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HomeGlossaryPotency Calculation (Worked Example)
Manufacturing · The complete guide

Potency Calculation (Worked Example)

In short

A step-by-step numerical walkthrough of an API potency calculation on the dispensing floor — from CoA parsing through basis matching, moisture correction, salt-to-base conversion, and the actual mass the operator weighs.

Read the full summary

This is the calculation regulators reconstruct first when the batch record is questioned.

1,600 words · ~8 min read
On this page
  1. 01The scenario
  2. 02The four-factor stack (order matters)
  3. 03Step 1 — Salt-to-base conversion
  4. 04Step 2 — Basis alignment
  5. 05Step 3 — Potency correction
  6. 06Step 4 — Moisture correction
  7. 07Full audit trail entry
  8. 08Where this goes wrong in the real world
  9. 09How V5 does this
On this page · 9 sections
  1. 1The scenario
  2. 2The four-factor stack (order matters)
  3. 3Step 1 — Salt-to-base conversion
  4. 4Step 2 — Basis alignment
  5. 5Step 3 — Potency correction
  6. 6Step 4 — Moisture correction
  7. 7Full audit trail entry
  8. 8Where this goes wrong in the real world
  9. 9How V5 does this
AI · Explain it for MY operation

How does Potency Calculation (Worked Example) apply to your shop floor?

Pick your industry and scale — Ask V5 rewrites the definition in your context, gives a worked example, and shows what V5 does on day one.

Your scale

01The scenario

The recipe (MMR) calls for 50.000 kg of metoprolol on a free-base, anhydrous basis. The lot picked from inventory is metoprolol tartrate. The supplier CoA reports assay 98.6% on anhydrous basis and LOD 0.4% as-is. Salt stoichiometry: 2:1 (two metoprolol molecules per tartrate). MW(base) = 267.36; MW(salt) = 684.81.

InputValueSource
Recipe target50.000 kg (free base, anhydrous)MMR
Assay98.6% (anhydrous)CoA
LOD0.4% (as-is)CoA
Salt formTartrate, 2:1Item master
MW(base) / MW(salt)267.36 / 684.81Item master

02The four-factor stack (order matters)

  1. Salt-to-base conversion — recipe says 'free base', material is a salt.
  2. Basis alignment — recipe is anhydrous; assay is anhydrous. No conversion needed here.
  3. Potency correction — apply the actual assay factor.
  4. Moisture correction — bring anhydrous target back to as-is (what the operator weighs).
Order matters

Applying moisture before assay, or PF before SBF, changes the answer. Any competent MES fixes the order in code; a spreadsheet allows operators to reorder factors and get a different number every time.

03Step 1 — Salt-to-base conversion

SBF = MW(salt) / MW(base) / stoichiometry = 684.81 / 267.36 / 2 = 1.28089.

Mass after SBF = 50.000 × 2 × 267.36 / 684.81 = 39.036 kg of tartrate would deliver the base mass at 100% purity — but that direction is wrong for a 2:1 salt. Restated correctly: the tartrate salt contains 2 × 267.36 / 684.81 = 78.07% metoprolol base by mass. To deliver 50.000 kg of base, dispense 50.000 / 0.78071 = 64.043 kg of pure tartrate.

Sanity check

The salt is heavier than the base, so the dispensed mass of salt must be larger than the base target. 64.043 > 50.000 ✓.

04Step 2 — Basis alignment

Recipe target: anhydrous. Assay: anhydrous. No basis conversion. The 64.043 kg from Step 1 is the anhydrous-basis mass of pure tartrate needed.

05Step 3 — Potency correction

The lot assays at 98.6%, not 100%. Apply PF = 100 / 98.6 = 1.01420.

Mass after PF = 64.043 × (100 / 98.6) = 64.953 kg (anhydrous basis, as-received tartrate).

06Step 4 — Moisture correction

The 64.953 kg is the anhydrous mass. But the operator is weighing wet material with 0.4% LOD. Divide by (1 − LOD) to get the as-is mass.

As-charged mass = 64.953 / (1 − 0.004) = 65.214 kg.

This is the number the operator weighs

65.214 kg of tartrate goes on the scale. Delivered active mass (metoprolol base, anhydrous) = 65.214 × (1 − 0.004) × 0.986 × 0.78071 = 50.000 kg ✓. The calculation is self-consistent when reversed — regulators do exactly that check.

07Full audit trail entry

FieldValue
Nominal target (MMR)50.000 kg metoprolol (free base, anhydrous)
Lot selectedMT-2026-0417 (metoprolol tartrate)
SBF applied1 / 0.78071 = 1.28089
PF applied100 / 98.6 = 1.01420
Moisture correction1 / (1 − 0.004) = 1.00402
Combined factor1.30440
Adjusted charge (as-is)65.214 kg
Weighed (actual)65.209 kg
Delta−0.005 kg (−0.008%)
Tolerance band±0.10%
StatusAccepted; e-signed operator + verifier

08Where this goes wrong in the real world

  • Operator forgets SBF and dispenses 50.000 kg of tartrate → batch is 21.9% sub-potent.
  • Spreadsheet applies moisture before assay → answer is off by 0.4% (small here, catastrophic with wet materials).
  • CoA parsed as 'as-is' assay when it was reported anhydrous → double moisture correction; 0.4% over-charge.
  • 2:1 stoichiometry treated as 1:1 → 2× under-charge on the tartrate.
  • Free-text CoA field 'purity' interpreted as assay → conflates purity (impurity total) with active content.

09How V5 does this

The calculation you just read is one screen in V5

The kiosk shows every factor, every input, every intermediate result, and the final as-charged number in plain arithmetic. The operator sees the same audit trail a QA reviewer or FDA investigator will see — no hidden math, no spreadsheet, no reordering. Each factor pulls from a typed attribute on the lot or item; a missing attribute blocks the dispense rather than silently defaulting to 1. The BMR renders this table verbatim on the batch record page.

Frequently asked questions

Q.What if the CoA reports assay to 3 decimals but the scale reads to 2?+

Carry full precision through the calculation; round only the final as-charged mass to the scale's readable precision. Truncating intermediates cascades error across the four factors.

Q.What tolerance band applies?+

Recipe-defined. Common bands are ±0.1% for high-potency APIs, ±0.5% for standard APIs, ±1.0% for excipients. V5 checks the actual weighed mass against the as-charged target ± band.

Q.Does the same math apply to biologics?+

The stack changes — bioactivity units (IU) replace mass assay, but the principle is identical: normalise for reference, correct for lot, adjust to as-is charge.

Q.What if two of the four factors are '100%' (no correction)?+

The math still runs; the neutral factors resolve to 1.0. Never hard-code 'no correction needed' into the recipe — that hides the case where a future lot actually needs it.

Primary sources

  • 21 CFR 211.101 — Charge-in of components
  • 21 CFR 211.188 — Batch production and control records
  • USP General Notices 5.50 — Basis of Assay Values
  • ICH Q7 §6.5 — Master and Batch Production Records

Further reading

  • Potency correction factor
    The underlying multiplier.
  • Potency factor
    Where PF lives on the lot record.
  • Moisture correction
    The second factor in the stack.
  • Salt-to-base factor
    The first factor in the stack.
  • Potency & LOD in V5 MES
    How V5 computes this live.
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Back to glossary
Related terms
  • → Potency Correction Factor
  • → Potency Factor
  • → Salt-to-Base Conversion Factor
  • → Water / LOD Compensation
  • → Moisture Correction Charge

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