Link formulation to R&D projects

Integration with project management enables tracking formulation development within broader product development initiatives.

To link a formulation to an R&D project, follow these steps:

1. Select the Search icon , enter Formulations, and then choose the related link.
   The Formulation page opens.
2. Open the formulation you want to link to a project.
3. On the General FastTab, in the Project No. field, select the project associated with this formulation development.
4. In the Project Task No. field, select the specific task within the project.

To assign a formulation to a project follow these steps:

1. On the Project Card page, select Functions > Assign Formulation.
2. Choose the type of assignment:
   • Formulation: Assign a formulation header to the project.
   • Formulation Version: Assign a specific formulation version to the project.
3. Select the formulation or version from the lookup page.
4. If the formulation is already assigned to another project, confirm the reassignment when prompted.

To assign a formulation to a specific project task, follow these steps:

1. On the Project card, navigate to the Tasks FastTab.
2. Select the project task line.
3. Select Line > Assign Formulation.
4. Choose between Formulation or Formulation Version assignment.
5. Select the formulation from the lookup and confirm the assignment.

The Related Formulations page features:

The Related formulations page provides comprehensive information about linked formulations:

Field	Description
Formulation No.	Specifies the formulation number. Select to drill down and open the formulation card.
Formulation Description	Specifies the formulation description from the header record.
Version No.	Specifies the version number. Blank for formulation headers, populated for specific versions.
Description	Specifies the version-specific description (for versions) or formulation description (for headers).
Status	Specifies the current status with color coding: Certified (green), Under Development (yellow), and Closed (gray).
Project Task No.	Specifies the project task number (visible when viewing project-level formulations).

The Related formulations page shows both formulation headers and formulation versions that are linked to the project or project task, providing complete visibility into all related development work.

Integration with project management and opportunity enables sales team to capture and route R&D requests, tracking formulation development within broader product development initiatives.

Set up product development types

Product development types categorize different types of R&D requests and enable proper workflow routing.

To configure product development types, follow these steps:

1. Select the Search icon , enter Product Development Types, and then choose the related link.
   The Product Development Types page opens.
2. Select New to create a new product development type.

3. Fill the following fields:

   Field	Description
   Code	Enter the Product Development Type code. This field is mandatory and serves as the unique identifier.
   Description	Enter the Product development description.