Mar-Kov Computer Systems Inc.

Recipe Manager Pro 2011 User Guide

4/4/2011

Contents
Introduction – Recipe Manager Pro 2011 ................................................................................................... 5 1 Installing and Setting Up Recipe Manager Pro 2011.......................................................................... 6 1.1 Compatibility................................................................................................................................ 6 Operating System .................................................................................................................. 6 Database ................................................................................................................................ 6 Integration Requirements ...................................................................................................... 6 1.1.1 1.1.2 1.1.3 1.2 1.3 1.4 2 2.1

Installing Recipe Manager 2011 .................................................................................................. 6 Connecting to a Database ............................................................................................................. 7 Troubleshooting ........................................................................................................................... 8 Item Update .................................................................................................................................. 9 The Header .......................................................................................................................... 10 Item Definition .................................................................................................................... 10 The General Tab ................................................................................................................. 11 The Components Tab .......................................................................................................... 13 The Tests Tab ...................................................................................................................... 13 The Manufacturers Tab ....................................................................................................... 14 The Coatings Tab ................................................................................................................ 14

Items .................................................................................................................................................... 9 2.1.1 2.1.2 2.1.3 2.1.4 2.1.5 2.1.1 2.1.2 2.2 2.3

Package Update .......................................................................................................................... 14 Service Update ........................................................................................................................... 14 Creating a New Recipe ............................................................................................................... 16 General Information and Totals .......................................................................................... 16 The Header Tab .......................................................................................................................... 17 Specifying your Ingredients ....................................................................................................... 18 Specifying your Ingredients in Percent Mode .................................................................... 21 Components................................................................................................................................ 21 Other Items ................................................................................................................................. 22 Simple Procedures ...................................................................................................................... 22 Specifying your Procedure ......................................................................................................... 23 Items/phases browser .......................................................................................................... 24

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Recipes .............................................................................................................................................. 16 3.1 3.2 3.3 3.4 3.5 3.6 3.7 3.1.1

3.3.1

3.7.1

1

3.7.2 3.7.3 3.7.4 3.7.5 3.7.6 3.7.7 3.7.8 3.8 3.9 3.10 3.11 4 5

Phase Types ........................................................................................................................ 25 Adding Phases ..................................................................................................................... 25 Use Group ........................................................................................................................... 26 Adjustments ........................................................................................................................ 27 Comments and Instructions................................................................................................. 28 In-Process Tests .................................................................................................................. 29 Adding Generic Process Steps from the Recipe Manager Library ..................................... 30

Verifying a Recipe ..................................................................................................................... 31 Previewing a Batch Sheet........................................................................................................... 31 Publishing your Recipe ........................................................................................................... 32 Marking a Recipe Inactive ...................................................................................................... 33

Units of Measure ............................................................................................................................... 34 Order Processing ............................................................................................................................... 37 5.1 5.2 5.3 Creating Orders .......................................................................................................................... 37 Printing a Batch Sheet ................................................................................................................ 39 Executing Orders ........................................................................................................................ 39 The Header Section ............................................................................................................. 40 Ingredients........................................................................................................................... 40 Entering Actuals.................................................................................................................. 42 Completing your Order ....................................................................................................... 43

5.3.1 5.3.2 5.3.3 5.3.4 6 6.1

Laboratory Information Management ............................................................................................... 45 Tests ........................................................................................................................................... 45 Overview ............................................................................................................................. 45 Test Update ......................................................................................................................... 45 Test Group Update .............................................................................................................. 46 Overview ............................................................................................................................. 47 Configuration ...................................................................................................................... 47 Create Sample Set ............................................................................................................... 48 Sampling ............................................................................................................................. 48 Enter Test Results ............................................................................................................... 49 Release Sublot ..................................................................................................................... 50 Retesting ............................................................................................................................. 51 6.1.1 6.1.2 6.1.3 6.2 6.2.1 6.2.2 6.2.3 6.2.4 6.2.5 6.2.6 6.2.7

Sampling, Testing, and Release ................................................................................................. 47

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Configuring QuickBooks to interact with Recipe Manager Pro 2011 .............................................. 52

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7.1 7.2 7.3 7.4 8 8.1

Change to Multiple UoM Mode ................................................................................................. 52 Change to Multi-User Mode ...................................................................................................... 53 The First Time you Import or Export ......................................................................................... 54 Final Notes ................................................................................................................................. 56 Import Items from QuickBooks ................................................................................................. 57 Item Import Configuration .................................................................................................. 58 The Prototype ...................................................................................................................... 59

Using the QuickBooks Interface ....................................................................................................... 57 8.1.1 8.1.2 8.2 8.3

Export Orders ............................................................................................................................. 59 Summary .................................................................................................................................... 62 Databases .................................................................................................................................... 64 Users ........................................................................................................................................... 65 System Configuration ................................................................................................................. 66 CMS Configuration ............................................................................................................. 67 Batch Execution .................................................................................................................. 68 Inventory ............................................................................................................................. 69 Lot ....................................................................................................................................... 70 Recipe Manager .................................................................................................................. 71 QuickBooks......................................................................................................................... 72 ODBC ................................................................................................................................. 72 Batching Orders Set Viewer ................................................................................................... 73 Complete Manufacturing Orders Set Viewer ......................................................................... 73 Item Components Set Viewer ................................................................................................. 73 Item Set Viewer ...................................................................................................................... 73 Open Manufacturing Order Detail Set Viewer ....................................................................... 73 Recipe Set Viewer .................................................................................................................. 73 Sublot Set Viewer ................................................................................................................... 73 Export to Excel ....................................................................................................................... 74 Columns Customization ......................................................................................................... 74 Using Incremental Search ....................................................................................................... 74 Using Keyword Search ........................................................................................................... 75 Sorting .................................................................................................................................... 75

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Setup ................................................................................................................................................. 64 9.1 9.2 9.3

9.3.1 9.3.2 9.3.3 9.3.4 9.3.5 9.3.6 9.3.7 10 10.1 10.2 10.3 10.4 10.5 10.6 10.7 10.8 10.9 10.10 10.11 10.12

Set Viewers ....................................................................................................................................... 73

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..............................1............................................................................8 Delete ............................... 84 Customizing Drop-Down Lists ...................... and Deleting Filters ....................... 77 General .............................14........................................ 84 11..................................7 Undo.................... 83 11................. 83 11......4 10..........................................1..............14.......................................................................................2 10..........1.3 10.............1................................................................1......................................................... Loading...................................................................................................................................10.....................................1.......................14.......................... 77 Overview ............................14..................................................................................................................4 Clone ... 83 11.........................................................................................................................1 10...............14....................... 81 Saving............................................................................. 85 Context Menus...................................................................................... 84 Print .............14 Grouping ............................................................................................................................................................................................................................................................... 82 Filtering ........................................................................................................................1 Generic CMS Functionality ............ 83 11.......................................................1........................5 Refresh ............................................................................................................... 83 11............................13................2 Open .....................1.............1...................................... 83 11.................... 84 Comment ......................... 83 11.................................................................................... 83 Common Actions ......................................................................1.........1...........................5 11 11.......................................3 Preview ...................................1 New ......................................... 78 10.............................................................................................................................................3 Find .10 11.............................................................1................................2 11......................................................................................................11 11................. 80 MRU Filters.......................................1 10.9 Help ..... 86 4 ................ 84 11.................................6 Save ..... 84 11.......... 79 The Filter Panel ........13 10...........................................................12 11.............................................. 80 Filter Editor ......................................

and view Units of Measure. viewing. explaining how to define and perform tests. and how to record completion of an order. Chapter 10 explains how to use Set Viewers. edit. Chapter 3 explains how to define. Chapter 10 describes a variety of generic Recipe Manager features that are useful throughout the software. Chapter 6 goes into the details of the Laboratory Information Management module. Chapter 7 explains the steps involved in getting the QuickBooks interface up and running. This guide documents the functionality provided with Mar-Kov‟s Recipe Manager Pro 2011. Recipe Manager Pro 2011 also includes an interface to import items from QuickBooks and export completed manufacturing orders to QuickBooks (resulting in inventory changes in QuickBooks). and view Recipes. This includes information on configuring a database and users. Chapter 1 goes through the basics of installation and setup of Recipe Manager Pro 2011. how to generate printed batch sheets for your operators to fill in. Chapter 4 explains how to define. as well as general configuration options for specifying recipes and processing batches. Chapter 2 explains how to define. and exporting data. You can also use it to generate batch sheets and record the results of executing your recipe (such as raw material lot numbers consumed and QC test results). edit.mar-kov. edit. For a comparison of features included free and those that are only available with a license.com/?show=rmpro2011features. and view Items. visit www. Recipe Manager Pro 2011 includes some features that expire after 90 days unless you subscribe to a paid license. Chapter 5 explains how to create and execute manufacturing orders. Chapter 9 contains information about setup and configuration of Recipe Manager Pro 2011.Introduction – Recipe Manager Pro 2011 Mar-Kov Recipe Manager Pro 2011 is designed to allow you to create and cost recipes with processing instructions quickly and easily. Chapter 8 describes how to use the various features of the QuickBooks interface. Recipe Manager‟s flexible tool for reporting. explaining the effects of the import and export functions on both systems. 5 .

you can run it from the desktop. Run RmProInstall.1.2 Installing Recipe Manager 2011 To install Recipe Manager 2011: 1. Recipe Manager 2011 interfaces to QuickBooks™ using QuickBooks™ SDK 8. and Microsoft Windows 7.com/RMPro2011/RmProInstall. Microsoft SQL Server 2008 Express Edition is distributed as a part of the Recipe Manager 2011 installation.1 Installing and Setting Up Recipe Manager Pro 2011 1. QuickBooks™ 2010. 4. and Enterprise). 6 .exe 3. Once Recipe Manager has been installed. 1. Microsoft Windows Vista.1 Compatibility 1.exe This file is available for download at: www.2 Database Recipe Manager Pro 2011 works with Microsoft SQL Server 2005 or Microsoft SQL Server 2008. 1.mar-kov.1. 1.1. or by choosing Recipe Manager Pro 2011 from the Programs group in the Windows Start menu.1 Operating System Recipe Manager 2011 was designed for and tested on Microsoft Windows XP. Shut down all running programs 2. you should say yes.3 Integration Requirements Recipe Manager 2011 is compatible with the following products: Microsoft® Excel 2003 and Microsoft® Excel 2007 QuickBooks™ 2009. Express editions may be used. and QuickBooks™ 2011 (Pro. Premier.0. If this will be a single-user installation and you do not have SQL Server installed already. If you are unsure how to configure SQL Server 2008 Express refer to the Database Configuration section of the Setup chapter of this User Guide. Follow the on-screen instructions to complete installation You will be asked whether you want to install SQL Server 2008 Express.

Copy this activation code to the registration form. 1. and click Activate. 7 . you must click Register. The first time you run Recipe Manager 2011. You must also select which Database on that server to connect to.3 Connecting to a Database Whenever you run Recipe Manager Pro 2011 you will be prompted to connect to a Microsoft® SQL database: If you installed SQL Server 2008 Express as a part of your Recipe Manager Pro 2011 installation.5. An email with an activation code will then be emailed to the email address you have provided. you will be prompted to enter registration information: Once you have entered your registration information and accepted the License Agreement. the default Server name specified will be correct.

refer to the „Database Configuration‟ section of the „Setup‟ chapter of this guide.6 p.Friday. specify your database name and click the „New Database‟ button. contact our product support: Email: support@mar-kov. select it and click connect. 1.m.com Phone: 416-633-4383 (Monday . Try installing Recipe Manager 2011 again If you need further assistance. you will need to create a new database. When you create a new database you will be asked to select an industry. To do so.m. . EST) 8 . This configures a variety of settings within Recipe Manager Pro 2011. 8 a. Restart your computer 3.4 Troubleshooting 1. For more detail about configuring multiple computers to connect to the same database. If you have already created a database. Uninstall Recipe Manager 2011 2.If this is the first time you have run Recipe Manager 2011.

Recipe Manager does track a variety of information about items that QuickBooks does not. packaging materials. the product must be defined as an Inventory Assembly in QuickBooks. 9 . labor. If you are planning on deploying a QuickBooks interface. You may wish to add this information to imported items.2 Items In Recipe Manager. there is no technical distinction between a raw material and a finished good – a finished good is simply an inventory item with a recipe that specifies how to manufacture it. Specific Gravity and safety information. It is not recommended that you create new items in both systems. such as Components. The Item Update program is where you create. To do this all you have to do is create a recipe for it.1 Item Update You can access the Item Update program from the main menu by clicking Master Tables >> Item Updates >> Item Update. the word Item is used to mean anything that can go into or come out of a recipe – this includes raw materials. In Recipe Manager. you can decide that you want to start manufacturing a particular inventory item. finished goods. NOTE: If you wish to export completed manufacturing transactions to QuickBooks. you should read the chapter on Using the QuickBooks Interface entering data. Package Update (for packaging materials). and Service Update (for labor). The following video tutorials also pertain to information presented in this chapter: Defining and Editing Items Components Defining and Editing Tests Customizing Drop-Down Lists NOTE: Please keep in mind that creating items in Recipe Manager is an alternative to maintaining them in QuickBooks and importing them periodically. This chapter describes the process of creating and editing items. and non-inventory items. 2. maintain. and update raw materials and finished goods. These are tracked using various update programs – Item Update (for raw materials and finished goods). This means that at any time.

Processor for the Item Flagged if the item is Certified Organic Default Phase Label Description Alt Label Description Qualifier Processor Certified Organic 2. and Description. 10 .1 The Header The header of the Item Update form contains a variety of general information about the item. the set of available fields may differ slightly (for example if you are a coatings manufacturer.2. Unit. Usually an alternate language. you know that you must enter a value for it. The item Qualifier. Depending on the version of Recipe Manager Pro you have installed.1. add a phase to the Recipe Manager Library. To add an item to the list of available default phases. you can just click open ( )and type in the item code. In Recipe Manager if you see a field name in red. “Certified organic” will not be available to you). The item's unit of measure Item description Alternate item description This is the phase the item will be added to if you click the "Add Simple Procedure" button on a recipe. or click find ( ) to view and edit an item by selecting it from a list.2 Item Definition Click the new ( ) button to define an item from scratch. If you know the item code of the item you want to view. There are three required fields at the top of the form: Item Code. This must be unique.1. Item description that will be used for labeling purposes Alternate item description that will be used for labeling purposes. Field Item Code Unit Description Alt Description Description Item's code.

batches. they can be marked as discontinued or obsolete here.2. Instead. Warehouse.None. Item is approved Flagged if the item does not expire Status Treatment Lot Required Auto Approve No Expiry 11 . Following is a brief summary of the fields on the general tab and their purposes: Field Comment Alt Comment Description Comment about the item.1. An alternate comment about the item.e. Defines how inventory of this item is treated . Items cannot be deleted if there are historical records referring to them. inventory.3 The General Tab The „General‟ tab of the Item Update program presents a wide array of information about the item in question. i. or Container Set to 'Trace' if lot tracing is required but you are not tracking inventory in CMS. Set to 'No' if you will not be tracking lots for this item. Often used for a comment in another language. etc.

Used to automatically set 'Destruct Date' for item lots. Standard Cost for the item Actual Cost for the item Replacement Cost for the item The item's Specific Gravity.Retest Period Use Container Type Specific Gravity SG Deviation Retest Period Maximum Life Period over which the item should be retested User defined grouping field to specify what types of container may be used to contain the item. for example glass. Density units are determined by the standard weight and volume units configured for the system in Configuration Update. aluminum. This value is used to compute the volume of the item when it appears on a recipe. that recipe's bill of materials will be listed as ingredients on the label rather than the item itself. Used to automatically set 'Expiry Date' for item lots. User who created the item definition Host system which the item was imported from Flagged if the item is a prototype Costing Recipe Standard Cost Actual Cost Replacement Cost Specific Gravity Density User Import From Prototype 12 . Period after which an item cannot be retested. The item's Density. or rubber The specific gravity of the substance. The deviation of the specific gravity Period over which the item should be retested. If an item has a costing recipe defined. Used to convert between weight and volume for the item. Used to convert between weight and volume for the item. The recipe specified here is the recipe used for planning purposes.

Define a new component by right-clicking and selecting component update. Components are prorated and aggregated on recipes based on information provided in each item definition. When you print labels for a finished product that you have manufactured.5 The Tests Tab 13 . it may include nutrition information calculated on the ingredients that went into that recipe.4 The Components Tab The Components tab is used to identify the components of the Item. Some variants of the Recipe Manager Pro lot label include nutritional information.2. click: Components 2.1. To view the tutorial video on setting up components.1. A common use for components is to track and calculate nutrition information as in the above example. Note that only those components that are listed on the components tab for the finished product will be listed on the label.

click: Defining and Editing Tests When you add a test to your item.2 The Coatings Tab The coatings tab has information relevant specifically for coatings manufacturers (some other chemical manufacturers will benefit from these fields as well). 2.1. and Target if your test is of one of the test types that require these fields (numeric. and specifying them on your recipe. To view the tutorial which demonstrates the process of defining and editing tests.1 The Manufacturers Tab The Manufacturers and Suppliers tab is used to identify the Manufacturers of the Item. Certain values are calculated and displayed on your batching recipes based on the data entered here for ingredients. Costing information can be associated with Services. For each manufacturer of the item you may also specify a manufacturer specific trade name. The Manufacturer must be selected from legal Manufacturers . as well as record test results in the Laboratory Information Management chapter. 2.3 Service Update The Service Update program is used for defining and updating services.2 Package Update The Package Update program is used for defining and updating packages. purity).you can define a new manufacturer using the Supplier/Manufacturer Update program. 14 . One place where packages are specified is when you print Lot labels: the packaging information you select will be displayed on the label. Select as many tests as you like for the item.1. In Configuration Update. Max. you will need to specify Min. You can run Service Update by clicking Master Tables >> Item Update >> Package Update. just as it may be with any other item that goes into a recipe. You can run Package Update by clicking Master Tables >> Item Updates >> Package Update.The Tests tab is used to record the tests needed for the Item. Tests listed will be required on receipt or manufacture of the item. 2. 2. there is an option that constrains new Lots of a material to be assigned manufacturers from the manufacturers list for that item. Learn how to define tests and test groups. Services are normally labor items which you which to track on your recipes and batching orders.

Note that when you import items from QuickBooks. any items defined as services in QuickBooks will automatically be defined as services in Recipe Manager Pro. 15 .

Many users always set the Yield equal to the batch size. and the yield will always be in the same proportion to the batch size. Batching recipes. The following tutorial videos pertain to information presented in this chapter: Your First Recipe Percent Mode and Scaling your Recipe Adding Procedure Steps from the Library Verify Customizing the Recipe Manager Library 3. To start the Batching Recipe program. 3. The recipe depicted below has been given the recipe number „R-0005‟. To load a saved recipe.3 Recipes The Batching Recipe program is used to create and edit Batching Recipes in Recipe Manager. The recipe number field is located in the top left corner of the main window. If you edit the Total Weight or Total Volume. Total Weight. click the Find Recipe button ( ). This chapter will describe how to create. select Order Entry >> Recipe Manager >> Batching Recipe from the main menu. and Total Volume for the recipe.1 Creating a New Recipe To start a new recipe. and publish recipes. and account for loss in other ways. and represents the amount of product yielded given a batch of the size specified on the recipe. produce bulk product. it will scale the entire recipe. You can also enter the Yield. when executed. edit.1 General Information and Totals The first thing to do when you create a new recipe is enter a Recipe Number – the unique identifier for your recipe. 16 .1. click the New Recipe button ( ). Note that this information does not restrict your batch size on the order – you can scale your orders up or down. The Yield is maintained separately.

Components. Flag this field if you no longer wish the recipe to available for use in production. what product is produced from it. and Procedure. etc. when it was created. Ingredients. unpublished recipes are only accessible to the user who created them. The date the recipe was first created.2 The Header Tab There are four tabs on the Batching Recipe program: Header. Following is brief description of each field on the header tab: Field Published Description Flagged if the recipe has been published. If you flag this field.3. The header tab contains general information about your recipe – things like whether it has been published. Shared Inactive Date Created 17 . The Header tab will be selected by default when you launch the Batching Recipe program. By default. the recipe becomes accessible to all users.

You may have more than one recipe for an item. and use the comment to quickly differentiate between them. this is set by default to the 'Default Volume Unit' selected on the Inventory tab of the Configuration Update program The number of digits recorded after the decimal in the Qty column on the ingredients tab. You will be given a choice of all Items that have been stored in the Item Master. this is set by default to the 'Percent Precision' selected on the Recipe Manager tab of the Configuration Update program. To add an ingredient. A comment about the recipe. 18 . this is set by default to the 'Percent Precision' selected on the Recipe Manager tab of the Configuration Update program. When you create a new recipe. Each row represents one ingredient (actually the same ingredient should be specified more than once if it is added more than once during the execution of the recipe). enter the Item Code in the „Ingredient‟ column and press enter. This is the volume unit you wish to work with while formulating this recipe. you can search for an ingredient from the Item Master. The number of digits recorded after the decimal in the percent column on the ingredients tab. When you create a new recipe. When you create a new recipe. If you don‟t know the item code. this is set by default to the 'Default Weight Unit' selected on the Inventory tab of the Configuration Update program.Weight Unit This is the weight unit you wish to work with while formulating this recipe. When you create a new recipe. simply click on the first row in the table that doesn‟t already have an item. Recipe comment is a required field This is the product that the recipe makes This is the description of the product the recipe makes These are packout instructions Volume Unit Qty Precision Percent Precision Recipe Comment Product Description Instruction 3. Double-click the ingredient field of a line in the ingredients list or press the three dots at the right side of the ingredient field.3 Specifying your Ingredients The Ingredient tab is where you specify the list of ingredients used in a Recipe.

You may enter as many items as you want. and as you do you may enter the quantity required (Recipe Qty) as shown in the following image: 19 .

including cost. total cost for each item. Based on the specific gravity entered for each item. and total cost across all items. Weight % and Volume % are calculated. both Weight and Volume will be displayed. the Total Weight and Total Volume values in the Totals section at the top of the window keep a running totals of the total quantity that will be consumed by the batch. according to information stored in the item master: In order to add an ingredient. You may edit these values directly if you wish. Refer to the chapter on Items for instruction on creating and editing items.Enter the quantity required of each item Recipe Qty is always entered in the item‟s unit of measure. 20 . For some industries the Qty Yield will always be the same as either the Total Weight or Total Volume. All costs are calculated and displayed. As you enter the ingredient quantities. You must also enter the Yield – this is the quantity that the batch will actually produce given the Total Weight and Total Volume. it must first be defined in the Item Master.

Unit costs are always based on the unit specified for the finished product in Item Update. You can read more about verifying and publishing recipes later in this chapter. scaled based on the percentages of those ingredients included in the recipe. Note that if you wish to scale all of the ingredient quantities on your recipe.4 Components The components are displayed immediately below the ingredients on the ingredients tab. you enter the Total Weight/Total Volume and then adjust the percentages of each ingredient. 3.1 Specifying your Ingredients in Percent Mode You can switch between Quantity mode. 3. 21 . You may temporarily have a summed percentage greater than 100%. all you have to do is edit the Total Weight or Total Volume in the General Information section – all ingredient percentages will remain fixed. Weight Percent mode.3. These values are aggregated from the components specified in the various ingredients. you may even save such a recipe. and the quantities of those ingredients are calculated for you. however such a recipe will fail on Verify and on Publish. and Volume Percent mode by pressing the button shown below: Toggle Quantity/ Percent Mode When you are in percent mode.The total costs as well as the calculated unit costs are also displayed in the totals section.

those ingredients will have phases created for them into which they will be placed. 3. Total qty required on an order will be the sum of these two quantities. You will also use it as a quick shortcut to lay out the bare bones of a complex procedure onto which you can add other instructions. The phase will automatically be set to have a phase type of „Finished Product‟. you may specify both a Base Qty and Recipe Qty. An example where you may want to use Base Qty is if there is some fixed setup time for a batch that you want to record.6 Simple Procedures There is a way to quickly and easily create a simple procedure for your recipe. Another important difference is that Other Items are not included as a part of the recipe procedure. This is by means of the „Create a Simple Procedure‟ button. If your ingredients have “Default Phases” set up in their item master entries. and each of your ingredients will be placed in this phase in the order specified on the ingredients tab. When you click the „Create a Simple Procedure‟ button.3. in the simple case a phase will be added to your recipe. Ingredients are restricted to items that are measured by weight (because otherwise doing percentage calculations is impossible) – so „Other Items‟ are usually things like packaging materials and labor. When the recipe is changed (or an order based on the recipe has qty required different from that on the recipe).5 Other Items The Other Items tab is used to specify items that are not considered ingredients for use in your recipe. for Other Items. This button is only available if your recipe has no phases in its recipe. You will use this option if you do not wish to track specific processing instructions to be followed by your operators. First of all. Base Qty remains the same while Recipe Qty is scaled appropriately. Other Items are different from Ingredients in two important ways. Besides this. These phases will automatically be added to the 22 .

On the left hand side of the tab. you will see a number of icons. navigate to the procedure tab. They are labeled in the image below: Trash Toggle Numbering Move Up Move Down Phase Use Group Adjust Comment Instruction Test 23 . Any items that do not have a “Default Phase” specified will be added to the “Final” phase.“Final” phase. Click here to add a simple procedure to your recipe. particularly if you do not make use of processing instructions on your batch sheets.7 Specifying your Procedure In order to specify the procedure for your recipe. This technique can be useful if most of your recipes have only one phase. you may proceed directly to publishing your recipe. 3. If you elect to use this option.

7. You must at least give your phase a name. You should also select a Phase Type (more on this in the section on phase types).The first step in creating a recipe procedure is to create a phase. You will see the following: Enter a Phase Name Select a Phase Type You may specify details for the phase while it is selected. the Total Weight for that phase will be updated. You may enter a value for „Time to Add‟ – if you do so. As you add ingredients to a phase. Click the Items/Phases browser button to launch the browser: Click to launch the Items/Phases browser: The browser will appear: 24 . Conversely you may enter a Weight Rate and Time to Add will be displayed. Drag and drop the phase icon onto the procedure root. the „Weight Rate‟ will be automatically calculated (Weight Rate is Total Weight divided by Time to Add).1 Items/phases browser The Items/phases browser is used to add ingredients from your recipe to your recipe procedure. 3.

you can select the step that you want to move and press the „Move Up‟ or „Move Down‟ button. during which time the operator can perform some other task.3 Adding Phases In addition to items. 3. To reorder phases. Qualifier. It will be placed directly before the item that was highlighted when you dropped it. When you select the continuation phase type. 3.7. Once you select which Phase to continue from.1 Hold for Addition „Hold for Addition‟ is the basic phase type for a phase of your recipe. The Continue From field is a drop-down list where you will be able to select from existing phases.2. Qualifier. hold down shift and drag and drop whatever it is you are trying to move. Hold for addition phases must be added to another phase elsewhere in your recipe. You can do this by selecting the Phases tab from the Items/Phases browser.7.3 Continuations Continuations are normally used when you have a phase that takes a long time to complete. In the image below. you can see that 25 .2.2.Items that you have already added to your recipe will appear in grey. and items that have yet to be added will appear in white. 3. and Preamble fields will be disabled. Alternately. the Phase. 3. The default phase type for a phase is „Hold for addition‟.7. and the other options are „Finished Product‟ and „Continuation‟. you may also drag-and-drop phases from the Items/phases browser to your recipe procedure. copied from the original phase. Each phase that was marked as „Hold for Addition‟ must be added to another phase. and the Continue From field will be enabled. and the results of it will be the product your recipe specifies.7. items. This is your final phase.7. 3. it will have a phase type of „Finished Product‟. Most of your phases will be of this type.2 Finished Product Each recipe must have one and only one „Finished Product‟ phase. You can add items to your procedure by simply dragging them from the browser to the appropriate phase in your procedure.2 Phase Types Each phase in your recipe must have a phase type. or anything else in your procedure. and Preamble fields will display the appropriate information. If your recipe only has a single phase. the Phase.

In order to add a Use Group to a Phase in your recipe. The phases „Premix A‟ and „Premix B‟ have been added to the phase „Main‟ The phase „Main‟ has been added to the phase „Final‟ which has a phase type of “Finished Product” 3. You may set the use order to be „Any Order‟ or „Specified Order‟. just drag it onto the Use Group in the same way that you would drag it onto a phase.phases „Premix A‟ and „Premix B‟ have been added to the phase „Main‟. and „Main‟ has been added to „Final‟. 26 . A use group is a group of „Add Ingredient‟ steps with the stipulation that they be added “In Order” or “Any order”. To make an item part of a Use Group.4 Use Group You may also add items and phases to a Use Group. drag and drop the Use Group icon ( ) to the appropriate place.7.

You also specify what the minimum and maximum acceptable values are for your characteristic. These will appear differently on a batch sheet and during execution. but are otherwise functionally equivalent.5 Adjustments Adjustments are used to add items to your recipe based upon the result of a test. You may also check the LT (less than) not required checkbox if there is no minimum value.Add ingredients inside the Use Group Select „Any Order‟ or „Specified Order‟ If the Items must be added in the order specified. 27 .7. you can add them to the Phase one after another. Items are available in the list here if their Weigh Rule was set to „UQ‟ (unknown quantity) on the ingredients tab. Drag the adjustment icon ( ) to the appropriate place in your recipe to add an adjustment. You should specify the characteristic to be measured. 3. and select what items are to be added if your minimum and maximum are not met. and check the GT (greater than) not required if there is not maximum value. or add them to a Use Group and chose „Specified Order‟. and its target value.

Your description will show up as the comment‟s name in the recipe. and you are done.3. you simply drag the comment icon ( ) from the left hand side of the form to the appropriate place in your recipe. 28 . Add a description and a comment.7.6 Comments and Instructions To add a comment at any point in the recipe.

3.7 In-Process Tests To add an In-Process Test. Enter any number of tests 29 . drag the Test icon ( ) onto the appropriate location in the recipe.7. Then you select any number of tests to perform by adding them to the list at the bottom-right of the form. and add your description and comment. The primary difference between instruction and comments is in how they are displayed in Batch Execution and on a printed batch sheet. You may fill out the comment field as you deem appropriate.Instructions work in the same way as comments do. Simply drag the Instruction icon ( ) onto the appropriate location in the recipe. Simply select the test you want from the dropdown list in the test field.

To add one of these steps to your recipe. There is one type of process step that you can add from the library that was not available from the options among process steps on the Batching Recipe form: the Format process step (represented by the icon). just drag it from the Recipe Library to the appropriate place in your procedure in your Batching Recipe. 30 .3. The Recipe Fields in blue are entered on the Batching Recipe form as properties The Recipe Library contains generic process steps sorted into folders.8 Adding Generic Process Steps from the Recipe Manager Library In order to add generic process steps from the recipe manager library. Click the Recipe Library icon ( Library form will come up: Mixing time and condition: an example of a Format process step ).7. with your recipe open. navigate to the Procedures tab on the main Batching Recipe form.

These values will be inserted in place of the properties in blue above when you print a batch sheet. and you can print it by clicking the „Print‟ button. For more information regarding the Recipe Manager Library and to learn how to create your own generic process steps.9 Previewing a Batch Sheet You can preview what your batch sheet will look like by clicking the „Preview‟ button. 31 . fill out the property values at the bottom right of the form. see the Recipe Manager Library section of this document.Fill out the property values After you add a Format process step to your recipe. and during Batch Execution. This process generates a generic batch sheet from the recipe – this will help you in the recipe development process by allowing you to get an idea of what an actual batch sheet will look like. 3. You can even drag phases with sub-steps. such as items that you listed as ingredients that were not used in the recipe. 3. Everything else in the Recipe Library comes across exactly as it is when you drag-and-drop it onto your recipe (and the process steps you add are all editable).8 Verifying a Recipe Clicking on the Verify button ( ) on the Batching Recipe form causes Recipe Manager to check your recipe for inconsistencies. The errors come up in a list at the bottom of the Batching Recipe window.

a dialog will appear asking you to select a report name.Of course. Depending on your version.10 Publishing your Recipe Before you can create an order to manufacture an item from the recipe you have developed. you must publish your recipe. In order to publish your recipe. Preview Print When you click „Preview‟ or „Print‟. there may be multiple batch sheets to choose from. you will not see any order information on this batch sheet – to generate an actual batch sheet. To have a batch number assigned. Caution: No matter whether you Preview or Print. and then click the publish button at the top of the recipe form: 32 . Publishing a recipe has the following effects on your recipe: 1) It will no longer be editable 2) In a multi-user environment. first save it. 3. batch sheets created from here are only for the purpose of seeing how the batch sheet will look when you put it into production. you must create a batching order and print the batch sheet from the batching order program. other users will be able to view it 3) You will be able to create batching orders from it 4) The recipe will become the costing recipe for the product (configurable) 5) Any previous recipes for the product will be disabled (configurable) Verification is a part of the publish process – if a recipe cannot be verified. follow the instructions in the chapter on Order Processing. it cannot be published.

The button appearance will change.11 Marking a Recipe Inactive Once a recipe is published. Click here to mark a recipe inactive. You do this by marking a recipe inactive. your recipe will be switched to inactive mode. This ensures that you will always have traceability for published recipes. To mark a recipe inactive. When you click this button. 33 . Recipes that are inactive cannot be used for creating orders. take Recipes out of use. however.Click here to publish your recipe. You can. it cannot be deleted. 3. IMPORTANT: You can only create batching orders for published recipes. Click here to reactivate a recipe. An inactive recipe cannot be used to create an order. click the Active/Inactive mode button at the top of the batching recipe form.

The definition for pounds is displayed below: 34 . To open and view an existing unit. To run the Unit Update program click Master Tables >> Miscellaneous >>Unit Update. every item has a unit of measure associated with it. Some units of measure will already be defined when you install CMS. click the find button.4 Units of Measure In CMS. but you may wish to add more – this chapter will describe how.

All conversion factors define how to convert to a common base quantity of 1. Each unit Category has its own set of conversions. 35 . The easiest way to configure your units is to assign a unit in each category a base quantity of 1 – then the Base Quantity for each other unit in that category is simply the conversion factor to the unit with base quantity 1.The „Base Qty‟ field defines the conversion factor. The definition of kg has a Base Qty of 1 – this is why the Base Qty listed for „lb‟ is a factor for converting from pounds to kilograms. This is the case in the above example below.

e. 36 . Thus. Similarly. when entering formulas in Recipe Manager). there are some contexts (such as on printed batch sheets) where units are not displayed if the “Show On Screen” flag is not set.In some contexts (i. simply define kg as the display unit for each of your units. This allows you to prevent unit of measure names from being displayed. all units are converted to their “Display Unit”. if you wanted to show all units on your batching recipe in kilograms.

and completing orders. This chapter will describe the process of creating orders. The following video tutorials also pertain to information presented in this chapter: Batching Orders and Batch Sheets Completing a Batching Order Managing Lots Entering Test Results and Releasing a Lot Exporting Completed Orders to QuickBooks 5. you will be presented with a list of all published recipes saved in your system (that have not been marked as Inactive).5 Order Processing You can create batching orders in Recipe Manager. Once you have selected your recipe. etc). This is how Recipe Manager knows what ingredients will be required for the recipe.1 Creating Orders To create a batching order in Recipe Manager. IMPORTANT: You can only create batching orders for published recipes – unpublished recipes will not appear in this list. Recipes that have been marked as inactive will also not appear in this list. and what the batch sheet should look like based on your processing instructions. most of the information on the Batching Order form will be filled in as follows: 37 . When you press the “New” button. select Order Entry >> Batching Order from the main menu. printing batch sheets. Select the recipe that you would like to place an order for by double clicking it. lots. Refer to the chapter on creating recipes for instructions on creating your recipes. To create a batching order. you must first have a published recipe to create the order from. and then print batch sheets and enter real data (actual quantities consumed.

so that each ingredient remains the same percentage of the total batch. You may also edit either the „Qty Required‟ or „Qty Yield‟ (both are defaulted by the recipe). Similarly. The other items tab is depicted below. If you enter either. the Qty Required for each ingredient is automatically scaled when Qty Required for the recipe changes. whereas the Qty Yield is the expected weight of the finished bulk. the other will be calculated based on „Lead Time‟.You must enter a „Plan Start Date‟ and „Date Required‟. Editing one will cause the other to change accordingly so that Qty Required is always the same proportion of Qty Yield. The „Other Items‟ tab at the bottom of the form shows items specified on the recipe that are not considered „ingredients‟. which is defaulted from the item definition of the product being manufactured. „Qty Required‟ is the sum of the weights of the component ingredients. Number of Batches is a number that drives functionality on some Batch Sheets. 38 .

You will be presented with a list of all outstanding orders (released batching orders for which there are no execution records). To create a new execution record. You may also preview and print batch sheets by clicking the preview button on the “MF Order Execution Express” form (this is the next step after placing the order). you are ready to Execute it. There will of course be some cases where you want to specify both Base Qty and Quantity. An example of when this would be useful is if you have some services which take the same length of time regardless of the size of the batch. It may help you to think of the batch execution record as a batch receipt which you place against a batching order. Execution is the process during which you record the actual quantities consumed and created. Alternately. Keep in mind that different companies will want to print their batch sheets at different points in the manufacturing process.3 Executing Orders Once you have placed and released your order. 5. you would use the „Base Qty‟ and in the second you would use the „Quantity‟. you can press the reject order button. you may preview and print a batch sheet for that order. you will have to press the „Release Order‟ button. Launch the batch execution program from the main menu by clicking Transactions >> Manufacturing >> MF Order Execution Express. save your recipe. Before you can start batching. as well as the lot numbers of the raw materials consumed. For these items. the „Quantity‟ is scaled while the „Base Qty‟ remains the same (total quantity will be the sum of these two values). From the preview screen you will be able to print your batch sheet. click new. if you wish to specify this information and have it actually printed on the batch sheet. or by right-clicking an order number and printing the batch sheet from the context menu. Alternatively.2 Printing a Batch Sheet Once you have saved a batching order. but the scaling works slightly differently.Items on the „other items‟ tab are scaled when you change the Qty Required for the recipe as well. just as you place purchase receipts against purchase orders. To preview a batch sheet. and others that take longer the larger the batch is: in the first case. Once you have specified the Qty required. Reject Order Preview Batch Sheet Release Order 5. you will want to hold off on printing the batch sheet until a later stage. Some will want to print the batch sheet immediately after releasing the order – this will be the case if you wish to have your operators record actual quantity and lot information for each batch. 39 . click the preview button on the Batching Order form.

1 The Header Section The header section contains a variety of information about the order and product. Lines in red indicate that they require lot numbers. but have not been assigned them. none of which is editable: 5.Double-click on the order you want to create an execution record for and the information will be loaded. lot will not be required. Mar-Kov CMS which includes inventory control). 5. 40 . you will never set this value to „Yes‟ (this is an option that you would might select in Mar-Kov‟s full system.3.2 Ingredients The ingredients section of the MF Order Execution Express form is composed of three grids: This is a list of ingredients required by the order This is a list of all lots of the selected ingredient This is a list of lots assigned to the selected ingredient Click here to define a new lot for the selected item.3. Whether or not a lot needs to be specified for an ingredient is determined the value of the „Lot Required‟ field on Item Update. If it is set to „No‟. If it is set to „Trace‟. The grid in the upper left is a list of all ingredients required by the order. For Recipe Manager Pro. a lot will be required.

1 Creating a Lot You can define a new lot by clicking the green plus symbol in the bottom right of the MF Order Execution Express form.The grid on the right lists all current lots for the selected ingredient.3.2 Disposing a Lot Over time. and select „Lot Disposal‟ as below: 41 . you will go through many lots of raw materials. you can dispose of it. When you do. the new lot will automatically be assigned to the selected item. Manufacturer may be constrained to be on the list of manufacturers for the item depending on your configuration settings. The grid in the bottom left lists all lots currently selected for the item. Right click the lot in question. You can deselect a lot by clicking the red minus button at the bottom of the grid.3. some of these fields may be required. Also. Double-clicking one of these will select it for use with the item. Note that you can also create a new lot for an ingredient at any time by right-clicking an item code and selecting “Create Sublot” from the context menu.2. 5. When you have run out of a lot of raw material and you wish to make it unavailable for selection during manufacturing. the following form will be displayed: Here you can enter a variety of information about the lot you are defining. Depending on the options you have set up in Configuration Update.2. 5. If you do. When you have finished specifying information for the new lot. you can click save.

From here all you need to do is click save to dispose the Lot.When you do. Keep in mind. You just won‟t be able to select it during manufacturing. and you will still be able to find it in the Sublot Set Viewer.3 Entering Actuals You must also verify the quantity that is being created in your batch.3. that historical information about the use of the lot will still be maintained. the Lot Disposal form will be brought up. This is referred to as the „Make Qty‟. You can also reverse the disposal of a Lot by right clicking the lot number and selecting „Reverse Lot Disposal‟. This value is defaulted to your order quantity. 5. 42 . and you will find it in the Header section.

3. you can also record actual quantities consumed. you may save your batch execution record.Ingredient quantities are automatically scaled to reflect the new Make Qty. Which batch sheet you print and when will be determined by what information you have before the order begins. or reverse it. Keep in mind that you may print a batch sheet at any point in this process. whereas reversing it takes you back to where you were before you saved it (in other words if you reverse a manufacturing receipt then you can create a new one for the same order). There is one more step once you have saved your order execution record. 5. Marking an order complete finalizes it. 43 . You must either mark the order complete. and what information you wish your operator to collect during execution. manufacturing orders are not exported to QuickBooks until they have been marked complete. In Mar-Kov‟s full inventory control system Mar-Kov CMS.4 Completing your Order Once you have completed entering the information required. In terms of the QuickBooks interface.

such as the quantity consumed. the Expected and Actual Yields.Click here to mark the order complete Click here to reverse the manufacturing receipt When you mark your order complete. refer to the chapter on configurations. you will be forced to enter a comment. and the tolerance (to change the tolerance refer to the chapter on configurations. If your Actual Yield % is outside tolerance of the Expected Yield %. 44 . you have completed your order! Note that completed MF Receipts cannot be reversed. If you wish to change the Tolerance. you will be shown some vital statistics about the batch you have just produced. Once you click ok.

45 . Quarantined ingredients cannot be used in manufacturing. and release materials for use. as well as on a batching recipe. create samples.1 Overview Tests may be defined and specified as required for items. and specify their execution for receipt and manufacture of items.1.1 Tests 6.6 Laboratory Information Management In Recipe Manager. Tests can be specified for a particular item. This section will discuss how to define tests and test groups. a Lot of material can be created with a status of „Hold‟ or „Quarantine‟.2 Test Update The Test Update form is used to create and edit tests (which may later be added to items).1. This chapter describes how to create and edit tests and test groups. 6. Any received or manufactured sublot may be released if all required tests have been performed against that sublot. The following video tutorials pertain to information presented in this chapter: Defining and Editing Tests Managing Lots Completing a Batching Order Entering Test Results and Releasing a Lot 6. enter test results. on either receipt or manufacture. The test and release of materials is organized by sublot. It also describes notifications sent at each step of this process. You can start the Test Update form by clicking Master Tables >> Miscellaneous >> Test Update in the main menu. They may also be required on production of materials.

This test is completed simply by virtue of the sample having been taken. and target values must be specified when this test is instantiated for a particular item. BOOL – A pass/fail test. A test group specifies the sampling requirements and method for the tests assigned to it.3 Test Group Update For each test.1. maximum. Minimum. 6. and „Test Group‟. If a number of tests from the same test group are assigned to an item. DONE – A retain. You can create and edit test groups via Test Group Update by right-clicking on the Test Group field on the Test Update form and selecting Test Group Update from the context menu. „Test Result Type‟. TPUR – A total purity test (this test is an aggregate of PURE tests). There are six test result types: NUM – A numeric test. then only one sample need be taken for that group of tests. STR – A pass/fail tests where the tester must add a comment. you must specify a test group.The required fields for a test are „Test‟ (the test‟s name). The purpose of creating multiple test groups in Recipe Manager Pro is if you wish to have multiple samples taken per lot of material. The Test Group Update form is depicted below: 46 . PURE – A purity test.

Proceed to “Create Sample Set” after receipt. Specifying a test whose test group has this sampling method for an item will cause an in-process test to be inserted at the end of each batch produced for that item.Sampling must be requested and performed manually. 6.2. 47 .1 Overview When materials are received they must be sampled and tested according to specifications. Sample Size for a test group is determined by the sample size specified here on the Test Group Update form. CNTNR – Sample from each container.2.2 Configuration Sampling in CMS can be configured to work in one of three ways. BATCH – Sample at the end of a batch. Proceed directly to “Enter Test Results” after receipt or manufacture. testing. “Create Samples” – Samples will be created automatically. plus an incremental sample size for each test in the group that is specified for a particular item.Sampling Methods include: ROOT+1 – Sample from square-root plus one of received containers in each lot. This section will explain the three configuration options for sampling. “Create Sampling Request” – Sampling request is created. and Release 6. Manual . and will then explain each step in the process of receiving. The other steps (create sample set. LOT – Sample from one container in each lot.2 Sampling. Testing. 6. and approving received or manufactured materials. sampling) will still be required for retesting. after which they may be released. but samples are not – proceed to “Sampling” after receipt.

the following form will be automatically launched when materials are received (also available from context menu for Lot). The user may also request additional testing on the Testing Specification tab. If the system sampling configuration is Manual.3 Create Sample Set The first step in the sample/test/release process is the creation of the sample set.4 Sampling Once the sample set has been created. The sample set defines the tests and resulting sampling requirements for a particular lot – when this process occurs automatically. and the list of tests specified for an item in item update) are used. The user may select the grade to which the inventory will be tested. To perform sampling for a sample container. 48 . When you save. 6.6. the sample set will be created.2. default values (from predefined tests. The affected containers tab lists containers in the sublot.2. sampling must be performed for each sample in the sample set. labels will be available for print. right click the sample container number and select “sampling”. This means that sample containers will be created. and the test records will be created as well. or go to sampling in the menu – Transactions >> Testing >> Sampling and then enter or scan the sample container number from the label. test groups.

2. 49 . If you do not know the test container number. or select Transactions >> Testing >> Enter Test Results from the menu and then scan or enter the test container number. the sample container(s) will be assigned the quantity specified. 6. simply enter the quantity sampled and select the location the samples are to be created in. you can press the find button and select from a list of test containers. You can also change which containers will be sampled (unless you are using by-container sampling).From the sampling form. When you save. either right-click on a test container and select „Enter Test Results‟.5 Enter Test Results To enter test results. and the source container quantities will be reduced accordingly.

results may be entered differently – for numeric tests. simply slect the desired status. 6. if all tests for the sublot are recorded you will be presented with the message: Click yes. For a boolean test. you will need to enter an expiry data and destruct date. Depending on the test type. these values will be defaulted to the same value. and the release sublot form will be brought up.From the “Enter Test Results” form. you can enter all test results for the selected test container. For the first test result entered for a particular lot. For subsequent tests for that sublot. 50 .2.6 Release Sublot When you save a test result. You may also select it from the main menu by clicking Transactions >> Testing >> Release Sublot or from the context menu for a sublot. enter a result and if it is in the target range the status will automatically be set to „Passed‟ (or „Failed‟ if it is outside the range).

7 Retesting If you want to retest a particular sublot. you can do so by creating a new sample set. but you can only approve it if all the tests are 6. ).To approve the sublot. 51 . releasing the sublot. To reject the sublot. press the Approve Sublot button ( sublot button ( passed. which is the most common reason for retesting. entering results for the samples – and finally. A sublot cannot be retested past its destruct date. sampling against it. You may always reject a sublot. press the reject ). This gives you the opportunity to update the expiry date of the sublot.2.

0. 52 .1 Change to Multiple UoM Mode In order for Recipe Manager Pro to interface to QuickBooks.7 Configuring QuickBooks to interact with Recipe Manager Pro 2011 Instructions in this chapter must be followed if you want to import items from QB or export transactions (orders. The following video tutorials pertain to information presented in this chapter: Importing Items from QuickBooks Exporting Completed Orders to QuickBooks Note: Recipe Manager Pro 2011 has been tested for use with QuickBooks 2009. QuickBooks 2010. etc). These instructions assume that QuickBooks is already installed and working on your system. and Enterprise). Premier. Recipe Manager Pro 2011 interfaces to QuickBooks using QuickBooks SDK 8. you should install it before proceeding here. One way to switch to this mode is to select Edit >> Preferences from the main menu in QuickBooks. You may note that most Recipe Manager Pro users will install QuickBooks‟ “Manufacturing & Wholesale” mode. and QuickBooks 2011 (Pro. and will choose to track inventory in QuickBooks. 7. QuickBooks must be running in “Multiple Unit of Measure per Item” mode. If QuickBooks is not installed on your system yet.

NOTE: you must be in single-user mode to accomplish this. Select “Multiple U/M Per Item” and click OK to switch modes.The following options window will appear: On the “Company Preferences” tab of the “Items & Inventory” section.2 Change to Multi-User Mode You must be running QuickBooks in “Multi-User” mode for Recipe Manager Pro to interact with it. select File >> Switch to Multi-user Mode from the main menu: 53 . To switch to Multi-User mode. one of the options is “Unit of Measure”. 7.

When you switch to multi-user mode. QuickBooks will prompt you with the following questions: Recipe Manager Pro does not require any additional users to be set up. You may click „No‟. 7.3 The First Time you Import or Export You should be logged into an administrative account in QuickBooks for the first time you import items from QuickBooks or export changes to QuickBooks. QuickBooks will display the following warning: 54 . The first time you use the “Import Items from QuickBooks” or “Export Changes to QuickBooks” in Recipe Manager Pro.

whenever this QuickBooks company file is open‟ and press „Continue‟. When you click continue.It is recommended that you select „Yes. the following message will be displayed: Press „Yes‟ to proceed – the following Confirmation will be displayed. 55 .

if you are maintaining multiple QuickBooks company files.4 Final Notes You should note that QuickBooks must be running when you perform import/export. 56 . regardless of what company files it has worked with previously. If you encounter problems while setting up your QuickBooks. and contact sales@markov. the results will be unpredictable. please contact support@mar-kov. with the correct company file open.com to resolve the issue. each one should have its own Recipe Manager Pro database associated with it. if you do so. Recipe Manager Pro is not designed to switch between multiple QuickBooks company files.com for further details. Recipe Manager Pro will interact with whatever company file is currently open in QuickBooks. as long as the machine it is installed on has a QuickBooks running. Recipe Manager Pro does not have to be running on the same machine as your QuickBooks company file. Recipe Manager Pro can be deployed as a multi-user system for multiple users working with a single database – please refer to the databases/server section of the Setup chapter. More specifically.Recipe Manager now has access to your QuickBooks company file! 7.

for recipe development purposes. This chapter will describe both the Import Items and Export Changes programs in greater detail. The Import Items program allows you to import items. When the program opens it will show an empty grid: Refresh Button To populate the grid with all items defined in QuickBooks. click QuickBooks >> Import Items from QuickBooks on the main menu. To launch the Import Items program. you must follow the instructions in the chapter called “Configuring QuickBooks to Interact with Recipe Manager”. 57 .8 Using the QuickBooks Interface There are two major QuickBooks interface programs in Recipe Manager Pro: “Import items”. The grid will display all the information about the items to be imported. The Export Changes program exports completed batching orders to QuickBooks. Before you can exercise these QB interface functions. click the refresh button. The following video tutorials pertain to information presented in this chapter: Importing Items from QuickBooks Exporting Completed Orders to QuickBooks 8. including their costs.1 Import Items from QuickBooks The Import Items program is used for importing items from QuickBooks to Recipe Manager. and “Export Changes”. including costs and any userdefined fields in QuickBooks (QB 1 – QB 5).

8. If you wish to import an item. Sometimes QuickBooks item codes can be extremely long. the status of the import for each selected item is displayed in the “Import Status” column. Those that could not be imported show the error that prevented the import in red. or by holding down shift and clicking to select a range. CAUTION: This program does not import units of measure. Recipe Manager Pro provides the option of importing one of the QuickBooks custom fields as the Item Code. you will find an XML string: 58 . click the Import button to import the selected items from QuickBooks. When you click the import button. two items were successfully imported. its unit of measure must already be defined in Recipe Manager. For this reason. on the QuickBooks tab. Successfully imported items show a status of “Imported” in green. This item was successfully imported CAUTION: The ‘Import Items’ program imports items as they are defined at the moment of import.1.Import: Import selected items from QuickBooks Select the items that you want to import by holding down the ctrl button and clicking them to select multiple non adjoining items. You will likely want to re-import your items on a regular basis so that changes to costs are reflected.1 Item Import Configuration There is an alternate way to configure the item import process. Once you have selected the items you want to import. In Configuration Update. In the case depicted below. You can also press ctrl-a to select all. This makes them unsuitable as Recipe Manager item codes.

1. The export process works by creating a “Build Assemblies” transaction in QuickBooks to correspond to each completed batching order in Recipe Manager. A value of „1‟ would indicate that you wish to use the second QuickBooks custom field as the Item Code on import. To export completed orders to QuickBooks. is the default and indicates that items should be imported from QuickBooks using regular QuickBooks item names.The value for “ItemCodeCustomField” indicates which QuickBooks custom field to use when importing items. Do not delete it! 8.2 The Prototype CMS‟s item master tracks more fields than QuickBooks‟ does. no item with the same Item Code already exists in Recipe Manager Pro). This is true for values „0-4‟. Export will take place immediately.2 Export Orders The Export Changes program exports completed orders from Recipe Manager Pro to QuickBooks. When items are imported from QuickBooks for the first time (technically. After you have executed a batching order in Recipe Manager Pro. as in the above screenshot. open the item with ItemCode = “PROTOTYPE” in Item Update. CAUTION: PROTOTYPE is a special item. fields that QuickBooks does not track are automatically set to the values found in a special prototype item. A value of „-1‟. 59 . select QuickBooks >> Export Changes to QuickBooks from the main menu. you must run Export Changes before QuickBooks inventory will reflect the execution of the order. If you wish to change these automatic settings. and make the appropriate changes. 8. A value „0‟ would indicate that you wish to use the first QuickBooks custom field as the Item Code on import.

8.2. you can only create “Build Assembly” transactions for Inventory Assemblies). If you do things this way.2. No of the pending Build Assembly (so you can look it up in QuickBooks). Inventory Parts. you can prepare a recipe for any item – but in QuickBooks you can only create a bill of materials for an Inventory Assembly (and following from this. 8.Inventory Assemblies. You should not edit these Build Assemblies in QuickBooks.1. you will not be able to export orders based on such a recipe. etc. You must reverse it in QuickBooks independently.2 Editing Orders Newly completed orders in Recipe Manager will be exported to QuickBooks when you click Export changes. These orders will appear as completed “Build Assemblies” in QuickBooks. Rejecting an order that has already been executed and exported will NOT result in its reversal. 8. and then re-export. You will only be able to successfully export orders that produce an item defined as an Inventory Assembly in QuickBooks.1. When you edit and order and then re-export. as well as the quantity of the order you exported and the maximum quantity you could build with the resources on hand.3 Pending Builds If there is not enough of a raw material to complete an order when you export changes to QuickBooks. The Pending Build Assembly for the above example appears in QuickBooks as follows: 60 . What this means is that. Services.1. In Recipe Manager. the previous Build Assembly is reversed and a new one is entered in its place. items come in several different types .2. there is a ‘Reject Order’ button. reopen the order using the MF Order Execution Express program in Recipe Manager Pro. while you can create a recipe for an inventory part in Recipe Manager. NOTE: On the Batching Order form.1 Inventory Assemblies In QuickBooks. a Pending Build is created in QuickBooks and the following message is displayed in Recipe Manager Pro: This message indicates the Build Ref. Recipe Manager Pro and QuickBooks will always have the same record of what occurred in a particular batch. If you need to edit an existing order. Make the desired changes there. You can import any of these from QuickBooks.

1. „MarkPendingIfRequired‟ will be set to „true‟. and then click either “Build & Close” or “Build & New” to complete the build. No. you can open it and click “Remove Pending Status”. Replace the word „true‟ with „false‟. or whether you wish to cancel and retry later. The first of these configurations is as described above. or cancel the build: Recipe Manager Pro will not be informed if you do so. If you require more information about Build Assemblies or Pending Builds it is recommended that you refer the relevant sections in the QuickBooks documentation. This error will ask you whether you want to simply skip the order.3. 8.Use the Previous and Next buttons to scroll through the Build Assemblies in QuickBooks Use the Build Ref. NOTE: It is not recommended that you change any quantities on the pending build form. By default.2. 61 .1 Pending Build Configuration There is an alternate configuration of pending builds. To switch to this alternate configuration. The second is that you can configure Recipe Manager Pro to return an error when you try to export an order for which there is insufficient inventory. go to the QuickBooks tab of Configuration Update. to look up your Pending Build in QuickBooks Click „Remove Pending Status‟ and then click Build to complete a pending Build Assembly When you have enough quantity in inventory to complete the Build Assembly.

the recipe is only scaled once when it is exported to QuickBooks rather than twice. and the potential for rounding errors is reduced. the BOM is scaled to produce 1 unit. and design the batch slips to provide your operators.2.1. 62 . 8. and then scaled again to produce the quantity specified on the order. If you edit any fields that are imported from QuickBooks. 4. 2. 3. Import your Items from QuickBooks – You will need to import any items that you use as ingredients in your recipes.Replace the word „true‟ with „false‟ if you do not wish orders with insufficient inventory to be created as pending. This contrasts with Recipe Manager which allows the specification of a recipe (which includes a BOM) for any quantity. One strategy to reduce this issue is for you to ensure that all of the recipes you generate in Recipe Manager have a Yield Quantity of 1. they will simply be overwritten the next time you import.3 Summary To summarize. Enter any additional item info that you require – This information is purely informational. What this means is that when an order is exported.4 Rounding One important thing to note about order processing is that in QuickBooks all BOMs (bills of materials) are for 1 unit of finished product. particularly since QuickBooks only tracks five significant digits after the decimal place. Formulate / Develop your Recipes – Enter your formulas and instructions. This can result in small rounding errors. the main tasks performed in Recipe Manager Express as interfaced to QuickBooks are: 1. you will enter Batching Orders for whatever quantity you require. You will probably want to re-import ingredients from time to time so that costing information displayed in CMS remains accurate. If you do things this way. Create Batching Orders – As part of this process you will print a paper batch sheet to be filled out by the operators. as well as any items you make. 8. and will not be exported to QuickBooks. Of course.

Export Changes to QuickBooks – This will cause completed batching orders to be exported. Execute Batching Orders – You will enter actual consumption information.5. as well as the actual yield. 6. Ingredient inventory will be deducted and assembled item inventory will be created as a result. and confirm that the batch has been completed. 63 . This “Build Assembly” will be created as pending if there is not enough inventory to complete it. This process replaces the “Build Assemblies” process in QuickBooks. A “Build Assembly” transaction will be created for each order.

In the simplest case. you will be presented with the following prompt. 64 . these topics include Databases. If you wish to connect to your database from a Recipe Manager 2011 installation on another computer. All you need to do in this case is click “New Database” the first time you run Recipe Manager. Broadly speaking. Recipe Manager Pro 2011 uses a Microsoft SQL Server database. and then connect to that database each time you log in afterwards. and System Configuration. Recipe Manager Pro 2011 does not need to be running on the machine that hosts your database. SQL Server has the TCP/IP protocol disabled. You can connect to a database from multiple machines running Recipe Manager Pro 2011 (each machine will require its own license). The following video tutorials pertain to information presented in this chapter: Changing SQL Server to Mixed Mode Authentication Start SQL Server Browser 9. This form allows you to specify which database you will connect to. When it is installed. You can also create a new database from here by specifying a database name and clicking the „New Database‟ button. if you have installed SQL Server Express on your local machine. you must enable TCP/IP from the SQL Server Configuration Manager (see below).1 Databases When you launch Recipe Manager Pro 2011.9 Setup This chapter will cover a variety of topics related to Recipe Manager 2011 system setup and configuration. the default Server name will be correct. Users.

If you wish.9. you may also add a display name before you save. To create a new user. 65 . go to Administration >> User Update in the main menu. This account will be created for whatever user is logged in at the time of account creation. click „New‟. This allows you to restrict which individuals at your company will have access to recipe manager express. Include the windows domain as part of the user code. Recipe Manager automatically creates the first user account when you create a new database. To create additional users.2 Users You will need a Recipe Manager user for each windows domain user who you wish to have access to the system.

In most cases you will want to leave the role as the default role. 9.3 System Configuration There are a variety of configuration settings for how Recipe Manager behaves in particular situations. 66 . you should specify the area “WHS”. Users created in this way will have access to log in and use the functionality in Recipe Manager Pro. Some installations have custom roles – if this is the case contact Mar-Kov for details on which roles should be used in specific scenarios.In the grid on the lower section of the screen. You can access Recipe Manager configuration settings by selecting Administration >> Configuration Update from the main menu.

font. click the find button.3. Note: Changes made in Configuration Update will not be reflected until you have closed and reopened Recipe Manager Pro. if you wish to edit configuration in Recipe Manager Pro. and other display preferences for Recipe Manager Pro. 67 . To do this. Rather. Each skin style specifies color.You should not create a new Configuration record.1 CMS Configuration The CMS tab allows you to select a Skin Syle of your choice. open the predefined configuration that came with your system. 9. and double click the only existing configuration to select it.

9. 68 .3.2 Batch Execution The Batch Execution tab allows you to specify parameters that affect how batches will be executed using the MF Order Execution Express form.You can also view installed Recipe Manager Pro application version from here.

then all lot codes will begin with the current date in YYMMDD format. If you select „only‟. then pressing this button on the MF Order Execution Express form will select lots for items if there is only one available lot for that item. Lot Code Prefix and Lot Code Length determine the format Recipe Manger Pro uses to generate Lot Numbers.3. you must enter a yield comment when you attempt to save a manufacturing receipt on the MF Order Execution Express form (normally this comment is optional).3 Inventory Throughout the system. If you assign a Lot Code Prefix of „YYYYMMDD‟. then pressing this button on the MF Order Execution Express form will cause all available lots for each raw material to be selected. A warning will be displayed listing each ingredient that is more than this percent tolerance from its quantity required.The “Yield Tolerance” is the acceptable percent tolerance for the quantity produced from a batch. 9. If the value specified as the “Qty Made” is more than the specified tolerance away from the actual expected yield (expected yield based on actual material consumption). The “Tolerance” is the acceptable percent tolerance for each ingredient going into a batch. Auto Lot Select Mode affects the way the “Select Ingredients‟ Lots” function works ( ). wherever you must select a weight unit or volume unit the default will be governed by the value indicated here (this is with the exception of wherever it is governed by a prototype). If you select „All‟. This will be followed by a sequential number of length 2 beginning 69 .

Blank out the Lot Code Prefix field to accomplish this. Authorized Manufacturer Only. Supplier Required. Manf Lot Required. refer to the chapter on Laboratory Information Management.3. For details on the various sampling modes.4 Lot Manufacturer Required. You can change the length of the sequential part of this code by changing „Lot Code Length‟ If you wish. 70 . Lot Codes may also be simply a sequential number. if flagged. and Sup Lot Required are all flags used to configure whether or not information must be specified about a raw material lot when it is created.with 01 each day. 9. limits you to select only manufacturers that are listed on the item‟s manufacturers list.

3. The published recipe will be set as the Product‟s costing recipe Version Separator and Version Length are used to configure the automatic recipe name suggestion that is displayed when you clone a recipe. 71 . All other recipes for the same Product will be marked as inactive 2. This value may be edited directly on the recipe. then „SOUPRECIPE-002‟ will be suggested.9. then the act of publishing a recipe will have the following side effects: 1. “Qty Precision” is the default number of digits to the right of the decimal place displayed for ingredient quantities. If you clone „SOUPRECIPE-001‟.5 Recipe Manager “Percent Precision” is the default number of digits to the right of the decimal place displayed for ingredient percentages. the name „SOUPRECIPE-001‟ will be suggested. In the example above if you clone a recipe named „SOUPRECIPE‟. If the „Single Active Recipe‟ flag is checked. This value may be edited directly on the recipe.

6 QuickBooks This tab controls configuration options for the QuickBooks interface. If it is set to an integer in the range 0-4. MarkPendingIfRequired – If true. If false.7 ODBC These fields define the parameters of the ODBC import. items get their names from QuickBooks item names. If this is set to „-1‟. ItemCodeCustomField – This value controls how item codes are assigned in Recipe Manger Pro for items imported from QuickBooks.3. 9. retry. then the import process will use the first QuickBooks custom field. If you set the value to 1. 72 . then when there is not enough raw material inventory in QuickBooks to process a completed order during export.9. and ask whether you want to skip. the assembly will be created as pending.3. If you set the value to 0. item names will be determined by QuickBooks Custom Fields. or cancel. then the import process will use the second QuickBooks custom field. It is not recommended that users change edit these fields without Mar-Kov consultation. than in such a case Recipe Manager will return an error.

including both raw materials and finished products. Set viewers are the primary reporting tool in Recipe Manager. including costs and actual quantities created. select Set Viewers >> Item Set Viewer from the main menu. you can find out here. Recipe Manager includes four set viewers: the Recipe Set Viewer. Almost any time you see information in tabular format you are dealing with a viewer. To access the Item Set Viewer. 10. 73 .1 Batching Orders Set Viewer The batching orders set viewer allows you to view all Batching Orders in the system (including those that have been completed).4 Item Set Viewer The Item Set Viewer is a tool for viewing your items.7 Sublot Set Viewer This set viewer displays all lots. To access the Recipe Set Viewer. 10. select Set Viewers >> Recipe Set Viewer from the main menu. 10. Both the Batching Recipe form and the Item Update form contain such Viewers. 10.6 Recipe Set Viewer The Recipe Set Viewer is a tool for viewing your recipes.2 Complete Manufacturing Orders Set Viewer The Complete Manufacturing Orders Set Viewer shows only orders that have been completed. if you wanted to find out how much of a particular item would be consumed by open manufacturing orders (for inventory planning purposes). some other forms also contain Viewers with reduced functionality. It shows a variety of information about the completed order.10 Set Viewers Set Viewers are a tool for quickly accessing data in recipe manager and formatting it in a way suitable to your needs. As an example. 10. You may also find the following video tutorials useful: 10. 10. and the Item Set Viewer.3 Item Components Set Viewer Each record in this set viewer represents an item-component combination. In addition to this. You can use this set viewer to perform analyses such as comparing a particular component concentration across multiple items.5 Open Manufacturing Order Detail Set Viewer This open manufacturing order details set viewer allows you to view the materials that will be used and created as a result of outstanding manufacturing orders.

Hides the corresponding column. You can perform the following mouse operations to resize columns: Action Dragging a column header edge Double clicking a column header edge Selecting the „Best Fit’ / „Best Fit’ (all columns)" item from the column header context menu Effect Changes the column's width. Makes the corresponding column visible. 10. 74 . The keyboard operations allowed for incremental searching are listed below: Action Pressing an alphanumeric key Effect Searches for the focused column's cell whose text matches the characters typed.8 Export to Excel Exporting your data to Microsoft Excel can be an incredibly useful feature.10. Applies best fit to the corresponding column/all columns. You can access this by right-clicking a column header.10 Using Incremental Search Incremental searching allows you to locate data rows by typing the first character(s) of a row cell. moves focus to that cell. simply select „Export to Excel spreadsheet‟ from the column header context menu. To export your information from a Set Viewer.9 Columns Customization You can use the following mouse operations to change column visibility: Action Selecting the "Column Chooser" item of the column header context menu Dragging a column header onto the customization form Dragging a column header from the customization form onto the column header panel Effect Invokes the customization form. A couple common uses of it are the creation of custom one-off reports. If found. You can rearrange columns by dragging a column header and dropping it to the new position within the column header panel. and creation of graphs and charts. Changes the column's width to 'best fit' its content. 10.

75 . Simply type in the keyword(s) you wish to search for and press enter. In the Item Set Viewer. if found. In the following image. or AltDescription will be returned. if found. each record with those keywords appearing in its Recipe Number or Comment will be returned. Searches for the previous matching cell and focuses it. the sort glyph represents an uparrow. the sort glyph is hidden. the sort glyph is displayed as a down-arrow. 10. When sorting in descending order. In the Recipe Set Viewer. The column's current sort order is indicated by the sort glyph (a small arrow displayed at the column header's right edge). If the column isn't sorted. If the data is sorted in ascending order. data is sorted against the Description column in ascending order and against the Item Code column in descending order. Searches for the next matching cell and focuses it.Pressing the BACKSPACE key Pressing the CTRL+DOWN ARROW key combination Pressing the CTRL+UP ARROW key combination Removes the last character from the selection identifying the search text. each record with those keywords appearing in its Item Code. Enter keyword(s) here 10.11 Using Keyword Search The both the Item Set Viewer and Recipe Set Viewer provide Keyword Search functionality.12 Sorting To sort data against a Viewer's column or to change the column's sort order. you can click its column header. Description.

If sorting is already applied to the column. You can clear a column's sorting by clicking its header while pressing the CTRL key. hold the SHIFT key down while clicking. clicking the column header sorts the data by the column's contents in ascending order. You can also apply sorting to columns via the column header context menu (right click the context header to bring up this menu): 76 .If sorting isn't applied. To preserve the existing sort settings of other columns. Note: a regular click on a column header clears the sort settings of any other columns. subsequent clicks reverse the current sort order.

the data rows within each group are combined into second level groups according to the new grouping column's values.13.10. This section describes grouping related methods. In the following image. which you can expand to access its underlying data rows. in any set viewer) by the values of one or more columns.13 Grouping 10.1 General You can group data in a Viewer (for example. Each data group is identified by a group row. If you then group the data by another column. 77 . records which have identical values in the same column can be arranged into corresponding data groups. rows are grouped HMISHealth code and HMISFire. If you group the data in the Viewer by a single column.

To ungroup data.You can activate the group panel by selecting „Group By Box‟ from the column header context menu. Subsequently. if you remove the column from the group panel its sort settings will be cleared. When filtering is applied to a Viewer. It's also possible to group data by a column by selecting the "Group By This Field" option from the column header context menu. the Viewer control will automatically apply sorting in ascending order to the column. You can also change the order of the grouping columns using drag and drop. If you group data against a column which isn't sorted.14 Filtering Filtering allows you to display a subset of the records in the data source that meet a particular criterion. Records are always sorted against the grouping columns. use the "UnGroup" option from the same menu or "Clear Grouping" from the group panel context menu. remove the column header from the group panel by dragging it. 10. To ungroup the data. the records displayed are restricted to those that meet the current 78 . You can group data by a particular column by dragging its header from the column header panel or the customization form onto the group panel.

filtering is applied to two columns ("Recipe Number" and "Date Created") in a Viewer. „Blanks‟ and „Non Blanks‟) values along with the values of items in that column. they say that the Recipe Number must start with the character „R‟. The filter conditions are displayed in the filter panel at the bottom of the Viewer: in this case. The following image shows the filter dropdown list invoked for a column: 79 .1 Overview In the following image. 10. You can filter data against single or multiple columns. You can apply. change or remove filtering via a column's “filter button”. and the Date Created must be more recent than December 1. At the top of the list the most recently used filter conditions are displayed. Clicking it invokes a “filter dropdown list” which by default contains the predefined („All‟. 2007.14. You can apply filtering by selecting a column's value from the filter dropdown or by using the custom filter dialog. „Custom‟.filter criteria.

14. The panel also contains buttons to disable/enable and clear the filter and invoke the filter editor. 10. This filter string is displayed in the filter panel.Applying filtering to a column does not affect the filter settings of any other columns.14. The filter conditions you set for individual columns are combined by the AND operator into a single filter string for the whole table. A Viewer's filter is just a combination of the individual columns' filters.3 MRU Filters Most recently used (MRU) filters are available for both views and individual columns. It also provides access to the most recently used filter criteria applied to the view.2 The Filter Panel After a filter has been applied to the current view the “filter panel” appears by default at the bottom of the view. 10. as depicted below. A column's MRU filters are displayed at the top 80 .

of the column's filter dropdown list by default. A Viewer's MRU filters can be accessed via the filter panel which contains a dropdown button which when clicked displays a list of the filters. The MRU filter list for a Viewer is shown in the following image:

10.14.4

Filter Editor

The image below shows the Filter Editor. Adds a new condition Removes the condition

Filter Conditions

Column Criteria Operator Operand Value

Clicking the group‟s operator in the Filter Editor invokes the context menu displayed below:

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This menu allows end-users to do the following: specify the group's logical operator (And, Or, Not And, Not Or); add a new condition to the group; add a new logical group; Clear All - removes all conditions. This menu item is displayed for the root logical group. Remove Group - removes the focused logical group. This menu item is displayed for the child logical groups.

10.14.5

Saving, Loading, and Deleting Filters

You may Save, Load, and Delete filters on a Set Viewer. Simply click the appropriate buttons as in the image below. Save Filter

Load Filter

Delete Filter

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11Generic CMS Functionality
This chapter explains general Recipe Manager interface options and functionality. In general, these features will be available from a variety of the Recipe Manager forms. You may also find the following video tutorial useful:

11.1 Common Actions
There are certain actions that you will find on nearly every form. New Find Refresh Undo Help Print

Open

Clone

Save

Delete

Preview

Comment

11.1.1

New

Starts a new record for whatever form is open (clicking new on Item Update starts a new item, clicking new on Batching Order starts a new batching order, etc.)

11.1.2 11.1.3 11.1.4

Open Find Clone

Open a record by typing in the code.

Open a record by choosing it from a list.

When you load a record and click the clone button ( ), a duplicate of the loaded record is created and you are prompted to enter a new identifier for it (this may be the Item Code, Recipe Number, Test, or whatever the relevant ID is). An example of the usefulness of this function is if you want to a large number of nearly identical items on the Item Update form, or a large number of nearly identical Recipes in the Batching Recipe program. When you clone a published recipe, the copy is set as unpublished so that it can be edited.

11.1.5 11.1.6

Refresh Save

Refresh the data on the screen to reflect any recent changes.

Save changes to the record (or create it if this is a new record)

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11.1.7 11.1.8 11.1.9 11.1.10 11.1.11 11.1.12

Undo Delete Help Preview Print Comment

Revert to the most recently saved version of the current record.

Delete the selected (open) record.

Bring up help for the current program

Preview any reports applicable to the current program

Print any reports applicable to the current program

The comment action allows you to attach unlimited comments and any type of document or file to nearly any kind of record. When you click comment the following form is opened:

Drag-and-drop files such as PDFs and Excel files here

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11.Click the new button.2 Customizing Drop-Down Lists In order to customize drop-down list associated with the field. You can also dragand-drop files to the lower panel and they will be permanently saved to the database (the originals are no longer required). and enter a Subject and text for the comment you want to add. right-click on the field and select update option: A window like the following one will come up: 85 .

If the table is closed.3 Context Menus In Mar-Kov Recipe Manager. you can reopen it by selecting Find. You can also open previously added items and edit them by selecting them (double-clicking) from the table on the right. 86 . you can delete existing items from the menu by opening them and clicking the delete button.Find Save Delete Name r Description s Here you can create new items in the drop-down list by clicking new. whenever you right-click a field you are given a list of options of useful things you may wish to do related to that field. Generally speaking. For example. when you right-click a field with a recipe number in it. Finally. and entering their name and description. Or when you right-click a field with a test. you can open that recipe. you can navigate to whatever form you want to by using context menus. you can run the Test Update form. 11. and then clicking save.

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