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Production Orders are used to issue specific Production Orders are used to issue specific quantity of inputs and/or output quantities of inventory items within a certain time frame. These allow multiple production items to be associated to Production Orders. This page will display input, output and yield percentages and allow users to view/record actuals against the plan. Inventory is not affected when the plan is entered, only when actuals are recorded.

To view the help page for the NorthScope 2.0 Production Order Record View, please click here: Production Order Record View

Software Version: 2024.XX.XX and newer

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Header Toolbar

Toolbar IconsDescription
Delete
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Delete - RV Header 3.0
Delete - RV Header 3.0
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(lightbulb) If the selected Production Order transaction(s) have associated Production transactions, then the user will be unable to delete the Production Order transaction(s).
Help
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Help - Global 3.0
Help - Global 3.0
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More Actions

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More Actions - Global 3.0
More Actions - Global 3.0
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  • LV: Item Balances: Opens the Item Balances Inquiry
  • LV: Lot Balances: Opens the Lot Balances Inquiry
  • Record Production: Saves the Production order Order and opens the Record Production popup, allowing users to specify the Production Transaction Class and Production Date. The 'Production Transaction Class' field defaults from the newly created Production transaction from the transaction class specified in the 'Related Production Transaction Class' on the Production Order Transaction Class record view. Users have the ability to change this to any 'Active' Production Transaction Class. The 'Production Date' defaults to the current date. Users can click the Process button create a Production transaction from the Production Order transaction. Users will be prompted with the TransactionID that was generated and can navigate directly to the Production record view or remain on the Production Order record view.The newly created Production transaction will include all lines from the Production Order's Input and   The newly created Production transaction will include all lines from the Production Order's Input and Output tabs. The quantities (Units and Weight) on the Production transaction will be defaulted as "0.00".

(lightbulb) This button is disabled when the Status is 'Closed'.

New

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New - Multi-Select Trans Type - Global 3.0
New - Multi-Select Trans Type - Global 3.0
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The drop-down displays all active Production Order type transaction classes configured in the system. Selecting a transaction class, opens a new blank transaction record for data entry. 

Notes

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Notes - Global 3.0
Notes - Global 3.0
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Two Three Note Types (Internal, Production Instructions and Attachment) will be displayed for Production Order transactions.

Production Order Note Types will not be copied onto a Production transaction when a transaction is created from a Production Order.

Print 
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Print - LV 3.0
Print - LV 3.0
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Save

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Save - RV Header
Save - RV Header
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 For a new Production Order, clicking Save will also assign the Production Order ID, by combining the 'Document Prefix' with the 'Next Document Number' from the Production Order transaction class. The 'Next Document Number' field will be incremented by one.

Save & Close
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Save & Close - RV Header 3.0
Save & Close - RV Header 3.0
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Home Tab 

Production Order UOM needs changing to
FieldsDescription
Actual Input

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Actual Input
Actual Input
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 This is a non-editable text box that is not required and defaults as "0.00". This field remains blank until the Record Production button is clicked, a Production transaction is created, and line item(s) are added to the grid of the Inventory Items tab with a Line Type of Input. This field is only editable by adding or editing the 'Units' field or 'Weight' field for an Input line item on the Inventory Items tab of the associated Production transaction. Since the user may record production multiple times, there may be more than one Production transaction associated with a Production Order transaction.

This is a calculated field and not stored in the database. 

Actual Output

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Actual Output
Actual Output
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This is a non-editable text box that is not required and defaults as "0.00". This field remains blank until the Record Production button is clicked, a Production transaction is created, and line item(s) are added to the grid of the Inventory Items tab with a Line Type of Output. This field is only editable by adding or editing the 'Units' field or 'Weight' field for an Output line item on the Inventory Items tab of the associated Production transaction. Since the user may record production multiple times, there may be more than one Production transaction associated with a Production Order transaction.

This is a calculated field and not stored in the database.

Actual Yield Pct.

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Actual Yield Percentage
Actual Yield Percentage
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This is a non-editable text box that is not required and defaults as "0.00". This field remains blank until the Record Production button is clicked, a Production transaction is created, and line item(s) are added to the grid that are set to 'Include in Yield' on the Inventory Items tab. This field is calculated as [Actual Output] / [Actual Input] * 100. This field is only editable by adding or editing the 'Units' field or 'Weight' field for a line item on the Inventory Items tab that are set to Include in Yield on the associated Production transaction. 

This is a calculated field and not stored in the database.

Allow Inv. Subs.

Identifies whether non-Production Order Inventory line items can be manually added to a Production transaction associated with the corresponding Production Order. This is a single-select standard lookup that is required. It defaults from the 'Allow Substitutes' field on the Production Order Transaction Class record view. This field is editable until the transaction is in a status of 'In Process' or 'Closed'.  

The lookup contains all the values in the IMProductionOrderAllowSubstitutes Enumeration Class. 

Database Field: ERPx_IMProductionOrderHeader.AllowSubstitutesEN

Completion Pct.

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Output Complete Percentage
Output Complete Percentage
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This is a non-editable text box that is not required. It defaults as "0.00"and is calculated as [Actual Output] / [Planned Output] * 100 formatted to 2 decimals. This field is only editable by adding or editing the 'Units' field or 'Weight' field for an Output line item on the Inventory Items tab of the Production Order transaction or the associated Production transaction.

This is a calculated field that is not stored in the database.

End

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Planned End Date
Planned End Date
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This is a date picker that is not required. It defaults to blank and is always editable. editable until the transaction is in a status of Closed. . If entered, it should be on or after the 'Start' date. Else, the message "[ProductionOrderID]: The selected date range is invalid." will be displayed on Save.

Database Field: ERPx_IMProductionOrderHeader.ScheduledDateEnd

Planned Input

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Planned Input
Planned Input
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 This is a non-editable text box that is not required and defaults as "0.00". This field is only editable changing the 'Units' or 'Weight' for one or more line items with a Line Type of Input on the Inventory Items tab. This is a calculated field and not stored in the database.

Note: If the UOM of a line item is not the same as, or does not have a UOM conversion to the Yield UOM in the Production Order header, then the line item will not be included in the input, output and yield calculations.

Planned Output

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Planned Output
Planned Output
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 This is a non-editable text box that is not required and defaults as "0.00". This field is only editable by changing the 'Units' or 'Weight' for one or more line items with a Line Type of Output on the Inventory Items tab. This is a calculated field and not stored in the database.

Note: If the UOM of a line item is not the same as, or does not have a UOM conversion to the Yield UOM in the Production Order header, then the line item will not be included in the input, output and yield calculations. 

Planned Yield Pct.

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Planned Yield Percentage
Planned Yield Percentage
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 This is a non-editable text box that is not required and defaults as "0.00". This field is only editable by changing the 'Units' or 'Weight' for one or more line items set to Include in Yield on the Inventory Items tab. This is a calculated field and not stored in the database.

Note: If the UOM of a line item is not the same as, or does not have a UOM conversion to the Yield UOM in the Production Order header, then the line item will not be included in the input, output and yield calculations. .

Production Name

Identifies the name of the Production plan, for example this could be a particular day and shift.   This is an editable text box that defaults to blank and is not required.  If entered, it must be <= 200 characters and does not need to be unique.  This is always editable , even after until the record transaction is in a status of Closed. 

Database Field: ERPx_IMProductionOrderHeader.ProductionName

Reference

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Reference
Reference
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 This is an editable text box that defaults to blank and is not required.  If entered, it must be <= 100 characters and does not need to be unique.   This    This is always editable , even after until the record transaction is in a status of Closed. 

Database Field: ERPx_IMProductionOrderHeader.Reference

Site Name

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Site Name
Site Name
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This is a single-select standard lookup that is required. If missing, the message "[ProductionOrderID]: Site is required." will be displayed on Save. It defaults as blank and is not editable after initial Save. The selected Site will be used as the Site of the Production transaction once the production order is recorded.

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Def - Site
Def - Site
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The lookup contains a list of all the 'Active' Inventory Sites.

Database Fields: ERPx_IMProductionOrderHeader.SiteSK

Start

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Planned Start Date
Planned Start Date
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 This is a date picker that is required. If missing, the message "[ProductionOrderID]: Planned Start is required." (NEEDS TO BE JUST START AND MAYBE ADD DATE)will be displayed on Save. It defaults to blank and is editable while in a status of 'Recurring', 'New', 'Scheduled' or 'Released'.  When entered it must be on or before the 'FinishEnd' field, else, the message "ProductionOrderID]: The selected date range is invalid." will be displayed on Save.

Database Field: ERPx_IMProductionOrderHeader.ScheduledDateStart

Status

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Status
Status
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 This is a single-select standard lookup that defaults to 'New' and is required. This is always editable until the transaction is in a Status of 'Closed'. If the transaction is associated with a Production transaction(s), the Status may not be saved as 'Closed" until all associated Production transactions have been posted. Else, the message "[ProductionOrderID]: Production Order [ProductionOrderID] cannot be closed because Production Transaction(s) [Production ID] are not posted." will  will be displayed on Save.

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Def - Status
Def - Status
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 The Statuses that apply to transactions in this List View include:

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Def - Status - Recurring
Def - Status - Recurring
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Def - Status - New
Def - Status - New
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Def - Status - Scheduled
Def - Status - Scheduled
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Def - Status - Released
Def - Status - Released
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Def - Status - In Process (Inventory)
Def - Status - In Process (Inventory)
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Def - Status - Closed
Def - Status - Closed
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The lookup contains all the values in the IMProductionOrderStatus Enumeration Class. 

Note: The Status will not have an impact when the Record Production button is clicked (Production transactions created from Production Orders in a status of 'Recurring' cannot be used to record Production. Production transactions created from the Record Production button will always be created as New).in a status of 'New'. 

Database Field: ERPx_IMProductionOrderHeader.StatusEN

Yield UOM

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Yield UOM
Yield UOM
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This is an editable text box that is required. It defaults from the corresponding Transaction Class Yield UOM, else it is blank and if missing when the Status is saved as Approved or greater, the message "[ProductionOrderID]:

Yield UOM is required." will be displayed on Save. 

The lookup contains the current assigned value and a list of all the 'Active' /wiki/spaces/HELP/pages/3642097677.

Database Field: ERPx_IMProductionOrderHeader.ProductionOrderUOM

Properties Tab 

FieldsDescription
Group: 1
Production Order

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Transaction ID
Transaction ID
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 This is a non-editable text box that is required.  It defaults from the transaction number assigned after the record is initially saved. This is never editable. 

Database Field: ERPx_IMProductionOrderHeader.ProductionOrderID

Production Order Class

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Transaction Class
Transaction Class
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This is a non-editable text box that is required and defaults to the Production Order Transaction Class that was selected/specified when creating the transaction. This field is never editable.

Database Fields: ERPx_IMTransactionClass.TransactionClassID, ERPx_IMProductionOrderHeader.TransactionClassSK

Start Time

Identifies the time the Production began.  This is an editable text box that is not required.  It defaults to blank and is always editable. If entered, it must be <= 20 characters.   This value will default to a Production transaction.

Database Field: ERPx_IMProductionOrderHeader.StartTime

End Time

Identifies the time the Production ended.  This is an editable text box that is not required.  It defaults to blank and is always editable. If entered, it must be <= 20 characters. This value may be less than the Start Time for productions that may span multiple days.    This value will default to a Production transaction.

Database Field: ERPx_IMProductionOrderHeader.EndTime

Group: 2
Created By

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Created By
Created By
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This is a required field.

Database Field: ERPx_IMProductionOrderHeader.CreatedBy

Created Date

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Created
Created
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This is a required field.

Database Field: ERPx_IMProductionOrderHeader.CreatedDate

Last Updated

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Last Updated
Last Updated
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This is a required field.

Database Field: ERPx_IMProductionOrderHeader.LastUpdated

Last Updated By

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Last Updated By
Last Updated By
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This is a required field.

Database Field: ERPx_IMProductionOrderHeader.LastUser



Page Detail

Inventory Items Grid Toolbar

and if the Status of the transaction is 'New'  Else the message "Production Batch may only be updated for transactions in the status of New." will be displayed on Save.  and if the Status of the transaction is 'New'. Else the message "Warehouse Lot may only be updated for transactions in the status of New." will be displayed on Save.
  • Owner - This may only be updated if the Status of the transaction is 'New'. Else the message "Owner may only be updated for transactions in the status of New." will be displayed on Save.
    • LV: Warehouse Lot: Opens the Warehouse Lot List View, in a new .
    • Owner 
    Toolbar IconsDescription
    Add Input
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    Add Output - RV Grid 3.0
    Add Output - RV Grid 3.0
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    Add Output
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    Add Input - RV Grid 3.0
    Add Input - RV Grid 3.0
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    Column Filter Show/Hide
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    Column Filter Show/Hide - Global
    Column Filter Show/Hide - Global
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    Excel
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    Excel - LV 3.0
    Excel - LV 3.0
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    Group By Show/Hide
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    Group By Show/Hide - Global
    Group By Show/Hide - Global
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    Mass Update

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    Mass Update - Global 3.0
    Mass Update - Global 3.0
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    • Production Batch - This may only be updated if the Item is Lot tracked
    • .
    • Warehouse Lot - This may only be updated if the Site is warehouse lot tracked
    More Actions
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    More Actions

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    More Actions - Global 3.0
    More Actions - Global 3.0
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    • LV: Warehouse Lot: Opens the Warehouse Lot List View, in a new tab, filtered for the selected record's Warehouse Lot, if applicable, else the message else the message "No Warehouse Lot exists for this item." will be displayed when clicked. 
    • RV: BOM: Opens the BOM Record View for the selected item if the item comes from a BOM record, else the message "No BOM exists for this item." will be displayed when clicked. 
    • RV: Item: Open the Item Record View for the selected item.
    • RV: Production Batch: Open the Production Batch Record View for the selected line item, if applicable, else the message else the message "No Production Batch exists for this item." will be displayed when clicked. 
    Quick Column Filter
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    Remove Items

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    Remove Items - RV Grid 3.0
    Remove Items - RV Grid 3.0
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    Items that have Production recorded against them cannot be deleted, the message "[Item ID] could not be deleted because it has had Production recorded against it." will be displayed on Save.

    Saved Layouts
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    Column Layouts for Framework 3.0 - Global
    Column Layouts for Framework 3.0 - Global
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    Grid: Inventory Items Tab

    If update If Units update

    Identifies the line item's quantity that is on an Open Production transaction converted to the Item's Cost UOM.  

    Database Field: ERPx_IMProductionOrderDetail.ProducedQuantity
    Column HeadersDescription
    Checkbox
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    Checkbox
    Checkbox
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    BOM ID

    Identifies the unique ID of the BOM record associated with the line item. This is automatically assigned when an open BOM record exists for the Item and Site combination of the Production Order.  It is not required and is never editable. 

    Database Fields: ERPx_IMBOM.BOMID, ERPx_IMProductionOrderDetail.BOMSK

    BOM Qty Override

    Identifies whether the 'Units' or 'Weight' of an Input line item with a Line Source of 'BOM' was manually updated or not.  This is a Yes/No field where 'Yes' means the user updated the default value of either the 'Units' or 'Weight' and No (which is displayed as blank) means the default value(s) has not been updated. 

    Database Field: ERPx_IMProductionOrderDetail.This is a calculated field that is not stored in the database. 

    BOM Units

    Identifies the Units quantity from the associated BOM record.  This is only applicable to items that are assigned to a BOM.  If the user updates the 'Units' value for an Output line item (associated with the BOM), the BOM Units and all the corresponding Input items will be updated based on the difference.  For example, If the 'Units' value for the Output line item is 100 Cases when loaded from the BOM record and the user updates the 'Units' value to 90 Cases, all the input line(s) quantities from the BOM will be updated to 90% of the original quantity (for example, an input line item value of 50 Cases would now be updated to 45 Cases). 

    Note:

    The BOM Units on an Input line are always calculated from the Output BOM Item's percentage. If a user updates the 'Units' value for an Input line associated with the BOM record, the BOM Units will not

    be updated based on this

    Database Field: ERPx_IMProductionOrderDetail.BOMUnits

    BOM Weight

    Identifies the Weight from the associated BOM record.  This is only applicable to items that are assigned to a BOM.  If the user updates the 'Weight' value for an Output line item (associated with the BOM), the BOM Weight and all the corresponding Input items will be updated based on the difference.  For example, If the 'Weight' value for the Output line item is 1000lbs when loaded from the BOM record and the user updates the 'Weight' value to 900lbs, all the input line(s) quantities from the BOM will be updated to 90% of the original quantity (for example, an input line item value of 500lbs would now be updated to 450lbs). 

    Note:

    The BOM Weight on an Input line are always calculated from the Output BOM Item's percentage. If a user updates the 'Weight' value for an Input line associated with the BOM record, the BOM

    Weight will not

    be updated based on this

    Database Field: ERPx_IMProductionOrderDetail.BOMWeight

    Include in Yield

    Identifies whether the line item is included in the yield calculation or not.  This is a Yes/No lookup that is required.  It defaults based on the following:

    • For line items with a Line Source of Manual it defaults to "Yes". 
    • For line items with a Line Source of BOM it defaults to the value set on the corresponding BOM record. 

    It is editable until the Production Order is in a status of Closed.

    Database Fields: ERPx_IMBOMItem.IncludeInYield, ERPx_IMProductionOrderDetail.IncludeInYield

    Item: Description

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    Item ID & Item Description
    Item ID & Item Description
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     This is a single-select standard lookup that is allows the user to select the item for which to include in the transaction. This is a required field. This field defaults to blank and is editable until the transaction is Saved.

    The lookup contains a list of all the 'Active' inventory-tracked items configured in the Items Master File (Inventory > Items). 

    (lightbulb) Selecting the Item will default the Units UOM and Weight UOM fields based on the Item properties.

    Database Fields: ERPx_IMItem.ItemID, ERPx_IMItem.ItemDescription, ERPx_IMProductionOrderDetail.ItemSK

    Line Reference

    Identifies a reference for a line item.  This is an editable text box that defaults to blank and is not required.  If entered, it must be <=100 characters and does not need to be unique.   This is always editable, even after the record is Closed.  This value will default to the Production Transaction Line Reference value for the corresponding item(s). 

    Database Field: ERPx_IMProductionOrderDetail.Reference

    Line Source

    A non-editable textbox that displays where the corresponding line item originates from. This is required and never editable. The available options include:

    1. Manual: The line item was manually added by a user.
    2. BOM: The line item was auto-added from a BOM record. 

    This lookup contains all the values in the IMProductionLineSource Enumeration Class where Enumeration Value = 1,2.

    Database Field: ERPx_IMProductionOrderDetail.IMProductionLineSourceEN

    Line Type

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    Line Type
    Line Type
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    This is a single-select standard lookup that is required. It defaults based on the toolbar button that was clicked to add a new line.  If 'Add Output' button was clicked it defaults to "Output", and if 'Add Input' button was clicked it defaults to 'Input'.  It is only editable prior to the initial Save, then it is disabled. 

    This lookup contains all the values in the IMLineItemType Enumeration Class where Enumeration Value = 1,2.

    Database Field: ERPx_IMProductionOrderDetail.LineItemTypeEN

    Ln.

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    Ln. - RV Items Grid
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     This is an editable text box that defaults to the next available base-10 number per Line Type. It is required, and is editable while the transaction is in a Status of "New". To re-sequence the line items, edit one or more lines with a new positive number that would put the line item where you want it sorted, and click the Save button. On save, the line items will be resorted per Line Type, and the Ln. values will be re-set to base-10 values.

    For example, if you had three Input line items 10, 20, and 30 and you wanted the last one (Ln. 30) to be second, you could edit the value to any number between 10 and 20 (i.e., 15) and on save the lines would be sorted in the new sequence (10, 15, and 30) and then all Ln.'s would be re-set to base 10 numbers (10, 20, 30).

    Note: Since the Ln. values are per Line Type, it is possible to have duplicate Ln. values across the types. 

    Database Fields: ERPx_IMProductionOrderDetail.ItemSort, ERPx_IMProductionOrderDetail.ItemSortOverride

    Owner

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    Owner - Item
    Owner - Item
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     This is a single select standard lookup that is required. It defaults to the Inventory Preference value for 'Default Owner' and is always editable until the Production Order is in a status of Closed. 

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    Def - Owner
    Def - Owner
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    The lookup contains the current assigned value and a list of all the Lot Owners.

    Database Fields: ERPx_IMLotOwner.OwnerName, ERPx_IMProductionOrderDetail.OwnerSK

    Production Batch

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    Production Batch
    Production Batch
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     This is a text box that is not required. This field is enabled for items where the 'Lot Tracked' field is set to "Yes". This field is disabled for items where the 'Lot Tracked' field is set to "No". If enabled, this field is always editable while the transaction is in a status of 'Open' or 'Released'. The value entered in this field will auto-populate on the associated line item on a recorded production transaction.

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    Def - Production Batch
    Def - Production Batch
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    Def - Inventory Lot
    Def - Inventory Lot
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    Database Field: ERPx_IMProductionOrderDetail.ProductionBatchID

    Produced QtyRemaining QtyScheduled Qty

    Identifies the line item's quantity converted to the Item's Cost UOM.  This is a non editable text box that is required if a Cost UOM exists on the Item and the UOM is on the Item's schedule.  It is auto calculated after an item is added with Units/Weight values and is saved.  For example, if a line item has a Cost UOM of kg and the line item's quantity is entered in Lbs, the Scheduled Qty value will display the line item's quantity in kg. 

    Database Field: ERPx_IMProductionOrderDetail.ScheduledQuantity

    Unit UOM

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    UOM - Units
    UOM - Units
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     This is a single-select standard lookup that is required if the item is managed by 'Units Only' or by 'Units and Weight'. Before an item is selected, this field will default as blank and the lookup will not include any values. Once an item is selected, this field will default from the 'Inventory Unit UOM' field set up on the 'Properties' tab of the Item record view. This field will be disabled if the item is managed by 'Weight Only'. This field can always be edited until the transaction is in a status of 'Closed' or a Production has been recorded. 

    The lookup contains the current assigned value and a list of all 'Active' Unit UOMs on the selected Item's UOM Schedule.

    Database Fields: ERPx_IMUOM.UOMName, ERPX_IMItem.UOMScheduleSK, ERPx_IMProductionOrderDetail.OrderedUnitsUOMSK

    Units

    Identifies the number of units for the line item. This is a numeric text box that is required if the item is managed by 'Units Only' or by 'Units and Weight'. It defaults to "0.00" and is only enabled if the selected item is managed by 'Units Only' or by 'Units and Weight'. If enabled, this field can always be edited while the transaction is in a status of 'Open' or 'Released'. If enabled, this field must be a positive number, else the message “[ProductionOrderID]: Item [Item ID] must be saved with positive Unit and Weight quantities” or “[ProductionOrderID]: Item [Item ID] must be saved with positive Units quantity.” will be displayed on Save. The number of decimal places displayed will be based on the 'Unit Decimals' field on the Item record view. Additionally, a footer total will be displayed for this field.

    If this field is editable, the following will be enforced:

    • For an item that is fixed weight and requires whole units:

      • When Units are entered: the value will be rounded up to the nearest integer then the weight will automatically be calculated based on the Units integer value.

    • For an item that is fixed weight and does not require whole units:

      • When Units are entered: the weight will automatically be calculated based on the Units value. The Units value does not have to be an integer.

    • For an item that is variable weight and requires whole units:

      • When Units go from empty to a value: the value will be rounded up to the nearest integer then the weight will automatically be calculated based on the Units integer value.

      • When Units go from one value to another: the value will be rounded up to the nearest integer but the weight will NOT be recalculated.

    Database Fields: ERPx_IMProductionOrderDetail.OrderedUnits, ERPx_IMProductionOrderDetail.BOMUnits

    Warehouse Lot

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    Warehouse Lot
    Warehouse Lot
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     This is a text box that is not required. This field is enabled for Sites where the 'Warehouse Lot Tracked' field is set to "Yes - Allow multiple items in single lots" or "Yes - Limit Warehouse Lots to single items". This field is disabled for Sites where the 'Warehouse Lot Tracked' field is set to "No". If enabled, this field is always editable until the transaction is in a status of 'Closed' or a Production has been recorded. The value entered in this field will auto-populate on the associated line item on a recorded production transaction.

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    Def - Warehouse Lot
    Def - Warehouse Lot
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    Def - Inventory Lot
    Def - Inventory Lot
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    Database Field: ERPx_IMProductionOrderDetail.WarehouseLotID

    Weight

    Identifies the weight for the line item. This is a numeric text box that is required if the item is managed by 'Weight Only' or by 'Units and Weight'. It defaults to "0.00" and is only enabled if the selected item is managed by 'Weight Only' or 'Units and Weight'. If enabled, this field can always be edited while the transaction is in a status of 'Open' or 'Released'. If enabled, this field must be a positive number, else the message “Request 1 [ProductionOrderID]: Item [Item ID] must be saved with positive Unit and Weight quantities” or “Request 1 [ProductionOrderID]: Item [Item ID] must be saved with positive Weight quantity" will be displayed on Save. The number of decimal places displayed will be based on the 'Weight Decimals' field on the Item record view. Additionally, a footer total will be displayed for this field.

    If this field is editable, the following will be enforced:

    • For an item that is fixed weight and requires whole units:

      • When Weight is entered: the value will be rounded up to the nearest weight that results in a whole unit then the units will automatically be calculated based on the Weight value.

    • For an item that is fixed weight and does not require whole units:

      • When Weight is entered: the Units will automatically be calculated based on the Weight value. The Weight value does not have to result in an integer Units value.However, because the Units and Weight values round to two decimal places, if the rounded Units value produced by the weight value does not convert to equal the weight value, the weight value will automatically update to equal the converted value of the units since the item is a fixed weight item.

    • For an item that is variable weight and requires whole units:

      • When Weight goes from empty to a value: the value will be rounded up to the nearest weight that results in a whole unit then the units will automatically be calculated based on the Weight value.

      • When Weight goes from one value to another: the units will NOT be recalculated.

    Database Fields: ERPx_IMProductionOrderDetail.OrderedWeight, ERPx_IMProductionOrderDetail.BOMWeight

    Weight UOM

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     This is a single-select standard lookup that is required if the item is managed by 'Weight Only' or by 'Units and Weight'. Before an item is selected, this field will default as blank and the lookup will not include any values. Once an item is selected, this field will default from the 'Inventory Weight UOM' field set up on the 'Properties' tab of the Item record view. This field will be disabled if the item is managed by 'Units Only'. This field can always be edited until the transaction is in a status of 'Closed' or a Production has been recorded.. 

    The lookup contains the current assigned value and a list of all 'Active' Weight UOMs on the selected Item's UOM Schedule.

    Database Fields: ERPx_IMUOM.UOMName, ERPX_IMItem.UOMScheduleSK, ERPx_IMProductionOrderDetail.OrderedWeightUOMSK

    Yield Quantity

    Identifies the conversion of the quantity of the line item to the Production Order Yield UOM quantity.  This is a system assigned non-editable field that is not required.  It only applies to line items where the 'Include in Yield' is set to 'Yes' and the Item's UOM Schedule includes the Yield UOM specified on the Production Order transaction, else it is blank. 

    This is a calculated field that is not stored in the database.

    Cost Items Grid Toolbar

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    Cost Items that are associated with a BOM record cannot be deleted, the message "[Cost Item ID] could not be deleted because it was added from a BOM." will be displayed on Save.

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    Grid: Cost Items Tab

    This defaults to blank or from BOM? and is updated on Save or on the fly?.
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    BOM ID

    Identifies the unique ID of the BOM record.  This is a non-editable text box that is automatically assigned when an open BOM record exists with a Cost Item(s) for the BOM Item and Site combination.  It is not required and is never editable. 

    Database Fields: ERPx_IMBOM.BOMID, ERPx_IMProductionOrderDetail.BOMSK, ERPx_IMProductionOrderCostItem.BOMSK

    Cost

    Displays the calculated extended amount of the Cost item. This is a numeric text box that is calculated as: [Cost Rate] * [Quantity].

      This is never editable.

    This is a calculated field that is not stored in the database. 

    Cost Item

    Identifies the Cost Item displayed as [Cost Item ID]: [Cost Item Description]. This is a text box that allows the user to select the item to include in the transaction. This is a required field. This field defaults to blank and is editable until the transaction is Saved.

    Database Fields: ERPx_IMCostItem.CostItemID: CostItemDescription, ERPx_IMBOMCostItem.BOMCostItemSK, ERPx_IMProductionOrderCostItem.CostItemSK

    Cost Rate

    Identifies the rate of the Cost Item.  This is a numeric text box that defaults to the Cost Rate specified on the Cost Item master file when the Line Source is Manual and from the Current Rate based on the effective date of the Cost Item from the BOM record when the Line Source is BOM. 

    Database Fields: ERPx_IMCostItem.Rate,  IMProductionOrderCostItem.Rate

    Cost UOM

    Identifies the Unit of Measure of the Cost Item. This defaults from the Cost Item selected and is never editable from this record.  It can be edited from the Cost Items List View at any time.  

    Database Fields: ERPx_IMUOM.UOMID, ERPx_IMBOMCostItem.UOMSK, IMProductionOrderCostItem.UOMSK

    Line Reference

    Identifies the reference for the cost item.  This is an editable text box that defaults to blank and is not required.  If entered, it must be <=100 characters and does not need to be unique.   This is always editable, even after the record is Closed. 

    Database Fields: IMProductionOrderCostItem.Reference

    Line Source

    A non-editable textbox that displays where the corresponding line item originates from. This is required and never editable. The available options include:

    1. Manual: The line item was manually added by a user.
    2. BOM: The line item was auto-added from a BOM record. 

    This lookup contains all the values in the IMProductionLineSource Enumeration Class where Enumeration Value = 1,2.

    Database Field: ERPx_IMProductionOrderCostItem.IMProductionLineSourceEN

    Ln.

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     This is an editable text box that defaults to the next available base-10 number. It is required, and is editable while the transaction is in a Status of "New". To re-sequence the line items, edit one or more lines with a new positive number that would put the line item where you want it sorted, and click the Save button. On save, the line items will be resorted, and the Ln. values will be re-set to base-10 values.

    For example, if you had line items 10, 20, and 30 and you wanted the last one (Ln. 30) to be second, you could edit the value to any number between 10 and 20 (i.e., 15) and on save the lines would be sorted in the new sequence (10, 15, and 30) and then all Ln.'s would be re-set to base 10 numbers (10, 20, 30).

    Database Field: ERPx_IMProductionOrderCostItem.LineNumber

    Quantity

    Identifies the quantity of the line item. This is a numeric textbox that defaults to blank, is required and is editable while the record is in New Status.  The value entered must be >=0  else the message "Cost Item [CostItemID] Quantity must be greater than or equal to 0." will be displayed on Save. 

    Database Fields: ERPx_IMBOMCostItem.Quantity, IMProductionOrderCostItem.Quantity


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