Click Here for a List of Modifications & Enhancements in this version & previous releases
Formulator LLC makes no representations or warranties with respect to the contents of this guide and specifically disclaims any implied warranties of merchantability or fitness for any particular purpose.

Please read the following information before downloading the update(s)

Note that you will need an authorized user name and password in order to download the update. Contact us at sales@formulatorus.com to request the user name and password. 

This update applies to Single User versions as well as File/Application Server versions.  The Formulator Client is only needed for new Formulator client installs.

1.) Save the Download to a safe location on your hard drive. PRINT this page for upgrade instructions.
2.) It is always recommended that you have a verified backup of your Formulator data  prior to performing any updates.  This includes the Formulator database (.mdb file for Access versions) and all files and sub-folders within the \Formulator main program folder. Formulator SQL and MySQL databases must also have a verified backup of the database before upgrading Formulator.
3.) Logon to the install computer (or File Server in the case of a networked multi-user system), as "Administrator".
     

4.) Find the Formulator53515UPD.exe file that was downloaded and double click on it to start the installation. The update’s default install location is "C:\Program Files\Formulator\". If Formulator is installed in a different place be sure to point to that location during the installation of your update.

 

Download Formulator Server & Single User Update 
dowload Download Formulator CLIENT Update
 

 

FORMULATOR Suite Enhancements

 

FORMULATOR General Release V 5.3.5 – December 2011

Version 5.3.5 continues the rework of the Formulation Maintenance user interface functions changes and adds significant new utilities that enhance Project Manager, Regulatory, and small business Production & Inventory applications.  Accounts that updated to any version 5 upgrade will only need to upgrade their server installation.  Accounts that are still running version 4 or 3 will also have to upgrade their client computer installations.  We recommend that all accounts no matter which version they are running, including version 5.485+ Beta sites, upgrade to the latest 5.3.5 release.  All upgrades update directly to the current version, there are no intermediary steps.  There is an automated database upgrade from version 5.0, 5.1, 5.2, 5.3.4 or older installations.  Upgrades from version 3 or 4 will have their databases automatically converted to the new version 5 structure when first running Version 5.2 but may need some support during the upgrade.  We recommend a training session for version 3 and 4 upgrade accounts.


A Summary of Enhancements in Version 5.3.5 follows:

General:

Spreadsheet import for both Raw Materials and Formulas in some instances would damage some database files.  This bug has been eliminated.  This is a critical upgrade requirement.

Added “Copy Special” to multiple grids.  Allows User to selectively send grid data to EXCEL or Word.

Raw Materials Maintenance:

Added Links section to add docs, pictures, web sites, to raw material records.

Formula Maintenance:

A formula Version function has been added to allow saving modified formulas and keeping the original formula as a parent.  Multiple versions are allowed with the Parent Formula identified in the Formula Maintenance General Tab.  To activate must set version mask in Company and Options Set-up/Auto #.

Improved syslog revised formula functions.

Nutritional Version added USDA database 2011 upgrade to RA24.  Modified Nutritional Labels to better comply with FDA requirements and modified duel ingredients versions.

New utility added: CALL NOTRANSPORT will identify formulas lacking transport regulations.

Customer Maintenance:

Enhanced Customer centric functions adding restrictions on raw materials used by customer, linked functions to samples, projects, QC, Sample Orders, Sample Explorer.

QC Results Editor:

Now allows editing of batch qc date, qc by, approved, and rejected.

REGULATOR:

LOLI Integration enhanced to comply with latest LOLI release.

Expression builder – CAS filter – now includes option to select the template’s default filter.  Command is CAS_Filter “Default”

Compliance labels – Replaced CAS LD50/LC50 with CAS HMIS and PPE ratings

Project Manager:

Revised Tasks and Milestones, now allows Narrative information entry, ties Batches to Tasks, integrates notes to Task Test Batches.

Project Manager – Tasks – now includes formula, batch, BOM, fill ticket, and order references.

Project Explorer – Tasks – now includes formula, batch, BOM, fill ticket, and order references.

Project Manager – batch creation – now sets font name and size based on company set-up.

Sample Manager:

Improved Sample Detail data creation.
Sample Explorer fields increased.

Bartender Labeling Integration:

Updated Bartender integration to meet changes in Bartender software.  Changes are backward compatible to all Bartender Version 9 releases.

Production Manager:

Material Requirements Planning – Now optionally displays vendor identity with hot link (“V” button in toolbar).

Material Requirements Planning – Now supports optional display of short items only (“Shorts only” checkbox).

NEW OPTION – 890. Purge Tickets – Allows purging of batch and fill tickets by date.

INTEGRATOR:

Peachtree Integration supports 2009-2012 versions.  Each year requires a unique integrator.

QuickBooks Integration has been enhanced to handle the latest releases including 2012.

ERP Integrations have been modified on a case by case basis.

 

A Summary of Enhancements in Version 5.3.4 follows:

The new release is designed to help Users control the Product Development Cycle http://www.formulatorus.com/formulator-cycle.htm.  Formulator now links sales and marketing product development requirements in a revised Project Manager module for the development of formulas, sampling of customers, release of new products, with specialty product development and custom formulations and expanded costing features.  These links fill the missing gap between the Sales Force, Marketing, Operations and the Formulation Chemist, Perfumer and Regulatory Agent.  Major improvements include:

 

Project Manager:

  • Added a Configurator to define the details of the Project with List Builder linked to both Projects and Sample Manager.
  • Added Tasks section to define Milestones, Tasks, Assignments, Dependencies.   Can build one or more templates and clone them to create new projects.
  • Linked Sample Manager to Projects to show all related samples and quotations.
  • Linked Tasks to Time Manager allowing time to be recorded by task by person.
  • Created Project Explorer allows review of all Projects, links, assignments, approvals, status, timing.

Sample Manager:

  • Expanded Configurator functions
  • Used List Builder to change type and status lists.
  • Allowed use of Project Manager Lists as well as Sample Manager Lists.
  • Expanded Sample Explorer functions
  • Added Bill of Lading extension.
  • Linked to Expanded Customer Records fields.
  • Added tools to create sales campaigns shipping the same sample to multiple Customers and Prospects.

Customer Records:

  • Expanded Customer record contact fields.
  • Added Custom Item Cross Reference functions to allow using standard formulas as customers’ products.
  • Linked to all samples and quotations sent to each customer.
  • Created Status, Class, Sub-Class by Customer record.

Formulations:

  • Further linkage to Projects and Customers
  • Linkage to Bills of Materials by creating Packaging Assemblies with fill quantities (ProtoBOMS) that are filled as formulas are created or modified with full costing.
  • Review of cost by alternate Vendor.
  • Selective EXCEL copy feature in Formula Maintenance

Raw Materials:

  • Expanded Advanced Costing adding Country of Origin, minimum purchase quantity.
  • Links to cost analysis in BOM.

Bills of Materials (BOM)

  • Links to new costing functions
  • Review by number of BOM with input of minimum quantity by raw material.
  • Added QC testing in the fill process.
  • Add references by fill and link to finished inventory.

Quality Control

  • Added Quality Explorer functions that allow the user to enter data, review data within a dynamic grid structure in Lab-Book plus.
  • Look at all test results of all batches for a given formula, by test, by cycle, by customer in Lab-Book Plus.
  • Added Quality Explorer functions to Quality Manager for Production Batches.  Allows User to review QC data by Formula by Batch or any other sort and filtering criteria.
  • Added Quality Control functions to the Packaging (filling) section.

Regulatory:

  • Added GHS section to Regulator.
  • Added IFRA reporting for Fragrances and Cosmetics.
  • Added special copy function to export data as required from HazMats/INCI section of Formula.

Nutritional:

  • Expanding Analyzer Objectives to add Nutrient Daily Requirements as a formulation tool.

Utilities Added:

  • List Builder now used in Project Manager Configurator, Project Manager Tasks, Sample Manager.
  • Special copy function now used in Regulatory and Formula Maintenance.
  • Dynamic Grids now in most functional find windows, formulas, BOM files, Production and QC editing.
  • Explorers used in Quality Explorer, Sample Explorer, Project Explorer.

 

FORMULATOR General Release V 5.3 – November 2010

Version 5.3 continues the rework of the Formulation Maintenance user interface functions changes and adds significant new modules and utilities that enhance Laboratory, Regulatory and small business Production & Inventory applications.  Version 5.3 has been running daily in multiple Beta sites for more than 5 months.  It was released to accounts that needed the new functions as they were added.  Accounts that updated to any version 5 upgrade will only need to upgrade their server installation.  Accounts that are still running version 4 or 3 will also have to upgrade their client computer installations.  We recommend that all accounts no matter which version they are running, including version 5.3 Beta sites, upgrade to the latest 5.3 release.  All upgrades update directly to the current version, there are no intermediary steps.  There is an automated database upgrade from version 5.0, 5.1, 5.2 installations.  Upgrades from version 3 or 4 will have their databases automatically converted to the new version 5 structure when first running Version 5.2 but may need some support during the upgrade.  We recommend a training session for version 3 and 4 upgrade accounts.

All new functions have been documented and HELP screens created to aid the User to better understand the new functions.   The Knowledge Base has been extended to include new features and can be called by Licensed Users from the HELP file. The Knowledge Base is designed answer many of the common questions asked by our clients and guide them as they grow their knowledge of FORMULATOR. We have continued to develop separate HELP files for Chemical/Cosmetics vs Nutritional/Pharmaceutical versions.

A Summary of Enhancements in Version 5.3 follows:

  • Windows 7 supported.
  • Windows Server 2003 – 2008 supported.
  • Now supports MS-ACCESS V12 (Office 2007) file format
  • Quick List for raw materials – user may now optionally limit the quick list to only raw materials by depressing the “R” button in the toolbar.
  • Improved performance in Formula Maintenance with long formulas and client computers with minimum resources.
  • Improved Formula Print report functions
  • Acid/Base calculations – now include equivalent number calculation columns and equation variables
  • Acid/Base calculations – Intermediates – Now balances acid versus base and computes a new equivalent weight acid or base for the intermediate. 
  • Formulation Maintenance adds Process Steps, by fixed sub-total stages totals for applications adding one stage to another i.e. Reactive Tanks with feed tanks, December release.
  • Revised standard Batch and QC tickets provided.
  • Batch Edit – Batch Input – now supports splitting into smaller sub-batches
  • Batch Edit – Batch Input – now includes renormalization button adjusts the ACTUAL QUANTITY column to account for variations in different raw material lot strengths
  • Production Batches and Fills will now allow process hours to be entered and saved by ticket.
  • Packaging, Customer and Vendor records added Class, Subclass, and Status.
  • QC tests and results can be input into fill (packaging functions).  Output in Certificate of Analysis Reports with Quality Manager.
  • Inventory location now available by lots.
  • Inventory lot status can be set when entered and edited.
  • Lot trace now works up and down from raw materials to batches to packaged materials to sold materials and back.
  • MSDS eu functions added and updated.  Automated and manual Hazmat functions expanded.
  • Replace selected Hazmat records in raw materials and formulas added
  • Expression builder: Now supports a “CONTAINS” function.
  • Multiple MSDS improvements
  • MSDS Output now includes HazMat sort options.
  • Pharmaceutical Version expanded with Active Ingredients and new Allergen controls.
  • Analyzer functions now part of Pharmaceutical Version.
  • Nutritional Set-Up – Now provides default overage %.  Will use this value as the default objective overage
  • Nutritional Set-Up – Now includes a QC test code to provide lot variant nutritional values via incoming QC.  Works with Pharma option as well
  • Allergen IFRA codes now part of Cosmetic Version hazardous materials functions.
  • Data export and re-import now available via EXCEL for raw materials, formulas, and other key data files.
  • Sample Manager Module for samples and Quotations now available.  Multiple sample sales campaigns supported.
  • Sample Manager Configurator functions expanded.
  • Sample Explorer – combines sample/quote master and detail into a single module
  • Bill of Lading output from Sample Manager, added Transport Wizard functions.
  • Customer files expanded to allow multiple shipping addresses, samples sent, custom item codes and descriptions, MSDS forms sent
  • Project Manager, Sample Manager and Customer Samples all link together.
  • Peachtree 2011 supported.
  • QuickBooks 2011 supported.
  • USDA Nutrient Database updated to SR23 release.
  • Bartender 9.0-9.5 supported in Labeling module