 describes how to use the various features of the QuickBooks interface. and how to record completion of an order. as well as general configuration options for specifying recipes and processing batches. viewing. Recipe Manager Pro 2011 includes some features that expire after 90 days unless you subscribe to a paid license. edit.com/?show=rmpro2011features.mar-kov. You can also use it to generate batch sheets and record the results of executing your recipe (such as raw material lot numbers consumed and QC test results). This includes information on configuring a database and users. and exporting data.

If you are unsure how to configure SQL Server 2008 Express refer to the Database Configuration section of the Setup chapter of this User Guide. or by choosing Recipe Manager Pro 2011 from the Programs group in the Windows Start menu. If this will be a single-user installation and you do not have SQL Server installed already. 6 .1 Operating System Recipe Manager 2011 was designed for and tested on Microsoft Windows XP. Premier. you should say yes.1.1 Compatibility 1. 1. 1.2 Installing Recipe Manager 2011 To install Recipe Manager 2011: 1. Run RmProInstall. and QuickBooks™ 2011 (Pro. 4. you can run it from the desktop.mar-kov.exe This file is available for download at: www. Microsoft Windows Vista.com/RMPro2011/RmProInstall. Shut down all running programs 2. Recipe Manager 2011 interfaces to QuickBooks™ using QuickBooks™ SDK 8. QuickBooks™ 2010.1 Installing and Setting Up Recipe Manager Pro 2011 1. Express editions may be used. Once Recipe Manager has been installed.1. Microsoft SQL Server 2008 Express Edition is distributed as a part of the Recipe Manager 2011 installation. and Microsoft Windows 7. and Enterprise).0. Follow the on-screen instructions to complete installation You will be asked whether you want to install SQL Server 2008 Express.3 Integration Requirements Recipe Manager 2011 is compatible with the following products: Microsoft® Excel 2003 and Microsoft® Excel 2007 QuickBooks™ 2009.2 Database Recipe Manager Pro 2011 works with Microsoft SQL Server 2005 or Microsoft SQL Server 2008.exe 3. 1.1.

7 . Copy this activation code to the registration form. You must also select which Database on that server to connect to. the default Server name specified will be correct. you will be prompted to enter registration information: Once you have entered your registration information and accepted the License Agreement. The first time you run Recipe Manager 2011. you must click Register. An email with an activation code will then be emailed to the email address you have provided.5. and click Activate. 1.3 Connecting to a Database Whenever you run Recipe Manager Pro 2011 you will be prompted to connect to a Microsoft® SQL database: If you installed SQL Server 2008 Express as a part of your Recipe Manager Pro 2011 installation.

specify your database name and click the „New Database‟ button.4 Troubleshooting 1. Try installing Recipe Manager 2011 again If you need further assistance. EST) 8 .If this is the first time you have run Recipe Manager 2011. Restart your computer 3.Friday. 8 a. This configures a variety of settings within Recipe Manager Pro 2011. . To do so. select it and click connect. When you create a new database you will be asked to select an industry. 1. For more detail about configuring multiple computers to connect to the same database. If you have already created a database.com Phone: 416-633-4383 (Monday . refer to the „Database Configuration‟ section of the „Setup‟ chapter of this guide. you will need to create a new database.6 p.m. Uninstall Recipe Manager 2011 2.m. contact our product support: Email: support@mar-kov.

the product must be defined as an Inventory Assembly in QuickBooks. there is no technical distinction between a raw material and a finished good – a finished good is simply an inventory item with a recipe that specifies how to manufacture it. If you are planning on deploying a QuickBooks interface. you can decide that you want to start manufacturing a particular inventory item. It is not recommended that you create new items in both systems. the word Item is used to mean anything that can go into or come out of a recipe – this includes raw materials. NOTE: If you wish to export completed manufacturing transactions to QuickBooks. This chapter describes the process of creating and editing items. The Item Update program is where you create. To do this all you have to do is create a recipe for it. Package Update (for packaging materials). The following video tutorials also pertain to information presented in this chapter: Defining and Editing Items Components Defining and Editing Tests Customizing Drop-Down Lists NOTE: Please keep in mind that creating items in Recipe Manager is an alternative to maintaining them in QuickBooks and importing them periodically. and update raw materials and finished goods. Recipe Manager does track a variety of information about items that QuickBooks does not. You may wish to add this information to imported items. labor. 9 . such as Components. This means that at any time. Specific Gravity and safety information. packaging materials.1 Item Update You can access the Item Update program from the main menu by clicking Master Tables >> Item Updates >> Item Update. you should read the chapter on Using the QuickBooks Interface entering data. finished goods. and Service Update (for labor).2 Items In Recipe Manager. 2. maintain. These are tracked using various update programs – Item Update (for raw materials and finished goods). and non-inventory items. In Recipe Manager.

This must be unique. To add an item to the list of available default phases. “Certified organic” will not be available to you).2.1. add a phase to the Recipe Manager Library. There are three required fields at the top of the form: Item Code. Processor for the Item Flagged if the item is Certified Organic Default Phase Label Description Alt Label Description Qualifier Processor Certified Organic 2. Unit. Field Item Code Unit Description Alt Description Description Item's code. The item Qualifier. 10 . In Recipe Manager if you see a field name in red. and Description.2 Item Definition Click the new ( ) button to define an item from scratch. Usually an alternate language. Item description that will be used for labeling purposes Alternate item description that will be used for labeling purposes. If you know the item code of the item you want to view. you know that you must enter a value for it. you can just click open ( )and type in the item code. or click find ( ) to view and edit an item by selecting it from a list.1. The item's unit of measure Item description Alternate item description This is the phase the item will be added to if you click the "Add Simple Procedure" button on a recipe.1 The Header The header of the Item Update form contains a variety of general information about the item. the set of available fields may differ slightly (for example if you are a coatings manufacturer. Depending on the version of Recipe Manager Pro you have installed.

i. etc. Set to 'No' if you will not be tracking lots for this item.None. Often used for a comment in another language.1. inventory. An alternate comment about the item.e. Warehouse. Following is a brief summary of the fields on the general tab and their purposes: Field Comment Alt Comment Description Comment about the item. batches.3 The General Tab The „General‟ tab of the Item Update program presents a wide array of information about the item in question. they can be marked as discontinued or obsolete here. or Container Set to 'Trace' if lot tracing is required but you are not tracking inventory in CMS.2. Item is approved Flagged if the item does not expire Status Treatment Lot Required Auto Approve No Expiry 11 . Instead. Defines how inventory of this item is treated . Items cannot be deleted if there are historical records referring to them.

If an item has a costing recipe defined. or rubber The specific gravity of the substance.Retest Period Use Container Type Specific Gravity SG Deviation Retest Period Maximum Life Period over which the item should be retested User defined grouping field to specify what types of container may be used to contain the item. Used to convert between weight and volume for the item. Standard Cost for the item Actual Cost for the item Replacement Cost for the item The item's Specific Gravity. The deviation of the specific gravity Period over which the item should be retested. Density units are determined by the standard weight and volume units configured for the system in Configuration Update. Used to automatically set 'Destruct Date' for item lots. The recipe specified here is the recipe used for planning purposes. Period after which an item cannot be retested. that recipe's bill of materials will be listed as ingredients on the label rather than the item itself. The item's Density. for example glass. Used to automatically set 'Expiry Date' for item lots. This value is used to compute the volume of the item when it appears on a recipe. User who created the item definition Host system which the item was imported from Flagged if the item is a prototype Costing Recipe Standard Cost Actual Cost Replacement Cost Specific Gravity Density User Import From Prototype 12 . Used to convert between weight and volume for the item. aluminum.

2. click: Components 2. To view the tutorial video on setting up components. A common use for components is to track and calculate nutrition information as in the above example.1. it may include nutrition information calculated on the ingredients that went into that recipe. Some variants of the Recipe Manager Pro lot label include nutritional information.1.4 The Components Tab The Components tab is used to identify the components of the Item. Define a new component by right-clicking and selecting component update.5 The Tests Tab 13 . Components are prorated and aggregated on recipes based on information provided in each item definition. Note that only those components that are listed on the components tab for the finished product will be listed on the label. When you print labels for a finished product that you have manufactured.

2. To view the tutorial which demonstrates the process of defining and editing tests.you can define a new manufacturer using the Supplier/Manufacturer Update program. 2. Learn how to define tests and test groups. and specifying them on your recipe. Select as many tests as you like for the item. One place where packages are specified is when you print Lot labels: the packaging information you select will be displayed on the label. Services are normally labor items which you which to track on your recipes and batching orders. In Configuration Update. 2. You can run Package Update by clicking Master Tables >> Item Updates >> Package Update. 14 . For each manufacturer of the item you may also specify a manufacturer specific trade name. and Target if your test is of one of the test types that require these fields (numeric. Certain values are calculated and displayed on your batching recipes based on the data entered here for ingredients.1 The Manufacturers Tab The Manufacturers and Suppliers tab is used to identify the Manufacturers of the Item. Costing information can be associated with Services. as well as record test results in the Laboratory Information Management chapter. just as it may be with any other item that goes into a recipe.3 Service Update The Service Update program is used for defining and updating services. Tests listed will be required on receipt or manufacture of the item. You can run Service Update by clicking Master Tables >> Item Update >> Package Update.2 The Coatings Tab The coatings tab has information relevant specifically for coatings manufacturers (some other chemical manufacturers will benefit from these fields as well). 2.1. purity). click: Defining and Editing Tests When you add a test to your item. Max. there is an option that constrains new Lots of a material to be assigned manufacturers from the manufacturers list for that item. you will need to specify Min.1.The Tests tab is used to record the tests needed for the Item.2 Package Update The Package Update program is used for defining and updating packages. The Manufacturer must be selected from legal Manufacturers .

15 . any items defined as services in QuickBooks will automatically be defined as services in Recipe Manager Pro.Note that when you import items from QuickBooks.

1. Total Weight.3 Recipes The Batching Recipe program is used to create and edit Batching Recipes in Recipe Manager. and represents the amount of product yielded given a batch of the size specified on the recipe. You can also enter the Yield. The recipe depicted below has been given the recipe number „R-0005‟. To start the Batching Recipe program. Note that this information does not restrict your batch size on the order – you can scale your orders up or down. Batching recipes. and Total Volume for the recipe.1 Creating a New Recipe To start a new recipe. 16 . Many users always set the Yield equal to the batch size. click the Find Recipe button ( ). To load a saved recipe. click the New Recipe button ( ). If you edit the Total Weight or Total Volume. The following tutorial videos pertain to information presented in this chapter: Your First Recipe Percent Mode and Scaling your Recipe Adding Procedure Steps from the Library Verify Customizing the Recipe Manager Library 3. The recipe number field is located in the top left corner of the main window. 3. it will scale the entire recipe. when executed. and publish recipes. and account for loss in other ways. This chapter will describe how to create. The Yield is maintained separately. select Order Entry >> Recipe Manager >> Batching Recipe from the main menu. and the yield will always be in the same proportion to the batch size.1 General Information and Totals The first thing to do when you create a new recipe is enter a Recipe Number – the unique identifier for your recipe. produce bulk product. edit.

If you flag this field. the recipe becomes accessible to all users. Ingredients. Following is brief description of each field on the header tab: Field Published Description Flagged if the recipe has been published. Flag this field if you no longer wish the recipe to available for use in production. The header tab contains general information about your recipe – things like whether it has been published. etc. The date the recipe was first created. Shared Inactive Date Created 17 . Components.2 The Header Tab There are four tabs on the Batching Recipe program: Header. unpublished recipes are only accessible to the user who created them. what product is produced from it. By default. when it was created. and Procedure. The Header tab will be selected by default when you launch the Batching Recipe program.3.

When you create a new recipe. When you create a new recipe. If you don‟t know the item code. 18 . A comment about the recipe. Recipe comment is a required field This is the product that the recipe makes This is the description of the product the recipe makes These are packout instructions Volume Unit Qty Precision Percent Precision Recipe Comment Product Description Instruction 3. The number of digits recorded after the decimal in the percent column on the ingredients tab. Each row represents one ingredient (actually the same ingredient should be specified more than once if it is added more than once during the execution of the recipe).Weight Unit This is the weight unit you wish to work with while formulating this recipe. You will be given a choice of all Items that have been stored in the Item Master. When you create a new recipe. you can search for an ingredient from the Item Master. You may have more than one recipe for an item. this is set by default to the 'Default Weight Unit' selected on the Inventory tab of the Configuration Update program. To add an ingredient. Double-click the ingredient field of a line in the ingredients list or press the three dots at the right side of the ingredient field. this is set by default to the 'Percent Precision' selected on the Recipe Manager tab of the Configuration Update program. This is the volume unit you wish to work with while formulating this recipe. enter the Item Code in the „Ingredient‟ column and press enter. When you create a new recipe. and use the comment to quickly differentiate between them. this is set by default to the 'Default Volume Unit' selected on the Inventory tab of the Configuration Update program The number of digits recorded after the decimal in the Qty column on the ingredients tab.3 Specifying your Ingredients The Ingredient tab is where you specify the list of ingredients used in a Recipe. this is set by default to the 'Percent Precision' selected on the Recipe Manager tab of the Configuration Update program. simply click on the first row in the table that doesn‟t already have an item.

and as you do you may enter the quantity required (Recipe Qty) as shown in the following image: 19 .You may enter as many items as you want.

20 . All costs are calculated and displayed. You may edit these values directly if you wish. total cost for each item.Enter the quantity required of each item Recipe Qty is always entered in the item‟s unit of measure. Refer to the chapter on Items for instruction on creating and editing items. Weight % and Volume % are calculated. the Total Weight and Total Volume values in the Totals section at the top of the window keep a running totals of the total quantity that will be consumed by the batch. both Weight and Volume will be displayed. and total cost across all items. it must first be defined in the Item Master. including cost. You must also enter the Yield – this is the quantity that the batch will actually produce given the Total Weight and Total Volume. according to information stored in the item master: In order to add an ingredient. As you enter the ingredient quantities. Based on the specific gravity entered for each item. For some industries the Qty Yield will always be the same as either the Total Weight or Total Volume.

3. scaled based on the percentages of those ingredients included in the recipe. You can read more about verifying and publishing recipes later in this chapter.1 Specifying your Ingredients in Percent Mode You can switch between Quantity mode. You may temporarily have a summed percentage greater than 100%. Note that if you wish to scale all of the ingredient quantities on your recipe. Weight Percent mode. 3. and Volume Percent mode by pressing the button shown below: Toggle Quantity/ Percent Mode When you are in percent mode. and the quantities of those ingredients are calculated for you. Unit costs are always based on the unit specified for the finished product in Item Update.4 Components The components are displayed immediately below the ingredients on the ingredients tab. you may even save such a recipe. 21 . you enter the Total Weight/Total Volume and then adjust the percentages of each ingredient. all you have to do is edit the Total Weight or Total Volume in the General Information section – all ingredient percentages will remain fixed. 3.The total costs as well as the calculated unit costs are also displayed in the totals section. These values are aggregated from the components specified in the various ingredients. however such a recipe will fail on Verify and on Publish.

in the simple case a phase will be added to your recipe. 3. This button is only available if your recipe has no phases in its recipe. Total qty required on an order will be the sum of these two quantities. First of all. If your ingredients have “Default Phases” set up in their item master entries. Another important difference is that Other Items are not included as a part of the recipe procedure. You will also use it as a quick shortcut to lay out the bare bones of a complex procedure onto which you can add other instructions. Besides this. These phases will automatically be added to the 22 . When the recipe is changed (or an order based on the recipe has qty required different from that on the recipe). You will use this option if you do not wish to track specific processing instructions to be followed by your operators. An example where you may want to use Base Qty is if there is some fixed setup time for a batch that you want to record. The phase will automatically be set to have a phase type of „Finished Product‟.5 Other Items The Other Items tab is used to specify items that are not considered ingredients for use in your recipe. This is by means of the „Create a Simple Procedure‟ button. for Other Items.3. Other Items are different from Ingredients in two important ways. those ingredients will have phases created for them into which they will be placed. Ingredients are restricted to items that are measured by weight (because otherwise doing percentage calculations is impossible) – so „Other Items‟ are usually things like packaging materials and labor. Base Qty remains the same while Recipe Qty is scaled appropriately. you may specify both a Base Qty and Recipe Qty.6 Simple Procedures There is a way to quickly and easily create a simple procedure for your recipe. and each of your ingredients will be placed in this phase in the order specified on the ingredients tab. When you click the „Create a Simple Procedure‟ button.

Click here to add a simple procedure to your recipe. On the left hand side of the tab. This technique can be useful if most of your recipes have only one phase. They are labeled in the image below: Trash Toggle Numbering Move Up Move Down Phase Use Group Adjust Comment Instruction Test 23 . 3.7 Specifying your Procedure In order to specify the procedure for your recipe. particularly if you do not make use of processing instructions on your batch sheets. navigate to the procedure tab. you may proceed directly to publishing your recipe. Any items that do not have a “Default Phase” specified will be added to the “Final” phase. you will see a number of icons. If you elect to use this option.“Final” phase.

Click the Items/Phases browser button to launch the browser: Click to launch the Items/Phases browser: The browser will appear: 24 . Drag and drop the phase icon onto the procedure root. You should also select a Phase Type (more on this in the section on phase types).1 Items/phases browser The Items/phases browser is used to add ingredients from your recipe to your recipe procedure. As you add ingredients to a phase. the Total Weight for that phase will be updated. You will see the following: Enter a Phase Name Select a Phase Type You may specify details for the phase while it is selected. 3. You must at least give your phase a name. the „Weight Rate‟ will be automatically calculated (Weight Rate is Total Weight divided by Time to Add). You may enter a value for „Time to Add‟ – if you do so.The first step in creating a recipe procedure is to create a phase.7. Conversely you may enter a Weight Rate and Time to Add will be displayed.

It will be placed directly before the item that was highlighted when you dropped it. When you select the continuation phase type. copied from the original phase. The Continue From field is a drop-down list where you will be able to select from existing phases. Qualifier. you can select the step that you want to move and press the „Move Up‟ or „Move Down‟ button. 3.7.2 Phase Types Each phase in your recipe must have a phase type. hold down shift and drag and drop whatever it is you are trying to move. and the results of it will be the product your recipe specifies.2. The default phase type for a phase is „Hold for addition‟. and Preamble fields will display the appropriate information.1 Hold for Addition „Hold for Addition‟ is the basic phase type for a phase of your recipe. and the other options are „Finished Product‟ and „Continuation‟. 3. the Phase.3 Continuations Continuations are normally used when you have a phase that takes a long time to complete. To reorder phases. If your recipe only has a single phase. Qualifier. or anything else in your procedure. you can see that 25 . In the image below.2. Each phase that was marked as „Hold for Addition‟ must be added to another phase. and the Continue From field will be enabled. Once you select which Phase to continue from.7. it will have a phase type of „Finished Product‟.2.7.Items that you have already added to your recipe will appear in grey. 3. Alternately. This is your final phase. during which time the operator can perform some other task. items. 3.7. and Preamble fields will be disabled.7.3 Adding Phases In addition to items. and items that have yet to be added will appear in white. Hold for addition phases must be added to another phase elsewhere in your recipe. you may also drag-and-drop phases from the Items/phases browser to your recipe procedure. You can do this by selecting the Phases tab from the Items/Phases browser.2 Finished Product Each recipe must have one and only one „Finished Product‟ phase. the Phase. Most of your phases will be of this type. You can add items to your procedure by simply dragging them from the browser to the appropriate phase in your procedure. 3.

You may set the use order to be „Any Order‟ or „Specified Order‟.7. drag and drop the Use Group icon ( ) to the appropriate place. In order to add a Use Group to a Phase in your recipe. 26 . A use group is a group of „Add Ingredient‟ steps with the stipulation that they be added “In Order” or “Any order”. just drag it onto the Use Group in the same way that you would drag it onto a phase. The phases „Premix A‟ and „Premix B‟ have been added to the phase „Main‟ The phase „Main‟ has been added to the phase „Final‟ which has a phase type of “Finished Product” 3. To make an item part of a Use Group.4 Use Group You may also add items and phases to a Use Group.phases „Premix A‟ and „Premix B‟ have been added to the phase „Main‟. and „Main‟ has been added to „Final‟.

you can add them to the Phase one after another. You also specify what the minimum and maximum acceptable values are for your characteristic. Items are available in the list here if their Weigh Rule was set to „UQ‟ (unknown quantity) on the ingredients tab.Add ingredients inside the Use Group Select „Any Order‟ or „Specified Order‟ If the Items must be added in the order specified. These will appear differently on a batch sheet and during execution. and select what items are to be added if your minimum and maximum are not met. but are otherwise functionally equivalent. Drag the adjustment icon ( ) to the appropriate place in your recipe to add an adjustment. You should specify the characteristic to be measured.7. and its target value. and check the GT (greater than) not required if there is not maximum value. 27 .5 Adjustments Adjustments are used to add items to your recipe based upon the result of a test. You may also check the LT (less than) not required checkbox if there is no minimum value. or add them to a Use Group and chose „Specified Order‟. 3.

6 Comments and Instructions To add a comment at any point in the recipe.3. and you are done. Your description will show up as the comment‟s name in the recipe. 28 . Add a description and a comment. you simply drag the comment icon ( ) from the left hand side of the form to the appropriate place in your recipe.7.

and add your description and comment. Then you select any number of tests to perform by adding them to the list at the bottom-right of the form. drag the Test icon ( ) onto the appropriate location in the recipe. The primary difference between instruction and comments is in how they are displayed in Batch Execution and on a printed batch sheet. 3.Instructions work in the same way as comments do. Simply drag the Instruction icon ( ) onto the appropriate location in the recipe. Enter any number of tests 29 . You may fill out the comment field as you deem appropriate. Simply select the test you want from the dropdown list in the test field.7 In-Process Tests To add an In-Process Test.7.

There is one type of process step that you can add from the library that was not available from the options among process steps on the Batching Recipe form: the Format process step (represented by the icon).8 Adding Generic Process Steps from the Recipe Manager Library In order to add generic process steps from the recipe manager library. navigate to the Procedures tab on the main Batching Recipe form.3. just drag it from the Recipe Library to the appropriate place in your procedure in your Batching Recipe. Click the Recipe Library icon ( Library form will come up: Mixing time and condition: an example of a Format process step ). The Recipe Fields in blue are entered on the Batching Recipe form as properties The Recipe Library contains generic process steps sorted into folders. with your recipe open. 30 . To add one of these steps to your recipe.7.

such as items that you listed as ingredients that were not used in the recipe. see the Recipe Manager Library section of this document. fill out the property values at the bottom right of the form. 3. This process generates a generic batch sheet from the recipe – this will help you in the recipe development process by allowing you to get an idea of what an actual batch sheet will look like. The errors come up in a list at the bottom of the Batching Recipe window. and during Batch Execution. These values will be inserted in place of the properties in blue above when you print a batch sheet.8 Verifying a Recipe Clicking on the Verify button ( ) on the Batching Recipe form causes Recipe Manager to check your recipe for inconsistencies.9 Previewing a Batch Sheet You can preview what your batch sheet will look like by clicking the „Preview‟ button. 31 .Fill out the property values After you add a Format process step to your recipe. and you can print it by clicking the „Print‟ button. For more information regarding the Recipe Manager Library and to learn how to create your own generic process steps. 3. You can even drag phases with sub-steps. Everything else in the Recipe Library comes across exactly as it is when you drag-and-drop it onto your recipe (and the process steps you add are all editable).

there may be multiple batch sheets to choose from. it cannot be published. Preview Print When you click „Preview‟ or „Print‟. a dialog will appear asking you to select a report name. you must publish your recipe. and then click the publish button at the top of the recipe form: 32 . In order to publish your recipe. Publishing a recipe has the following effects on your recipe: 1) It will no longer be editable 2) In a multi-user environment.10 Publishing your Recipe Before you can create an order to manufacture an item from the recipe you have developed. first save it.Of course. other users will be able to view it 3) You will be able to create batching orders from it 4) The recipe will become the costing recipe for the product (configurable) 5) Any previous recipes for the product will be disabled (configurable) Verification is a part of the publish process – if a recipe cannot be verified. batch sheets created from here are only for the purpose of seeing how the batch sheet will look when you put it into production. 3. Depending on your version. you must create a batching order and print the batch sheet from the batching order program. To have a batch number assigned. Caution: No matter whether you Preview or Print. follow the instructions in the chapter on Order Processing. you will not see any order information on this batch sheet – to generate an actual batch sheet.

You do this by marking a recipe inactive. take Recipes out of use. 33 . The button appearance will change. your recipe will be switched to inactive mode. An inactive recipe cannot be used to create an order. however.11 Marking a Recipe Inactive Once a recipe is published. Recipes that are inactive cannot be used for creating orders.Click here to publish your recipe. IMPORTANT: You can only create batching orders for published recipes. click the Active/Inactive mode button at the top of the batching recipe form. Click here to mark a recipe inactive. You can. When you click this button. To mark a recipe inactive. 3. This ensures that you will always have traceability for published recipes. Click here to reactivate a recipe. it cannot be deleted.

but you may wish to add more – this chapter will describe how. To run the Unit Update program click Master Tables >> Miscellaneous >>Unit Update. Some units of measure will already be defined when you install CMS. The definition for pounds is displayed below: 34 .4 Units of Measure In CMS. To open and view an existing unit. click the find button. every item has a unit of measure associated with it.

The definition of kg has a Base Qty of 1 – this is why the Base Qty listed for „lb‟ is a factor for converting from pounds to kilograms. The easiest way to configure your units is to assign a unit in each category a base quantity of 1 – then the Base Quantity for each other unit in that category is simply the conversion factor to the unit with base quantity 1.The „Base Qty‟ field defines the conversion factor. This is the case in the above example below. All conversion factors define how to convert to a common base quantity of 1. 35 . Each unit Category has its own set of conversions.

there are some contexts (such as on printed batch sheets) where units are not displayed if the “Show On Screen” flag is not set. when entering formulas in Recipe Manager). This allows you to prevent unit of measure names from being displayed. Thus. all units are converted to their “Display Unit”.e.In some contexts (i. if you wanted to show all units on your batching recipe in kilograms. Similarly. simply define kg as the display unit for each of your units. 36 .

Refer to the chapter on creating recipes for instructions on creating your recipes. To create a batching order. When you press the “New” button. etc). printing batch sheets. you must first have a published recipe to create the order from. Select the recipe that you would like to place an order for by double clicking it. and completing orders.1 Creating Orders To create a batching order in Recipe Manager. This chapter will describe the process of creating orders.5 Order Processing You can create batching orders in Recipe Manager. Once you have selected your recipe. and what the batch sheet should look like based on your processing instructions. you will be presented with a list of all published recipes saved in your system (that have not been marked as Inactive). most of the information on the Batching Order form will be filled in as follows: 37 . IMPORTANT: You can only create batching orders for published recipes – unpublished recipes will not appear in this list. The following video tutorials also pertain to information presented in this chapter: Batching Orders and Batch Sheets Completing a Batching Order Managing Lots Entering Test Results and Releasing a Lot Exporting Completed Orders to QuickBooks 5. Recipes that have been marked as inactive will also not appear in this list. and then print batch sheets and enter real data (actual quantities consumed. select Order Entry >> Batching Order from the main menu. This is how Recipe Manager knows what ingredients will be required for the recipe. lots.

so that each ingredient remains the same percentage of the total batch. the other will be calculated based on „Lead Time‟. 38 . Similarly. The other items tab is depicted below. Number of Batches is a number that drives functionality on some Batch Sheets. whereas the Qty Yield is the expected weight of the finished bulk. Editing one will cause the other to change accordingly so that Qty Required is always the same proportion of Qty Yield. The „Other Items‟ tab at the bottom of the form shows items specified on the recipe that are not considered „ingredients‟. If you enter either. „Qty Required‟ is the sum of the weights of the component ingredients. which is defaulted from the item definition of the product being manufactured.You must enter a „Plan Start Date‟ and „Date Required‟. the Qty Required for each ingredient is automatically scaled when Qty Required for the recipe changes. You may also edit either the „Qty Required‟ or „Qty Yield‟ (both are defaulted by the recipe).

Launch the batch execution program from the main menu by clicking Transactions >> Manufacturing >> MF Order Execution Express. Execution is the process during which you record the actual quantities consumed and created. just as you place purchase receipts against purchase orders. To preview a batch sheet. you will want to hold off on printing the batch sheet until a later stage. or by right-clicking an order number and printing the batch sheet from the context menu. You will be presented with a list of all outstanding orders (released batching orders for which there are no execution records). 5. For these items. but the scaling works slightly differently.Items on the „other items‟ tab are scaled when you change the Qty Required for the recipe as well. as well as the lot numbers of the raw materials consumed. if you wish to specify this information and have it actually printed on the batch sheet.2 Printing a Batch Sheet Once you have saved a batching order. An example of when this would be useful is if you have some services which take the same length of time regardless of the size of the batch. you may preview and print a batch sheet for that order. There will of course be some cases where you want to specify both Base Qty and Quantity. you can press the reject order button. save your recipe. 39 . click new. Keep in mind that different companies will want to print their batch sheets at different points in the manufacturing process. It may help you to think of the batch execution record as a batch receipt which you place against a batching order. Alternately.3 Executing Orders Once you have placed and released your order. the „Quantity‟ is scaled while the „Base Qty‟ remains the same (total quantity will be the sum of these two values). you would use the „Base Qty‟ and in the second you would use the „Quantity‟. To create a new execution record. From the preview screen you will be able to print your batch sheet. Alternatively. click the preview button on the Batching Order form. Some will want to print the batch sheet immediately after releasing the order – this will be the case if you wish to have your operators record actual quantity and lot information for each batch. and others that take longer the larger the batch is: in the first case. Reject Order Preview Batch Sheet Release Order 5. You may also preview and print batch sheets by clicking the preview button on the “MF Order Execution Express” form (this is the next step after placing the order). Before you can start batching. Once you have specified the Qty required. you will have to press the „Release Order‟ button. you are ready to Execute it.

Double-click on the order you want to create an execution record for and the information will be loaded. If it is set to „No‟. lot will not be required.1 The Header Section The header section contains a variety of information about the order and product.3. you will never set this value to „Yes‟ (this is an option that you would might select in Mar-Kov‟s full system. Whether or not a lot needs to be specified for an ingredient is determined the value of the „Lot Required‟ field on Item Update.2 Ingredients The ingredients section of the MF Order Execution Express form is composed of three grids: This is a list of ingredients required by the order This is a list of all lots of the selected ingredient This is a list of lots assigned to the selected ingredient Click here to define a new lot for the selected item. none of which is editable: 5. a lot will be required. but have not been assigned them. The grid in the upper left is a list of all ingredients required by the order. 5. If it is set to „Trace‟. Mar-Kov CMS which includes inventory control).3. Lines in red indicate that they require lot numbers. 40 . For Recipe Manager Pro.

5. you can dispose of it.1 Creating a Lot You can define a new lot by clicking the green plus symbol in the bottom right of the MF Order Execution Express form. you can click save. When you have finished specifying information for the new lot.2 Disposing a Lot Over time.3. Note that you can also create a new lot for an ingredient at any time by right-clicking an item code and selecting “Create Sublot” from the context menu. you will go through many lots of raw materials. If you do. Manufacturer may be constrained to be on the list of manufacturers for the item depending on your configuration settings. Depending on the options you have set up in Configuration Update. Double-clicking one of these will select it for use with the item. When you do.2. 5. and select „Lot Disposal‟ as below: 41 . the new lot will automatically be assigned to the selected item. You can deselect a lot by clicking the red minus button at the bottom of the grid. some of these fields may be required. the following form will be displayed: Here you can enter a variety of information about the lot you are defining. Also.The grid on the right lists all current lots for the selected ingredient. When you have run out of a lot of raw material and you wish to make it unavailable for selection during manufacturing.3. Right click the lot in question.2. The grid in the bottom left lists all lots currently selected for the item.

From here all you need to do is click save to dispose the Lot. Keep in mind.When you do. and you will find it in the Header section. 42 .3. You just won‟t be able to select it during manufacturing. 5.3 Entering Actuals You must also verify the quantity that is being created in your batch. You can also reverse the disposal of a Lot by right clicking the lot number and selecting „Reverse Lot Disposal‟. and you will still be able to find it in the Sublot Set Viewer. the Lot Disposal form will be brought up. This is referred to as the „Make Qty‟. that historical information about the use of the lot will still be maintained. This value is defaulted to your order quantity.

you may save your batch execution record. In terms of the QuickBooks interface. Marking an order complete finalizes it. You must either mark the order complete. Which batch sheet you print and when will be determined by what information you have before the order begins. 43 .Ingredient quantities are automatically scaled to reflect the new Make Qty. manufacturing orders are not exported to QuickBooks until they have been marked complete. In Mar-Kov‟s full inventory control system Mar-Kov CMS. or reverse it.4 Completing your Order Once you have completed entering the information required. you can also record actual quantities consumed. Keep in mind that you may print a batch sheet at any point in this process. and what information you wish your operator to collect during execution.3. whereas reversing it takes you back to where you were before you saved it (in other words if you reverse a manufacturing receipt then you can create a new one for the same order). 5. There is one more step once you have saved your order execution record.

you will be shown some vital statistics about the batch you have just produced. Once you click ok. you have completed your order! Note that completed MF Receipts cannot be reversed. If you wish to change the Tolerance. 44 . If your Actual Yield % is outside tolerance of the Expected Yield %. and the tolerance (to change the tolerance refer to the chapter on configurations. such as the quantity consumed.Click here to mark the order complete Click here to reverse the manufacturing receipt When you mark your order complete. you will be forced to enter a comment. the Expected and Actual Yields. refer to the chapter on configurations.

as well as on a batching recipe. Tests can be specified for a particular item. on either receipt or manufacture. 45 . and release materials for use.1. The test and release of materials is organized by sublot. enter test results.2 Test Update The Test Update form is used to create and edit tests (which may later be added to items).1. a Lot of material can be created with a status of „Hold‟ or „Quarantine‟. This section will discuss how to define tests and test groups. Quarantined ingredients cannot be used in manufacturing.1 Overview Tests may be defined and specified as required for items. Any received or manufactured sublot may be released if all required tests have been performed against that sublot. 6. It also describes notifications sent at each step of this process. This chapter describes how to create and edit tests and test groups. and specify their execution for receipt and manufacture of items. create samples.1 Tests 6. The following video tutorials pertain to information presented in this chapter: Defining and Editing Tests Managing Lots Completing a Batching Order Entering Test Results and Releasing a Lot 6. They may also be required on production of materials.6 Laboratory Information Management In Recipe Manager. You can start the Test Update form by clicking Master Tables >> Miscellaneous >> Test Update in the main menu.

BOOL – A pass/fail test.The required fields for a test are „Test‟ (the test‟s name). TPUR – A total purity test (this test is an aggregate of PURE tests). The Test Group Update form is depicted below: 46 .3 Test Group Update For each test. and „Test Group‟. „Test Result Type‟. You can create and edit test groups via Test Group Update by right-clicking on the Test Group field on the Test Update form and selecting Test Group Update from the context menu. then only one sample need be taken for that group of tests. This test is completed simply by virtue of the sample having been taken. and target values must be specified when this test is instantiated for a particular item. maximum. A test group specifies the sampling requirements and method for the tests assigned to it. The purpose of creating multiple test groups in Recipe Manager Pro is if you wish to have multiple samples taken per lot of material. There are six test result types: NUM – A numeric test. PURE – A purity test. Minimum. you must specify a test group. STR – A pass/fail tests where the tester must add a comment. DONE – A retain. If a number of tests from the same test group are assigned to an item. 6.1.

Sample Size for a test group is determined by the sample size specified here on the Test Group Update form. Proceed directly to “Enter Test Results” after receipt or manufacture. BATCH – Sample at the end of a batch.Sampling must be requested and performed manually. CNTNR – Sample from each container. 6. “Create Sampling Request” – Sampling request is created. 47 . “Create Samples” – Samples will be created automatically. Testing. LOT – Sample from one container in each lot. Manual . but samples are not – proceed to “Sampling” after receipt. testing. The other steps (create sample set. sampling) will still be required for retesting. and approving received or manufactured materials. after which they may be released.2 Configuration Sampling in CMS can be configured to work in one of three ways.1 Overview When materials are received they must be sampled and tested according to specifications. Specifying a test whose test group has this sampling method for an item will cause an in-process test to be inserted at the end of each batch produced for that item.2. This section will explain the three configuration options for sampling. 6. and will then explain each step in the process of receiving. plus an incremental sample size for each test in the group that is specified for a particular item.2. and Release 6. Proceed to “Create Sample Set” after receipt.2 Sampling.Sampling Methods include: ROOT+1 – Sample from square-root plus one of received containers in each lot.

test groups. If the system sampling configuration is Manual. When you save. labels will be available for print. The user may select the grade to which the inventory will be tested. The sample set defines the tests and resulting sampling requirements for a particular lot – when this process occurs automatically. To perform sampling for a sample container. default values (from predefined tests.2. and the test records will be created as well. 48 . the following form will be automatically launched when materials are received (also available from context menu for Lot). the sample set will be created. The affected containers tab lists containers in the sublot. sampling must be performed for each sample in the sample set.6. 6. and the list of tests specified for an item in item update) are used. This means that sample containers will be created.4 Sampling Once the sample set has been created. The user may also request additional testing on the Testing Specification tab. right click the sample container number and select “sampling”.3 Create Sample Set The first step in the sample/test/release process is the creation of the sample set.2. or go to sampling in the menu – Transactions >> Testing >> Sampling and then enter or scan the sample container number from the label.

You can also change which containers will be sampled (unless you are using by-container sampling).5 Enter Test Results To enter test results. If you do not know the test container number.From the sampling form.2. When you save. the sample container(s) will be assigned the quantity specified. simply enter the quantity sampled and select the location the samples are to be created in. either right-click on a test container and select „Enter Test Results‟. 6. and the source container quantities will be reduced accordingly. 49 . you can press the find button and select from a list of test containers. or select Transactions >> Testing >> Enter Test Results from the menu and then scan or enter the test container number.

you will need to enter an expiry data and destruct date. For the first test result entered for a particular lot. simply slect the desired status. these values will be defaulted to the same value.6 Release Sublot When you save a test result.2. 50 . You may also select it from the main menu by clicking Transactions >> Testing >> Release Sublot or from the context menu for a sublot. Depending on the test type. results may be entered differently – for numeric tests. 6. For a boolean test. you can enter all test results for the selected test container. enter a result and if it is in the target range the status will automatically be set to „Passed‟ (or „Failed‟ if it is outside the range). and the release sublot form will be brought up. For subsequent tests for that sublot.From the “Enter Test Results” form. if all tests for the sublot are recorded you will be presented with the message: Click yes.

releasing the sublot. you can do so by creating a new sample set. This gives you the opportunity to update the expiry date of the sublot. 51 . but you can only approve it if all the tests are 6. sampling against it. press the Approve Sublot button ( sublot button ( passed. A sublot cannot be retested past its destruct date. To reject the sublot. You may always reject a sublot. entering results for the samples – and finally.7 Retesting If you want to retest a particular sublot. press the reject ).2. ).To approve the sublot. which is the most common reason for retesting.

7.0.7 Configuring QuickBooks to interact with Recipe Manager Pro 2011 Instructions in this chapter must be followed if you want to import items from QB or export transactions (orders. One way to switch to this mode is to select Edit >> Preferences from the main menu in QuickBooks. The following video tutorials pertain to information presented in this chapter: Importing Items from QuickBooks Exporting Completed Orders to QuickBooks Note: Recipe Manager Pro 2011 has been tested for use with QuickBooks 2009.1 Change to Multiple UoM Mode In order for Recipe Manager Pro to interface to QuickBooks. QuickBooks must be running in “Multiple Unit of Measure per Item” mode. 52 . Premier. etc). you should install it before proceeding here. Recipe Manager Pro 2011 interfaces to QuickBooks using QuickBooks SDK 8. QuickBooks 2010. You may note that most Recipe Manager Pro users will install QuickBooks‟ “Manufacturing & Wholesale” mode. and will choose to track inventory in QuickBooks. and QuickBooks 2011 (Pro. and Enterprise). These instructions assume that QuickBooks is already installed and working on your system. If QuickBooks is not installed on your system yet.

NOTE: you must be in single-user mode to accomplish this. one of the options is “Unit of Measure”.The following options window will appear: On the “Company Preferences” tab of the “Items & Inventory” section. 7. select File >> Switch to Multi-user Mode from the main menu: 53 . Select “Multiple U/M Per Item” and click OK to switch modes.2 Change to Multi-User Mode You must be running QuickBooks in “Multi-User” mode for Recipe Manager Pro to interact with it. To switch to Multi-User mode.

When you switch to multi-user mode.3 The First Time you Import or Export You should be logged into an administrative account in QuickBooks for the first time you import items from QuickBooks or export changes to QuickBooks. QuickBooks will prompt you with the following questions: Recipe Manager Pro does not require any additional users to be set up. The first time you use the “Import Items from QuickBooks” or “Export Changes to QuickBooks” in Recipe Manager Pro. QuickBooks will display the following warning: 54 . You may click „No‟. 7.

whenever this QuickBooks company file is open‟ and press „Continue‟. 55 . the following message will be displayed: Press „Yes‟ to proceed – the following Confirmation will be displayed. When you click continue.It is recommended that you select „Yes.

com to resolve the issue. If you encounter problems while setting up your QuickBooks. and contact sales@markov.Recipe Manager now has access to your QuickBooks company file! 7. if you do so. if you are maintaining multiple QuickBooks company files. with the correct company file open. Recipe Manager Pro will interact with whatever company file is currently open in QuickBooks. please contact support@mar-kov.4 Final Notes You should note that QuickBooks must be running when you perform import/export. 56 . Recipe Manager Pro does not have to be running on the same machine as your QuickBooks company file. More specifically. Recipe Manager Pro can be deployed as a multi-user system for multiple users working with a single database – please refer to the databases/server section of the Setup chapter. regardless of what company files it has worked with previously. each one should have its own Recipe Manager Pro database associated with it.com for further details. as long as the machine it is installed on has a QuickBooks running. Recipe Manager Pro is not designed to switch between multiple QuickBooks company files. the results will be unpredictable.

The following video tutorials pertain to information presented in this chapter: Importing Items from QuickBooks Exporting Completed Orders to QuickBooks 8.1 Import Items from QuickBooks The Import Items program is used for importing items from QuickBooks to Recipe Manager. Before you can exercise these QB interface functions. for recipe development purposes. The Import Items program allows you to import items. The Export Changes program exports completed batching orders to QuickBooks. including costs and any userdefined fields in QuickBooks (QB 1 – QB 5). click the refresh button. To launch the Import Items program. including their costs. When the program opens it will show an empty grid: Refresh Button To populate the grid with all items defined in QuickBooks.8 Using the QuickBooks Interface There are two major QuickBooks interface programs in Recipe Manager Pro: “Import items”. The grid will display all the information about the items to be imported. click QuickBooks >> Import Items from QuickBooks on the main menu. 57 . and “Export Changes”. This chapter will describe both the Import Items and Export Changes programs in greater detail. you must follow the instructions in the chapter called “Configuring QuickBooks to Interact with Recipe Manager”.

When you click the import button. click the Import button to import the selected items from QuickBooks. two items were successfully imported. This makes them unsuitable as Recipe Manager item codes. you will find an XML string: 58 . its unit of measure must already be defined in Recipe Manager. Once you have selected the items you want to import. In Configuration Update. In the case depicted below. For this reason. Sometimes QuickBooks item codes can be extremely long.Import: Import selected items from QuickBooks Select the items that you want to import by holding down the ctrl button and clicking them to select multiple non adjoining items. CAUTION: This program does not import units of measure. You can also press ctrl-a to select all.1 Item Import Configuration There is an alternate way to configure the item import process. on the QuickBooks tab. 8. Recipe Manager Pro provides the option of importing one of the QuickBooks custom fields as the Item Code. or by holding down shift and clicking to select a range. You will likely want to re-import your items on a regular basis so that changes to costs are reflected. Those that could not be imported show the error that prevented the import in red. the status of the import for each selected item is displayed in the “Import Status” column.1. This item was successfully imported CAUTION: The ‘Import Items’ program imports items as they are defined at the moment of import. Successfully imported items show a status of “Imported” in green. If you wish to import an item.

After you have executed a batching order in Recipe Manager Pro.2 Export Orders The Export Changes program exports completed orders from Recipe Manager Pro to QuickBooks. A value of „-1‟.1. CAUTION: PROTOTYPE is a special item. If you wish to change these automatic settings. 8. is the default and indicates that items should be imported from QuickBooks using regular QuickBooks item names. The export process works by creating a “Build Assemblies” transaction in QuickBooks to correspond to each completed batching order in Recipe Manager.2 The Prototype CMS‟s item master tracks more fields than QuickBooks‟ does. Do not delete it! 8. 59 .The value for “ItemCodeCustomField” indicates which QuickBooks custom field to use when importing items. no item with the same Item Code already exists in Recipe Manager Pro). open the item with ItemCode = “PROTOTYPE” in Item Update. This is true for values „0-4‟. you must run Export Changes before QuickBooks inventory will reflect the execution of the order. A value „0‟ would indicate that you wish to use the first QuickBooks custom field as the Item Code on import. To export completed orders to QuickBooks. and make the appropriate changes. A value of „1‟ would indicate that you wish to use the second QuickBooks custom field as the Item Code on import. Export will take place immediately. fields that QuickBooks does not track are automatically set to the values found in a special prototype item. as in the above screenshot. select QuickBooks >> Export Changes to QuickBooks from the main menu. When items are imported from QuickBooks for the first time (technically.

1. you will not be able to export orders based on such a recipe. Make the desired changes there. etc. If you need to edit an existing order. The Pending Build Assembly for the above example appears in QuickBooks as follows: 60 . as well as the quantity of the order you exported and the maximum quantity you could build with the resources on hand. reopen the order using the MF Order Execution Express program in Recipe Manager Pro. You should not edit these Build Assemblies in QuickBooks.1. Inventory Parts. You will only be able to successfully export orders that produce an item defined as an Inventory Assembly in QuickBooks. You must reverse it in QuickBooks independently. you can prepare a recipe for any item – but in QuickBooks you can only create a bill of materials for an Inventory Assembly (and following from this. a Pending Build is created in QuickBooks and the following message is displayed in Recipe Manager Pro: This message indicates the Build Ref. These orders will appear as completed “Build Assemblies” in QuickBooks. No of the pending Build Assembly (so you can look it up in QuickBooks). Rejecting an order that has already been executed and exported will NOT result in its reversal.2.8. NOTE: On the Batching Order form.2. You can import any of these from QuickBooks.2. there is a ‘Reject Order’ button.2 Editing Orders Newly completed orders in Recipe Manager will be exported to QuickBooks when you click Export changes.3 Pending Builds If there is not enough of a raw material to complete an order when you export changes to QuickBooks. When you edit and order and then re-export. Recipe Manager Pro and QuickBooks will always have the same record of what occurred in a particular batch. the previous Build Assembly is reversed and a new one is entered in its place. while you can create a recipe for an inventory part in Recipe Manager.Inventory Assemblies. items come in several different types . you can only create “Build Assembly” transactions for Inventory Assemblies). and then re-export. 8. What this means is that. Services.1. If you do things this way. 8. In Recipe Manager.1 Inventory Assemblies In QuickBooks.

Use the Previous and Next buttons to scroll through the Build Assemblies in QuickBooks Use the Build Ref. By default. NOTE: It is not recommended that you change any quantities on the pending build form. to look up your Pending Build in QuickBooks Click „Remove Pending Status‟ and then click Build to complete a pending Build Assembly When you have enough quantity in inventory to complete the Build Assembly. Replace the word „true‟ with „false‟.2.3. The first of these configurations is as described above. or cancel the build: Recipe Manager Pro will not be informed if you do so. 61 . and then click either “Build & Close” or “Build & New” to complete the build.1 Pending Build Configuration There is an alternate configuration of pending builds. This error will ask you whether you want to simply skip the order. If you require more information about Build Assemblies or Pending Builds it is recommended that you refer the relevant sections in the QuickBooks documentation. The second is that you can configure Recipe Manager Pro to return an error when you try to export an order for which there is insufficient inventory. To switch to this alternate configuration. 8. go to the QuickBooks tab of Configuration Update. No. you can open it and click “Remove Pending Status”. or whether you wish to cancel and retry later. „MarkPendingIfRequired‟ will be set to „true‟.1.

If you do things this way. What this means is that when an order is exported. the recipe is only scaled once when it is exported to QuickBooks rather than twice. 8. the BOM is scaled to produce 1 unit. the main tasks performed in Recipe Manager Express as interfaced to QuickBooks are: 1. Enter any additional item info that you require – This information is purely informational. as well as any items you make. particularly since QuickBooks only tracks five significant digits after the decimal place. Of course. Create Batching Orders – As part of this process you will print a paper batch sheet to be filled out by the operators. 8.3 Summary To summarize. and then scaled again to produce the quantity specified on the order. 3. Import your Items from QuickBooks – You will need to import any items that you use as ingredients in your recipes. and will not be exported to QuickBooks. One strategy to reduce this issue is for you to ensure that all of the recipes you generate in Recipe Manager have a Yield Quantity of 1. This can result in small rounding errors.4 Rounding One important thing to note about order processing is that in QuickBooks all BOMs (bills of materials) are for 1 unit of finished product. and the potential for rounding errors is reduced.Replace the word „true‟ with „false‟ if you do not wish orders with insufficient inventory to be created as pending. If you edit any fields that are imported from QuickBooks. you will enter Batching Orders for whatever quantity you require.1. This contrasts with Recipe Manager which allows the specification of a recipe (which includes a BOM) for any quantity. You will probably want to re-import ingredients from time to time so that costing information displayed in CMS remains accurate. 4. and design the batch slips to provide your operators. they will simply be overwritten the next time you import. 62 . Formulate / Develop your Recipes – Enter your formulas and instructions. 2.2.

This process replaces the “Build Assemblies” process in QuickBooks. This “Build Assembly” will be created as pending if there is not enough inventory to complete it. A “Build Assembly” transaction will be created for each order. 6. and confirm that the batch has been completed. Export Changes to QuickBooks – This will cause completed batching orders to be exported. as well as the actual yield. Ingredient inventory will be deducted and assembled item inventory will be created as a result. Execute Batching Orders – You will enter actual consumption information. 63 .5.

SQL Server has the TCP/IP protocol disabled. You can connect to a database from multiple machines running Recipe Manager Pro 2011 (each machine will require its own license). if you have installed SQL Server Express on your local machine. You can also create a new database from here by specifying a database name and clicking the „New Database‟ button. If you wish to connect to your database from a Recipe Manager 2011 installation on another computer. these topics include Databases. Recipe Manager Pro 2011 uses a Microsoft SQL Server database. In the simplest case.1 Databases When you launch Recipe Manager Pro 2011. you will be presented with the following prompt. This form allows you to specify which database you will connect to. the default Server name will be correct. Broadly speaking. 64 .9 Setup This chapter will cover a variety of topics related to Recipe Manager 2011 system setup and configuration. you must enable TCP/IP from the SQL Server Configuration Manager (see below). All you need to do in this case is click “New Database” the first time you run Recipe Manager. and System Configuration. and then connect to that database each time you log in afterwards. Recipe Manager Pro 2011 does not need to be running on the machine that hosts your database. Users. When it is installed. The following video tutorials pertain to information presented in this chapter: Changing SQL Server to Mixed Mode Authentication Start SQL Server Browser 9.

Include the windows domain as part of the user code. If you wish. This account will be created for whatever user is logged in at the time of account creation.2 Users You will need a Recipe Manager user for each windows domain user who you wish to have access to the system. click „New‟. you may also add a display name before you save. Recipe Manager automatically creates the first user account when you create a new database. To create additional users. This allows you to restrict which individuals at your company will have access to recipe manager express. To create a new user. 65 . go to Administration >> User Update in the main menu.9.

In the grid on the lower section of the screen. Users created in this way will have access to log in and use the functionality in Recipe Manager Pro. In most cases you will want to leave the role as the default role. 9. 66 . You can access Recipe Manager configuration settings by selecting Administration >> Configuration Update from the main menu. you should specify the area “WHS”. Some installations have custom roles – if this is the case contact Mar-Kov for details on which roles should be used in specific scenarios.3 System Configuration There are a variety of configuration settings for how Recipe Manager behaves in particular situations.

and double click the only existing configuration to select it. and other display preferences for Recipe Manager Pro.You should not create a new Configuration record. if you wish to edit configuration in Recipe Manager Pro. open the predefined configuration that came with your system. Note: Changes made in Configuration Update will not be reflected until you have closed and reopened Recipe Manager Pro.1 CMS Configuration The CMS tab allows you to select a Skin Syle of your choice. 9. click the find button. To do this. Rather. font.3. Each skin style specifies color. 67 .

2 Batch Execution The Batch Execution tab allows you to specify parameters that affect how batches will be executed using the MF Order Execution Express form. 9.You can also view installed Recipe Manager Pro application version from here. 68 .3.

If you assign a Lot Code Prefix of „YYYYMMDD‟.3 Inventory Throughout the system. If you select „All‟. This will be followed by a sequential number of length 2 beginning 69 . then pressing this button on the MF Order Execution Express form will cause all available lots for each raw material to be selected. If you select „only‟. Auto Lot Select Mode affects the way the “Select Ingredients‟ Lots” function works ( ). If the value specified as the “Qty Made” is more than the specified tolerance away from the actual expected yield (expected yield based on actual material consumption). wherever you must select a weight unit or volume unit the default will be governed by the value indicated here (this is with the exception of wherever it is governed by a prototype). The “Tolerance” is the acceptable percent tolerance for each ingredient going into a batch. Lot Code Prefix and Lot Code Length determine the format Recipe Manger Pro uses to generate Lot Numbers.3. A warning will be displayed listing each ingredient that is more than this percent tolerance from its quantity required. then pressing this button on the MF Order Execution Express form will select lots for items if there is only one available lot for that item. then all lot codes will begin with the current date in YYMMDD format. 9. you must enter a yield comment when you attempt to save a manufacturing receipt on the MF Order Execution Express form (normally this comment is optional).The “Yield Tolerance” is the acceptable percent tolerance for the quantity produced from a batch.

Authorized Manufacturer Only. Supplier Required.3. if flagged. 70 .4 Lot Manufacturer Required. Lot Codes may also be simply a sequential number. Blank out the Lot Code Prefix field to accomplish this. and Sup Lot Required are all flags used to configure whether or not information must be specified about a raw material lot when it is created. You can change the length of the sequential part of this code by changing „Lot Code Length‟ If you wish. 9.with 01 each day. For details on the various sampling modes. refer to the chapter on Laboratory Information Management. Manf Lot Required. limits you to select only manufacturers that are listed on the item‟s manufacturers list.

71 . then „SOUPRECIPE-002‟ will be suggested. If you clone „SOUPRECIPE-001‟.9. This value may be edited directly on the recipe. In the example above if you clone a recipe named „SOUPRECIPE‟. The published recipe will be set as the Product‟s costing recipe Version Separator and Version Length are used to configure the automatic recipe name suggestion that is displayed when you clone a recipe. All other recipes for the same Product will be marked as inactive 2. This value may be edited directly on the recipe.5 Recipe Manager “Percent Precision” is the default number of digits to the right of the decimal place displayed for ingredient percentages. then the act of publishing a recipe will have the following side effects: 1. “Qty Precision” is the default number of digits to the right of the decimal place displayed for ingredient quantities. the name „SOUPRECIPE-001‟ will be suggested.3. If the „Single Active Recipe‟ flag is checked.

6 QuickBooks This tab controls configuration options for the QuickBooks interface. If false. the assembly will be created as pending. then the import process will use the second QuickBooks custom field.9. If this is set to „-1‟. 9. item names will be determined by QuickBooks Custom Fields. It is not recommended that users change edit these fields without Mar-Kov consultation. and ask whether you want to skip. ItemCodeCustomField – This value controls how item codes are assigned in Recipe Manger Pro for items imported from QuickBooks. retry. MarkPendingIfRequired – If true. 72 . or cancel. items get their names from QuickBooks item names. then the import process will use the first QuickBooks custom field. than in such a case Recipe Manager will return an error.3. If you set the value to 1. If you set the value to 0. then when there is not enough raw material inventory in QuickBooks to process a completed order during export.7 ODBC These fields define the parameters of the ODBC import.3. If it is set to an integer in the range 0-4.

73 . including both raw materials and finished products. It shows a variety of information about the completed order.7 Sublot Set Viewer This set viewer displays all lots.3 Item Components Set Viewer Each record in this set viewer represents an item-component combination. 10.2 Complete Manufacturing Orders Set Viewer The Complete Manufacturing Orders Set Viewer shows only orders that have been completed. select Set Viewers >> Recipe Set Viewer from the main menu. 10. Recipe Manager includes four set viewers: the Recipe Set Viewer. 10.6 Recipe Set Viewer The Recipe Set Viewer is a tool for viewing your recipes. 10. You may also find the following video tutorials useful: 10. including costs and actual quantities created. you can find out here. Set viewers are the primary reporting tool in Recipe Manager. and the Item Set Viewer. if you wanted to find out how much of a particular item would be consumed by open manufacturing orders (for inventory planning purposes). 10. To access the Item Set Viewer. As an example. select Set Viewers >> Item Set Viewer from the main menu.5 Open Manufacturing Order Detail Set Viewer This open manufacturing order details set viewer allows you to view the materials that will be used and created as a result of outstanding manufacturing orders. some other forms also contain Viewers with reduced functionality. Almost any time you see information in tabular format you are dealing with a viewer. 10. You can use this set viewer to perform analyses such as comparing a particular component concentration across multiple items. In addition to this. Both the Batching Recipe form and the Item Update form contain such Viewers.10 Set Viewers Set Viewers are a tool for quickly accessing data in recipe manager and formatting it in a way suitable to your needs.4 Item Set Viewer The Item Set Viewer is a tool for viewing your items. To access the Recipe Set Viewer.1 Batching Orders Set Viewer The batching orders set viewer allows you to view all Batching Orders in the system (including those that have been completed).

10 Using Incremental Search Incremental searching allows you to locate data rows by typing the first character(s) of a row cell. Applies best fit to the corresponding column/all columns. and creation of graphs and charts. moves focus to that cell.8 Export to Excel Exporting your data to Microsoft Excel can be an incredibly useful feature. 10. 10. Makes the corresponding column visible. 74 . You can access this by right-clicking a column header. Changes the column's width to 'best fit' its content.10. simply select „Export to Excel spreadsheet‟ from the column header context menu. You can rearrange columns by dragging a column header and dropping it to the new position within the column header panel. The keyboard operations allowed for incremental searching are listed below: Action Pressing an alphanumeric key Effect Searches for the focused column's cell whose text matches the characters typed. Hides the corresponding column. You can perform the following mouse operations to resize columns: Action Dragging a column header edge Double clicking a column header edge Selecting the „Best Fit’ / „Best Fit’ (all columns)" item from the column header context menu Effect Changes the column's width. If found. To export your information from a Set Viewer. A couple common uses of it are the creation of custom one-off reports.9 Columns Customization You can use the following mouse operations to change column visibility: Action Selecting the "Column Chooser" item of the column header context menu Dragging a column header onto the customization form Dragging a column header from the customization form onto the column header panel Effect Invokes the customization form.

When sorting in descending order. or AltDescription will be returned. In the following image. the sort glyph represents an uparrow. If the column isn't sorted.11 Using Keyword Search The both the Item Set Viewer and Recipe Set Viewer provide Keyword Search functionality. 10. In the Recipe Set Viewer. Searches for the next matching cell and focuses it. each record with those keywords appearing in its Recipe Number or Comment will be returned. the sort glyph is hidden. Simply type in the keyword(s) you wish to search for and press enter. if found. if found.Pressing the BACKSPACE key Pressing the CTRL+DOWN ARROW key combination Pressing the CTRL+UP ARROW key combination Removes the last character from the selection identifying the search text.12 Sorting To sort data against a Viewer's column or to change the column's sort order. In the Item Set Viewer. each record with those keywords appearing in its Item Code. Enter keyword(s) here 10. If the data is sorted in ascending order. 75 . the sort glyph is displayed as a down-arrow. you can click its column header. The column's current sort order is indicated by the sort glyph (a small arrow displayed at the column header's right edge). Searches for the previous matching cell and focuses it. data is sorted against the Description column in ascending order and against the Item Code column in descending order. Description.

If sorting isn't applied. clicking the column header sorts the data by the column's contents in ascending order. You can clear a column's sorting by clicking its header while pressing the CTRL key. Note: a regular click on a column header clears the sort settings of any other columns. You can also apply sorting to columns via the column header context menu (right click the context header to bring up this menu): 76 . If sorting is already applied to the column. To preserve the existing sort settings of other columns. subsequent clicks reverse the current sort order. hold the SHIFT key down while clicking.

which you can expand to access its underlying data rows. rows are grouped HMISHealth code and HMISFire. the data rows within each group are combined into second level groups according to the new grouping column's values.1 General You can group data in a Viewer (for example.10. 77 . In the following image. If you group the data in the Viewer by a single column. in any set viewer) by the values of one or more columns. If you then group the data by another column. records which have identical values in the same column can be arranged into corresponding data groups.13 Grouping 10. Each data group is identified by a group row.13. This section describes grouping related methods.

the Viewer control will automatically apply sorting in ascending order to the column.14 Filtering Filtering allows you to display a subset of the records in the data source that meet a particular criterion. When filtering is applied to a Viewer. If you group data against a column which isn't sorted. To ungroup the data. the records displayed are restricted to those that meet the current 78 . remove the column header from the group panel by dragging it. use the "UnGroup" option from the same menu or "Clear Grouping" from the group panel context menu. You can group data by a particular column by dragging its header from the column header panel or the customization form onto the group panel. You can also change the order of the grouping columns using drag and drop. if you remove the column from the group panel its sort settings will be cleared.You can activate the group panel by selecting „Group By Box‟ from the column header context menu. Subsequently. Records are always sorted against the grouping columns. To ungroup data. 10. It's also possible to group data by a column by selecting the "Group By This Field" option from the column header context menu.

You can apply filtering by selecting a column's value from the filter dropdown or by using the custom filter dialog. The filter conditions are displayed in the filter panel at the bottom of the Viewer: in this case. they say that the Recipe Number must start with the character „R‟. change or remove filtering via a column's “filter button”.14. Clicking it invokes a “filter dropdown list” which by default contains the predefined („All‟.1 Overview In the following image. „Blanks‟ and „Non Blanks‟) values along with the values of items in that column. At the top of the list the most recently used filter conditions are displayed. 2007. filtering is applied to two columns ("Recipe Number" and "Date Created") in a Viewer. The following image shows the filter dropdown list invoked for a column: 79 . You can apply.filter criteria. 10. and the Date Created must be more recent than December 1. You can filter data against single or multiple columns. „Custom‟.

It also provides access to the most recently used filter criteria applied to the view. This filter string is displayed in the filter panel.2 The Filter Panel After a filter has been applied to the current view the “filter panel” appears by default at the bottom of the view. as depicted below.14. A Viewer's filter is just a combination of the individual columns' filters. A column's MRU filters are displayed at the top 80 . The filter conditions you set for individual columns are combined by the AND operator into a single filter string for the whole table. The panel also contains buttons to disable/enable and clear the filter and invoke the filter editor.3 MRU Filters Most recently used (MRU) filters are available for both views and individual columns.Applying filtering to a column does not affect the filter settings of any other columns. 10.14. 10.

of the column's filter dropdown list by default. A Viewer's MRU filters can be accessed via the filter panel which contains a dropdown button which when clicked displays a list of the filters. The MRU filter list for a Viewer is shown in the following image:

10.14.4

Filter Editor

The image below shows the Filter Editor. Adds a new condition Removes the condition

Filter Conditions

Column Criteria Operator Operand Value

Clicking the group‟s operator in the Filter Editor invokes the context menu displayed below:

81

This menu allows end-users to do the following: specify the group's logical operator (And, Or, Not And, Not Or); add a new condition to the group; add a new logical group; Clear All - removes all conditions. This menu item is displayed for the root logical group. Remove Group - removes the focused logical group. This menu item is displayed for the child logical groups.

10.14.5

Saving, Loading, and Deleting Filters

You may Save, Load, and Delete filters on a Set Viewer. Simply click the appropriate buttons as in the image below. Save Filter

Load Filter

Delete Filter

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11Generic CMS Functionality
This chapter explains general Recipe Manager interface options and functionality. In general, these features will be available from a variety of the Recipe Manager forms. You may also find the following video tutorial useful:

11.1 Common Actions
There are certain actions that you will find on nearly every form. New Find Refresh Undo Help Print

Open

Clone

Save

Delete

Preview

Comment

11.1.1

New

Starts a new record for whatever form is open (clicking new on Item Update starts a new item, clicking new on Batching Order starts a new batching order, etc.)

11.1.2 11.1.3 11.1.4

Open Find Clone

Open a record by typing in the code.

Open a record by choosing it from a list.

When you load a record and click the clone button ( ), a duplicate of the loaded record is created and you are prompted to enter a new identifier for it (this may be the Item Code, Recipe Number, Test, or whatever the relevant ID is). An example of the usefulness of this function is if you want to a large number of nearly identical items on the Item Update form, or a large number of nearly identical Recipes in the Batching Recipe program. When you clone a published recipe, the copy is set as unpublished so that it can be edited.

11.1.5 11.1.6

Refresh Save

Refresh the data on the screen to reflect any recent changes.

Save changes to the record (or create it if this is a new record)

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11.1.7 11.1.8 11.1.9 11.1.10 11.1.11 11.1.12

Undo Delete Help Preview Print Comment

Revert to the most recently saved version of the current record.

Delete the selected (open) record.

Bring up help for the current program

Preview any reports applicable to the current program

Print any reports applicable to the current program

The comment action allows you to attach unlimited comments and any type of document or file to nearly any kind of record. When you click comment the following form is opened:

Drag-and-drop files such as PDFs and Excel files here

84

right-click on the field and select update option: A window like the following one will come up: 85 . You can also dragand-drop files to the lower panel and they will be permanently saved to the database (the originals are no longer required).2 Customizing Drop-Down Lists In order to customize drop-down list associated with the field. 11. and enter a Subject and text for the comment you want to add.Click the new button.

and entering their name and description. If the table is closed. when you right-click a field with a recipe number in it. For example. 11. you can open that recipe. Finally.Find Save Delete Name r Description s Here you can create new items in the drop-down list by clicking new.3 Context Menus In Mar-Kov Recipe Manager. Or when you right-click a field with a test. and then clicking save. you can delete existing items from the menu by opening them and clicking the delete button. you can run the Test Update form. 86 . you can navigate to whatever form you want to by using context menus. Generally speaking. you can reopen it by selecting Find. whenever you right-click a field you are given a list of options of useful things you may wish to do related to that field. You can also open previously added items and edit them by selecting them (double-clicking) from the table on the right.

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