Modifying Part Form User Tags

DEACOM automatically groups certain sets of data together (formula information, lots used, QC results, etc.) to allow for ease of printing documentation. Users have the ability to modify the base system data tags to create Part Form User Tags. The base sets of data can be filtered, grouped, sorted, and separated as desired then assigned to Part Forms.

Configuration

No configuration is required to modify Part Form User Tags.

Process

  1. Navigate to Print Outs > Maintenance > Part Form User Tags.
  2. Click "New" and enter a Name for the User tag (must not have any spaces) then select the Base Table this user tag will be defined by.
  3. Add any Filter/Sort/Grouping as needed then save and close the form.
  4. Navigate to Print Outs > Maintenance > Part Forms.
  5. Select the part form to which the user tag will be applied, click "Modify", then click "Edit Doc" to open the Report Designer.
  6. Add a field to the Part Form and in the Edit Field form, select the User Tag that was previously created from the "Block Type" pick list.
  7. In the "Expression" field add an available field to print on the Part Form then save and close the field.
  8. Once all desired User Tags have been added to the Part Form, save and close the Report Designer.

Example

In the example below, a customer has bulk items that are packaged in multiple ways which results in the user constantly updating the bulk Formula Bill of Materials. In order to easily manage and print the ingredient listing that are required to submit, a part form user table may be used. The example below will generate a comma delimited list of regulatory BOM items in order to create a simple list of ingredients.

  1. Navigate to Print Outs > Maintenance > Part Form User Tags.
  2. The "Part Form User Tables" form will be displayed.
  3. Click the "Add New" button to display the "Edit Part Form User Table" form.
  4. Enter "BOMIngredientList" in the "Name" field.
  5. Select "REGBOM" in the "Base Table" field.
  6. Enter "pr_codenum" in both the "Sort" field and the "Fields" field.
  7. Enter a comma "," in the "Line Separator" field.
  8. Ensure the "Active" and "Distinct" boxes are checked.
  9. Modify an item label part form via Print Outs > Maintenance > Part Forms and enter the user table and fields value on the part form. In our case this will be : <<BOMIngredientList=pr_codenum>>
  10. Ensure that part form modified above is attached to either a specific item, via the part forms tab on the item, or in Inventory Options.
    1. Note: The label type must be "Item Label".
  11. Select an item that contains a bill of materials and modify the BOM for that item via Inventory > Formula Management.
  12. Mark the BOM to be regulatory and default.
  13. Navigate to Inventory > Item Master, select the part used above, and click the "View" button to display the "Item Master - Standard" list.
  14. Ensure the part is highlighted and click the "Print Item Labels" button.
  15. When prompted, select the "Print To" destination and then click the "Print" button.
  16. Retrieve/View the item label and notice that the list of items/parts that were contained on the BOM for the part used above are listed.

Note: The system option, "Summarize Regulatory BOM", on the part forms tab is considered when gathering regulatory information for part label printing. If checked, regulatory BOMs will be summarized, specifically the bo_bomfor value will be '0'. If unchecked, the bo_bomfor will display the right number. The box is checked by default. Unchecking the box is useful when printing nutrition labels where the it is necessary that the bo_bomfor = pr_id in order to print the ingredients list.

QC Example

In the example below, a customer has bulk items that are packaged in multiple ways, but all QC testing is performed and recorded on the bulk material. QC is also entered on the raw materials used in production. When the C of A is generated for the finished good using the QCINFO PARENT table, QC results for the sub assembly and raw material are printed. A part form user tag can be used to prevent the raw material QC results from printing on the C of A.

  1. Navigate to Print Outs > Maintenance > Part Form User Tags.
  2. The Part Form User Tables form will be displayed.
  3. Click the Add New button to display the Edit Part Form User Table form.
  4. Enter a name in the Name field.
  5. Select QCINFO_PARENT in the Base Table field.
  6. Enter qclevel = MIN(qclevel) into the filter field
  7. This will limit QC results returned to the last results entered in the production process
  8. Enter q3_name, q2_name, q2_q3id, un_name, q3_unid into both the Fields and Group By fields.
  9. On the C of A part form, a new block type will be available matching the name of the part form user tag created above. Modify all fields printing QC information and select the new block type.