Production Order Inquiry (3.0)
The Production Order Inquiry displays Open, Released and Closed Production Order transactions. From this page, users may view and generate an Excel file of historical Production Order transactions. In addition, the inquiry selection can be refined using the Inquiry Criteria fields.
For previous version help page please click here: Production Order Inquiry
Software Version: 2024.03.29 and newer
Page Header
Search
| Search Options | Description |
|---|---|
| Include | A lookup to assign one or more conditions you want included in your search. This lookup contains:
This is a multi-select standard lookup that is required to return results. It defaults to 'Closed'. |
| Order Class | Used to select one or more Transaction Classes. This is a multi-select standard lookup that is required to return results. It defaults to all production order classes. The lookup contains a list of all the active Transaction Classes for Production Orders. |
| Saved Searches |  Displays the saved searches lookup and related icons. This tool allows users to select previously saved search options, create a new set of search options, save changes to existing search options, forget/delete saved search options and/or assign a saved search option as the default for the page. Once changes are made to the search options, the user can click the Save Options icon and save the changes. Saving search options will also save the preferences for 'Auto Refresh on Open' and 'Auto Hide Filters'. The new search option can also be set as the default. Default searches can be removed by clicking the 'Set as Default' button again when the current default search is selected. Refer to this FAQ for advanced search options. |
| Search | A non-required text box that defaults to blank and is used to search across multiple fields. When the page is 'Refreshed', the data returned will be limited by what was included in the Search box (in addition to any other Search Options). Refer to this FAQ for advanced search options. The Search field can be used to search across the following fields:
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| Site | Used to select one or more Sites. This is a multi-select standard lookup that is required to return results. It defaults to all Sites. 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 active Sites. |
| Start Date | Used to select the Start date of the Production Order. All transactions occurring on or after the specified date will be included. This is a date range picker that is not required to return results. It defaults to one month prior to the current date. |
Page Detail
| Toolbar Icons | Description |
|---|---|
| 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. |
| 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.
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| 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. |
| Help |  Opens the online WIKI help page for the current page. |
| 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. |
| Refresh |  Re-queries the contents of the grid/page based on the Search Options or the default values for grids that do not support Search Options.
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| 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. |
| Search Options |  Toggles between displaying and hiding the Search Options portion of the page. |
| Fields | Description |
| 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 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 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. |
| Actual Yield Pct. | Identifies the yield percentage of the actual product used. 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 Inventory Items tab of the associated Production transaction's record view. This is a calculated field and not stored in the database. |
| 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. 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. Database Field: ERPx_IMProductionOrderHeader.CreatedBy |
| Completion Pct. | Calculates the percentage complete between the Planned Output and the Actual Output. This field is calculated as [Actual Output] / [Planned Output] * 100. This field can only be changed by editing the 'Units' or 'Weight' for a line item with a line type of Output on the Inventory Items 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. |
| End | Identifies the scheduled completion date of the Production Order. This field can be edited from the 'End' field on the Home tab of the Production Order record view. Database Field: ERPx_IMProductionOrderHeader.ScheduledDateEnd |
| End Time | Displays the time the Production ended. This field can be edited from the 'End Time' property on the Properties tab of the Production Order Record View. Database Field: ERPx_IMProductionOrderHeader.EndTime |
| 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. |
| 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. |
| 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 a system assigned number that comes from the 'Transaction Class'. It is required and can never be edited. Database Field: ERPx_IMProductionOrderHeader.ProductionOrderID |
| Planned Input | Calculates the sum of all the Input line items, converted to the UOM of the Production Order. This field can only be changed by changing the 'Units' or 'Weight' field for a line item with a line type of Input on the Inventory Items 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 field can only be changed by changing the 'Units' or 'Weight' field for a line item with a line type of Output on the Inventory Items 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 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 field is expressed as a percentage and can only be changed by changing the 'Units' or 'Weight' field for a line item on the Inventory Items 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, and 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. |
| Production Name | Identifies the name of the Production plan, for example this could be a particular day and shift. This field can be edited from the 'Production Name' field on the Home Tab of the Production Order Record View. Database Field: ERPx_IMProductionOrderHeader.ProductionName |
| Production Order Class | The unique identifier of the Transaction Class. This 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 |
| Reference | Identifies the Reference entered for the transaction. This field can be edited from the 'Reference' field on the Home Tab of the Production Order Record View. Database Field: ERPx_IMProductionOrderHeader.Reference |
| Site Name | Error rendering macro 'excerpt-include' : No link could be created for 'site'. This field comes from 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 |
| Start | Identifies the scheduled start date of the Production Order. This can be edited from the 'Start' field on the Home tab of the Production Order Record View. Note: This is not editable when the transaction is in a status of 'In Process' or 'Closed'. Database Field: ERPx_IMProductionOrderHeader.ScheduledDateStart |
| Start Time | Displays the time the Production began. This can be edited from the 'Start Time' property on the Properties tab of the Production Order Record View. Database Field: ERPx_IMProductionOrderHeader.StartTime |
| Status | Identifies the Status of the transaction. This field can 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 Inquiry 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. 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. 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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