Production Order List View

The Production Order list view displays all Open and Released 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 Orders are not visible from this page but can be viewed from the Production Order Inquiry.

Software Version: 2020.06.05 and newer

Page Header

Toolbar IconsDescription
Delete

Deletes the selected record(s). When clicked, users will be prompted with: "Are you sure you want to delete the selected records?". 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).

EditOpens the selected record for editing. If a record is not selected, the page will not open.
ExcelExport the contents of the list view 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 only the filtered contents 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. 

(lightbulb) Users must log out and back in before the pages will be visible in the 'My Shortcuts' tab.

Grid Layout
Opens the Saved Grid Layout menu that allows the user to select another saved layout, create a new layout, save changes to a layout, or assign a saved layout as the default for the page. Once changes are made to a grid, such as columns are added or removed, the user can click the Saved Grid Layout icon and save the changes to the grid layout and name the new layout. The new layout can also be set as the default, instead of the System View. This is useful for creating specific views to separate master files or transaction types (i.e. Invoice specific vs. Credit Memo specific).

(lightbulb) The bolded view is the default view, which will determine the view will automatically display in when opened. 

HelpOpens the online WIKI help page for the current page. 

(lightbulb) This icon is only visible on pages that are documented in the online help.

New

Allows the user to create a new master file record or transaction by opening a blank record view page. This icon is always enabled. The drop-down displays all 'Active' Production Order type transaction classes configured in the system. Opens a new blank 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. Two Note Types (Internal, Production Instructions) will be displayed for Production Order transactions.

Print 

Opens the Print dialog window, where transaction and/or analysis reports can be downloaded, printed and/or emailed. 

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 not required and 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 can be edited by adding or editing the 'Units' or 'Weight' field for a line item in the Input 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 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 not required 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 can be edited by adding or editing the 'Units' or 'Weight' field for a line item in the Output 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.

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

Actual Yield %

Identifies the yield percentage of the actual product used. This is not required and 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 or Output tab. This field is expressed as a percentage, calculated as [Actual Output] / [Actual Input] * 100. This field can only be changed by adding or editing the 'Units' or 'Weight' field for a line item in the Input tab or Output tab of the associated Production transaction's record view. 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.

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

Output Complete %

Calculates the percentage complete between the Planned Output and the Actual Output. This is not required. It is expressed as a percentage, calculated as [Actual Output] / [Planned Output] * 100. This field can only be changed by editing the 'Units' or 'Weight' for a line item in the Output 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.

Planned 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

Planned Input

Calculates the sum of all the Input line items, converted to the UOM of the Production Order. This is not required and can only be changed by changing the 'Units' or 'Weight' field for a line item in the Input tab of the Production Order record view. 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

Calculates the sum of all the Output line items, converted to the UOM of the Production Order. This is not required and can only be changed by changing the 'Units' or 'Weight' field for a line item in the Output tab of the Production Order record view. 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

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

Planned Yield %

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 not required and is expressed as a percentage and can only be changed by changing the 'Units' or 'Weight' field for a line item in the Input tab or Output tab of the Production Order record view. 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.

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 either a system assigned number that comes from the 'Transaction Class' or user specified.  It is required and can be edited from the 'Order ID' field on the Home tab of the record view. 

Database Field: ERPx_IMProductionOrderHeader.ProductionOrderID

Site

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 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

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:

Open: This is the default Status for all new records. While in the Status of 'Open', 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.

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.

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

Transaction Class

The unique identifier of the Transaction Class. This is required and is never editable.

Transaction Classes are used to differentiate transactions within a Transaction Type. For example, Transaction Classes of Fresh and Frozen can be setup for the Transaction Type of 'Sales Order'. Transaction Classes are used in all functional areas throughout the application.

Database Fields: ERPx_IMTransactionClass.TransactionClassID, ERPx_IMProductionOrderHeader.TransactionClassSK

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 required and can be edited from the 'Production Order UOM' field on the Properties tab of the Production Order record view.

A UOM is a quantity used as a standard of measurement. It identifies how much makes up "1" of the measurement. Examples include Bag, Box, Each, Kg, Lb, ext.

Database Field: ERPx_IMProductionOrderHeader.ProductionOrderUOM

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