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. 

Identifies the total number of units entered on the Inventory Items 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 Inventory Items tab. This field can be edited by adding or editing the 'Units' field for a line item on the Inventory Items 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 Inventory Items 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 Inventory Items tab. This field can be edited by adding or editing the 'Weight' field for a line item on the Inventory Items 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 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.

Identifies the scheduled completion date of the Production Order. This is not required and can be edited from the 'End' field on the Home tab of the Production Order record view.

Database Field: ERPx_IMProductionOrderHeader.ScheduledDateEnd

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

Database Field: ERPx_IMProductionOrderDetail.LineItemTypeEN

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

Identifies the Production Batch ID of the Lot. This is not required and can be edited for lot tracked items from the 'Production Batch' field on the Inventory Items tab of the Production Order record view.

A Production Batch is the identifier that contains all the Traceability information (Production Batch Properties and Attributes) for Lot Tracked Items. This number stays attached to the product, even if it is transferred to another Site. Production Batch is one of the 5 components that make up a unique Inventory Lot and it is required when entering a transaction line for a Lot Tracked Item. This value will be blank and/or disabled for all non-Lot Tracked items on screens that include a Production Batch field.

An Inventory Lot is the most granular level that item balances (quantities of Units and/or Weight) are stored within NorthScope. Inventory Lots are created for all Inventory Items assigned an Item Type of “Inventory', regardless of whether the Item is Lot Tracked (i.e., balances are maintained by Production Batch) or the Site containing the product is 'Warehouse Lot' tracked or not. 

An Inventory Lot is unique by combination of:

• Item: The Item ID (required for all Inventory Lots)
• Site: The Site/Warehouse that contains the inventory (required for all Inventory Lots)
• Production Batch: The date code or other traceability reference that stays with product and never changes. It is required for Items with a 'Lot Tracked' property of "Yes" and will be blank for Items with a 'Lot Tracked' property of "No"
• Warehouse Lot: The identifier or location within a Site/Warehouse, this is most typically used for 3rd party distribution sites. It is required for 'Inventory Lots' in a Warehouse Lot tracked Site and will be blank for 'Inventory Lots' in a non Warehouse Lot tracked Site. This has nothing to do with whether the Item is 'Lot Tracked' or not. 
• Owner: Identifies who owns the product. This is required for all Inventory Lots.

Database Field: ERPx_IMProductionOrderDetail.ProductionBatchID

Identifies the name of the Site (Warehouse) that the transaction, shipment, receipt, item, or lot is associated with. 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

Identifies the scheduled start date of the Production Order. This is required and can be edited from the 'Start' field on the Home tab of the Production Order record view.

Database Field: ERPx_IMProductionOrderHeader.ScheduledDateStart

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:

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

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 Inventory Items tab of the Production Order Record View.

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

Identifies the Warehouse Lot to which the selected item or inventory lot belongs. This is not required and can be edited for Warehouse Lot tracked Sites from the 'Warehouse Lot' field on the Inventory Items tab of the Production Order record view. 

A Warehouse Lot (aka Storage Lot) is used by 3rd party distribution sites to identify a unique quantity of product they are storing. Unlike a Production Batch number that never changes, Warehouse Lots will change as product is transferred to other Sites and/or transferred into exiting Warehouse Lots within the same Site. The 'Warehouse Lot' is one of the 5 components that make up a unique Inventory Lot and it is required when entering a transaction line on a transaction for a Warehouse Lot Tracked Site. This value will be blank and/or disabled for all non-Warehouse Lot Tracked Sites on screens that include a Warehouse Lot field.

An Inventory Lot is the most granular level that item balances (quantities of Units and/or Weight) are stored within NorthScope. Inventory Lots are created for all Inventory Items assigned an Item Type of “Inventory', regardless of whether the Item is Lot Tracked (i.e., balances are maintained by Production Batch) or the Site containing the product is 'Warehouse Lot' tracked or not. 

An Inventory Lot is unique by combination of:

• Item: The Item ID (required for all Inventory Lots)
• Site: The Site/Warehouse that contains the inventory (required for all Inventory Lots)
• Production Batch: The date code or other traceability reference that stays with product and never changes. It is required for Items with a 'Lot Tracked' property of "Yes" and will be blank for Items with a 'Lot Tracked' property of "No"
• Warehouse Lot: The identifier or location within a Site/Warehouse, this is most typically used for 3rd party distribution sites. It is required for 'Inventory Lots' in a Warehouse Lot tracked Site and will be blank for 'Inventory Lots' in a non Warehouse Lot tracked Site. This has nothing to do with whether the Item is 'Lot Tracked' or not. 
• Owner: Identifies who owns the product. This is required for all Inventory Lots.

Database Field: ERPx_IMProductionOrderDetail.WarehouseLotID

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 Inventory Items tab of the Production Order Record View.

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