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Recipe

For: People managing bills of materials and manufacturing instructions

Purpose: Understand what the Recipe module does and how it defines the raw materials and processes needed to produce a finished item

Related: Process defines the individual steps that are assembled into a Recipe. Item Master defines the raw material and finished items referenced in a Recipe. Recipes are used in production orders.


What This Module Does

The Recipe module is a bill of materials (BOM): it describes exactly what raw materials and which production processes are needed to produce one unit of a finished item. You use it to:

  • Define the list of raw materials (ingredients) and their quantities required to make a finished product
  • Attach the production processes (steps) that must be carried out in sequence
  • Reuse the same recipe across multiple production orders so the system knows what to consume and produce
  • Calculate material requirements when planning production

Each Recipe has a system-assigned code (prefix REC) and a name that must be unique within your company.


Main Features (What You Can Do)

1. Add a New Recipe

  • Enter a name for the recipe and select the finished item it produces.
  • Add one or more raw material lines: for each line, pick an item from Item Master and enter the quantity required per unit of output.
  • Add one or more process steps: select from your Process Master to define the sequence of manufacturing operations.
  • The system auto-generates a unique code with the prefix REC.

2. List and Search Recipes

  • View all recipes for your company, filtered by active or inactive status.
  • Search by recipe name or finished item name.
  • The list is paginated and shows each recipe's code, name, finished item, and status.

3. View Recipe Details

  • Open a recipe to see the full details: finished item, raw material lines (with item names and quantities), and the ordered list of processes (populated with full process details).
  • Each process is shown with its name and code so you can verify the production sequence.

4. Update a Recipe

  • You can change the name, raw material lines (add, remove, or change quantities), and the process list.
  • The finished item can also be changed if needed.
  • The uniqueness check applies on rename.

5. Activate or Deactivate a Recipe

  • You can deactivate a recipe to prevent it from being selected for new production orders.
  • You can reactivate it at any time.
  • Deactivating a recipe does not affect production orders already created with it.

6. Delete a Recipe

  • A recipe can be deleted when it is no longer needed.
  • Deletion is permanent: avoid deleting recipes referenced by production orders.

7. Recipe List for Dropdowns

  • When creating a production order, you select a recipe from a dropdown list of active recipes.
  • The list is scoped to your company and returns only active recipes.

Summary Table (At a Glance)

What you want to doWhere it fits in the module
Define a bill of materialsCreate recipe: finished item + raw material lines + process steps
View all recipesPaginated list with active/inactive filter and search
See recipe detailsOpen recipe: materials, quantities, processes populated with names
Change recipe contentsUpdate recipe: add/remove materials or processes
Stop using a recipeDeactivate (existing production orders unaffected)
Resume a recipeReactivate at any time
Remove a recipeDelete (permanent; avoid if referenced in production orders)
Pick a recipe on a production orderDropdown of active recipes

Important Business Rules

  1. Processes must exist first: All process steps added to a recipe must be defined in the Process Master beforehand.
  2. Items must exist first: All raw materials listed in the recipe must be defined in Item Master.
  3. Unique names: Recipe names must be unique per company (case-insensitive).
  4. Process order matters: The processes array is stored in the order you define them. This represents the production sequence.
  5. Deactivation is non-destructive: Deactivating a recipe does not cancel or change production orders already using it.