Parties Archives - Formpak Software - Software for the Formulation & Ingredient Industries

Documents & Reports, Parties 10/10/2023

Print Safety Data Sheet containing alternate company (TO) details

Print Safety Data Sheet containing alternate company (TO) details You may want to print documents, e.g. a Safety Data Sheet, so that the company and contact details are from an alternate company. This could be the case if your company produces e.g. Safety Data Sheets for your other divisions or sites. To print documents containing other company details, including company name, address, contact and logo involves the following steps: Add a New TO – the key details of the alternate company. A...

Parties, Suitability 20/07/2023

Suitability – Add Exclusivity Constraint

Suitability – Add Exclusivity Constraint This constraint can be used if you have a product which is exclusive to a customer or group of customers (e.g. different divisions of the same company or a client and their third-party manufacturer) and should not be submitted to other customers. Exclusivity is required to be a global constraint because it must check all parties to determine compliance. Add a New Suitability Constraint Select which formulation(s) is required to be exclusive for whic...

Items, Parties, Suitability 20/07/2023

Suitability – Customer raw materials allowed

Data Import and New Property (for Customer ‘allowed’ raw materials and suitability) Background Sometimes a customer provides a list of allowed raw materials, meaning any other ingredients are prohibited within their formulations. Formpak can help in this scenario by: Importing the status of ‘allowed’ for each raw material Advising on properties, so the status for a formulation can be calculated from the status of the raw materials Advising on suitability, so that during p...

Parties, Suitability 20/07/2023

Suitability – Exception for Party

Suitability – Exception for Party Suitability exceptions are used when a suitability rule is true for almost all circumstances, except there’s a single or small number of times when the rule does not apply. This usually means adding one constraint to limit for all, and a second constraint for the exception case. Exception for Party can be used when a suitability rule is true for almost everyone, except there’s a customer or group of customers for whom it’s not true. Examp...

Documents & Reports, Items, Parties, Properties, Suitability 20/07/2023

Suitability Check in Find Matching Items

Suitability Check in Find Matching Items In Find Matching Items you have the option to include a Suitability Check as part of your search. This option is found in the ‘Library Details’ group. To access this group, you will need to click the double arrow ‘Expand’ button. Once the option is selected you are given the option to specify the Party, Application, Dosage and TO. First the system will find items matching the search criteria, then they will be checked against any s...

Administration, Documents & Reports, Parties 20/07/2023

TO Overview

TO Overview TO is ‘Target Organisation’ which means your company. There should always be a default TO and this should be the primary site of your company. It is possible to have more than one TO for example to reflect multiple divisions of your company. Different TO’s can have different addresses, contact names, responsibilities and logos etc. A key way multiple TO’s are used is in document production. For example if you are responsible for producing documents, such as Sa...

Administration, Documents & Reports, Parties, Suitability 20/07/2023

Region Settings

Region Settings You can view region settings by search for “View a Region”. Choose from the drop down list to select the region you wish to see. Information shown will include the code, name and country of the language, format details and date last modified. To edit these settings go to “Manage Region Settings”. Use the drop down box to select a region. Settings such as number, date and time format can be modified. It is possible to change additional settings: RTL: Tick t...

Documents & Reports, Parties 20/07/2023

Modifying SDS footer details

Process for modifying SDS footer details Go to Manage Document Content Enter Code = bottomCompany.DEFAULT Click Search Select the Document Content and click Edit Enter the Name and Address into the Content as a single line Select Prevent Batch Update = Yes Click Save Last updated Apr 2016...

Parties 20/07/2023

Party Overview

Party Overview Party is the collective term for companies such as customers, suppliers and TO’s. Party Group is a non-company specific party. Party groups are usually used for countries, sometimes for regulatory rules and differ from the other parties by having no contact details, account managers or attachments. You can use ‘Search for Parties’ to see which parties you have on your system. You can add new parties in Add a New Customer / Supplier / TO. View or modify parties in...

Parties, Projects & Tasks 20/07/2023

Marketing Presentations – Tips to copy project and item details for multiple customers

Marketing Presentations – Tips to copy project and item details for multiple customers Sometimes the same marketing presentation may be sent to multiple customers. You might want to retain the same Cross reference name and Code for all customers the presentation is sent to. Alternatively, you might only want to retain the name and generate new codes. Retaining Cross Reference code and name for different customers For the first customer Add a project in the usual way. Create cross reference...