Production Order Item Inquiry (3.0)
The Production Order Item Inquiry displays line item detail from Open, Released and Closed Production Order transactions. From this page, users may view and generate an Excel file of Production Order transaction line items. In addition, the inquiry selection can be refined using the Inquiry Criteria fields.
For previous version help page please click here: Production Order Item Inquiry.
Software Version: 2024.03.29 and newer
Page Header
Search
Search Options | Description |
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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 |
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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. Users must log out and back in before the pages will be visible in the 'My Shortcuts' tab. |
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. This ONLY re-queries the contents of columns that are currently visible, if you add a new column the contents will be empty until you click 'Refresh' again. |
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 Units | 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 on 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. |
Actual Weight | 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 on 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. |
Completion Pct. | Identifies the percentage complete between the Units and the Actual Units (or Weight and the Actual Weight). This is not required. It is calculated as [Actual Units] / [Units] * 100 or [Actual Weight] / [Weight] * 100, depending on the Production Order transaction's Yield 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. |
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 |
End | Identifies the scheduled completion date of the Production Order. This can be edited from the 'End' field on the Home tab of the Production Order record view. Database Field: ERPx_IMProductionOrderHeader.ScheduledDateEnd |
Item | Identifies the Item, displayed as Item ID: Item Description. This 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 |
Line Type | Identifies the type of the line item. This 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 |
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' and 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 |
Production Batch | Identifies the Production Batch ID of the Lot. This is not required and can be edited 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:
Database Field: ERPx_IMProductionOrderDetail.ProductionBatchID |
Site Name | Identifies the name of the Site (Warehouse) that the transaction, shipment, receipt, item, or lot is associated with. This field comes from from the 'Site Name' 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. Database Field: ERPx_IMProductionOrderHeader.ScheduledDateStart |
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 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. 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 |
Units | Identifies the number of units entered for the line item on the Inventory Items 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 Inventory Items tab of the Production Order record view. This is a calculated field and not stored in the database. |
Units UOM | 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 field 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 |
Warehouse Lot | 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:
Database Field: ERPx_IMProductionOrderDetail.WarehouseLotID |
Weight | Identifies the weight of the line item entered on the Inventory Items 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 Inventory Items tab of the Production Order record view. This is a calculated field and not stored in the database. |
Weight UOM | 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 field 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 |