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 work with formula versions when you design formula tree structures. You design formula tree structures in the Formula designer form.

Open the form

  1. Click Inventory and warehouse management > Common > Formula.

  2. Select the formula and then click Designer. The Formula designer form is displayed.

  3. Select the formula version in the node of the tree and then click Edit formula version.

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

Buttons

Description

Create formula

Open the Formula dialog box and enter a description for the new formula version. If you want to copy existing information from the selected formula version to the new version, select Copy.

Approve

Approve or remove approval of the formula version.

Activation

Activate the approved formula version. When you activate the formula version, the Active check box is selected automatically. You can deactivate the formula version, by clicking the Activation button again. When you deactivate a formula version, the Active check box is cleared. The From date and To date interval for this formula version cannot overlap the From date and To date interval of another formula version for this formula.

Field

Description

Formula

The identification for the formula.

Name

The formula name, which is also used as a name for the version.

Item number

The identification for the item.

From date

Select the effective start date for the formula version.

From CW size

If the item is a catch weight item, enter or view the minimum quantity in the catch weight unit that is valid for this formula version. When generating orders, the formula version is selected automatically based on this and other criteria that you specify. If left blank, this formula version is valid for all quantities.

CW size

If the item is a catch weight item, enter or view the size of the formula version for the catch weight unit.

CW unit

If the item is a catch weight item, enter or view the catch weight unit of measure for the item.

Formula size

View or enter the size of the formula version.

To date

Select the effective date on which this formula version ends.

From formula size

Enter or view the minimum quantity in the unit that is valid for this formula version. When generating orders, the formula version is selected automatically based on this and other criteria that you specify. If left blank, this formula version is valid for all quantities.

Unit

enter or view the catch weight unit of measure for the item.

Bulk item

If this version if for a consolidated order, select the bulk item associated with it.

Co-product variations

Select the check box to enable variations in co-products or by-products before you report a batch order as finished. You can add new co-products or by-products, and you can over-report the good quantities of any that are already included.

Formula multiple

The batch size of the formula.

Yield

View or enter the yield for the formula line item, which must be a value that is larger than zero. The yield value is used to calculate the estimated output quantity for the formula item.

Total cost allocation

Select the check box if the formula will be dynamically calculated based on the quantity reported as finished for a co-product item using dollarized weighting. This option is only available for co-products.

Use for calculation

Select the check box if the formula line is used in formula calculations, which determine the cost price and sales prices for the formula based on profit settings.

Formula calculations give the estimated prices on all formula levels. Therefore, the contribution of a single item or operation to the price of the formula level can be determined and includes 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.

Formula change date

The date on which the formula was last changed.

Active

Select Active if the formula version is active, which means that it is used in Master Planning and is the default formula used in production batches.

Approved by

The person who approved the formula version.

Approved

Indicates whether the formula version has been approved. You can approve formula versions using the Approve button. The formula version must be approved to be active.

Selected

The formula version currently selected in the formula designer tree node.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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