Formula version (form)

Article
05/05/2014

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

Click Inventory and warehouse management > Common > Formula.
Select the formula and then click Designer. The Formula designer form is displayed.
Select the formula version in the node of the tree and then click Edit formula version.

Tasks that use this form

Activate a formula version

Approve a formula version in Formula designer

Create a formula and formula version

Create multiple versions of a formula

Navigating the form

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

Buttons

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.

Fields

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.

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