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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

Page Header

Header Toolbar

Toolbar IconsDescription
Delete
 Deletes the transaction, batch, or master file record. When clicked, users will be prompted with: "Are you sure you want to delete this record?". Click "OK" to confirm, or "Cancel" to return without deleting. 

WARNING: Records cannot be recovered once they are deleted!

(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 Opens the online WIKI help page for the current page. 
More Actions

 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 newly created Production transaction from the transaction class specified in the 'Related Production Transaction Class' on the Production Order Transaction Class 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".

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

New

 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. 

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. 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  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.

Save

Saves the changes made to the record. 

(lightbulb) 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.

 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 Saves your changes and closes the page.

Home Tab 

FieldsDescription
Actual Input

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. 

Actual Output

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.

Actual Yield Pct.

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.

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.

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.

End

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

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 Yield UOM, then the line item will not be included in the input, output and yield calculations.

Planned Output

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 Yield UOM, then the line item will not be included in the input, output and yield calculations. 

Planned Yield Pct.

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 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

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 editable until the transaction is in a status of Closed.

Database Field: ERPx_IMProductionOrderHeader.Reference

Site Name

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

Start

Identifies the scheduled start date of the Production Order. This is a date picker that is required. If missing, the message "[ProductionOrderID]: Start is required." 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 'End' field, else, the message "ProductionOrderID]: The selected date range is invalid." will be displayed on Save.

Database Field: ERPx_IMProductionOrderHeader.ScheduledDateStart

Status

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: 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

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]: 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

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

Production Order Class

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

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

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

Created Date

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

Last Updated

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

Last Updated By

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

Page Detail

Inventory Items Grid Toolbar

Toolbar IconsDescription
Add Input Adds a new line in the grid with a line type of Output to allow for data entry. If a valid Item ID is entered, the line will be saved. If not, the 'Item Lookup' window will open allowing users to search for the Item.
Add Output Adds a new line in the grid with a line type of Input to allow for data entry. If a valid Item ID is entered, the line will be saved. If not, the 'Item Lookup' window will open allowing users to search for the Item.
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. 
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. 
Mass Update

Opens the mass update dialog, which allows to mass update the following properties: 

  • 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.
  • Owner 
More Actions

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

  • 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 Used to filter across all columns in the grid. When the user types text into the Quick Column Filter text box, the grid's Filter Row will be automatically hidden. The text in the Quick Column Filter text box automatically replaces any existing Filter Row filters. The results of the data immediately refresh as you enter text.
Remove Items

 Removes the selected line(s). When clicked, you are prompted with the message "Are you sure you want to delete n item(s)? Okay or Cancel". This cannot be done on transactions with a Status of 'Approved', Ready to Post', 'Posted', 'Closed', 'Void', or 'Replaced'.

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 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.

Grid: Inventory Items Tab

Column HeadersDescription
CheckboxUsed to select one or more records to perform an action, such as Mass Update, More Actions, or Delete.
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:

  • 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

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). 

(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

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

Ln.

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

Owner

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

Production Batch

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)
  • SiteThe Site/Warehouse that contains the inventory (required for all Inventory Lots)
  • Production BatchThe 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 LotThe 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

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

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'.

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

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'. 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)
  • SiteThe Site/Warehouse that contains the inventory (required for all Inventory Lots)
  • Production BatchThe 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 LotThe 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

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

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'. 

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 IconsDescription
Add Items Adds a blank line in the grid to allow for data entry. If a valid Item ID is entered, the line will be saved. If not, the 'Item Lookup' window will open allowing users to search for the Item.
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. 
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. 
Quick Column Filter Used to filter across all columns in the grid. When the user types text into the Quick Column Filter text box, the grid's Filter Row will be automatically hidden. The text in the Quick Column Filter text box automatically replaces any existing Filter Row filters. The results of the data immediately refresh as you enter text.
Remove Items

 Removes the selected line(s). When clicked, you are prompted with the message "Are you sure you want to delete n item(s)? Okay or Cancel". This cannot be done on transactions with a Status of 'Approved', Ready to Post', 'Posted', 'Closed', 'Void', or 'Replaced'.

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 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.

Grid: Cost Items Tab

Column HeadersDescription
CheckboxUsed to select one or more records to perform an action, such as Mass Update, More Actions, or Delete.
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.

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

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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