Set up active ingredient formulas

Dynamic Production  •  Article  •  10/22/2025  • 

You can define formulas (production BOMs) in terms of the active ingredient quantities needed, rather than just physical quantities. This allows for more precise control over the actual active content in your products.

To understand the active unit of measure functionality, follow these steps below:

Define active requirements: A production BOM line can reference the active UOM for potency-controlled components, marking the line as an Active Ingredient type. For example, A vitamin C supplements formula might require 50 grams of vitamin C active content. The BOM would specify 0.05 KAI (kilograms of active ingredient) of the vitamin C ingredient.

Automatic physical quantity translation: During production planning, the system translates the active requirement into a physical quantity based on the expected potency.
For example, if the standard (target) potency is 95%, and the active requirement is 0.05 KAI, then:

  • The system calculates the required physical quantity as 0.05263 kg of raw material.
  • Calculation: 0.05263 kg × 95% = ~0.05 kg active content.

Display both quantities: The production order component list shows:

  • Required active quantity (e.g., 0.05 KAI)
  • Provisional physical quantity (e.g., 0.05263 kg)

To configure an item with active UOM, follow these steps:

  1. Navigate to the Item Card page for the potency-controlled ingredient.
  2. On the action bar, select Related > Item > Units of Measure.
    The Item Units of Measure page opens.
  3. On the action bar, select New.
  4. In the Code field, enter the active UOM code (e.g., KAI for kilograms of active ingredient).
  5. In the Qty. per Unit of Measure field, enter the conversion factor based on target potency.
    For example, if the target potency is 95% and the base UOM is KG, the system updates 0.95.

The item is configured to support active UOM formulation.