Manage formulation versions

Formulation Management  •  Article  •  2/2/2026  • 

Version control enables iterative formulation development while maintaining historical records and supporting regulatory approval workflows.

To create a new formulation version, follow these steps:

  1. On the Formulation page, on the action bar, select Versions.
    The Formulation Versions page opens.
  2. Select New to create a new version.
  3. Configure the version parameters.

    • Version No.: Enter a unique version identifier. The system can auto-generate this based on the number series configured in Version nos on the formulation.

    • Description: Enter a description of changes or purpose of this version, such as cost optimization".

    • Status: Select the lifecycle status: New, Under Development, Certified, or Closed. Only one version per formulation can be Certified at a time.

    • Effective Date: Specify when this version becomes effective for production use.

The system maintains complete traceability between versions and prevents modifications to certified formulations to ensure regulatory compliance and change control.