# Formula Import Records

# Formula Import Records

<h2 id="bkmrk-overview">Purpose and when to use this record</h2>

Review the audit record for formula or assembly data imported into manufacturing.

## At a glance

- **Identify it by:** **Success**, **Formula**, **Software**, and **File Path**.

- **Check its business context:** **Formula**.

- **Why care:** Confirm item, formula, unit, warehouse, quantity, and production state together; mistakes can distort both material consumption and finished-goods cost.

## Before you begin

You need the Brisk permission for the action you are taking on formula import records. If a Create, Edit, or Delete control is absent, do not work around it with another user’s account; ask an administrator to review your role.

<h2 id="bkmrk-list">Find and review formula import records</h2>

<figure class="brisk-doc-media"><img src="https://help.brisksystems.us/uploads/images/gallery/2026-08/article-modelmanufacturingformulaimportrecord-list-formula-import-records.png" alt="Brisk Formula Import Records list screen displayed with fictional documentation-demo data." loading="lazy" style="max-width:100%;height:auto;"><figcaption>The Formula Import Records list screen in the Brisk documentation demo.</figcaption></figure>

Use the Formula Import Records list to find the correct record before opening or changing it. Compare **Success**, **Formula**, **Software**, and **File Path**. Records with similar names or numbers can still belong to different **Formula**.

- Keyword search checks **Software**, **File Path**, **Message**, and **Item**.

- Narrow the list with **Formula** filters.

- The date filter uses **Date Created**; choose a range that matches the business event you are reconciling.

Open the Formula Import Record whose **Success**, **Formula**, **Software**, and **File Path** match the task. If it is missing, clear the list filters and recheck **Formula**, and **Date Created** rather than creating a replacement immediately.

## Fields and business rules

Brisk stores 5 user-relevant fields for this Formula Import Record, including 1 linked-record selection and 0 controlled-choice fields. Create and edit screens may hide calculated or workflow-managed values from this full reference.

| Field | Required | What it controls |
|---|---:|---|
| **Success** | No | Indicates whether or not the import was successful. |
| **Formula** | No | The formula associated with this formula import record. |
| **Software** | Yes | Indicates which software this import file was pulled from. |
| **File Path** | Yes | Indicates the local path from which the import file was read. |
| **Message** | Yes | Records error or success information. |

## What happens next

Use **Formula** to interpret this Formula Import Record. If it records a failure or exception, correct the source process and create a new successful event rather than rewriting the audit trail.

## Common mistakes and troubleshooting

- **The record will not save:** Recheck **Software**, **File Path**, and **Message** and any message beside the field. A required related record may also be inactive or unavailable to your role.

- **The values look right but the result is wrong:** Open **Formula** from the detail page. Correct the specific relationship that is wrong instead of forcing a total or status to compensate for it.