Introducing the Basic Functions of Product Marketability and the involved User Roles

With the update and enhancement of the integrated regulatory content, you stay compliant with your product portfolio using the most recent regulatory updates.

• Reduce time to market and extend marketability.
• Help ensure proper and up-to-date product declarations.

• 136 compliance requirements (Substance list check pattern)
• Additionally 63 compliance requirements for documentation only

Numerous Product Marketability regulations or policies relate to substances. When a substance is assessed for a regulation or policy, the resulting compliance status is available for any raw material or product containing this substance.

Specific Product Marketability regulations or policies relate, for example, to suppliers. Assessment results are propagated in a similar way to any occurrence of this supplier raw material.

Product Marketability Regulations are most frequently about identification of products, in particular their chemical constituents, being subject to legal obligations. These obligations can relate to:

• The concentration of a regulated substance in the product, this can be combined with the "role" of the substance, for example, active ingredient or solvent
• The application of the product - for example, a food additive, a detergent or an industrial chemical
• The use - for example, an antioxidant, a laundry fabric-softener or a complexing agent

The compositional data of the product, especially the substance based composition, is an important focus of Product Marketability Assessments. With regards to different legislation, this can be the globally valid analytical composition or a legal-area-specific analytical composition, reflecting specific replacement of substances due to regulation based definition of substances to be considered.

Beside the chemical constituents of a raw material or a product, there can be other obligations:

• The compliance of each supplier of the raw materials going into the product, for example, the availability of certificates or licenses, regards, for example, Halal or Kosher when it comes to food related products
• More general obligations, represented, for example, by a statement related to the raw material or the product

The definition of a Compliance Requirement Version for Product Marketability is based on one of the following 3 Compliance Requirement Patterns:

1. Simple Compliance Documentation
2. Substance List Check, with 3 List types available:
   1. Inventory List
   2. Restriction List
   3. Monitoring List
3. Supplier Information

Compliance Requirements can not be assigned to Substances but only propagated from superordinate products or raw materials.

Definitions of Compliance Views

• Packaged Product - means a compliance view with the logistics roles Sold and Transported but not Produced. This compliance view must be related to an unpackaged product (see next item), adding its logistics roles;
• Unpackaged Product - means a compliance view basically with the logistics role Produced;
• Raw Material - means a compliance view with the logistic role Purchased.

The current solution of Product Compliance for Product Marketability supports assessment of marketability requirements based on the following Compliance Patterns:

• Substance List Check - evaluates constituents of the analytical composition against the following types of substance lists:
  • Inventory list - any substances NOT assigned to the list are NOT COMPLIANT
  • Restriction list - any substances assigned to the list are NOT COMPLIANT
  • Monitoring list - any substances assigned to the list are rated MONITORED
• Simple Compliance Documentation - this allows to manage the information, which otherwise would be stored in a separate file.
• Supplier Information - bound to manage any information required for a product (packaged or unpackaged) related to each supplier of all raw materials going into the product. Thus compliance requirements with this compliance pattern are automatically propagated along the product hierarchy to all raw materials and finally, to the supplier raw materials for assessment.

Compliance Requirements for Product Marketability can be assigned to products - packaged or unpackaged products or raw materials, but not to substances. Propagation to substances is managed automatically via the substance based composition.

According to the product hierarchy, there are two business roles to manage Product Marketability:

• Product Stewardship Specialist - Product Compliance - this business role basically takes care of the following:
  • Managing Compliance Requirements for Marketability, activation and assignment to compliance purposes
  • Assessment of Marketability requirements for products, consolidating the results and finally setting the status for requested markets
  • Managing changes of Compliance Requirements for Marketability, especially deriving the affected products and analyzing the impact
• Master Data Specialist - Product Compliance - this business role basically takes care of the following:
  • Managing Raw Materials and associated supplier raw materials
  • Assessment of Marketability requirements for raw materials along with supplier assessments
  • Managing Substance Compliance - creation of company substances and assessment of Marketability requirements for substances

Name target users and the related business roles.

• Performs day-to-day operations that ensure the compliance of products
• Reviews compliance data of products and performs checks to ensure its correctness and completeness
• Creates the necessary compliance documents and keeps them up to date
• Participates in product reviews
• Answers inquiries from sales or customers

Ensure that products are compliant so that they can be sold or transported

• Impact analysis of product changes, as well as changes in raw materials, changes in regulations, new sales areas, and new applications of products
• An overview of compliance statuses of products
• Up-to-date information on chemical regulations

• Manages substance and raw material data
• Collects and updates regulatory data from suppliers
• Updates regulatory data such as registration or notification information
• Supports or performs substance registration activities 

• Ensure that the compliance data for raw materials are available and up to date
• Verify that suppliers fulfill requirements
• Ensure that raw materials fulfill requirements as required by product  

• Impact analyses of change of suppliers, as well as changes in raw materials, changes in regulations and changes in requirements product must fulfill
• An overview of compliance statuses of raw materials and suppliers
• Up-to-date information on chemical regulations

• Coordinates product data
• Ensures product data quality
• Creates, maintains, and displays product master
• Copies product master, chooses parameters for copy
• Flags a product master for partial or complete deletion
• Flags products as compliance relevant to trigger follow up processes in Dangerous Goods, Product Marketability and Safety data Sheet Management

• Create and maintain product master data.
• Ensure that only consistent product master data will be available in the system.

• Easy tool to maintain the product master data
• Work list with all products in my responsibility
• Possibility to display the product master

• Create sales orders and provides information on processing status.
• Complete sales orders with necessary data regarding dangerous goods, such as applicable quantities or calculation of packages, pallets, container, or weight.
• Monitor, troubleshoot, manage, and collaborate on critical open issues from sales order fulfillment.
• Manage backorders and general sales support for the outside sales force.

• Work effectively and efficiently
• Keep an up-to-date overview of the process status and degree of fulfillment to easily identify where a need of action exists.

• Quick-and-easy access to relevant information regarding the marketability, SDS, and DG status for products
• Easy-to-consume, clear representation of the context, relationships, issues, and process steps in order to take the proper measures

• Handles group orders for shipment to destinations and carriers as required, considering dangerous goods regulations regarding mixed loading restrictions and transport permissibility as well as the marketability and SDS status
• Answers inquiries from sales or customers and edits deliveries in case of missing data
• Coordinates dangerous goods regulation changes with the dangerous goods expert

• Ensure that customers receive their deliveries on time.
• Be compliant and stay compliant regarding legal requirements for dangerous goods as well as the marketability and SDS status.

• Analysis of sales orders regarding shipping schedules and DG restrictions
• View of delivery-relevant master data, including DG information regarding marking, labeling, and DG documentation

Learn about the tasks, the related apps, and involved roles.

In Product Marketability, we have to distinguish two areas to be assessed:

1. Products, which are produced and sold - managed and assessed by the role Product Stewardship Specialist - Product Compliance.
2. Raw Materials and Company Substances, being used for production and thus underlying the products - managed and assessed by the role Master Data Specialist - Product Compliance.

According to this, compliance requirements, can be assigned to raw materials or to products. Compliance requirements assigned to products are propagated to the underlying raw materials. Finally, compliance requirements are propagated from raw materials to (company) substances.

In turn, assessment results are propagated from (company) substances to raw materials and further on to products when calculating the compliance status in the assessment of a Product Marketability Compliance Requirement.

The current version of the product compliance solution for Product Marketability and Chemical Compliance provides 2 steps for assessment processing:

• Step 1: Assessment of Compliance Requirements for Product Marketability and Chemical Compliance on the level of
  • The unpackaged product - means on the pure chemistry of the product. In general, this is the regular assessment level.
  • On the packaged product - on this detailed level, also the packaging can be regarded. This subsequent level is assessed in case actually required.
• Step 2: Consolidation of assessment results per required country and logistic role by assessing products for markets. This step provides the basis for logistic integrated checks regards for Product Marketability and Chemical Compliance in Sales Documents and Outbound Deliveries.

Compliance requirements for Product Marketability and Chemical Compliance are based on three compliance patterns:

• Simple Compliance Documentation
• Substance List Check
• Supplier Information

Compliance Requirements based on legal regulations are provided with the Regulatory Content. Beside this, it is possible to manually create own customer specific compliance requirements utilizing these compliance patterns.

Get to know the specificity of the data model for product marketability.

The definition of a Compliance Requirement Version for Product Marketability is based on one of the following 3 Compliance Requirement Patterns:

1. Simple Compliance Documentation
2. Substance List Check, with 3 List types available:
   1. Inventory List
   2. Restriction List
   3. Monitoring List
3. Supplier Information

Compliance Requirements can not be assigned to substances but only propagated from superordinate products or raw materials.

Definitions of Compliance Views

• Packaged Product - means a Compliance View with the logistic roles Sold and Transported but not Produced. This Compliance View must be related to an unpackaged product (see next item).
• Unpackaged Product - means a Compliance View with the logistic roles Sold, Transported and Produced.
• Raw Material - means a Compliance View with the logistic role Purchased.

According to the paradigm of Compliance Requirements, the following is incorporated in Compliance Requirements for Product Marketability:

• Header data and Regulation Attributes, supplemented with attributes specific for Product Marketability.
• Details specific for the Compliance Requirement Version (CRV)and related to the Compliance Requirement Pattern (CR-Pattern) of the CRV, for example the applied list-type for a Substance List Check and the substances assigned to the list.
  • Logic - for example how to do the following:
    • Determine affected subordinate (intermediate) products, raw materials or substances.
    • Calculate substance compliance for a Substance List Check.
    • Calculate the compliance status based on the status of subordinate levels like (intermediate) products and raw materials down to the final level of substances or supplier raw materials.
  • Data structures to be maintained in the assessment of the Compliance Requirement.