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- Recipe / Formulation Mgmt
- Data model
The tables behind Recipe / Formulation Mgmt
Recipe / Formulation Mgmt ships with 16 tables, grouped here by the feature that uses them. Every record your team works with lives in one of them, and you can add fields and tables in Proto.
- Tables
- 16
- Features
- 6
- Change it
- Add fields and tables in Proto
How the model is organised
Recipe versions
Recipe versions holds the formulation identity and yield basis; operational record references work orders.
Ingredients and allergens
Recipe ingredients connects recipe versions through Recipe and Items through Ingredient, with Quantity, Unit and Allergen text.
Production planning
Work orders references Items, Orders and Resources; Orders connects to Parties and order lines connects demand to Items.
Material issues and stock
Material issues references work orders and Items; inventory balances references Items and supplies Location and lot number. Purchase orders connects Supplier through Parties, and purchase lines connects the order and Item.
Production evidence
Production logs references work orders and People through Operator; People.User references Users.
Batch quality
Batches references work orders and carries the produced lot, dates and Disposition. Agree the testing-source connection used for inspection evidence during setup.
Every table, by feature
- Recipe versions4
- Ingredients and allergens6
- Production planning9
- Material issues and stock9
- Production evidence6
- Batch quality7
- Recipe versions
Versioned recipe and formulation definitions with base yield.
Linked to Work orders - Recipe ingredients
Ingredient quantities, units and allergen declarations per recipe version.
Linked to Recipe versions, Items - Work orders
Released production work for a product, order and resource.
Linked to Items, Orders, Resources - Items
Materials, components and finished goods with standard cost and unit of measure.
- Recipe ingredients
Ingredient quantities, units and allergen declarations per recipe version.
Linked to Recipe versions, Items - Recipe versions
Versioned recipe and formulation definitions with base yield.
Linked to Work orders - Items
Materials, components and finished goods with standard cost and unit of measure.
- People
Production staff and their role titles.
Linked to Users - Users
Users
Linked to Users - Work orders
Released production work for a product, order and resource.
Linked to Items, Orders, Resources
- Work orders
Released production work for a product, order and resource.
Linked to Items, Orders, Resources - Orders
Customer orders that drive production demand.
Linked to Parties - Order lines
Individual item lines on a customer order.
Linked to Orders, Items - Parties
Customers and suppliers that Recipe & Formulation Management trades with.
- Resources
Production lines, vessels and equipment with daily capacity.
- Items
Materials, components and finished goods with standard cost and unit of measure.
- Recipe versions
Versioned recipe and formulation definitions with base yield.
Linked to Work orders - People
Production staff and their role titles.
Linked to Users - Users
Users
Linked to Users
- Material issues
Posted material consumption against a work order and inventory lot.
Linked to Work orders, Items - Inventory balances
Item quantity on hand and reserved by location and lot.
Linked to Items - Items
Materials, components and finished goods with standard cost and unit of measure.
- Work orders
Released production work for a product, order and resource.
Linked to Items, Orders, Resources - Purchase orders
Supplier purchase orders for materials and components.
Linked to Parties - Purchase lines
Ordered and received quantities per item on a purchase order.
Linked to Purchase orders, Items - Parties
Customers and suppliers that Recipe & Formulation Management trades with.
- People
Production staff and their role titles.
Linked to Users - Users
Users
Linked to Users
- Production logs
Operator-captured production intervals with good and scrap units.
Linked to Work orders, People - Work orders
Released production work for a product, order and resource.
Linked to Items, Orders, Resources - People
Production staff and their role titles.
Linked to Users - Users
Users
Linked to Users - Items
Materials, components and finished goods with standard cost and unit of measure.
- Batches
Produced batch identity, lot number, expiry and quality disposition.
Linked to Work orders
- Batches
Produced batch identity, lot number, expiry and quality disposition.
Linked to Work orders - Work orders
Released production work for a product, order and resource.
Linked to Items, Orders, Resources - Production logs
Operator-captured production intervals with good and scrap units.
Linked to Work orders, People - Inventory balances
Item quantity on hand and reserved by location and lot.
Linked to Items - Items
Materials, components and finished goods with standard cost and unit of measure.
- People
Production staff and their role titles.
Linked to Users - Users
Users
Linked to Users
Keys and references
Preserve record identities during migration. Domain records use their existing Id, and Users uses its User reference and Email. Users.User is a self-reference: establish the required account identities before resolving that link. Resolve People.User separately so workflow actor attribution points to the intended account.
Recipe name and Version are text fields. Match records using their preserved identities and the team’s naming convention. Lot number is text on stock and consumption records. An item and lot can appear in different inventory balances locations; preserve the source evidence needed to identify the exact balance affected by material posting.
Migration order
- Establish Users identities, resolve the User self-reference, then load People with validated User links.
- Load Items, Parties and Resources with the existing units, select values and identity mapping.
- Load Orders and order lines, then purchase orders and purchase lines against the established party and item records.
- Prepare work orders with resolved Product, Order and Resource links and actual planned dates.
- Load recipe versions with operational record, then recipe ingredients with resolved Recipe and Ingredient references.
- Reconcile inventory balances by Item, Location and lot number. Import material issues, production logs and Batches only with a reviewed historical-state procedure that avoids replaying consumption or finished-output receipt.
Reconcile stored Posted and Released states against known physical effects. Agree the opening quantities and historical workflow treatment before activating operational requests.
Set up Recipe / Formulation Mgmt your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.