Enter Formulas
Explanation
This activity is used to create formulas. When creating formulas, you must first enter the information to
identify the formula, and then proceed to enter the formula items. These items are used to build the formula.
Different methods are used to enter the values for the Variable type formula items, when the formula is used. You
can perform a test calculation finally to verify that the formula returns the correct result. Once you have
verified the formula, you can promote it to the Valid status.
Formulas in the Valid status can be connected to the input UoM groups, and used in the Multiple Units of Measure
feature.
To identify the formula:
- Formula ID field, enter a unique code and enter a description of the formula in the Description
field.
- In the Formula UoM field, select the UoM from the List of Values or enter the unit code manually. The
value in the Formula UoM Description field will appear automatically
To build the formula:
- Sequence field, enter a number to determine the order in which you want to enter the items to develop
the formula
- Item Type list, select the type of the formula item. This list includes the options: Operator,
Function, Value, and Variable
- Item list, select the item you will be including in the formula. The items available in the list
depend on the value you have selected in the Item Type field:
Operator: Select an operator [ (,) , +, -, *, / ]
Function: Select a function [ ABS, CEIL, COS, etc.]
Value: Enter a fixed value
Variable: Select a variable name
If any of the formula items you have selected are of the Variable type, upon saving the record, the lower table
will be populated with details regarding the variables.
- To indicate how to determine the values of these variables, select a value type of either User, Default, or
Fixed from the Value Type list.
- Value field, enter the values of the variables if they are of the Default or Fixed type
To test the formula:
- Test Value field, you must enter the values to be substituted. This is for the variables of the User
Defined or Default value type
- Click Test Formula to perform a test calculation of the formula.
The Test Result field will display the results of the test calculation.
The Formula field will display the entire formula as a concatenation of variables, functions, operators,
and values.
Note: If the formula you have built is mathematically incorrect, a message will be displayed when
performing the test calculation.
- If you are satisfied with the formula and test results, then click Valid. This will set the formula to
the Valid status.
Note: If you want to modify the formula, you must first change the status back to Invalid. A formula
connected to an input UoM group or in the Valid status cannot be modified.
Prerequisites
This activity has the following prerequisites:
- The units of measure must have been entered in IFS/ Application Services.
- The variables must have been entered in the Formula Variables window.
System Effects
As a result of this activity, formulas will be created, saved, and validated.