Edit formula version (form) [AX 2012]

Updated: August 30, 2012

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Use this form to change a formula using the Formula designer.

  1. Click Product information management > Common > Released products.

  2. Double-click a formula line to open the Released product details form.

  3. On the Action Pane, on the Engineer tab, in the Formula group, click Designer.

  4. In the tree structure, double-click a formula type item and then click Edit.

The following tables provide descriptions for the controls in this form.




View or select identification, inventory dimensions, and consumption calculation information for the selected formula line.


View or select information about the selected formula line, such as validity dates and physical dimensions of the item.




The identification for the formula.

Item number

View or select the item identification.


Add a position number to use as a reference to a position number on a technical drawing.

The position number can also be used to sort or rearrange the item order on a formula line.


Item number


Item 00A


Item 00B


Item 00C


The rearranged order is:

Item 00C

Item 00A

Item 00B

Resource consumption

Select to assign material consumption for the formula line to the resource. The resource refers to a production unit that defines a picking warehouse.

Assigning material consumption to the work center is useful when the formula version does not refer to a particular site but is valid for all sites. In this situation, you must be able to define a different picking warehouse for each site.

If the check box is not selected, the picking warehouse is entered in the Warehouse field on the line. If the check box is not selected and the Warehouse field is also blank, the picking warehouse from the Released product details record for the item is displayed.

(Consumption calculation)


Select the consumption calculation formula. The options are as follows:

  • Standard ─ Consumption is not proportional with any dimension of the finished item, and the quantity entered is the number that is used for the finished item.

  • Step ─ Consumption is configured with a From series and Quantity. Based on the batch order quantity, the information from the Step consumption per series record that satisfies that quantity is selected. This option is useful when the consumption rate is not linear with the batch order size and only increases the requirement when a certain quantity threshold is met.

Raw material consumption in the current Formula line is proportional with one or more dimensions in the finished product. If there is proportionality, measure-based management is useful as only one formula and one item must be created that applies all measurements of the finished item.

A measurement is a formula for calculation that can be used for any purpose. The fields in the Dimensions tab are conversion factors that are included in the measurement calculation together with the dimension of the finished product.

CW quantity

View or enter the item quantity in catch weight units.

CW unit

The catch weight unit of measure.


View or enter the item quantity.

Per series

The number of raw material units that you need to produce the end-item formula unit based on the formula size and version.


View or select unit in which the quantity field is expressed.

Consumption is

View or select the consumption option. This option determines whether the component issue quantity will vary or remain fixed for the batch. If it is Constant, the quantity is fixed regardless of the batch order size. The information that follows further describes these options:

  • Variable – Consumption of the component is proportional with the size of the batch order.

  • Constant – Consumption of the component is fixed to the quantity on the formula line regardless of the size of the batch order.

Constant scrap

View or enter the constant scrap value. Constant scrap quantity is independent of formula size or production batch quantity.

Variable scrap

View or enter the variable scrap value for an ingredient. Variable scrap is indicated as a percentage, where 10% is written as 10.00. Scrap is used to calculate corrected raw-material usage in the formula lines.

Flushing principle

View or enter the flushing principal, which can be any of the following outcomes.

  1. Start - Status pre-deduct / Forward flushing.

  2. Finish - Status post-deduct / Backward flushing.

  3. Manual - Updated through the consumption journal.


    If left blank, the Flushing principle value from the Released product details form is used. The values of the flushing principle are used when consuming raw materials in batch orders. This is used in combination with the setup of the default values for starting and reporting batch orders as finished.

Percent controlled

Select the check box if the item is percent controlled. If you select this field, the Scalable field is automatically selected and cannot be edited. This field is not available for catch weight items.


The quantity required for this item is based on percentage of the total formula size, which is defined for the formula. You can edit this field only if Percent controlled is selected. This field is not available for catch weight items.


Select the check box if all items in the formula version are set to Variable consumption. Using this feature, any change you make to an ingredient in the formula will also adjust the quantity of the other ingredients that are selected. The size of the formula is also adjusted. This field is not available for Fixed consumption or Step consumption.

Plan group

View or select the identification for the planning group assigned to the formula item. The plan group is used with the Priority field to determine item substitutions if they are needed during master planning.


View or enter the priority level assigned to the item. This value works with the Plan group field to determine the item’s priority level as a substitution if it necessary during master planning.

Line type

View or select the type of line, which can be one of the following:

  • Item ─ Select when the item is a raw material or a semi-finished item that is picked from inventory or when the item is a service.

  • Phantom ─ Select to explode any lower-level formula items that are contained in formula lines. When you estimate the batch order and the formula items are exploded, the component items are listed as formula lines in the batch order. The corresponding routes are also added to the batch order. Formula items are exploded using the current configuration. When you use the phantom line type, you can handle production and measurement configurations that occur at different formula levels.

  • Pegged supply ─ Select to create a batch order for any formula items that are contained in formula lines. The batch order is created when you estimate the batch order. The required item quantities are automatically reserved for the batch order.

  • Vendor ─ Select if the production process uses a subcontractor and you want to create a sub production or a purchase order for the subcontractor automatically. The service or work that is performed by the subcontractor must be created by using a Formula or Service item. You can attach it to the parent item as a formula line. The route must contain an operation that is assigned to the subcontractor’s operations resource. This operation is attached to the formula line using the Oper. No. field.


If selected, the formula line is used in formula calculations to determine the cost price and sales prices for the formula based on profit settings.

Formula calculations give the estimated prices on all formula levels. As a result, the contribution of a single item or operation to the price of the formula level can be determined, as can the contribution of all items and operations on a specific level. The calculations also provide an overview of summarized costs for cost groups. This provides the contribution of a cost group on a particular formula level.


For sub-formula lines only. Enter the identification for an alternate formula version if one might be used. If blank, the active formula is used.


For sub-formula lines only. Select an alternate routing version to use with an alternate sub formula version. If left blank, the active route is used.

Product model number

Select the specific product model if the item is configurable with Product Builder. If left blank, the item configuration is based on the product model that is registered as active for the current item. You can create and maintain product models under Product Builder/ Product models.

From date

View or select the effective start date for the formula version.

To date

View or select the effective date on which the formula version ends.


This field is not used.


This field is not used.

Vendor account

View or select the vendor account identifier for items of line type Vendor. If left blank, vendor account information is retrieved from the work center group setup.


View or enter the conversion factor for the height dimension, which is used in calculations to determine space requirements for items.


View or enter the conversion factor for the width dimension, which is used in calculations to determine space requirements for items.


View or enter the conversion factor for the depth dimension, which is used in calculations to determine space requirements for items.


View or enter the conversion factor for the density dimension, which is used in calculations to determine space requirements for items.


View or enter the conversion factor for the sales quantity, which is used in calculations to determine space requirements for items.

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