The Production Order Items list view displays line item detail for all open Production Order transactions. From this page, users may add/edit/delete Production Order transactions and print any associated reports. Users may also generate an Excel file or enter notes for a specific Production Order transaction. Closed Production Order line transactions can be opened from the Production Order Item Inquiry.
Software Version: 2024.XX.XX and newer
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| Toolbar Icons | Description |
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| Column Filter Show/Hide |  Toggles between displaying and hiding a filter row in the grid under the column headers. The filter row will be displayed by default if the Quick Column Filter is also implemented in the page. When enabled, this will allow users to type in text to filter by a specific column. |
| Excel |  Exports the contents of the grid to an Excel file that will automatically download. The contents that export are those that are visible to the user. Therefore, if the user has filtered the view, or excluded columns, only the contents in the grid will be exported. |
| Favorites |   Clicking on the star icon when it is an outline, adds the page to the 'My Shortcuts' tab and fills in the star. Clicking on the star icon when it is filled in (solid color), removes the page from the 'My Shortcuts' tab and returns the icon to an outline.
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| Group By Show/Hide |  Toggles between displaying and hiding a row in the grid above the column headers to enable grouping by one or more column(s). Once displayed, users may drag and drop column headers to group by a specific column. Once the grid is grouped by a column(s), a subtotal footer row will display in the grouping for columns that have a page footer total. |
| Help |  Opens the online WIKI help page for the current page. |
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| Notes |  Opens the Notes dialog, filtered for the appropriate Note Type(s). From here, users can add, review, or edit Notes associated with the record. This icon is always enabled. |
 Opens the Print dialog window, where transaction and/or analysis reports can be downloaded, printed and/or emailed. When clicked, all the Reports that launch from the Print Dialog that are assigned to this page, and that the user has rights to (if Report Data Access is enabled) are displayed. | |
| Saved Layouts |  Displays the column layout lookup and related icons. This tool allows users to select a previously saved layout, create a new layout, save changes to a layout, forget/delete a layout and/or assign a saved layout as the default for the page. Once changes are made to the layout, such as columns are added or removed, the user can click the Save Layout icon and save the changes to the column layout. The visibility of the Filter Row is also saved with a saved layout. The new layout can also be set as the default. This is useful for creating specific views to separate master files or transaction types (i.e. Invoice specific vs. Credit Memo specific). Default layouts can be removed by clicking the 'Set as Default' button again when the current default layout is selected. Please note that existing saved grid layouts will display the Filter Row as hidden by default. |
| Fields | Description |
| Actual Units | Identifies the total number of units entered on the Inputs tab or Outputs tab of all associated Production transactions. This is not required and remains blank until the Record Production button is clicked, a Production transaction is created, and line item units are added to the grid in the Inputs tab or Outputs tab. This field can be edited by adding or editing the 'Units' field for a line item on the Inputs tab or Outputs tab of the associated Production transaction's record view. 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 Weight | Identifies the total weight entered on the Inputs tab or Outputs tab of all associated Production transactions. This is not required remains blank until the Record Production button is clicked, a Production transaction is created, and line item weight is added to the grid in the Inputs tab or Outputs tab. This field can be edited by adding or editing the 'Weight' field for a line item on the Inputs tab or Outputs tab of the associated Production transaction's record view. 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. |
| Complete | Identifies the percentage complete between the Planned Units and the Actual Units (or Planned Weight and the Actual Weight). This is not required. It is calculated as [Actual Units] / [Planned Units] * 100 or [Actual Weight] / [Planned Weight] * 100, depending on the Production Order transaction's UOM. This field can be edited by adding or editing the 'Units' field or 'Weight' field for a line item on the Inventory Items tab of the Production Order transaction's record view or the associated Production transaction's record view. This is a calculated field that is not stored in the database. |
| Created | Identifies the Created Date & Time of the record, formatted from the users 'Date Format' preference. This is a system assigned value and is never editable by a user. This is a required field. Database Field: ERPx_IMProductionOrderHeader.CreatedDate |
| Created By | Identifies the name of the user that created the record. It is formatted to be the "logged-in" users [User First Name] + [User Last Name]. This is a system assigned value and is never editable by a user. This is a required field. Database Field: ERPx_IMProductionOrderHeader.CreatedBy |
| End | Identifies the scheduled completion date of the Production Order. This is not required and can be edited from the 'Planned End' field on the Home tab of the Production Order record view. Database Field: ERPx_IMProductionOrderHeader.ScheduledDateEnd |
| Item: Description | Identifies the Item, displayed as Item ID: Item Description. This is required and can be edited from the 'Item: Description' field on the Inventory Items tab of the Production Order record view. Database Fields: ERPx_IMItem.ItemID, ERPx_IMItem.ItemDescription, ERPx_IMProductionOrderDetail.ItemSK |
| Line Type | Identifies the type of the line item. This is required and can be edited from the 'Line Type' field for a line item on the Inventory Items tab of the Production Order record view. Database Field: ERPx_IMProductionOrderDetail.LineItemTypeEN |
| Planned Units | Identifies the number of units entered for the line item on the Inventory Items tab of the Production Order transaction. This is not required and can be edited by adding or editing the 'Units' field for a line item on the Inventory Items tab of the Production Order record view. This is a calculated field and not stored in the database. |
| Planned Weight | Identifies the weight of the line item entered on the Inventory Items tab of the Production Order transaction. This is not required and can be edited by adding or editing the 'Weight' field for a line item on the Inventory Items tab of the Production Order record view. This is a calculated field and not stored in the database. |
| Prod. Order | Identifies the unique Transaction ID for each transaction. Clicking on the link opens the Production Order record view for the selected record. This is a system assigned number that comes from the 'Transaction Class' and is required but is never editable. Transaction numbers are system assigned IDs to differentiate unique transactions. Transaction ID's are unique by the unique combination of 'Transaction Type' + 'Transaction Class'. Database Field: ERPx_IMProductionOrderHeader.ProductionOrderID |
| Site Name | Identifies the name of the Site (Warehouse) that the transaction, shipment, receipt, item, or lot is associated with. This is required and can be edited from the 'Site' field on the Home tab of the Production Order record view, but is not editable after the transaction has been Saved. Sites represent Plants, Warehouses, Distribution Centers, or virtual objects that are used to store and/or maintain perpetual inventory balances. Database Fields: ERPx_IMProductionOrderHeader.SiteSK |
| Start | Identifies the scheduled start date of the Production Order. This is required and can be edited from the 'Planned Start' field on the Home tab of the Production Order record view. Database Field: ERPx_IMProductionOrderHeader.ScheduledDateStart |
| Status | Identifies the Status of the transaction. This is required and can always be edited from the 'Status' field on the Home tab of the Production Order record view. Status is used to identify where a transaction, Purchase Order, Price List, BOM, or Master File record is in its life cycle. Records start in a Status of 'New' and progress sequentially through additional statuses until they are 'Posted' or 'Closed'. The list of potential Statuses changes depending on the transaction type. The Statuses that apply to transactions in this List View include: Need new one for Recurring New: This is the default Status for all new Transactions. While in the Status of 'New' transactions are considered open and all editable fields are open for edit, no posting or approval validations are performed, GL Dates are not assigned, and journal entries are not created. If the transaction was moved back from Approved to New, the GL Date will be assigned and a Journal Entry will exist. Need new one for Scheduled Released: This status is used to signify that the transaction is ready to be released to production. While in the Status of 'Released', all editable fields are open for edit. In Process: This status is automatically updated when one or more Production transactions have been created and linked to the Production Order transaction. Closed: Used to indicate that the record is no longer open to be used on other transactions. Closed records are only visible from inquiries, not list views. 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 the Record Production button will always be created as New). Database Field: ERPx_IMProductionOrderHeader.StatusEN |
| Units UOM | Identifies the unit of measure that the units are stored in (Box, Bag, Case, Each, Tote, etc.) for a line item or on the transaction. This is required if the item is managed by units only or by units and weight. It can be edited from the 'Units UOM' field for a line item on the Inventory Items tab of the Production Order Record View. Database Fields: ERPx_IMUOM.UOMName, ERPX_IMItem.UOMScheduleSK, ERPx_IMProductionOrderDetail.OrderedUnitsUOMSK |
| Weight UOM | Identifies the unit of measure that the weight is stored in (Lbs, Kg, Oz, Ton, etc.) for a line item or on the transaction. This is required if the item is managed by weight only or by units and weight. It can be edited from the 'Weight UOM' field for a line item on the Inventory Items tab of the Production Order Record View. Database Fields: ERPx_IMUOM.UOMName, ERPX_IMItem.UOMScheduleSK, ERPx_IMProductionOrderDetail.OrderedWeightUOMSK |
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