optimizing wercs. products product groups –a product or alias is always a product group of itself...

Optimizing WERCS

Products

• Product Groups– A Product or Alias is always a Product Group of itself– Organization and reporting

• Product Lines• Typical Customer Order• Kits• Operational Category• Functional (system) Category

– Bulk operations• Publishing• Rule application• Wizard application• Bulk data changes• Revision/Authorization updates (in Group Wizard)

• Product Group Population– Manual– Via SQL Rules/Scripting– Group Wizard

• Common Formula Element• Common Name element• Common Phrase• Customer Association

• Aliases– Best when formula is identical and most/all data is

common amongst a group of documents and must be kept synchronized.

– Data is stored only at parent Product unless an Alias Attribute is used to override a piece of main Product data

– Sample Uses:• Alternate Product Names• Branding• Package Size

• Generics– Best when low to medium amounts of data

are common amongst a group of Products and must be kept synchronized.

• Formula synchronization is optional• Data elements (e.g. pH) are marked generic at

either the subformat or generic group level• Data is physically stored for each generic

member and generic elements are kept synchronized by the system

• Product Copy – Best when using a product/MSDS data

load as a general starting point.– Data is physically duplicated to copy target– Data is not kept synchronized by the

system

Format vs. Subformat

• Formats – Define a pool of available data elements to

be tracked in the system– Different Formats do not share data for

common data elements

• Subformats– Represent presentation structures

(document templates) sourcing from a common pool of data elements (a format)

– Subformats of a given format share data for common data elements

• Subformat Usages – Don’t limit yourself to SDSes!– Label Information Organization– Trem Card– TDS– Reports– Data Entry Organization– Plant Instructions– Employee Safety Cards– Marketing Info

Publishing

• Subformat-Language Linkage

• Publish without unauthorizing previous documents

• Alt+All PDF Preview

• WERCS PDF Engine available (in place of Acrobat Distiller)

• Publish from Interfaces – FI, Orders

• Publisher– Bulk publish by Product Group(s)– Publish all Aliases as well as parent

Product– All items in group published to same

combination of subformats and languages

Document Queue– Add items to a queue for later publishing in

bulk (queue up individual publishes)– Items are of varying subformat/language

combinations– Base Set

• Define a combination of Formats/Subformats/Languages/Authorizations you can pick in a single operation for queueing publishes

Automation and Process Flow

• Rules– Fill-in-the-Blank screens– SQL Rules– Code-based rules– Complex Conditionals (And/Or Logic) in B-Rules– Multiple subsection/phrase output from single rule

• Rule Groups– Branching Logic Flows

• Wizards– EU

• Follow-on rules• Sets Print Flags

– GHS– WHMIS– Transportation Calculator– WGK

• Interfaces– Orders– Formulation– Inventory– Dangerous Goods– Attributes– Labelling– Document

• Label Scripting– Direct Access to data in external systems

via VB Script– Selection/Manipulation of data presented in

label

• Process Flow– WERCSFlow– Template Organization (Data Entry

Templates)– PowerEntry

• Controlled Data Entry

• Supplier/Raw Material Portal– Your suppliers enter their Raw Material

formulations/data– Data is then leveraged via

BOM/Autogenerate

Application Helpers

• Automatic Product IDs• Automatic Component IDs• Automatic Hazard/Print Flag Determination• Automatic Component Ranges by Subformat• Revision Marks• Reasons for Revision• Validation Report

Questions?