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Production Order Record View

Production Order Record View

Jul 06, 2021

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.

Software Version: 2021.07.05 and newer

[ 1 Page Header ] [ 1.1 Header Toolbar ] [ 1.2 Home Tab  ] [ 1.3 Properties Tab  ] [ 2 Page Detail ] [ 2.1 Items Grid ] [ 2.2 Grid: Outputs Tab ] [ 2.3 Grid: Inputs Tab ] [ 2.3.1 Related Topics ] [ 2.3.1.1 Page Definitions ] [ 2.3.1.2 Technical Details ]

Page Header

Header Toolbar

Toolbar Icons

Description

Delete

If the selected Production Order transaction(s) have associated Production transactions, then the user will be unable to delete the Production Order transaction(s).

Grid Layout

Help

New

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

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.

Print 

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 icon is disabled when the Status is 'Closed'.

Save

 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.

Home Tab 

Fields

Description

Fields

Description

Actual Input

 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 in the Input tab. This field is only editable by adding or editing the 'Units' field or 'Weight' field for a line item in the Input 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

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 in the Output tab. This field is only editable by adding or editing the 'Units' field or 'Weight' field for a line item in the Output 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.

Note: Items with a line type of "By-Product" will not be included output and yield calculations.

Actual Yield %

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 in the Input 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 in the Input tab or Output tab of the associated Production transaction. This is a calculated field and not stored in the database.

Note: Items with a line type of "By-Product" will not be included output and yield calculations.

Complete %

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. This field is only editable by adding or editing the 'Units' field or 'Weight' field for a line item in the Output tab of the Production Order transaction or the associated Production transaction. This is a calculated field that is not stored in the database.

Order ID

 This is an editable text box that is required.   It defaults to "(Use Next #)" which is a system assigned number that comes from the 'Transaction Class', or users can enter their own alphanumeric ID up to 50 characters long.  Duplicate ID's are not allowed and the message "Duplicate Production Order IDs are not allowed" will be displayed on Save. 

Database Field: ERPx_IMProductionOrderHeader.ProductionOrderID

Planned End

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 'Planned Start' field. Else, the message "Request 1 [ProductionOrderID]: The selected date range is invalid." will be displayed on Save.

Database Field: ERPx_IMProductionOrderHeader.ScheduledDateEnd

Planned Input

 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 in the Inputs or Outputs 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.

Planned Output

 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 in the Inputs or Outputs 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. Additionally, items with a line type of "By-Product" will not be included output and yield calculations.

Planned Start

 This is a date picker that is required. If missing, the message "Request 1 [ProductionOrderID]: Planned Start is required." will be displayed on Save. It defaults to blank and is always editable. If entered, it should be on or before the 'Planned End' field. Else, the message "Request 1 [ProductionOrderID]: The selected date range is invalid." will be displayed on Save.

Database Field: ERPx_IMProductionOrderHeader.ScheduledDateStart

Planned Yield %

 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 in the Inputs or Outputs 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. Additionally, items with a line type of "By-Product" will not be included output and yield calculations.

Site

This is a single-select standard lookup that is required. If missing, the message "Request 1 [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.

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

Database Fields: ERPx_IMProductionOrderHeader.SiteSK

Status

 This is a single-select standard lookup that defaults as 'Open' and is required. This is always editable while the transaction is in a Status of 'Open'. The Status may not be saved as 'Closed" until all associated Production transactions have been posted. Else, the message "Request 1 [ProductionOrderID]: Production Order [ProductionOrderID] can not be closed because Production Transaction(s) [Production ID] are not posted." will be displayed on Save.

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

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

UOM

This is a non-editable text box that is required. It defaults from the 'Production Order UOM' field on the 'Properties' tab of the transaction. If missing, the message "Request 1 [ProductionOrderID]: Production Order UOM is required. This field may be updated from the "Properties" tab" will be displayed on Save. This field is only editable from the 'Properties' tab.

Database Field: ERPx_IMProductionOrderHeader.ProductionOrderUOM