Item/Service Formula Template

Module Guide: Item/Service Formula Template (BOM Template)

Module Location

Production > Item Formula > Item/Service Formula Template

Module Objective

The Item/Service Formula Template module serves as the master data hub for creating reusable recipe "templates" or frameworks. Its purpose is to standardize components or production stages that are similar across various products, thereby speeding up and simplifying the process of creating new Bills of Materials (BOMs).

1. Main View (Template List)

The main page of this module displays a list of all formula templates that have been defined in the system.

View Explanation

• View: This page is a list of all existing templates. You can see the Design Code, Design Name, and Standard Quantity for each template.

• Filter: You can search for a specific template by Design Code.

2. Steps to Create a Template (Conceptual)

1. Create a New Template: From the main page, you will create a new template (likely via a "New" button not visible in the image).

2. Define the Name: Give the template a clear name, for example, "Basic Chocolate Biscuit Recipe" or "Standard Packaging Process".

3. Add Standard Components: Inside the template, you will add the standard components or steps that apply to many products. For example, for a "Basic Biscuit Recipe" template, you could add base ingredients like flour, sugar, and butter with their standard ratios.

4. Save the Template: Save the template for later use.

Workflow & Integrated Business Process

• This module is a preparatory step before creating a specific BOM.

• When you create a new BOM in the Bill of Materials module, you can choose to start from a template. The system will then automatically load all the standard components or steps from that template, and you will only need to add the unique ingredients or adjust the quantities.

Tips & Important Notes

• Use templates for products that have many similarities (product families) to ensure consistency and save time.

• This is a very useful tool for the R&D (Research and Development) and PPIC teams to standardize the new product development process.