The Inventory Production Transaction Record View allows users to record the results of production, whether they are the item(s) that were made (Production Output) or the items consumed (Production Inputs). This transaction allows multiple items to be recorded at once and allows each individual item to be recorded as an Output (production) or an Input (production issue). The 'Include open Production transactions in Available balances' preference will determine whether Available balances are updated before the transaction is posted. Once the transaction is posted, it will update the On Hand lot balance of the item(s).

Software Version: 2022.01.31 and newer

[ 1 Page Header ] [ 1.1 Header Toolbar ] [ 1.2 Home Tab ] [ 1.3 Properties Tab ] [ 1.4 Attributes Tab ] [ 2 Page Detail ] [ 2.1 Grid Toolbar ] [ 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

Toolbar Icons	Description
Delete	This toolbar icon is enabled when the transaction status is 'New'.
Help
Load From Production Order	Loads Production Order Items (Input and Output) onto the transaction. On new Production transactions where the Site and Production Order has yet to be selected, this button will be disabled. When Site and Production Order fields are selected, this button will be enabled and remain enabled while the Production Order field is populated. Clicking the Load From Production Order button will populate the following values from the Production Order transaction onto the new Production transaction: Line Item Property: Item Line Item Property: Units (defaults to 0.00) Line Item Property: Units UOM Line Item Property: Weight (defaults to 0.00) Line Item Property: Weight UOM Line Item Property: Production Batch Line Item Property: Warehouse Lot Line Item Property: Owner Line Item Property: Line Type
New	The drop-down displays all active Production type transaction classes configured in the system.
Notes
Print
Process Correction
Save
Save & Close

Home Tab

Fields	Description
Production #: [Transaction ID]
Corrected From	Displays the Transaction ID of the source transaction the correction is being made from. This is a text box that defaults to the source transaction. This field is not visible unless the transaction is the result of a correction. It is only required on transactions that are being corrected. This field is auto populated by the system and is not editable. Database Fields: ERPx_IMTransactionHeader.TransactionID, ERPx_IMTransactionHeader.CorrectedFromTransactionHeaderSK
Date	This is a date picker that is required. If missing, the message "Transaction Date is required" will be displayed on Save. It defaults to the current date, formatted from the users 'Date Format' preference. This field is always editable while the transaction is in a Status of 'New'. Database Field: ERPx_IMTransactionHeader.TransactionDate
Default Work Order	Displays a text box for the user to enter the default Work Order for the transaction. This is a text box that is not required. If entered, this field must be <= 50 characters. It defaults as blank and is always editable when the transaction is in a Status of 'New'. The value entered in this field will act as a default Work Order line item value for all line items after the transaction is saved. Database Field: ERPx_IMTransactionHeader.WorkOrderID
Production Order	Identifies the Production Order ID that is linked to the Production transaction. This is a single-select load on demand lookup that is not required. If the Production transaction is created from the Production Order record view via the "Record Production" button, this field will be automatically set to the Production Order ID. Else, users can manually select the Production Order ID. This field defaults as blank unless the Production transaction was recorded from the Production Order transaction. This field is always editable while the transaction is in a Status of 'New". This lookup contains a list of all Production Order IDs in a status of "Open" or "Released" where the 'Site' of the Production Order transaction is equal to the 'Site' of the Production transaction. Database Fields: ERPx_IMProductionOrderHeader.ProductionOrderID, ERPx_IMTransactionHeader.ProductionOrderSK
Reference	This is a text box that is not required. It defaults as blank. If entered, this field must be <= 100 characters. This field is always editable while the transaction is in a Status of 'New'. Database Field: ERPx_IMTransactionHeader.Reference
Site	This is a single-select standard lookup that is required. If missing, the message "Site is required." will be displayed on Save. This defaults as blank and is not editable after initial Save. The lookup contains a list of all the 'Active' Inventory Sites. Database Fields: ERPx_MFSite.SiteName, ERPx_IMTransactionHeader.SiteSK
Status	This is a single-select standard lookup that defaults as 'New' and is required. This is always editable while the transaction is in a Status of 'New' or 'Approved'. The Statuses that apply to transactions in this List View include: Database Fields: ERPx_IMTransactionStatus.TransactionStatusName, ERPx_IMTransactionHeader.TransactionStatusSK

Properties Tab

Fields	Description

Fields	Description
Auto-Create New Lots	This is a single-select load on demand lookup that is required. It defaults from the 'Auto-Create New Lots' property in the 'Properties' tab of the associated Transaction Class Record View. This field is always editable while the transaction is in a Status of 'New'. If set to "Not Allowed" and the transaction would result in the creation of a new inventory lot, the message "Lots would be created when Auto-Create Lots is Not Allowed" will be displayed on Save. This lookup contains the values in the IMAutoCreateNewLots Enumeration Class. Database Field: ERPx_IMTransactionHeader.AutoCreateLotsEN
Auto-Create New Lots-Inputs	This setting applies to Input Lots. This is a single-select load on demand lookup that is required. It defaults from the 'Auto-Create New Lots - Inputs' property in the 'Properties' tab of the associated Transaction Class Record View. This field is always editable while the transaction is in a Status of 'New'. If set to "Not Allowed" and the transaction would result in the creation of a new inventory lot, the message "Lots would be created when Auto-Create Lots - Inputs is Not Allowed" will be displayed on Save. This lookup contains the values in the IMAutoCreateNewLots Enumeration Class. Database Field: ERPx_IMTransactionHeader.InputAutoCreateLotsEN
Corrected From	Displays the Transaction ID of the source transaction that was corrected. This is a non-editable text box that is not required. It is only displayed on the corrected transaction and is never editable. Database Fields: ERPx_IMTransactionHeader.TransactionID, ERPx_IMTransactionHeader.CorrectedFromTransactionHeaderSK
Created By	This is a non-editable text box that is required. Database Field: ERPx_IMTransactionHeader.CreatedBy
Created Date	This is a system assigned value and is never editable by a user. This is a non-editable text box that is required. Database Field: ERPx_IMTransactionHeader.CreatedDate
GL Date	This is a date picker that is required. It defaults from the 'Date' field on the 'Home' tab and is always editable while the transaction is in a Status of 'New'. This field must be on or after the 'Date' field on the 'Home' tab of the Production Record View. Else, the message "The GL date must occur on or after the Transaction Date" will be displayed on Save. Additionally, if the GL Date is not within an open Fiscal Period for Inventory, the message "The Fiscal Period is not open. The GL Date must be in a Fiscal Period that is open for Inventory." will be displayed on Save for statuses of 'Approved' or greater. Database Field: ERPx_IMTransactionHeader.GLDate
Last Updated	This is a system assigned value and is never editable by a user. This is a non-editable text box that is required. Database Field: ERPx_IMTransactionHeader.LastUpdated
Last Updated By	This is a non-editable text box that is required. Database Field: ERPx_IMTransactionHeader.LastUser
Negative Available Balances	This is a single-select load on demand lookup that is required. It defaults from the 'Negative Available Balances' property in the 'Properties' tab of the associated Transaction Class Record View. This field is always editable while the transaction is in a Status of 'New'. If set to "Not Allowed" and the transaction would result in an inventory lot with a negative available balance, the message "Lot balances would be negative when set to Not Allowed" will be displayed on Save. This lookup contains the values in the IMAllowNegativeAvailableBalances Enumeration Class. If Sales Order allocation preferences are set to either “Available Only” or “Available and On Hand” and a Sales order has been allocated prior to a user updating the Inventory “Negative Available Balances” property, it is possible to draw the lots negative. A message will be displayed to the user if lot balances are negative and a new transaction is created which would impact those balances positively, however the overall balances would still be negative. For example, if the lot balance is -10 Cases and a Production transaction adds 5 Cases, the overall lot balance would still be negative. The following options are possible workarounds: Change the Production transaction's "Negative Available Balances" property to "Allowed" Change the Production transaction to result in a zero or greater inventory balance. Use Cycle Count feature to change inventory balance to zero or greater. Database Field: ERPx_IMTransactionHeader.NegativeBalancesEN
Negative Available Balances - Inputs	This setting applies to Input Lots. This is a single-select load on demand lookup that is required. It defaults from the 'Negative Available Balances - Inputs' property in the 'Properties' tab of the associated Transaction Class Record View. This field is always editable while the transaction is in a Status of 'New'. If set to "Not Allowed" and the transaction would result in an inventory lot with a negative available balance, the message "Lot balances would be negative when set to Not Allowed" will be displayed on Save. This lookup contains the values in the IMAllowNegativeAvailableBalances Enumeration Class. If Sales Order allocation preferences are set to either “Available Only” or “Available and On Hand” and a Sales order has been allocated prior to a user updating the Inventory “Negative Available Balances - Inputs” property, it is possible to draw the lots negative. A message will be displayed to the user if lot balances are negative and a new transaction is created which would impact those balances positively, however the overall balances would still be negative. For example, if the lot balance is -10 Cases and a Production transaction adds 5 Cases, the overall lot balance would still be negative. The following options are possible workarounds: Change the Production transaction's "Negative Available Balances - Inputs" property to "Allowed" Change the Production transaction to result in a zero or greater inventory balance. Use Cycle Count feature to change inventory balance to zero or greater. Database Field: ERPx_IMTransactionHeader.InputNegativeBalancesEN
Void Date	This is a non-editable text box that is not required. Database Field: ERPx_IMTransactionHeader.VoidDate
Voided By	This is a non-editable text box that is not required. Database Field: ERPx_IMTransactionHeader.VoidedBy

Attributes Tab

Fields	Description

Fields

Description

Attributes

The Attributes displayed here are setup and assigned in the Attributes section of the Company module (Company → Setup → Attributes → Inventory).

Required

A non-editable text box that shows whether the Attribute Value is required or not. If the Attribute Value is required, it will display "Yes". If it is optional, it will display as blank. This value is only editable from the 'Assign Attribute Rules' page (Company → Setup → Attributes → Inventory → Transactions hyperlink → Inventory - Production).

Value

Page Detail

Grid Toolbar

Toolbar Icons	Description

Toolbar Icons	Description
Add Item	This toolbar icon is only enabled when the transaction status is New.
Column Filter Show/Hide
Excel
Find Lots
Group By Show/Hide
Mass Update	Transaction Warehouse Lot - This may only be updated if the Site is warehouse lot tracked and if the Status of the transaction is 'New'. Else the message "Warehouse Lot may only be updated for transactions in the status of New." will be displayed on Save. Production Batch Properties Batch Class, Batch Date, Expiration Date, Production Batch Site and Status Production Batch Attributes Each Batch Attribute will be available Production Batch Certifications Each applicable certification will be available This toolbar icon is always enabled.
More Actions	LV: Warehouse Lot - Opens the Warehouse Lot List View, in a new tab, filtered for the selected record's Warehouse Lot. 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
Quick Column Filter
Remove Items
Saved Layouts

Grid: Outputs Tab

Fields	Description

Fields	Description
Checkbox
Item: Description	This is a text box that is required. It defaults as blank and is not editable once the line item has been saved to the transaction. When the 'Add Item' icon is clicked, users may enter all or part of an Item ID or Description and hit the Enter key on the keyboard. If a complete Item ID was entered, the line item will be saved, if not, the Item Lookup dialog box will open with a list of items containing the data entered. From the 'Item Lookup' dialog box, users may check the checkbox next to one or multiple item(s) to add to the transaction using the Save & Close button. The lookup contains a list of all active Inventory type Items in the Item Master File. Selecting an Item will default the 'Inventory Unit UOM' and 'Inventory Weight UOM' properties specified on the Item Record View. Database Fields: ERPx_IMItem.ItemID, ERPx_IMItem.ItemDescription, ERPx_IMTransactionDetail.ItemSK
Line Type	This is a single-select standard lookup that is required. It defaults to "Output", but can be changed to By-Product, and is always editable. This lookup contains all the values in the IMLineItemType Enumeration Class where Enumeration Value = 1,3. Database Field: ERPx_IMTransactionDetail.LineItemTypeEN
Lot Tracked	This is a non-editable text box that is not required. This value defaults from the 'Lot Tracked' field in the 'Properties' tab of the Item Record View. It displays as "Yes" if the line item is a lot tracked item. It displays as blank if the item is not a lot tracked item. This field is for informational use only and cannot be edited. Database Fields: ERPx_IMItem.TrackMethodEN, ERPx_IMTransactionDetail.ItemSK
Production Batch	This is a text box that is only required to save a line item on a transaction in 'Approved' or greater status if the item selected is Lot Tracked. It defaults as blank and is only editable if the selected item is Lot Tracked and the transaction is in a Status of 'New'. This field must be <= 50 characters. Database Fields: ERPx_IMProductionLot.ProductionLotID, ERPx_IMTransactionDetail.ItemSK
Owner	This is a single-select standard lookup that is required. It defaults from the 'Default Owner' preference on the Inventory Preferences page. This field is editable until a line item has been saved. The lookup contains a list of all Lot Owners. Database Field: ERPx_IMLotOwner.OwnerName
Units	This is a numeric text box that is sometimes required.This field is required and editable only if the item is managed by Units Only or Units or Weight. This field defaults to 0 and is always editable while the transaction is in a Status of 'New'. This field can be both positive or negative. This field will display the number of decimals set for the selected item on the 'Unit Decimals' property on the 'Properties' tab of the Item Record View. 'Units' and 'Unit UOM' fields will always display as the values entered by the user. However for consistency, Units that are saved using a UOM that is different than the 'Inventory Unit UOM' will be converted and subsequently stored in the default Inventory Unit UOM. Database Field: ERPx_IMTransactionDetail.TransactionUnits
Unit UOM	This is a single-select standard lookup that is required to save a line item on transactions with a Status of 'Approved' or greater. This field will be disabled if the item is managed by Weight Only. If enabled, it will default from the 'Inventory Unit UOM' property on the 'Properties' tab of the Item Record View for the selected Item. If enabled, this field will be editable while the transaction is in a Status of 'New'. This lookup contains all 'Active' Unit UOMs on the selected Item's UOM Schedule. Database Fields: ERPx_IMUOM.UOMName, ERPX_IMItem.UOMScheduleSK, ERPx_IMTransactionDetail.TransactionUnitsUOMSK
Warehouse Lot	This is a single-select standard lookup that is sometimes required to save a line item on transactions with a Status of 'Approved' or greater. It is required when the 'Site', identified on the transaction header, is a warehouse lot tracked Site and is disabled when it is not. If required and blank, the message "Warehouse Lot is required for Warehouse Lot Tracked sites when Approving or Posting." will be displayed on Save of Statuses of 'Approved' or greater. This field defaults as blank and will be disabled if the 'Site' field on the transaction is not warehouse lot tracked. If enabled, this field is editable via the Mass Update Dialog while the transaction is in a Status of 'New'. This field must be <= 50 characters. Database Fields: ERPx_IMWarehouseLot.WarehouseLotID, ERPx_IMLotBalance.WarehouseLotSK
Weight	This is a numeric text box that is sometimes required. This field is required and editable only if the item is managed by Weight Only or Units or Weight Only. This field defaults to 0 and is editable while the transaction is in a Status of 'New'. This field can be both positive or negative. Once an item has been selected, this field will display with the number of decimals set for the 'Weight Decimals' property on the 'Properties' tab of the Item Record View. 'Weight' and 'Weight UOM' fields will always display as the values entered by the user. However for consistency, weight that is saved using a UOM different than the 'Inventory Weight UOM' will be converted and subsequently stored in the default Inventory Weight UOM. Database Field: ERPx_IMTransactionDetail.TransactionWeight
Weight UOM	This is a single-select standard lookup that is required to save a line item on transactions with a Status of 'Approved' or greater. This field will be disabled if the item is managed by Units Only. If enabled, it will default from the 'Inventory Weight UOM' property on the 'Properties' tab of the Item Record View for the selected Item. If enabled, this field will be editable while the transaction is in a Status of 'New'. This lookup contains all 'Active' Weight UOMs on the selected Item's UOM Schedule. Database Fields: ERPx_IMUOM.UOMName, ERPX_IMItem.UOMScheduleSK, ERPx_IMTransactionDetail.TransactionWeightUOMSK
Work Order	In some instances the Production transaction is used to enter production results in bulk, across multiple Work Orders. When this occurs, assigning the Work Order as the 'Default Work Order' on the transaction header would not work. In situations like this, the Work Order can be specifically assigned to each line item. This is a text box that is not required. This field defaults from the 'Default Work Order' field in the 'Home' tab of this Record View. This field is always editable while the transaction is in a Status of 'New'. This field must be <= 100 characters. Database Field: ERPx_IMTransactionDetail.WorkOrder

Grid: Inputs Tab

Fields	Description

Fields	Description
Checkbox
Item: Description	This is a text box that is required. It defaults as blank and is not editable once the line item has been saved to the transaction. When the 'Add Item' icon is clicked, users may enter all or part of an Item ID or Description and hit the Enter key on the keyboard. If a complete Item ID was entered, the line item will be saved, if not, the Item Lookup dialog box will open with a list of items containing the data entered. From the 'Item Lookup' dialog box, users may check the checkbox next to one or multiple item(s) to add to the transaction using the Save & Close button. The lookup contains a list of all active Inventory type Items in the Item Master File. Selecting an Item will default the 'Inventory Unit UOM' and 'Inventory Weight UOM' properties specified on the Item Record View. Database Fields: ERPx_IMItem.ItemID, ERPx_IMItem.ItemDescription, ERPx_IMTransactionDetail.ItemSK
Line Type	This is a non-editable text box that is required. It defaults to "Input" and is never editable. Database Field: ERPx_IMTransactionDetail.LineItemTypeEN
Lot Tracked	This is a non-editable text box that is not required. This value defaults from the 'Lot Tracked' field in the 'Properties' tab of the Item Record View. It displays as "Yes" if the line item is a lot tracked item. It displays as blank if the item is not a lot tracked item. This field is for informational use only and cannot be edited. Database Fields: ERPx_IMItem.TrackMethodEN, ERPx_IMTransactionDetail.ItemSK
Production Batch	This is a text box that is only required to save a line item on a transaction in 'Approved' or greater status if the item selected is Lot Tracked. It defaults as blank and is only editable if the selected item is Lot Tracked and the transaction is in a Status of 'New'. This field must be <= 50 characters. Database Fields: ERPx_IMProductionLot.ProductionLotID, ERPx_IMTransactionDetail.ItemSK
Owner	This is a single-select standard lookup that is required. It defaults from the 'Default Owner' preference on the Inventory Preferences page. This field is editable until a line item has been saved. The lookup contains a list of all Lot Owners. Database Field: ERPx_IMLotOwner.OwnerName
Units	This is a numeric text box that is sometimes required. This field is required and editable only if the item is managed by Units Only or Units or Weight. This field defaults to 0 and is always editable while the transaction is in a Status of 'New'. This field can be both positive or negative. This field will display the number of decimals set for the selected item on the 'Unit Decimals' property on the 'Properties' tab of the Item Record View. 'Units' and 'Unit UOM' fields will always display as the values entered by the user. However for consistency, Units that are saved using a UOM that is different than the 'Inventory Unit UOM' will be converted and subsequently stored in the default Inventory Unit UOM. Database Field: ERPx_IMTransactionDetail.TransactionUnits
Unit UOM	This is a single-select standard lookup that is required to save a line item on transactions with a Status of 'Approved' or greater. This field will be disabled if the item is managed by Weight Only. If enabled, it will default from the 'Inventory Unit UOM' property on the 'Properties' tab of the Item Record View for the selected Item. If enabled, this field will be editable while the transaction is in a Status of 'New'. This lookup contains all 'Active' Unit UOMs on the selected Item's UOM Schedule. Database Fields: ERPx_IMUOM.UOMName, ERPX_IMItem.UOMScheduleSK, ERPx_IMTransactionDetail.TransactionUnitsUOMSK
Warehouse Lot	This is a single-select standard lookup that is sometimes required to save a line item on transactions with a Status of 'Approved' or greater. It is required when the 'Site', identified on the transaction header, is a warehouse lot tracked Site and is disabled when it is not. If required and blank, the message "Warehouse Lot is required for Warehouse Lot Tracked sites when Approving or Posting." will be displayed on Save of Statuses of 'Approved' or greater. This field defaults as blank and will be disabled if the 'Site' field on the transaction is not warehouse lot tracked. If enabled, this field is editable via the Mass Update Dialog while the transaction is in a Status of 'New'. This field must be <= 50 characters. Database Fields: ERPx_IMWarehouseLot.WarehouseLotID, ERPx_IMLotBalance.WarehouseLotSK
Weight	This is a numeric text box that is sometimes required. This field is required and editable only if the item is managed by Weight Only or Units or Weight Only. This field defaults to 0 and is editable while the transaction is in a Status of 'New'. This field can be both positive or negative. Once an item has been selected, this field will display with the number of decimals set for the 'Weight Decimals' property on the 'Properties' tab of the Item Record View. 'Weight' and 'Weight UOM' fields will always display as the values entered by the user. However for consistency, weight that is saved using a UOM different than the 'Inventory Weight UOM' will be converted and subsequently stored in the default Inventory Weight UOM.