Minimum Version Required: 25.12
Pre-Conditions
Production Stage Types built out for Maintenance
Production Stage Type Equipment Types mapped to allow Maintenance to be done on the expected Equipment Types
Products set up as non-inventory Product Types that represent the CIP/Maintenance that will be set on Mainteance Recipes
Products set up as inventoried or non-inventoried to use in Maintenance Recipes as Components
Expense Account Mapping set up for the Non-Inventory CIP/Maintenance Products that will credit the expected Overhead/Expense/Maintenance Accounts and Expense Account Maps for any Non-Inventory Products that will be used in CIP/Maintenance Recipes
Steps
How to Build Maintenance Recipes
1. Using Universal Search, navigate to the Recipe Management dashboard.
Note: The Recipe Management dashboard can also be access from the Production Cloud Home dashboard.
2. Click Add Recipe Version.
This is the collection of steps and ingredients that will be used to schedule Production Orders and Batches.
3. Fill out all required fields as well as supporting fields:
a. Recipe Version - The unique name of the version. If there will be different Recipes for different Equipment Maintenance, identify which equipment can be scheduled with each recipe in its name
Example: FV CIP
b. Location -The Facility this maintenance will take place in.
c. Product - The Non-Inventory CIP Product that is mapped to the appropriate Expense Account for capturing Maintenance overhead
d. Recipe Type - Maintenance must be used
e. Planned Units = 1.
f. UoM (Unit of Measure) - Each / Unit
4. Click Add Recipe Version.
There is now an empty recipe with no Recipe Stages, Recipe Components or Instructions.
Adding Recipe Stages:
1. Click Add Recipe Stages.
2. Fill out all required fields:
a. Stage Type - Choose the Maintenance Production Stage Type. If none exists, you will need to create one. See Preconditions on this Help Resource
b. Output per Turn - set to 1
c. Planned Units - set to 1
d. Turnable - False
e. Lead Time - Estimated time required to complete the Maintenance/CIP.
3. Click Add Recipe Stage.
Fields And Definitions
Recipe Versions - Set of Instructions, broken up into Stages to produce a predetermined Product.
Recipe Stages - A singular workflow for Users to follow. Grouping Instructions and Components by Timing and Sequence allows Users to do everything in the proper order at the proper time.
Recipe Management Dashboard - the hub for managing Recipes:
- Products - includes Raw Material Products, Work in Process Products, and Finished Goods Products
- Production Stage Types - A grouping of actions/inputs that comprise a single Recipe Stage in a Recipe. Verbs like Blending, Filtering, Pasteurizing, etc. feature here
- QC Measurements - Quality Control Measurements that are taken during any Recipe at any Stage. Measurements are pulled from the QC Measurements Table
Note: To automatically add QC Templates into Recipes as they are being built, please refer to the QC Templates Training
Recipe Stages:
Transfer When Complete - Determines the end of this stage.
Select True: If this stage ends by transferring to a new piece of equipment
Select False: The current stage is completed, but we are not yet ready to move product into the equipment required for the next stage.
Memo - An overall note for Users during this Recipe Stage. It will appear at the top of the card on Users handhelds.
Add Instruction - Input direction for Users to see during Handheld processing. This adds line-by-line memos to guide users through processing.
Timing - This dictates the amount of time into the Recipe Stage that an Instruction or a Component is to be followed or added.
Note: Timing also dictates which Components and Instructions show up on the same card when processing on the Handheld
Sequence -The order in which Components or Instructions with the same Timing are displayed on Users Handhelds.
Best Practices
Do not build CIP equipment- Maintenance recipes are designed to occupy production eequipment so batching cannot be run through them while maintenance is happening. Only the piece of equipment being worked on will be occupied in Batch Management.
Use Instructions in Recipes - Instructions give operators well-defined direction to perform these tasks.
Unit of Measure - Since Maintenance produces no inventory, only consuming it, set all outputs to a unit of 1