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.

Identifies the total number of units entered on the Input tab or Output tab of all associated Production transactions. This is not required and remains blank until the Record Production button is clicked, a Production transaction is created, and line item units are added to the grid in the Input tab or Output tab. This field can be edited by adding or editing the 'Units' field for a line item on the Input tab or 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.

Identifies the total weight entered on the Input tab or 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 weight is added to the grid in the Input tab or Output tab. This field can be edited by adding or editing the 'Weight' field for a line item on the Input tab or 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.

Identifies the percentage complete between the Planned Units and the Actual Units (or Planned Weight and the Actual Weight). This is not required. It is calculated as [Actual Units] / [Planned Units] * 100 or [Actual Weight] / [Planned Weight] * 100, depending on the Production Order transaction's UOM. This field can be edited by adding or editing the 'Units' field or 'Weight' field for a line item on the Input tab or 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.

Identifies the Item, displayed as Item ID: Item Description. This is required and can be edited from the 'Item: Description' field on the Input tab or Output tab of the Production Order record view.

Database Fields: ERPx_IMItem.ItemID, ERPx_IMItem.ItemDescription, ERPx_IMProductionOrderDetail.ItemSK

Identifies the type of the line item. This is required and can be edited from the 'Line Type' field for a line item on the Input tab or Output tab of the Production Order record view.

Database Field: ERPx_IMProductionOrderDetail.LineItemTypeEN

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

Identifies the number of units entered for the line item on the Input tab or Output tab of the Production Order transaction. This is not required and can be edited by adding or editing the 'Units' field for a line item on the Input tab or Output tab of the Production Order record view. This is a calculated field and not stored in the database.

Identifies the weight of the line item entered on the Input tab or Output tab of the Production Order transaction. This is not required and can be edited by adding or editing the 'Weight' field for a line item on the Input tab or Output tab of the Production Order record view. This is a calculated field and not stored in the database.

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

Identifies the unique Transaction ID for each transaction. Clicking on the link opens the Production Order record view for the selected record. This is a system assigned number that comes from the 'Transaction Class' and is required but is never editable.

Transaction numbers are system assigned IDs to differentiate unique transactions. Transaction ID's are unique by the unique combination of 'Transaction Type' + 'Transaction Class'.

Database Field: ERPx_IMProductionOrderHeader.ProductionOrderID

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

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

Identifies the unit of measure that the units are stored in (Box, Bag, Case, Each, Tote, etc.) for a line item or on the transaction. This is required if the item is managed by units only or by units and weight. It can be edited from the 'Units UOM' field for a line item on the Input tab or Output tab of the Production Order record view.

Database Fields: ERPx_IMUOM.UOMName, ERPX_IMItem.UOMScheduleSK, ERPx_IMProductionOrderDetail.OrderedUnitsUOMSK

Identifies the unit of measure that the weight is stored in (Lbs, Kg, Oz, Ton, etc.) for a line item or on the transaction. This is required if the item is managed by weight only or by units and weight. It can be edited from the 'Weight UOM' field for a line item on the Input tab or Output tab of the Production Order record view.

Database Fields: ERPx_IMUOM.UOMName, ERPX_IMItem.UOMScheduleSK, ERPx_IMProductionOrderDetail.OrderedWeightUOMSK