Production Transaction Record View (3.0)

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). 

For previous version help page please click here: Production Transaction Record View

Software Version: 2024.03.29 and newer

Page Header

Header Toolbar

Toolbar IconsDescription
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!

 This toolbar icon is enabled when the transaction status is 'New'. 

Help Opens the online WIKI help page for the current page. 
New

 Allows users to select the type of transaction or record they want to add. The drop-down displays all active Production type transaction classes configured in the system.

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. 

Notes are used throughout the application to add additional details to Master Files and Transactions. Transactions and Master Files that support Notes store the text of the note in one or more 'Note Types' as a way to classify/organize notes. 

Print 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. 
Save & Close Saves your changes and closes the page.

Home Tab 

Production #: [Transaction ID]
FieldsDescription
Date

Identifies the date of the transaction. 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

Production Batch Dates

Identifies whether the Production Batch Date value should be auto assigned or not.  This is a single select lookup that is required and defaults from the corresponding transaction class 'Auto Assign Production Dates' property.  When the option 'Default from Transaction Date' is selected, the Batch Date will automatically be assigned with the date of the transaction for Output line type items on Save. If 'Do not default' is selected the Batch Date will be blank on Save.  This field is always editable while the transaction is in a Status of 'New'. This only affects lot tracked Output line type items and does not update existing line items when the value is changed. For example, if the line item is added from Find Output Lots that has an existing Batch Date from a lot. 

This lookup contains the options 'Do not default' and 'Default from Production Date'. 

Database Field: ERPx_IMTransactionHeader.AutoAssignProductionBatchDates

Production Batch IDs

Identifies the string/value to populate the Production Batch ID for line items. This is a textbox that is not required and defaults from the corresponding transaction class 'Production Batch String' property, when the 'Auto Assign Production Batches' property is set to 'Yes' on the class.  This field is always editable while the transaction is in a Status of 'New'.  This only affects new lot tracked Output line type items and does not update existing line items when the value is changed.  For detailed information on how this works and the Keywords and validation rules, please see this FAQ.

(lightbulb) This is only visible on a Production Transaction when the 'Auto Assign Production Batches' property is set to 'Yes' on the corresponding Transaction Class. 

Database Field: ERPx_IMTransactionHeader.ProductionBatchString

Production Order

Identifies the Production Order ID that is linked to the Production transaction.  This is a textbox that is not required and is editable prior to the initial Save of a valid Production Order ID, or while in a status of 'New' if not entered.  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 enter a valid Production Order ID, if the value entered is not a valid ID or is a partial ID that matches other values, the lookup will open for users to either search for the value or select the ID they are looking for. The lookup will not contain Production Orders that are in a status of 'Closed' or 'Recurring'.  This field defaults as blank unless the Production transaction was recorded from the Production Order transaction.

Loads Production Order Items (Inputs and Outputs) onto the transaction. The following values default 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 (if entered)
  • Line Item Property: Warehouse Lot (if entered)
  • Line Item Property: Owner
  • Line Item Property: Line Type

Database Fields: ERPx_IMProductionOrderHeader.ProductionOrderID, ERPx_IMTransactionHeader.ProductionOrderSK

Reference

Identifies the Reference entered for the transaction.  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'. The value entered in this field will act as a default Line Reference value for all line items after the transaction is saved.

Database Field: ERPx_IMTransactionHeader.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 "Site is required." will be displayed on Save. This defaults as blank and is not editable after initial Save. 

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_MFSite.SiteName, ERPx_IMTransactionHeader.SiteSK

Status
Identifies the Status of the transaction. 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'.

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:

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.  

Approved: Performs all the data validations required to post the transaction and applies to all Transactions. While in the Status of 'Approved' transactions are considered open but have limited fields open for edit. If one or more validations fail, messages are provided indicating what needs to be corrected. If all the validations pass, then all the fields are disabled except for the Status lookup (and any fields that are always editable), journal entries are created/updated, journal ID's are assigned to the journal entry, and blank 'GL Dates' are assigned.

Ready to Post: Runs the Approval validations and applies to all transactions. While in the Status of 'Ready to Post' transactions are considered closed and all the fields are disabled with the exception of a few fields that are always editable. If one or more validations fail, messages are provided indicating what needs to be corrected. If all the validations pass, then all the fields are disabled with the exception any fields that are always editable and updates the Transaction Status to "Posted".

Database Fields: ERPx_IMTransactionStatus.TransactionStatusName, ERPx_IMTransactionHeader.TransactionStatusSK

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.

A Work Order is used to link multiple transactions together, usually for Lot Tracing and/or yield analysis. Unlike a Production Order which is a NorthScope object, a work order is a free text field. 

Database Field: ERPx_IMTransactionHeader.WorkOrderID

Yield Input

Identifies the total Yield Quantity for Input line items set to be included in Yield in the Yield UOM.  This is a non-editable numeric textbox that is formatted to 2 decimals. It defaults to blank and is not required.  Input line items that are set to be included in the Yield that cannot be converted to the Yield UOM will not be included in the Yield Input calculation. 

Database Field: ERPx_IMTransactionHeader.YieldInputQuantity

Yield Output

Identifies the total Yield Quantity for Output line items set to be included in Yield in the Yield UOM.  This is a non-editable numeric textbox that is formatted to 2 decimals. It defaults to blank and is not required.  Output line items that are set to be included in the Yield that cannot be converted to the Yield UOM will not be included in the Yield Output calculation. 

Database Field: ERPx_IMTransactionHeader.YieldOutputQuantity

Yield Pct.

Identifies the Yield as a percentage.  This is a non-editable numeric textbox that is formatted to 2 decimals.  It is calculated as  [Yield Output] / [Yield Input] * 100.  It defaults to blank and is not required. This will only be calculated when both 'Yield Input' and 'Yield Output' are greater than 0. 

This is a calculated field that is not stored in the database.

Properties Tab

FieldsDescription
Group: General
Transaction Class

The unique identifier of the Transaction Class. This is a non-editable text box that is required and defaults to the Production Transaction Class that was selected/specified when creating the transaction. This field is never editable. 

Database Fields: ERPx_IMTransactionClass.TransactionClassID, ERPx_IMTransactionClass.TransactionClassID

GL Date

Identifies the date the transaction posted (or will post) to the general ledger.  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

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.
  This is an editable text box that is required. It defaults from the Yield UOM specified on the corresponding Production Order (if assigned), else it defaults from the corresponding transaction class assigned to the Production transaction.  It is editable while the transaction is in a status of 'New'. If this value is changed the yield quantities will be recalculated. 

Database Fields: ERPx_IMProductionOrderHeader.YieldUOMSK

Start Time

Identifies the time the Production began.  This is an editable text box that is not required.  It defaults to blank, or if the transaction is associated with a Production Order and that transaction contains a Start Time then this value will default, if no value already exists on this transaction. It is always editable. 

Database Field: ERPx_IMTransactionHeader.StartTime

End Time

Identifies the time the Production ended.  This is an editable text box that is not required.  It defaults to blank, or if the transaction is associated with a Production Order and that transaction contains an End Time then this value will default, if no value already exists on this transaction.  It is always editable.  This value may be less than the Start Time for productions that may span multiple days.  

Database Field: ERPx_IMTransactionHeader.EndTime

Group: Inputs
Allow creation of new Input Lots

Identifies whether inventory lots can be auto-created if they do not already exist. 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

Allow Negative Available Balances for Inputs

Identifies whether the transaction allows lots to be left with negative available balances. 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.

(lightbulb) 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.   

(lightbulb) 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

Group: Outputs
Allow Negative Available Balances

Identifies whether the transaction allows lots to be left with 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.

(lightbulb) 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.   

(lightbulb) 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

Group: Other
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. 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

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 non-editable text box that is required.

Database Field: ERPx_IMTransactionHeader.CreatedBy

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 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

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 non-editable text box that is required.

Database Field: ERPx_IMTransactionHeader.LastUser

Void Date

Identifies the date the transaction was voided, formatted from the users 'Date Format' preference. This is a system assigned value and is never editable by a user. This is a non-editable text box that is not required.

Database Field: ERPx_IMTransactionHeader.VoidDate

Voided By

Identifies the name of the user that voided 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 non-editable text box that is not required.

Database Field: ERPx_IMTransactionHeader.VoidedBy

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

Attributes Tab

FieldsDescription
Attributes

A non editable text box that shows the name of the Attribute. Attributes are user-definable fields that are used on master files and transactions and are editable from the Attributes List View. The Attribute will only be displayed if the Applies property on the Assign Attribute Rules by page is set to either "Yes - Required" or "Yes - Not Required". Attributes set to "No" will not be displayed. 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

Identifies the value assigned to the corresponding attribute.

Because Attributes are configurable as either Text, List, Date, or Date/Time the data entry is either a text box, lookup, or date picker. The value defaults to blank and is only required if the Attribute's 'Applies' property is set to "Yes - Required" in the Assign Attribute Rules page. Attribute Values for Master Flies are always editable. Attribute Values for transactions are always editable for unposted transactions.

Page Detail

Inventory Items Grid Toolbar

Toolbar IconsDescription
Add Input

 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 ItemThis toolbar icon is only enabled when the transaction status is New.

Add Output

 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 ItemThis toolbar icon is only enabled when the transaction status is New.

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. 
Find Input Lots

 Opens the Find Inventory Lots page in a new window. This feature allows users to find existing lots and view their on hand and available balances. This toolbar icon is only enabled when the transaction status is New. When a lot is added to a transaction from the Find Inventory Lots page it is added as an 'Input' line type. 

Find Output Lots

 Opens the Find Inventory Lots page in a new window. This feature allows users to find existing lots and view their on hand and available balances. This toolbar icon is only enabled when the transaction status is New. When a lot is added to a transaction from the Find Inventory Lots page it is added as an 'Output' line type. 

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: 

  •  Transaction
    • Production Batch - This may only be updated if the Item is Lot tracked and if the Status of the transaction is 'New'.  Else the message "Production Batch may only be updated for transactions in the status of New." will be displayed on Save. 
    • 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.
    • Include in Yield - This may only be updated if the Status of the transaction is 'New'. Else the message "Include in Yield may only be updated for transactions in the status of New." will be displayed on Save.
  • Production Batch Properties
    • Batch Date, Batch Expiration Date, Batch Comment and Country of Origin
  • Production Batch Attributes
    • Each Batch Attribute will be available
  • Production Batch Certifications
    • Each applicable certification will be available
  • Warehouse Lot Properties
    • Storage Begin Date
    • Storage Renewal Day
  • Warehouse Lot Attributes
    • Each Warehouse Lot Attribute will be available

(lightbulb) Production Batch Properties and Attributes will only be updated via Mass Update when the Production Batch value is saved. 

(lightbulb) Warehouse Lot Properties and Attributes will only be updated via Mass Update when the Warehouse Lot value is saved.

This toolbar icon is always enabled.

More Actions

 Displays a drop down menu of related actions. The list of options includes: 

  • LV: Warehouse Lot - Opens the Warehouse Lot List View, in a new tab, filtered for the selected record's Warehouse Lot. This is only applicable to Warehouse Lot tracked Sites where a Warehouse Lot value has been saved, else the message "No Warehouse Lot exists for this item." is displayed. 
  • 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.  This is only applicable to Lot tracked Items where a Production Batch value has been saved, else the message "No Production Batch exists for this item." is displayed. 
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'.
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

FieldsDescription
CheckboxUsed to select one or more records to perform an action, such as Mass Update, More Actions, or Delete.
Batch Comment

Displays the batch comment assigned to the corresponding Production Batch. This is a non-editable textbox that is not required.  It defaults from the corresponding Production Batch record for an existing lot if a value exists, else it defaults to blank.  This can be edited from the Production Batch Record View or via Mass Update. 

Database Field: ERPx_IMProductionLot.LotComment

Batch Date

Displays the date the Production Batch was produced, formatted from the users 'Date Format' preference. This is the date used to age the product. This is a non-editable textbox that defaults to the Batch Date from the corresponding Production Batch record for an existing lot if a value exists, else it defaults to the transaction's 'Date' value on Save. This can be edited from the 'Batch Date' field on the Properties tab of the Production Batch record view or via Mass Update.

Database Field: ERPx_IMProductionLot.DateProduced

Batch Expiration Date

Displays the "Batch Expiration Date" assigned to the Production Batch. This defaults by adding the value set on the Item's 'Expiration Days' to the 'Batch Date' assigned to the Production Batch.  This is a non-editable textbox that is not required.  It defaults from the corresponding Production Batch record for an existing lot if a value exists, else it defaults to blank.  This can be edited from the Production Batch Record View or via Mass Update. 

Database Field: ERPx_IMProductionLot.ExpirationDate

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 Transaction.  It is not required and is never editable. 

Database Fields: ERPx_IMBOM.BOMID,  ERPx_IMTransactionDetail.BOMSK

BOM Qty Override

Identifies whether the 'Units' or 'Weight' of an Input line item with a Line Source of 'BOM' or 'Production Order 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_IMTransactionDetail.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_IMTransactionDetail.BomWeight

Country of Origin

Displays the name of the Country that the Production Batch originated in. The value is stored in the 'Country of Origin' Tab on the Production Batch Record View. If no 'Country of Origin' has been assigned, this will be blank, if there is only one 'Country of Origin' assigned to the Production Batch then the name of that country will be displayed. If there is more than one country assigned on the 'Country of Origin' Tab then this will indicate "Multiple". This is editable from the 'Country of Origin' tab on the Production Batch Record View or via Mass Update. 

The Country of Origin identifies the country that produced the product. It is stored on the Production Batch and a Production Batch can have more than one Country assigned. 

Database Field: ERPx_IMProductionLot.CountryOfOrigin

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:

  • For line items with a Line Source of Manual it defaults to "Yes". 
  • For line items with a Line Source of BOM it defaults to the value set on the corresponding BOM record. 
  • For line items with a Line Source of Production Order it defaults to the value set on the corresponding Production Order record.

This field is always editable while the transaction is in a Status of 'New'.

Database Fields: ERPx_IMBOMItem.IncludeInYield, ERPx_IMTransactionDetail.IncludeInYield

Item: Description

Identifies the Item, displayed as Item ID: 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.

Item IDs are the unique identifier for Items. 

The lookup contains a list of all active Inventory type Items in the Item Master File.

(lightbulb) 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 Reference

Identifies the reference for the line item.  This is an editable text box that defaults to the Production Order line reference if a value exists, else it defaults from the Reference on the Production transaction header field, else it is blank.  This is not required, but if entered, it must be <=100 characters and does not need to be unique.   This is always editable, even after the transaction is Posted. 

Database Fields: ERPx_IMTransactionDetail.Reference

Line Source

Identifies how the line Item was added to the Production transaction. This is a non-editable textbox single-select standard lookup that is required. It defaults based on the following rules:

  • If the line item is on the source Production Order with a Production Order Line Source of 'Manual' then this field will default the value "Production Order"

  • If the line item is on the source Production Order with a Production Order Line Source of 'BOM' then this field will default the value "Production Order BOM"

  • If the line item was auto added from a BOM then this field will default the value "BOM"

  • Else this field will default the value "Manual"

This lookup contains all the values in the IMProductionLineSource Enumeration Class.

Database Field: ERPx_IMTransactionDetail.IMProductionLineSourceEN

Line Type