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• Journal Details: Opens the record view of the Journal Details.

Output line items that are set to Passive costing method with Cost Items will not post to the General Ledger. 

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Production #: [Transaction ID]

Cost Item Cost

Identifies the total Ext. Cost of the Cost Items assigned to the transaction. This is a calculated field that is never editable. 

Date

Database Field: ERPx_IMTransactionHeader.TransactionDate

Input Cost

Identifies the total Cost Amt. of all the line items with the Line Type of Input. This is a calculated field that is never editable. 

Output Cost

Identifies the total Cost Amt. of all the line items with the Line Type of Output. This is a calculated field that is never editable.

Note: This is calculated at the greatest precision and therefore may result in a rounding difference to what is calculated at the line level. For example,

• You have two Output line items with costs:

  • 1,500 lbs at $0.66875 = $1,003.13

  • 2,500 lbs at $0.66875 = $1,671.88

• The sum of these is $2,675.01.

• This field displays $2675.00. 

Note: If the total Cost Amt. is negative the following message will be displayed on Save "No Output lines are allowed with negative Costs."

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.

 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

Database Field: ERPx_IMTransactionHeader.Reference

Site Name

The lookup contains a list of all the 'Active' Inventory Sites.

Database Fields: ERPx_MFSite.SiteName, ERPx_IMTransactionHeader.SiteSK

Status

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.

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.

Group: Costing

Allow Output Cost to not match Input Cost

Identifies whether to allow a mismatch between Input Cost, Cost Items and Output Cost.  This is Yes/No lookup that defaults from the corresponding Transaction Class value.  If the transaction contains Items with Input and Output costs that are mismatched, when the record is saved as Approved/Ready To Post the message "There is a mismatch between Input cost, cost items, and output costs. This is not allowed based on the property value." will be displayed.  If set to 'Yes', mismatched costs will be allowed and no messages will be displayed. 

Database Field: IMTransactionHeader_AllowInputOutputCostMismatch

Allow Input Lots without Cost

Identifies whether Input Lots are allowed without a Cost assigned. This is Yes/No lookup that defaults from the corresponding Transaction Class value.  If the transaction contains Input lots without a Cost, when the record is saved as Approved/Ready To Post the message "Inputs are missing costs and this is not allowed based upon the property value." will be displayed.  If set to 'Yes', Inputs without any Costs assigned will be allowed and no messages will be displayed. 

Database Field: IMTransactionHeader.AllowMissingInputCosts

Group: General

Transaction Class

Database Fields: ERPx_IMTransactionClass.TransactionClassID, ERPx_IMTransactionClass.TransactionClassID

GL Date

Database Field: ERPx_IMTransactionHeader.GLDate

Yield UOM

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

This lookup contains the values in the IMAutoCreateNewLots Enumeration Class.

Database Field: ERPx_IMTransactionHeader.InputAutoCreateLotsEN

Allow Negative Available Balances for Inputs

This lookup contains the values in the IMAllowNegativeAvailableBalances Enumeration Class.

 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.   

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

This lookup contains the values in the IMAllowNegativeAvailableBalances Enumeration Class.

 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.   

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

Database Field: ERPx_IMTransactionHeader.CreatedDate

Created By

Database Field: ERPx_IMTransactionHeader.CreatedBy

Last Updated

Database Field: ERPx_IMTransactionHeader.LastUpdated

Last Updated By

Database Field: ERPx_IMTransactionHeader.LastUser

Void Date

Database Field: ERPx_IMTransactionHeader.VoidDate

Voided By

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

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

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Mass Update

•  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

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

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

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More Actions

• 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. 

• Reset Output Cost - When one or more Output line item(s) are selected the Cost Rate, Cost Pct., and Cost Amt. will be recalculated to the original values before any user edits were made. Note: This is only valid for Output line type items, if one or more Input line items are selected and this button is clicked they will be ignored and nothing will be reset.   

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Batch Comment

Database Field: ERPx_IMProductionLot.LotComment

Batch Date

Database Field: ERPx_IMProductionLot.DateProduced

Batch Expiration Date

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

Cost Amt.

Identifies the total cost for the corresponding line item. This is a calculated field that is conditionally editable and always formatted to 2 decimal places. It is calculated as [Cost Rate] * [Cost Quantity] and is editable based on the following: For Input line items this is always disabled and for Output line Inventory type items that are set to either Active or Passive costing methods, this field is editable while the transaction is in a Status of New. 

Note: If the total Cost Amt. is negative the following message will be displayed on Save "No Output lines are allowed with negative Costs."

Database Field: IMTransactionDetail.ExtendedCost

Cost Overwritten By

Identifies the name of the user that overwrote the cost of a line item.  This is a non-editable textbox that defaults to blank and displays the user's name when a cost value is manually overwritten after Save.  

Database Fields: ERPx_IMTransactionDetail.CostOverride, ERPx_IMTransactionDetail.LastUser

Cost Pct.

Identifies the Cost percentage for the corresponding line item. This is a calculated field that is conditionally editable. It is calculated as [Cost Quantity] / [Total Output Cost Quantity] and is editable based on the following: For Input line items this is always disabled and for Output line Inventory type items that are set to either Active or Passive costing methods, and the transaction contains an Input line item with a cost, this field is editable while the transaction is in a Status of New. 

Database Field: IMTransactionDetail.CostPct

Cost Qty.

This is a system assigned non-editable field.