Create a procedure

The last step in building your recipe is to create a procedure. Because
Dynamic Unit Allocation
is enabled, you must define the equipment requirements and binding method before you can build the recipe procedure.
  1. Select
    File
    >
    New Top Level
    . The
    New
    dialog box opens.
    FTBMM_GRG_new
  2. Select
    Procedure
    , and then click
    OK
    . The
    Procedure - Unit Requirements
    dialog box opens.
    FTBMM_GRG_procedure_equipment_requirements3
  3. Click the
    Add Unit Requirement
    button. The
    Add Unit Requirement
    dialog box opens.
    FTBMM_GRG_equipment_requirements_definition
  4. In the
    Name
    box, type
    FREEZER
    .
    The unit requirement Name is a label and acts like a lookup table for the
    FactoryTalk Batch
    Server. When a recipe is put on the Batch List and the
    FactoryTalk Batch
    Server encounters the unit requirement name, the Server looks up all the unit classes or instances that are mapped to the unit requirement name.
    North_Parlor has two units that can make chocolate hazelnut ice cream. In the area model, there are two unit instances (NP_MIXER_1 and NP_MIXER_2) based on the MBR_MIXER_CLS unit class and two unit instances (NP_FREEZER_1 and NP_FREEZER2) based on the MBR_FREEZER_CLS unit class. You want the operator to select which mixer and freezer to use when the batch is created. To achieve this, you need to create a unit requirement name (MIXER) that is configured to the MBR_MIXER_CLS unit class and a unit requirement name (FREEZER) that is configured to the MBR_FREEZER_CLS unit class. You also want to select the batch creation binding method.
  5. If the Class Based section is not enabled, select the
    Class Based
    option.
  6. From the
    Class Based
    area, select
    MBR_FREEZER_CLS
    from the Unit Class list, and then click
    OK
    .
  7. Select
    Alias_MIXER_CLS
    from the
    Procedure - Unit Requirements
    dialog box, and then click the
    Edit Unit Requirement
    button.
  8. In the
    Name
    box, type
    MIXER
    .
  9. From the
    Class Based
    list, select
    MBR_MIXER_CLS
    .
  10. In the
    Available Downstream Units
    box, select
    FREEZER
    , and then click the right-arrow button.
    FTBMM_GRG_equipment_requirements_definition2
  11. Click
    OK
    .
    FTBMM_GRG_procedure_equipment_requirements2
    When the recipe is put on the Batch List, the
    FactoryTalk Batch
    Server encounters the MIXER unit requirement name, which specifies the equipment required for the recipe, looks for all unit instances of the unit class with the MIXER unit requirement name, and then prompts the operator to select either NP_MIXER_1 or NP_MIXER_2. The same process occurs for the FREEZER unit requirement name.
  12. Click
    Close
    .
  13. From the
    Recipe
    menu, select
    Header Data
    , and then enter the following:
    • Procedure Identifier:
      MCLS_CHOCOLATE_HAZELNUT
    • Author:
      Your Name
    • Product Name:
      Chocolate Hazelnut Premium
    • Product Code:
      CHP-100
    • Batch Size Min:
      3000
    • Batch Size Default:
      5000
    • Batch Size Max:
      7000
    • Units of Measure:
      KG
    • Estimated Duration:
      55
    • Procedure Description:
      Chocolate Hazelnut Premium - class based/material based
  14. Enable
    Released to Production
    so this recipe displays when adding a batch to the batch list in the
    FactoryTalk Batch
    View.
  15. Click
    OK
    .
  16. Enter recipe formula parameters as indicated in this figure.
    FTBMM_GRG_recipe_formula_parameter_list2
    These default values are presented to the operator during batch creation. Since the formula values are deferred, the operator can change the default values.
  17. Select the initial step, and then click the
    Add Step
    button. The
    Unit Procedure Select
    dialog box opens.
    FTBMM_GRG_unit_procedure_select_odin
  18. From the
    Unit Requirements Name
    list, select
    MIXER
    .
  19. From the
    Recipe Name
    list, select
    MCLS_SWEETCREAM_UP
    , and then click
    OK
    .
  20. Add MCLS_TRANSFER_OUT_UP in the same manner.
    So far you have placed the ingredients into the mixer to produce the sweet cream base for the ice cream and added the step to transfer the mixture out of the mixer. Next, add the step to transfer the sweetcream base into the freezer.
  21. Click the
    Add Parallel
    button. The
    Unit Procedure Select
    dialog box opens.
  22. From the
    Unit Requirements Name
    list, select
    FREEZER
    .
  23. From the
    Recipe Name
    list, select
    MCLS_TRANSFER_IN_UP
    , and then click
    OK
    .
  24. Select the final transition, click the
    Add Step
    button, and then add MCLS_CHOCOLATE_HAZELNUT_UP with FREEZER as the equipment requirement.
    Your recipe should be similar to the following figure.
    FTBMM_GRG_recipe_6
  25. Select
    MCLS_SWEETCREAM_UP:1
    , click the
    Formula Values
    button, add formula values as shown in this figure, and then click
    OK
    .
    FTBMM_GRG_formula_value_entry3
  26. Select
    MCLS_CHOCOLATE_HAZELNUT_UP:1
    , click the
    Formula Values
    button, and then add formula values as shown in this diagram.
    FTBMM_GRG_formula_value_entry4
    The origin of the formula values is deferred so the parameters display when a batch is added to the batch list to give the operator a chance to enter the values.
  27. Save the procedure. If prompted, enter auditing comments, if desired, and click
    OK
    .
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