Production Order Record View (3.0)
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: 2024.03.29 and newer
Page Header
Header Toolbar
Toolbar Icons | Description |
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! 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:
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. |
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. 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
Fields | Description |
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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. 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
Fields | Description |
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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 Icons | Description |
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:
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More Actions | Displays a drop down menu of related actions. The list of options includes:
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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 Headers | Description |
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Checkbox | Used 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:
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). 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:
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 |