Displays a drop down menu of related actions. The list of options includes:

• LV: Item Balances: Opens the Item Balances Inquiry
• LV: Lot Balances: Opens the Lot Balances Inquiry
• Record Production: Saves the Production 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 '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 Output tabs. The quantities (Units and Weight) on the Production transaction will be defaulted as "0.00".

   This button is disabled when the Status is 'Closed'.

 Allows users to select the type of transaction or record they want to add. 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. 

 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. Two Note Types (Internal, Production Instructions) 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.

Saves the changes made to the record. 

 It is only necessary to click the Save button when a change is detected on the page. When a change has been made, a ‘ + ‘ character is displayed prior to the page name in the page title bar (light blue bar in the upper left corner of the page). Clicking Save reloads the page.

Identifies the total number of inputs, based on the UOM of the Production Order transaction, entered on the Input tab of all associated Production transactions. 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. 

Identifies the total number of outputs, based on the UOM of the Production Order transaction, entered on the Output tab of all associated Production transactions. 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.

Identifies the yield percentage of the actual product used. 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.

Calculates the percentage complete between the Planned Output and the Actual Output. 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.

Identifies the scheduled completion date of the Production Order. This is a date picker that is not required. It defaults to blank and is always editable. 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

Calculates the sum of all the Input line items, converted to the UOM of the Production Order. 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 UOM in the Production Order header, then the line item will not be included in the input, output and yield calculations.

Calculates the sum of all the Output line items, converted to the UOM of the Production Order. 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 UOM in the Production Order header, then the line item will not be included in the input, output and yield calculations. 

Identifies the yield percentage based on the Input and Output items assigned to the Production Order. It is calculated as [Planned Output] / [Planned Input] * 100. 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 UOM in the Production Order header, then the line item will not be included in the input, output and yield calculations. .

Identifies the Reference entered for the transaction.  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 Field: ERPx_IMProductionOrderHeader.Reference

Identifies the name of the Site (Warehouse) that the transaction, shipment, receipt, item, or lot is associated with. 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.

Sites represent Plants, Warehouses, Distribution Centers, or virtual objects that are used to store and/or maintain perpetual inventory balances.

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

Database Fields: ERPx_IMProductionOrderHeader.SiteSK

Identifies the scheduled start date of the Production Order. 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 'Finish' field, else, the message "ProductionOrderID]: The selected date range is invalid." will be displayed on Save.

Database Field: ERPx_IMProductionOrderHeader.ScheduledDateStart

Identifies the Status of the transaction. 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 be displayed on Save.

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:

Recurring: This status is used to signify a "source" production order that can be cloned to make new Production Orders.  It cannot be used to record production and are never included in the Available Balance calculations. While in the Status of 'Recurring', all editable fields are open for edit.

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.  

Scheduled: This status is used to signify that the transaction is visible on the Production Schedule. While in the Status of 'Scheduled', all editable fields are open for edit.

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

Identifies the unit of measure that will be used to calculate the Yield %. All line item quantities will be converted to this UOM to calculate yield.
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]: Production Order UOM needs changing to 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

Identifies the unique Transaction ID for each transaction. 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

The unique identifier of the Transaction Class. 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

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

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

Identifies the Last Updated Date & Time of the Transaction, 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.LastUpdated

Identifies the name of the user that last updated the Transaction. 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.LastUser

Identifies the Item, displayed as Item ID: Item Description.  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). 

 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

Identifies the type of the line item. 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

Identifies the Line # for each Transaction Line Item. The Line # sets the sort of the items on grids, list views, inquiries, and reports. 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

Identifies a the Lot Owner for a line item. 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. 

Owners are used to identify who owns the inventory. Additional Owners are typically added for companies that do custom processing and need to keep that inventory separate from their own. Owner is one of the 5 components that make up a unique Inventory Lot and it is required on all Inventory Lots.

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

Database Fields: ERPx_IMLotOwner.OwnerName, ERPx_IMProductionOrderDetail.OwnerSK

Identifies the Production Batch ID of the Lot. 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.

A Production Batch is the identifier that contains all the Traceability information (Production Batch Properties and Attributes) for Lot Tracked Items. This number stays attached to the product, even if it is transferred to another Site. Production Batch is one of the 5 components that make up a unique Inventory Lot and it is required when entering a transaction line for a Lot Tracked Item. This value will be blank and/or disabled for all non-Lot Tracked items on screens that include a Production Batch field.

An Inventory Lot is the most granular level that item balances (quantities of Units and/or Weight) are stored within NorthScope. Inventory Lots are created for all Inventory Items assigned an Item Type of “Inventory', regardless of whether the Item is Lot Tracked (i.e., balances are maintained by Production Batch) or the Site containing the product is 'Warehouse Lot' tracked or not. 

An Inventory Lot is unique by combination of:

• Item: The Item ID (required for all Inventory Lots)
• Site: The Site/Warehouse that contains the inventory (required for all Inventory Lots)
• Production Batch: The date code or other traceability reference that stays with product and never changes. It is required for Items with a 'Lot Tracked' property of "Yes" and will be blank for Items with a 'Lot Tracked' property of "No"
• Warehouse Lot: The identifier or location within a Site/Warehouse, this is most typically used for 3rd party distribution sites. It is required for 'Inventory Lots' in a Warehouse Lot tracked Site and will be blank for 'Inventory Lots' in a non Warehouse Lot tracked Site. This has nothing to do with whether the Item is 'Lot Tracked' or not. 
• Owner: Identifies who owns the product. This is required for all Inventory Lots.

Database Field: ERPx_IMProductionOrderDetail.ProductionBatchID

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 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

Identifies the Warehouse Lot to which the selected item or inventory lot belongs. 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.

A Warehouse Lot (aka Storage Lot) is used by 3rd party distribution sites to identify a unique quantity of product they are storing. Unlike a Production Batch number that never changes, Warehouse Lots will change as product is transferred to other Sites and/or transferred into exiting Warehouse Lots within the same Site. The 'Warehouse Lot' is one of the 5 components that make up a unique Inventory Lot and it is required when entering a transaction line on a transaction for a Warehouse Lot Tracked Site. This value will be blank and/or disabled for all non-Warehouse Lot Tracked Sites on screens that include a Warehouse Lot field.

An Inventory Lot is the most granular level that item balances (quantities of Units and/or Weight) are stored within NorthScope. Inventory Lots are created for all Inventory Items assigned an Item Type of “Inventory', regardless of whether the Item is Lot Tracked (i.e., balances are maintained by Production Batch) or the Site containing the product is 'Warehouse Lot' tracked or not. 

An Inventory Lot is unique by combination of:

• Item: The Item ID (required for all Inventory Lots)
• Site: The Site/Warehouse that contains the inventory (required for all Inventory Lots)
• Production Batch: The date code or other traceability reference that stays with product and never changes. It is required for Items with a 'Lot Tracked' property of "Yes" and will be blank for Items with a 'Lot Tracked' property of "No"
• Warehouse Lot: The identifier or location within a Site/Warehouse, this is most typically used for 3rd party distribution sites. It is required for 'Inventory Lots' in a Warehouse Lot tracked Site and will be blank for 'Inventory Lots' in a non Warehouse Lot tracked Site. This has nothing to do with whether the Item is 'Lot Tracked' or not. 
• Owner: Identifies who owns the product. This is required for all Inventory Lots.

Database Field: ERPx_IMProductionOrderDetail.WarehouseLotID

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 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

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

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

Identifies the Line # for each Transaction Line Item. The Line # sets the sort of the items on grids, list views, inquiries, and reports. 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

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