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.XX03.XX29 and newer
Table of Contents | ||
---|---|---|
|
Page Header
Header Toolbar
Toolbar Icons | Description | ||||||||
Delete |
![]() | ||||||||
Help |
| ||||||||
More Actions |
| ||||||||
New |
| ||||||||
Notes |
Production Order Note Types will not be copied onto a Production transaction when a transaction is created from a Production Order. | ||||||||
| |||||||||
Save |
| ||||||||
Save & Close |
|
Home Tab
Fields | Description | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Actual Input |
This is a calculated field and not stored in the database. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Actual Output |
This is a calculated field and not stored in the database. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Actual Yield Pct. |
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. |
This is a calculated field that is not stored in the database. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
End |
Database Field: ERPx_IMProductionOrderHeader.ScheduledDateEnd | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Planned Input |
Note: If the UOM of a line item is not the same as, or does not have a UOM conversion to the Yield UOM, then the line item will not be included in the input, output and yield calculations. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Planned Output |
Note: If the UOM of a line item is not the same as, or does not have a UOM conversion to the Yield UOM, then the line item will not be included in the input, output and yield calculations. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Planned Yield Pct. |
Note: If the UOM of a line item is not the same as, or does not have a UOM conversion to the Yield UOM, 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 editable until the transaction is in a status of Closed. Database Field: ERPx_IMProductionOrderHeader.ProductionName | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Reference |
Database Field: ERPx_IMProductionOrderHeader.Reference | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Site Name |
The lookup contains a list of all the 'Active' Inventory Sites. Database Fields: ERPx_IMProductionOrderHeader.SiteSK | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Start |
Database Field: ERPx_IMProductionOrderHeader.ScheduledDateStart | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Status |
The lookup contains all the values in the IMProductionOrderStatus Enumeration Class. Note: 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 in a status of 'New'. Database Field: ERPx_IMProductionOrderHeader.StatusEN | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Yield UOM |
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
Fields | Description | ||||||||
---|---|---|---|---|---|---|---|---|---|
Group: 1 | |||||||||
Production Order |
Database Field: ERPx_IMProductionOrderHeader.ProductionOrderID | ||||||||
Production Order Class |
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 |
Database Field: ERPx_IMProductionOrderHeader.CreatedBy | ||||||||
Created Date |
Database Field: ERPx_IMProductionOrderHeader.CreatedDate | ||||||||
Last Updated |
Database Field: ERPx_IMProductionOrderHeader.LastUpdated | ||||||||
Last Updated By |
Database Field: ERPx_IMProductionOrderHeader.LastUser |
...
Page Detail
Inventory Items Grid Toolbar
Toolbar Icons | Description | ||||||||
Add Input |
| ||||||||
Add Output |
| ||||||||
Column Filter Show/Hide |
| ||||||||
Excel |
| ||||||||
Group By Show/Hide |
| ||||||||
Mass Update |
| ||||||||
More Actions |
| ||||||||
Quick Column Filter |
| ||||||||
Remove Items |
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 |
|
Grid: Inventory Items Tab
Column Headers | Description | ||||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Checkbox |
| ||||||||||||||||||||||||
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. 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:
It is editable until the Production Order is in a status of Closed. Database Fields: ERPx_IMBOMItem.IncludeInYield, ERPx_IMProductionOrderDetail.IncludeInYield | ||||||||||||||||||||||||
Item: Description |
The lookup contains a list of all the 'Active' inventory-tracked items configured in the Items Master File (Inventory > Items).
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:
This lookup contains all the values in the IMProductionLineSource Enumeration Class where Enumeration Value = 1,2. Database Field: ERPx_IMProductionOrderDetail.IMProductionLineSourceEN | ||||||||||||||||||||||||
Line Type |
This lookup contains all the values in the IMLineItemType Enumeration Class where Enumeration Value = 1,2. Database Field: ERPx_IMProductionOrderDetail.LineItemTypeEN | ||||||||||||||||||||||||
Ln. |
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 |
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 |
Database Field: ERPx_IMProductionOrderDetail.ProductionBatchID | ||||||||||||||||||||||||
Scheduled 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 |
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:
Database Fields: ERPx_IMProductionOrderDetail.OrderedUnits, ERPx_IMProductionOrderDetail.BOMUnits | ||||||||||||||||||||||||
Warehouse Lot |
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:
Database Fields: ERPx_IMProductionOrderDetail.OrderedWeight, ERPx_IMProductionOrderDetail.BOMWeight | ||||||||||||||||||||||||
Weight UOM |
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
Toolbar Icons | Description | ||||||||
Add Items |
| ||||||||
Column Filter Show/Hide |
| ||||||||
Excel |
| ||||||||
Group By Show/Hide |
| ||||||||
Quick Column Filter |
| ||||||||
Remove Items |
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. | ||||||||
Saved Layouts |
|
Grid: Cost Items Tab
Column Headers | Description | ||||||||
---|---|---|---|---|---|---|---|---|---|
Checkbox |
| ||||||||
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:
This lookup contains all the values in the IMProductionLineSource Enumeration Class where Enumeration Value = 1,2. Database Field: ERPx_IMProductionOrderCostItem.IMProductionLineSourceEN | ||||||||
Ln. |
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 |
...