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Infor Blending ERP - Industry solution

for pharmaceuticals, chemicals, paints
and coatings

Blending includes the modules Sales, Purchasing,

Warehouse Management, Recipe Management, PPS,
CRM, Financial Accounting, accounts receivable,
accounts payable, cost accounting,
asset accounting, supplier
evaluation, development recipes,
graphic control station, LIMS, field service connection,
scale integration, export, WEB store,
hazardous substance management.

When it comes to the mixture, we have the right recipe. In

recent years, information technology has developed into
an important management and control instrument for
medium-sized companies. Whereas in the past IT was
usually only used for isolated tasks, today it is an
important success factor at all stages of the value chain.
Used correctly, it ensures that cross-divisional business
processes run smoothly and that legal regulations are
complied with. However, business between suppliers and
customers can also be

1
Technical Paper

Infor Blending
Service description 7.2

Contents

Blending Basis 3

System integration 4

System administration 4

Basic data 5

Warehouse & Logistics 6

Sales & Marketing 8

Purchasing 12

Production organization 15

Production planning/control 17

Development recipes 19

Gross requirements 19
Blending base
2
Blending base

Integrated printout of Office documents

Server operating systems
• As a follow-on document to blending documents
• Windows Server 2008 R2
• Filling placeholders with blending data
• Terminal Services 2008 R2
• External documents depending on e.g. document
type, customer/supplier, article
Client operating systems
• Windows 7 Professional
Document output log
• Client-Server, Windows Terminal Services
• With storage of all environment data such as user, time
• Citrix Metaframe
stamp, document information, output type, output
destination, etc.
Databases
• Oracle 11.2
Data model explorer
• SQLServer 2008 R2
• Display and evaluation of data structures

Microsoft Office
Free definition of user queries
• Office 2007
• for the individual design of evaluations
• Office 2010
• with dynamic date filters, groupings, etc.
• MS Report Builder & Reporting Services
• Chart output (e.g. bars, columns, pies ...)
• Data export (MS-Excel, Access, ASCII)
Audit Trail
• Integrated print function with standard layout or
• For the documentation of all master data changes special layout for each query
• Integrated OLAP client
Customizing Tool
• Evaluation of cubes based on SQL Server 2008 Analysis
• for mask design without source code changes Services, pre-formulated cubes
• Fields visible / invisible
• Positioning on masks and tab sequences Event monitor / workflow control
• Function and field size changes • Definition of tasks & warnings (recipe blocked, credit
limit exceeded, sales order with negative DB etc.)
Graphical user interface with • Definition of addressees (users or groups)
• Uniform page layout • Event monitor selected by status, name, priority, escalation
• Standard function bar level or deadlines
• Variable grid design • Direct call-up and processing of the program on
• Formatting of special events, values through color which the event is based
coding & symbols • Logging of all processing steps of an event
• Escalation management, status management and
Online help forwarding options for actions
• German, English, French • Substitution rules & team leader functions

Multilingual capability
• Support for data storage in the form of Unicode and double-
byte as the basis for processing & outputting international
character sets

Individual field and program links

• With transfer of call parameters for individual linking of
programs with each other

Freely definable master data templates

• For articles, business partners, manufacturing processes, etc.

Mass maintenance of master data

• For articles, business partners, storage bins etc. with
search and replace functions in batch mode

3
System integration System
administration
User administration
Online integration with financial accounting
• Assignment to user groups & roles
• IGF (Infor® Global Financials) or
• Varial (World Edition) incl. extended DB interface Password management according to 21 CFR Part 11
• DIAMANT/2 (financial accounting+ cost accounting) • Password rules (number of characters, duration, etc.)
• Encrypted input for all passwords
EVA 6.1 interface (export, dispatch, processing) from Anton
• Password check via Active Directory (AD)
to create export and dispatch documents.
• Export and shipping documents Role-dependent authorizations
• Long-term supplier declarations • for notes (display, change)
• for program functions (hide, execute)
Shipping interface
• for administrative tasks (e.g. menu maintenance or
• Data exchange via XML when creating delivery notes
parameters)
• for individual data fields and grids of programs (hide,
Interface DMS d.3
display, change)
(Document Management System)
• for individual columns in user queries and data
• Archiving of documents, notes and SOPs etc.
views
• Direct call from blending via research client • for the right to export grid content (e.g. Excel)
• or alternatively from document overview in Blending
User-dependent menus
Weighing dialog • with program history and last key for each program
as core functionality of existing blending programs • Favorites menu configurable by the user
Integration of weighing systems
• Mettler Toledo ID30 User-dependent dialog templates
• others on request • For calling up programs with preset start
parameters and selection criteria
• Central purchasing
Process computer interface
• Project-specific realization Any number of clients
• as company codes within a database
Electronic document output
• Quotations, order confirmations, orders etc. optionally Plant levels
as print, fax, e-mail or in XML format • for separate planning and material disposition of
locations/production sites
Data export to
• MS Excel, MS Access, text, printer Management of plant-related master data
• From all grid displays, optional storage of templates per • Storage locations
grid • Disposition data from the article master such
• Default layouts for printouts from grid as minimum stock, quantity order point etc.
• Recipe and parts list variants
Assignment of MS Office documents
Automation of batch programs
(Excel, Word etc.) at mask or field level
• Combination of several batch programs to be
executed into one batch
User-dependent variable grid displays
• Showing and hiding columns
• Sorting and line sequences
Logbook
• Display by user, program, status and execution
date etc.

4
Basic data

Multi-language Variable account determination

• Masks according to logon language • for automatic account assignment of incoming
• Designation fields of all tables (payment and delivery and outgoing invoices
terms etc.) according to the logon language
Article master with indicator
Multisite functions at a glance • Batch-managed (Y/N)
(Detailed information in the following sections) • Stock managed (Y/N)
• Calendar per plant/location • Separation into bulk and packaged items (Y/N)
• Material valuation at plant level • Returnable packaging Y/N
• Plant-related manufacturing processes
• Material stock transfer proposals from net requirements Any units of measure
• Plant transfer with transfer warehouse • with conversion at article and batch level

Plant-related processing of 7-level stock hierarchy

Article, client, plant, storage location, storage bin, batch, sub-
• sales plans
batch or container
• Order proposals
• Net requirements runs
• Dispo and availability displays Article / container management
• Customer orders, production orders and purchase orders • Automatic creation of filling articles and filling parts
lists from bulk articles+ Container key
Access authorizations / safeguards: • Container key: Empty container (article or order BOM, e.g.
• Blending users can work for one or all plants can, lid, label), quantity and unit of content
• Each user has read access to data from all plants • Article stock overview of all filling articles of the same
• User group rights for booking types bulk article
• Copy articles and processes incl. all filling articles and parts
Company codes for lists
• Multi-company management at warehouse/disposition level • Update characteristics of filling articles from bulk
(one warehouse management and several sales articles
organizations, possibly legally independent with their own • Inheritance of density from bulk to filling articles
financial accounting)
Batch profiles
Currencies and exchange rates • for the definition of batch number systems
• for sales, purchasing and financial accounting • to determine the time of batch creation
• to control (possibly mandatory) entries such as
Any number of posting periods 'external expiry date', batch text, etc.
with possible different accounting and statistical periods as
well as calendar and special days

Multilingual article descriptions

Multilingual payment terms

• incl. installment payments

Article, customer, supplier texts and general additional

texts,
• combinable, multilingual and automatically loadable

Authorization numbers and commodity codes

• for deliveries to Switzerland (VOC)

GGVS - allocations, hazard warnings Multi-level

customer and supplier hierarchy (see also Sales and
Purchasing)

Hierarchical statistics groups

• for mapping complex customer/supplier and article
structures

Document number assignment

• per company code, plant, entry type

5
Basic data Warehouse &
Logistics
Quality-oriented batch inventory management Free assignment of warehouse and parking space
• Receipt, production and expiry date numbers Free definition of posting types
• Remaining shelf life, general and business partner-dependent • Internal and external outgoing goods
• Quality status and batch texts • Internal and external receipts with possible automatic
• Target and actual specification (also expiry date calculation and blocking for quality control
customer/article-related values) • Inventory and stock correction
• External batch data (contract manufacturing) • Stock transfers
• Article transfers (from/to article)
Sub-batches (esp. also for filling into containers) • Batch transfer postings (from/to batch)
• Division of a main batch into several sub-batches • Valuation change
• Management of quality data on main or sub-batch • Quality postings (status, receipt, expiry and production
• Stock view of individual sub-batches date, error code, etc.)
• Provision of sub-batches according to container • Automatic storage bin search for receipt postings
• Batch release of containers
Supplementary description of batch stocks
through error codes / properties Any booking types
• with user role authorization and optional
Mixed chaotic storage location management with password assignment
• Max. Volume and weight data • Differentiation between manual and automatic booking
• Pallet types types (delivery bill, production access, etc.)
• Article permissibility checks
• Index for separate picking sequence Free definition of quality and error codes
• E.g. free, in quarantine, blocked, etc.
Creation of reservation areas • Assignment of an MRP code (e.g. goods receipt with status
• for cross-storage location reservations blocked but available for MRP)

Barcodes Batch profiles with special functions

• Definition for barcodes used in blending • Expiry date calculation from the time the active
• Output possible on any blending printout, e.g. container ingredient is added (pharma)
labels or production order • Batch no. with US week
• Support of common barcode formats, composite • Rounding of the expiry date (e.g. last day of the month)
barcode, EAN/UCC format • Different external representation of the expiry date (e.g.
'Aug. 2014')
Article and customer-specific individual fields • Inheritance of batch data from bulk to filling articles or for
• For further processing in order and order masks and transfer transfer postings (warehouse posting via procedure)
to subsequent processes • Deviating batch profile in customer article structure
• For output on forms (delivery bill, invoice, etc.)
• For further evaluation in statistics Multi-level check for quality codes and expiry date
• Batch is considered expired as soon as a batch used is
is blocked or expired

Automatic quality postings

• Block status for batches that expire within the specified
period

Continuous batch tracking

• Display and printing of all movements
• Material usage for a batch across all stages up to the
supplier
• Material usage for a batch across all stages up to the
customer
• Which articles/batches did the customer receive?
• Which articles/batches came from which supplier?

Withdrawal strategies
• Manual specification
• FIFO (first in-first out)
• FEFO (first expired-first out)

6
Warehouse &
Logistics
Valuation levels Dispo-Trail / Dispo-Controller
• Article or article/storage location or article/batch or • All changes to MRP data are logged (sales plans,
article/storage location/batch orders, production and order proposals, etc.)
• Alternatively, several storage locations can be • Automatic calculation of change proposals for planning
combined into one valuation location changes, taking into account quantity and deadline
tolerances
Valuation prices • Release functions for the above-mentioned
• Last purchase price changes for the MRP controller
• Moving average price
• Cumulative average price Material provision for production
• Allocation price / cost of goods manufactured • Selection criteria: Production orders, dates and machines
• Lowest purchase price • Consideration of existing stocks in the target
• Individual valuation price warehouse possible
• In addition to the above valuation prices, a fictitious or • Display of missing quantities in the source warehouse
replacement price is also used. • Reference to stocks in other storage locations
• Consideration of container sizes / stock transfer only in
Planning grid whole units
• Calculation by period, calendar week, day or • Stock transfer of required quantities in batch
campaign • Stock transfer log or movement command for logistics

Order key Picking of customer orders

• Exact, fixed, fixed-jump, minimum or maximum quantity • Selection criteria: Customer orders, shipping dates and
shipping types
Management of month-end stocks • Consideration of existing stocks in the picking area
• at the transfer price possible
• Display of missing quantities in the source warehouse
ABC analyses • Indication of stocks in other warehouses
• for articles, customers and suppliers • Consideration of pallet quantities (if stock transfer is only
• based on quantity, gross or net values possible in whole pallets)
• Transfer of required quantities in batch
Open item management • Stock transfer log, movement command for logistics
• Overview of incomplete transactions for items with or transfer to scanner system (mobile booking)
quantity postings without value or value postings without
quantity Return storage of stock
from the picking area, goods receipt, etc.
MRP control • Specification of source and target warehouse
• via MRP key / MRP procedure (demand-driven on time or • Consideration of pallet sizes / splitting the quantity
cumulative, plan-driven or against order point) per item into several bookings
• Consideration of confirmed stocks - "soft • Search for free storage locations in the high-bay
reservations" without batch reference warehouse according to standard blending rules
• Calculation/updating of the reorder point quantity • Stock transfer log, movement command for logistics
based on historical data or transfer to scanner system (mobile booking)

Multi-level availability query Stock transfers for plant transfer etc.

• Can a product be manufactured on a date with a defined • Selection of items to be transferred with the above functionality
quantity? • Alternatively, generation of stock transfers from net
• Multi-level check across all components requirements
• Function link from sales order entry etc. • Processing with subsequent functions such as delivery
bill, correction, reversal, etc.
MRP and material availability • Display of 'floating goods' during the transfer time
via freely definable MRP horizon against actual stock,
minimum/maximum stock, order point, projected and negative Document-oriented key date inventory with
stock, orders, purchase orders and production orders • Instructions by storage location and article
• Count and difference lists (also sorted by storage location)
MRP monitor • Recording, closing and evaluation
• Search and edit 'problem articles' • Queries and evaluations even after the inventory has
• Function link to all relevant programs been completed
• 'Planning confirmed to' indicator • Option to automatically 'Post stock to 0' when opening
the inventory or for items not counted

7
Warehouse & Sales &
Logistics Distribu
Queries / evaluations tion
• Stock query (incl. wildcards) by item, container, Flexible, multi-level business partner hierarchy
storage location and bin with all relevant batch • Management of addresses and conditions (also for mapping
data (list also available) different customers, goods and invoice recipients as well as
• Period-specific article statistics (quantities per booking for controlling branch and central processing (association
type) billing))
• Stock movement log by item, storage location, • Graphical representation of the business partner hierarchy
booking type, user, date, etc. as a tree structure with simplified copy function (drag & drop)
• Month-end values per stock account
Variably definable order types
Intrastat With free assignment and sequence of:
• Countries and regions of origin • Picking slip / picking list incl. SSCC
• Commodity codes, transaction types • delivery note
• Ports and airports, modes of transport • invoice
• Creation of a transfer file • Payer lists
All of the above documents also with collective
function Release procedure per processing
Financial accounting integration
stage for mapping the following order types,
• Provision of integration data for the
among others:
journalization of values based on stock
• Immediate invoice, cash sale
movements
• Flexible G/L account structure • Domestic order, export order
• External warehouse delivery notes
Mobile posting • Cross warehouse dispatch, external warehouse stocking
• Definition of barcode schemes • Sample dispatch (check for max. number of permitted
• Barcode type (EAN-13, Code-128 etc.) samples)
• Barcode content (article no., batch, storage bin etc.) • Value and quantity credits
• Special posting programs for stock corrections, stocktaking,
Order type-dependent mask design
transfer postings, confirming production orders, etc.
• Queries on batch status, stocks, etc. • Normal entry with complex checks
• Booking server that executes the bookings initiated by • Quick entry with asynchronous storage
the mobile device via WTS or Citrix • (item pre-assignment from listing, special prices or
customer article structure)
Mobile picking
• For manual creation of pick lists with scanners Prices
• For confirmation / correction of pick list items • Customer special prices (optionally quantity- and
currency-dependent)
• To generate SSCCs (or SSCC Serial Shipping Container
Code) as part of the picking process
• Customer/article exclusion/authorization to purchase
• Consideration of picking sequences and employee • Price lists (optionally quantity- and currency-dependent)
assignments • Copy price lists and special prices
• Prices generally with 2 item discounts and price change date
Container management with new price and new discounts
• Management of containers with serial numbers and • Article group prices
sales containers (such as barrels etc.) without serial • Standard sales price in the article master
numbers • Different price units and price units of measure for price
• Breakdown of the goods receipt or production quantity into lists and special prices
containers with details of the filling quantities • Discounts in kind in price lists / special prices
• Container breakdown in order entry for sales order • Indication of price origin (promotions etc.)
production with different containers • Retail prices
/ containers and order-specific filling quantities
• Target container breakdown in production order printing Listings for wholesale agreements
• Automatic debiting of empty containers when the • Discontinuation control for markets etc.
filled product is posted as a receipt
• Stock differentiation of container stocks with filling Purchase authorizations
quantities • Pharma: certain product groups may only be sold to
• Sale and provision of whole containers (with parameters defined customer groups
for over- and under-deliveries in %)
• Automatic updating of the returnable container account
• Container disposition
• Container return from customers and suppliers using
special booking programs with container identification via
serial number
• Container labels with possible assignment to
container key and integration with Envicon

8
Sale

Discounts Order entry/processing

• Item and total discounts (depending on quantity or value) • Copying orders
• Order discounts (depending on quantity or value) • Transfer from quotations to orders, orders to purchase
orders, etc.
• Discounts in kind incl./exclusive with rounding functions
• Manual or automatic loading of texts (customer, article,
• Discounts up to 100 percent with sign (surcharges and
customer/article and general texts)
discounts)
• Discount change date with new discount • Partial or complete deliveries
• Credit limit check
Customer/article structure with the definition of • Calling up business partner information from order
entry
• target technical specifications (density, viscosity etc.) with
• Conditions and master data in the order header and item
upper/lower limits
section (such as storage location, price, discounts, unit of
• delivery allowances measure, substitute, cost center/carrier) can be changed
• Automatic quality certificate printing (Y/N) • Indicator for order-specific production or purchase
order
Currencies • Determination of shipping and delivery dates based on
• Any number of currencies stored transportation times (from delivery address)
• exchange rates • Batch reservation during order entry (also taking into
account customer-article-related specifications)
Taxes • Concurrent display of order values, e.g. gross/net
• Any number of VAT keys weights, volumes, values
• Automatic VAT key determination via customer/article
combination Sales calculation
• Free design of a calculation schema in Excel
Credit limit check • Reading of blending data and transfer to Excel
• against order value or • Simulation mode for checking the calculation
• Order value and open items • Assignment of a calculation schema to the article or
(optionally with or without blocking the order, with delivery customer/article structure
block or order and delivery block) • Calling up the costing sheet from order
entry
Quotation management • Manually or automatically in the background
• With validity period and resubmission date • Manual override of the designated items possible: freight,
• Scope of services as for order processing, but without pick-up fee, commission, etc.
planning and stock relevance
Order picking
Quantity-oriented contract management • Batch reservation (pick list) automatically according to
• Call-off orders against contract items with possible FIFO, FEFO, customer/article-specific target specifications
overdeliveries or on the basis of manual specifications
• Parallel, temporally overlapping contracts • Reservation across storage locations in defined
• Specification of the validity period reservation areas
• Scope of services as for order processing, but without • Optional consideration of subsequent delivery
stock check indicators (missing quantities must be reordered)
• Consideration of remaining batch lead times
Sales plans • Picklist generation by order, customer, delivery or
• With offsetting of deliveries and open orders dispatch date, storage location, tour
• With manufacturing process and variant for consideration • Pick list order-related, sorted by storage location index
in production planning (optimized removal route)
• Totals list at warehouse, article, batch and bin level (for
optimized warehouse withdrawal)
• List of missing quantities
• Individual correction or cancellation possible
• Confirm picking as a separate release for the next
processing stage (optional)

SSCC (shipping unit number)

• Generation of the number according to SSCC account
assignment
• Assignment of document items to the SSCC
• Printout of packing lists and labels
• Printing the SSCC on subsequent documents
• Despatch advice with SSCC information via EDI

9
Sale

Delivery bill Returnable packaging

• Underdeliveries, overdeliveries and partial deliveries • Free definition of returnable containers (containers,
• Batch reservation (if without pick list) automatically pallets, etc.) for customers
according to FIFO, FEFO, customer/article-related target • Inclusion in order management, order picking, delivery
specifications or on the basis of manual specifications notes, invoices, credit notes and returns
• Delivery note generation according to order, customer, • Batch-specific inventory management possible
delivery or dispatch date, storage location, tour, delivery bill • Updating of returnable packaging stocks on delivery
with batch and storage location number
/return delivery
• GGVS summation by class and number
• Query and evaluation of customer-related returnable
• Viscosity clause I for labeling determination packaging stocks
• Packaging groups and rules for mapping the small • Returns with separate booking program
quantity regulation
• PSN code for totaling by transport label designation Order parts lists
• Output of several modes of transport • Management of order BOMs for mapping sets, sales
• Optional stock debit when writing delivery notes BOMs, discounts in kind, multi-component systems,
• Delivery note correction and cancellation dependent containers, additional costs, deposits, etc.
• Free definition of any number of sets / sales BOMs with
Invoicing / billing specification of the respective structural quantity,
• Selected invoice generation according to order type, currency, validity, automatic BOM explosion or dialog
customer, delivery or dispatch date, storage location, processing during order management, dependency on
priority article items
• Multiple delivery bills on one invoice • Any number of articles can be assigned to each set /
(collective invoices) sales BOM, with specification of the quantity ratio
• Confirm invoices as a separate release for the next (optionally also with price and discount)
processing stage (optional)
• Optional stock debit when invoice is written (if not posted in Substitutes and substitute billing
preliminary stages) Two independent representatives per order with
• VOC calculation and declaration for deliveries to contribution margin or sales-oriented commission
Switzerland calculation according to
• Sales representative / customer / article
Payer lists • Agent / article
• Payer lists by invoice, order type, customer number, • Agent / customer
delivery or dispatch date, storage location, priority • Agent / commission group
• Any invoices on a payer list • Agent
• Reversal function as a general reversal of the posting Commission data can be changed at item level and
analyzed by agent and period
Credit notes
• Quantity credit notes (return deliveries)
Bonus accounting
• Value credit notes
• Management of bonus scales and assigned bonus
• Reversal function as a general reversal of the posting percentages
• Assignment of customer and article groups to bonus
Drop shipment
scales
• Order generation from sales orders • Generation of bonus accounting for freely selectable
• Invoicing to customers, triggered by proof periods (months)
of dispatch from the supplier
• Display of settlement data with export function to Excel
Complaint management
DSD integration
• with batch and order reference • Customer and article classification for DSD billing
• Documentation of complaints • Transfer of the following message types to DS-Customer:
• Free definition of complaint reasons and • Master data: Packaging for 'packaging-related
classifications
message', article for 'article-related message'
• Generation of follow-up activities such as test order creation • Period data: Sales quantities and returns for 'monthly
and/or returns or credit notes
and annual reports'
• Manual address entry for credit note if the
complainant is not the same as the original
recipient of the goods
• Monitoring and statistical evaluation of initiated activities

10
Sale

Integration of EVA
Customer information system
(export and dispatch processing) The required order-specific
• Information on open items, credit limit and open data is transferred to create all standard dispatch and export
order value documents (approx. 60 forms) as well as long-term supplier
• Sales, turnover, contribution margin in value in declarations
comparison to plan and previous period, over any period • EDI / data import/export
at item level or as an overall view • Configurable interface for data import and export of
• Invoice itemization with detailed information at item level blending documents
• Support for common EDI formats
Document information query
• Customs where-used list
Fast sales document query via any document entry
• Proof of quantity for tax-privileged materials
• Display of all preceding and subsequent documents
for the selected document type and the initial
CRM (Customer Relationship Management)
document
• Management of additional information on the
• Detailed information at document header, item and batch
business partner
level
• Configurable key, date and description
• Drill-down function
fields etc.
• Display of symbolized processing status
• Projects with defined additional fields
• Predefined user queries for order, document and invoice
• Contact person with functions
queries for purchasing / sales
• Editing notes and documents for the above contacts
• Display of printed documents
and projects
• Selection of companies/persons for serial letter creation
Statistics
• Creation of visit reports with internal task
• Individual invoice statement with detailed information at
assignment (process complaint, instruct
item level
replacement delivery, etc.) via event monitor
• Period statistics with previous year or plan comparison by
• Integration with MS Word and Outlook, e.g. creation of
company code, customer, article, statistics codes per
tasks with reminders
customer and article, results with sales, turnover,
contribution margin, sales deductions in value and
• Search functions with free design of search
masks
percentage
'CRM monitor' as a summarized display of all relevant customer
• Hit lists with previous year or plan comparison,
information (master and transaction data)
number of results can be limited (e.g. the top 50)
• Hit lists with hierarchical order of statistics codes, transfer of
subtotals to higher levels (e.g. subtotals for federal state,
country, continent)

Online integration with financial accounting

• Journalization of outgoing invoices
• Flexible G/L account structure (revenues, revenue
deductions, additional costs, tax accounts)
• SEPA (Single Euro Payments Area) support

Queries/evaluations
• Order backlog by order, external order number, customer,
delivery date, dispatch date, blocking and processing
indicator, entry type and storage location with item-related
order details
• Document verification: Display of all documents
generated for an order and its items with the
corresponding detailed information and original
document display

Shipping interface
• Data exchange via XML when creating delivery notes

11
Purcha
sing
Order types Edit order proposals
• Individual orders for one plant Proposals can be narrowed down for processing by
• Central purchasing of an article for several plants article, article group, MRP controller, supplier, status and
• The main item with the total quantity is used to determine order date and sorted by
prices and conditions; different delivery addresses or dates • Supplier, article / article, supplier
can be managed for each sub-item. • Supplier, article group / article group, supplier
• Create proposals manually, edit individually,
Entry & processing types summarize, release, block, delete or change and
• Entry type-dependent mask and password management generate purchase orders
• Fast entry with asynchronous saving • Automatic contract assignment when creating or
• (item presetting from special prices or supplier- editing order proposals, taking into account any
article structure) deviating delivery times for scheduling

Flexible, multi-level business partner hierarchy Manual creation of proposals

• Manage addresses and conditions to map different • Change with sales order reference, storage locations,
suppliers of goods, invoice issuers and payers quantities, order, delivery and availability dates, supplier
and contract selection with MRP overview and availability
Supplier/article structure display
• Definition of supplier/article-related prices, article numbers
and descriptions, replenishment, inspection and buffer Inquiry management
times, minimum, fixed and fixed-skip order quantities, • With order generation
quality information and country of origin (Intrastat) • Specification of the validity period
• Proof of source of supply "who supplies what?" or • Specification of resubmission date
"what supplies who?" • Scope of services like order processing,
• but without planning and inventory relevance
Prices
• Special supplier prices (optionally depending on Quantity-oriented contract management
quantity and currency) • Call-off orders against contract items with possible
• Price lists (optionally depending on quantity and currency) overfulfillment directly from order management
• Copy price lists and special prices • Parallel, temporally overlapping contracts
• Prices generally with 2 item discounts and price change date • Specification of the validity period
with new price and new discounts • Scope of services like order management but without
• Price list determination via supplier stock relevance
group/article group matrix
• Article group prices Purchase order entry/processing
• Standard purchase price in the article master • Copying purchase orders
• Different price units and price quantity units for price lists and • Manual or automatic loading of texts (supplier, article,
special prices supplier/article and general texts)
• Credit limit check
Discounts • Calling up business partner information from
• Item and total discounts (optionally quantity or value- order entry
dependent) • Conditions and master data, can be changed for specific orders
• Order discounts (depending on quantity or value) • Additional order texts (multilingual, form type-dependent,
• Discounts up to 100 percent with sign (surcharges and as canned text and can be changed on an order-specific
discounts) basis)
• Discount change date with new discount • Any number of order items (optionally against
• Discount determination via supplier contracts (call-offs))
group/article group matrix • Item-related master data can be changed on an order-
specific basis (target storage location, price, currency,
Determine order proposals discounts, unit of measure, statistics indicator, cost center
• Determine dates and quantities on the basis of stocks, and cost unit)
earmarkings, orders, planned requirements and MRP • Concurrent display of order values, e.g. gross to net
master data (see Inventory management), selectable by weights, volumes and values
article, article group, MRP controller, supplier, MRP key and
horizon

12
Purcha
sing
Purchase costing
• Free design of a calculation schema in Excel
• Assignment of a calculation schema to the article or Debit notes
supplier/article structure • with or without goods return
• Reading of blending data and transfer to Excel
• Simulation mode for checking the calculation Document reversal
• Calling up the calculation schema from the order item • of goods and/or invoice receipts and debit notes
• Manually or automatically in the background
• Manual override of the designated items possible: freight, Complaint management
collection fee, commission, etc. • with batch and order reference
• Valuation at goods receipt based on the calculated • Documentation of complaints
purchase price incl. calculated freight and other • Free definition of complaint reasons and
procurement costs possible classifications
• Generation of follow-up activities such as debit notes
Drop shipment with/without return of goods
• Order generation from customer orders • Monitoring and statistical evaluation of initiated activities
• Invoicing to customers, triggered by proof
of dispatch from the supplier Procurement authorizations / supply chain
• Which group of goods may be procured from which
Notifications supplier
• Management of quantities announced for delivery, • Definition of permitted manufacturers (not suppliers)
accurate to order item and batch
Returnable packaging
Goods receipt • Free definition of returnable containers (containers,
• Goods receipt with and without order reference pallets, etc.) from suppliers
• Item reconciliation with updating of order status, stocks • Consideration for goods receipt and returns
(warehouse, batch and storage location-specific, goods • Batch-specific inventory management possible via
receipt number), scheduling and batch tracking batch or serial number
• Automatic allocation of batch numbers from running • Update of returnable packaging stocks on
counters or by manual allocation goods receipt and return delivery
• Automatic or manual batch status assignment (in • Query and evaluation of supplier-related returnable
quarantine etc.) packaging stocks
• Check for remaining shelf life / block the batch if necessary
• Check for authorized manufacturer / batch block if applicable Supplier information system
• Check for one-time delivery of the batch (pharmaceuticals) • Information on open items, credit limit and open order value
• Search for free storage locations by the system • Quantity, value compared to plan and previous period for
• Partial, under and over deliveries possible any period at item level or as an overall view
• Goods receipt against non-ordered items • Invoice itemization with detailed information at item level
• Goods receipt in batch (fast entry)
• Optional change of cost center, cost unit, posting text,
document number, number of labels, procurement costs
and value

Invoice receipt
• Invoice receipt with and without order reference and item-
related processing with updating of order status, valuation
prices and statistics; data can be changed or supplemented
as required:
• Target storage location, price, currency, discounts
• tax key, procurement costs, unit of measure
• Cost center and cost unit
• Unloading location, mode of transport
• Invoice receipt against non-ordered items
• Invoice receipt fast entry

Goods/invoice receipt
• Combined goods and invoice receipt with and without
purchase order reference and individual item processing
with scope of services for goods and invoice receipt
• Goods/invoice receipt of several orders from one supplier

13
Purcha
sing
Order BOMs Vendor evaluation
• Management of order BOMs for mapping purchasing Vendor / supplier article evaluation (before the start of the
BOMs, multi-component systems, dependent containers, business relationship) Vendor / supplier article evaluation
additional costs, deposits, etc. (during the ongoing business relationship)
• Free definition of any number of purchasing BOMs with • Management of evaluation criteria incl. K.O. criteria
specification of the respective structural quantity, • Summary of criteria into evaluation catalogs
currency, validity, automatic BOM explosion or dialog • Creation of evaluation classes
processing during order management • Management of static data (such as ISO-certified? audit
• Dependency on article items successful? etc.) separately for assessment and evaluation
• Any number of items can be assigned to each BOM, possible
with specification of the quantity ratio (optionally also • Automatic determination of variable data such as
with price and discount) deadline, quantity and price deviations as well as quality
inspection data etc.
Bonus accounting • Carrying out the supplier evaluation
• Management of bonus scales and assigned bonus • Documentation of the results on screen or as a printout
percentages • Function link from the evaluation to basic data such as
• Assignment of customer and article groups to purchase order, inspection order, etc.
bonus scales • Determination of the supplier for order proposals after
• Generation of bonus accounting for freely selectable classification of the evaluation
periods (months) • Blocking or release of the supplier or supplier-
• Display of billing data with export function to Excel article relationship in purchasing

Statistics
• Individual invoice statement with detailed information at
item level
• Period statistics with previous year or plan comparison by
company code, supplier, article, supplier and article
statistics codes
• Hit lists with previous year or plan comparison,
number of results can be limited (e.g. top 50)

Online integration with financial accounting

• Journalization of incoming invoices
• Flexible G/L account structure (costs/expenses, additional
costs, tax accounts)

Queries/evaluations
• Order stock by order number, orderer, delivery date,
availability date, blocking and processing indicator, entry
type and storage location
• Document verification: Display of all documents
generated for a purchase order and their items with the
associated detailed information and original documents

14
Production organization

Resource management for the definition of • Specification of materials either as a percentage or in a

• Operations (mixing, checking, filling, etc.) production-specific unit of measure
• Materials
• Packaging & auxiliary materials (with and without calculation) • Information on the type and location of weighing when using
• Auxiliary materials whose quantity does not increase the blending weighing dialog
proportionally to the production quantity (e.g. filters) • Optional display of costs at item level
• Intra-materials (recipe/variant and partial recipe-dependent • Item-by-item assignment of work instructions as specific
intermediate products, e.g. production stage for maturing 2 texts, text blocks (SOPs or safety instructions)
days) • Operations with fixed or proportional times (for
• Direct assignment of costs, cost element (cost estimate), calculation and capacity planning)
capacity center, SOP, safety note per resource • Specification of any output materials per recipe/variant for
definition:
Plant-related capacity centers • - the finished products and possible shrinkage
• with specification of max. capacity • - of co-products / by-products
• Assignment of characteristics individually or
SOPs via resource groups
• Standard operating procedures as text blocks • Characteristics for labeling active ingredients and balancing
• Authorization concept see recipes substances (active ingredient-dependent quantity conversion
based on the batches used)
Safety instructions • Resource-dependent conversion of the process
• Safety instructions as text blocks possible
• Authorization concept see recipes • Dialog calculation of costs, technical characteristics and
hazardous substances
Generic comparison of recipes
• Comparison of products, variants or versions

Recipes
• User group-dependent authorization concept per function Production organization
(create / change / delete) and status (free / in development
/ locked etc.) Parts lists for filling / packaging
• Production process-oriented description of the • User group-dependent authorization concept per function
recipe structure based on resources (create / change / delete) and status (free / in development /
• Unlimited number of stages (semi-finished products) locked etc.)
• Any number of variants (production or • Production process-oriented description of the
structure variants) parts list structure based on resources
• Recipe status (free, blocked, in development) per • Any number of variants (production or composition
variant with comments variants) per parts list
• Validity period / quantity validity per variant • BOM status (free, blocked, under development) with
• Any number of production steps (partial recipes) with comments per variant
capacity positions, quantity basis and batch size • Validity period / quantity validity per variant
• Any number of items/resources of the type • Any number of parts lists, each with its own capacity
−Input (material, operation) point and batch size for mapping multi-level assembly
−Neutral (auxiliary materials, catalysts) • Any number of items/resources per parts list with definition
−Output materials: finished product(s) or of type
−Coupling/by-products −Input (material, operation)
• Copy recipes −Neutral (auxiliary materials, catalysts)
• Copying a recipe and creating the output in the article −Output materials: finished product(s)
master on the basis of a source article −Co-products / by-products
• Change index with history per recipe / variant • Copying a parts list and creating the output in the article
• Option to copy any parts from another recipe master on the basis of a source article
• Automatic creation of the output from the sum of the inputs • Change index with history per parts list / variant
(optional) • Possibility to copy any parts from other parts lists
• Quantity basis target in any quantity and unit • Quantity basis target in any quantity and unit (e.g. piece,
• Different calculation quantity and unit (e.g. recipe in carton, bottle, can, etc.)
kilograms, calculation in liters) • Different calculation quantity and unit (e.g. parts list in
• Comparison of target and actual quantity basis (optional cans, calculation in liters)
with maximum permissible deviation in percent) • Specification of gross and net quantities for materials for
• Comparison of still open production orders with changed shrinkage at item level (for costing and planning)
recipe variants and, if necessary, adjustment of the • Optionally with display of costs at item level
production order with PA pressure reversal -
• Integrated hazardous substance determination and
classification (when using the Envicon hazardous
substance module)
• Consideration of shrinkage at item level (for costing and
scheduling)

15
• Item-by-item assignment of work instructions as specific Recipe / parts list costing
texts or text blocks (SOPs & safety instructions) • Preliminary costing of processes based on the
• Operations with fixed or proportional times (for costing flexibly definable costing scheme
and capacity planning) • Totalization of costs according to characteristics/groups
• Specification of several output materials per variant to define (e.g. raw materials, packaging, semi-finished products, etc.)
the finished products and possible rejects • with absolute or percentage surcharges
• Characteristic assignment individually or • Consideration of co-products (distribution of costs or fixed
via resource group frameworks value for a product)
• Dialog calculation of costs and technical characteristics Costing results
• Transfer from the preliminary cost estimate to the
valuation price in inventory management

Any definition of characteristics

Production organization • Technical characteristics (quantitative & qualitative)
(density, viscosity, appearance, odor, etc.)
• Cost characteristics (material/production costs, surcharges,
etc.)
Parts lists for filling / packaging
• Hazardous substance characteristics (butanol, xylene, VOC
• User group-dependent authorization concept per function etc.)
(create / change / delete) and status (free / in development • Texts, text blocks (appearance, odor, RAL tones, etc.)
/ locked etc.)
• Calculated values with formula functions - summarized or
• Production process-oriented description of the proportional - (density, hazardous substance content,
parts list structure based on resources
etc.)
• Any number of variants (production or composition • Batch maintenance with loading of group characteristics
variants) per parts list
• Hierarchical ordering of characteristics with summation of
• BOM status (free, blocked, under development) with
target values, upper and lower limits at higher levels
comments per variant
• Validity period / quantity validity per variant Searching for recipes and batches
• Any number of parts lists, each with its own capacity • on the basis of technical specifications
point and batch size for mapping multi-level assembly
• via several characteristics that can be combined with each
• Any number of items/resources per BOM with definition of
other
type
• 'and / or' link with specification of target values
−Input (material, operation)
−Neutral (auxiliary materials, catalysts)
Product information, product information
−Output materials: finished product(s) • Definition of recurring product information
−Co-products / by-products • Printout of characteristics with default values if no actual
• Copying a parts list and creating the output in the article values are available
master on the basis of a source article • Output and printing of product information (optionally
• Change index with history per parts list / variant customer-specific)
• Possibility to copy any parts from other parts lists
• Quantity basis target in any quantity and unit (e.g. piece, Resource exchange
carton, bottle, can, etc.) • Mass exchange of resources with
• Different calculation quantity and unit (e.g. parts list in • Selection from / to process and variant
cans, calculation in liters) • Specification of a compensation resource for a 1:n
• Specification of gross and net quantities for materials for exchange (different active ingredient content, etc.)
shrinkage at item level (for costing and planning)
• Optionally with display of costs at item level Process history
• Item-by-item assignment of work instructions as specific • Display of the recipe/parts list history for each variant and
texts or text blocks (SOPs & safety instructions) index with all information on the resources
• Operations with fixed or proportional times (for costing
and capacity planning) Queries/evaluations
• Specification of several output materials per variant to define • Recipe / parts list composition with direct or stage resolution
the finished products and possible rejects • Resource usage directly or across all levels
• Characteristic assignment individually or • Calculation results directly or via levels
via resource group frameworks
• Dialog costing of costs and technical characteristics
Resource costing
• for periodic updating of material prices in recipes &
parts lists

16
Production planning/ control

Production order management

Production calendar
• Creation, deletion and modification of orders with sales
• deviating from the materials management calendar order reference, variant, number of batches, batch
• Management of daily capacities per machine number, storage location, quantity, start/end date, order-
specific structural change, comments
Determination of net requirements • Blocking / releasing orders with status history
• Determination of dates and quantities on the basis of • Production order structure can be updated after recipe
stocks, reservations, orders, planned requirements and or parts list changes
MRP master data (see Inventory management) • Transfer of batch information and texts from
• Generation of production proposals (taking into account sales order to production order for sales order
possible fixing horizons for the purpose of planning reference
reliability = no new proposals in a defined period) • Availability check of resources
• Mapping of production campaigns (summary of • Batch profile determines batch account assignment and time
proposals for defined dates/intervals) of batch creation
• Generation of order proposals for raw materials and • Updating the MRP data of all resources
packaging materials
• As an alternative to production or order proposals (see Print production orders
above), stock transfers/plant transfers can also be triggered
• By order number and start date (optionally with structured
quantity, batch quantity or total quantity and with or without
Production proposals inspection order (quality characteristics) as first or repeat
• Can be narrowed down for processing by article, article print)
group, production site, status, start date, process, collective • Design via form groups
number & planning horizon • Print batch-related or batch-anonymous
• Selection result can be sorted by • Print reversal after recipe change
−Production site, article/article, production site
−Production site, article group Batch preselection
−Article group/production site • Automatic reservation of required quantities, taking
• Create proposals manually, edit individually, exclusion criteria into account
summarize, release, block, delete or change and • Selection by order, order type, customer number,
generate production plans or orders Start and end date, storage location optionally with batch-
• Create and change proposals with sales order reference, related batch selection, automatic printing and debiting of
variant, number of batches, batch number, storage resources
locations, quantity, start, end and availability date with • Withdrawal strategy depending on article according to
display of the corresponding input materials and use of the FIFO, FEFO or based on manual batch selection
proposal as well as the MRP overview and availability • Consideration of confirmed stocks ("soft
• Transfer of batch information and texts for sales reservation")
order reference from sales order to production • Consideration of required remaining shelf life
proposal • Conversion of active ingredient and balancing substance
items based on the actual active ingredient content of the
Planned orders batch used
• Create, delete and change planned orders with sales order
reference, variant, number of batches, batch number,
Material staging/pick list
storage locations, quantity, start/end date, order-specific
structural changes, comments
• Selection by order number, start date and
business partner with lead time document
• Display of the corresponding resources and use of the
finished article as well as the MRP overview, availability,
• Material staging per order for order-related staging
stock situation and article statistics • Order-related shortage list for materials with shortage
• Updating the MRP data of all resources • Backlog per capacity center with total material across all
orders
• Generate planned orders for production orders

Combined production
(as an alternative production type)
• Determination of a bulk quantity from all associated
container items for a defined period of time
• Summary of bulk and filling items (several sales items) in
one production order
• Separation of production and filling possible via partial
recipes

17
Production planning/ control

Post preselection Reporting quality data

• Automatic posting of resources against production • Management of batch-related quality data per
order according to batch preselection resource, batch and, if applicable, production order
• Selection by picklist number, order, business partner, number
start or end date • Checking the actual value against the planned value and
• Picklist reversal as a general reversal of postings lower and upper limits

Order confirmation Quality certificates

• Production order-related confirmation of issues (if • Creation of batch-related, multilingual quality certificates
not posted via picklist) (optionally with planned values or only with recorded
values)
• Target= Actual posting possible (for items not subject to
batch management) • Customer-specific certificates / factory test certificates
• Batch and bin-specific posting of material consumption
with excess and shortfall consumption as well as batch Queries/evaluations
splitting • Planned and production orders by order, order type, business
• Consideration of batch exclusion criteria partner, batch number, start and end date, status and
process number with order details at header and item level
• Posting of additional items (e.g. reconditioning)
• Posting of the required times per operation
Graphical machine allocation planning
• Receipts: batch and bin-specific posting of material
receipts (including co-products and by-products, with
• Display of production proposals and orders in Gantt charts
and tables, also in parallel with two screens
excess or short quantities)
• Division of the products added into containers used • Selection according to plants and production areas,
organization according to capacity point groups
(sub-batches), also with specification of the serial
numbers • Creation and modification of orders in graphic mode
• Completion of partial recipe records before order completion • Splitting production orders and rescheduling a remaining
quantity
Production documentation • Rescheduling of production and planned orders according
to parameter-controlled rules, shifting to approved capacity
• Production documentation with output of material
centers
consumption, production times and process-related
deviation documentation • Joint shifting of dependent production orders within a
• Related to batch or batch-anonymous capacity center
• Alignment of several nodes of an order
• Printout of a manufacturing report, automated or on
request • 'Close gaps' for orders in a capacity center
• Colored display of the different order types and progress
Production report flags
• on completion of the production order • Function for calculating a possible shortage, display
of the affected production orders
• Automated or on request
• Conversion of production proposals into production orders
• Previous printout is marked as provisional
in graphic mode
• Display of dependencies between sub-recipes
Stock posting against procedure
(successors), display of dependencies of production
• Incoming and outgoing postings of materials (batch and orders (collective number or manual)
bin-specific) without a production order against the
• Definition of shifts with personnel and working times, multi-
structure of a process
shift operation, display of non-working time
• with possible changes to consumption quantities and
• Alternative calculation of throughput times (throughput per
resources during refurbishment or batch splitting etc.
hour)
• Inheritance of batch data for the above-mentioned transfer
• Mapping of personnel times and bottlenecks at sub-
posting
recipe level
• Shift reports with booking of times in the PA
Recalculation
• Simulation mode
• Concurrent, order-related post-calculation with display
of all resources and their target and actual values • Saving multiple simulations, loading previously saved
simulations
−target and actual values
• Material availability calculation based on the
−Target and actual quantities simulated data
−target and actual times • Rights can be assigned separately for simulation and live
as well as totaling the total costs, the resulting material operation
and production costs for the total quantity and per unit
of measure

Production costs
• Item-related final costing over a selected
period
• Determination of average manufacturing costs per variant
and variant comparison

18
Cross-departmental additional programs

Weighing dialog / scale connection Gross requirements calculation

This function is used to transfer quantities from a load for budget, material and capacity planning for defined periods,
receptor (scales) to the relevant posting program for example for liquidity planning in accounting or contract
(warehouse postings, goods receipt, PA confirmation, agreements in purchasing
transfer posting, etc.). The usual manual entries and • Calculations based on blending master data, but deliberately
complex interfaces are no longer required. outside of operational production planning
• Management of image files / symbol combinations • Management of planning lines to differentiate between
• Scale management and scale checking material groups, sales areas, etc.
• Generation of requirement plans and consideration of
Definition of weighing types historical data
• Central weighing • Transfer of the plans to the sales department as an Excel
• On-site weighing sheet for external processing
• Yield weighing • Transfer and summary of several Excel sheets in the
gross requirements calculation
• Free weighing
• Calculation of material requirements, machine capacity and
the required budget
Definition of weighing methods
• Display and printout of the results
• Gross weighing
• Net weighing
Quality assurance / LIMS
• Withdrawal weighing (Laboratory Information and Management System)
• Laboratory management
Recipe weighing
• Test equipment management
• Consideration of active ingredients and balancing agents
• Test equipment monitoring
• Material provision for weighing, taking
• Definition of test methods
container stocks into account
• Definition of quality profiles
• Identification of raw materials and comparison with
• Characteristic definition for quantitative values (numbers
production order by (optionally enforced) scanning
and ranks) Qualitative values (texts and text modules)
• Automatic correction posting (inventory record) when
• Impurities
stock differences are detected in the container
• Test series
• Label printing for weighed input materials and
residual containers • Dissolution (according to USP)
• Transfer of weighed materials to the • Calculation of characteristic values and 'derived
production area values' of existing characteristics
• General test plans for articles
Development recipes • Special inspection plans for customer articles or supplier-
• Description of development projects with article relationships
development criteria and assignment of external • Manual creation or automatic generation of inspection
documents orders after goods receipt, inspection order creation or
• Development recipes with sequential number for mapping printing etc. according to parameter specifications
variants or parallel development • Repeat and multiple tests
• Copying from development or operative recipes with • Characteristic inheritance (transfer of measurement results
conversion of the quantity basis to laboratory sizes from bulk to finished goods)
• Creation of the finished development as a blending recipe • Four-eye control when entering measured values
with creation of the article and conversion to production • Completion of inspection orders at various
size authorization levels
• Simple, multi-level recipe structure with use of • Stability tests
resources that have not yet been created in materials • Inspection reports with measured result values for each
management (samples) inspection characteristic
• Calculation of costs, technical data and hazardous • Quality certificates with alternative units of measurement
substance data with characteristics, also Envicon for the inspection order
simulation if Envicon is used • Statistical evaluations for PQR
• Breakdown of the structure into basic materials, • Sampling rules with sampling overview and label
analysis with monitoring of limit values with printing
characteristics • Frequencies (skip lot and offset rules)
• Printing of laboratory orders • Statistical evaluations for PQR, correlation
• Generic comparison of development formulations analyses, out-of-trend analyses, etc.

19