Note: This feature requires the Chemical Inventory module licensed at your site.
Add a matching criterion to a chemical when product ingredients of a certain name or CAS number (in addition to the chemical's primary name and CAS number on its Details page) need to be identified as matches to the chemical. Optionally, you can also add a contribution restriction and/or other conditions to the new chemical name or CAS number criterion.
After you add the new matching criterion:
● The chemical's Related Products page shows all products (SDSs, parts, and lots) containing ingredients that obey the new criterion. These ingredients' product contributions may or may not overlap with the criterion's contribution restriction.
● The chemical's Inventory Levels page shows transactions involving product ingredients that both obey the new criterion and have a product contribution overlapping with the criterion's contribution restriction.
Note: All chemical matching criteria are global. When you add a new matching criterion to a chemical, that criterion takes effect at all sites where the Chemical Inventory module is licensed.
To add a matching criterion to a chemical:
Starting at the Chemical/CAS Matching Criteria page (How do I get there?), do the following:
1. Using the radio buttons in the upper right-hand corner, select the type of criterion you wish to define: Chemical name or CAS number. All existing criteria of the chosen type will appear on the display.
2. Enter your criterion in the Chemical or CAS field (depending on which type of criterion you’re defining). If it’s a chemical name criterion, also click the appropriate button beneath the Chemical field: If ingredients whose names are identical to the criterion should match this chemical, click the Literal button; if ingredients whose names contain the criterion should match this chemical, click the Contains button; if ingredients whose names begin with the criterion should match this chemical, click the Begins With button; if ingredients whose names end with the criterion should match this chemical, click the Ends With button.
3. If this criterion should match an ingredient to the chemical only when the ingredient’s contribution to its product is a certain amount, enter that amount in the Contribution Restriction fields. Choose an Operator to describe the amount, enter the amount’s value in the High field (or, if the chosen operator is “Range,” enter the range’s high value in the High field and its low value in the Low field), and choose the appropriate Unit of Measure. (Note that in most cases, a criterion’s contribution restriction should match the contribution restriction defined on the chemical’s Details page.)
4. If this criterion requires any other conditions to match an ingredient to the chemical, enter them in the Other Conditions field.
5. Click the Save button.
