Used to select the Planned Start date. All transactions occurring on or after the specified date will be included.  This is a date picker that is not required to return results. It defaults to one month prior to the current date.

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.

Used to select one or more Statuses. This is a multi-select standard lookup that is required to return results. It defaults to all Statuses.

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:

Open: This is the default Status for all new records. While in the Status of 'Open', 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.

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.

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.

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.

Note: Items with a line type of "By-Product" will not be included output and yield calculations.

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 Input tab or Output tab of the associated Production transaction's record view. This is a calculated field and not stored in the database.

Note: Items with a line type of "By-Product" will not be included output and yield calculations.

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

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 in the Output 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 field can be edited from the 'Planned End' field on the Home tab of the Production Order record view.

Database Field: ERPx_IMProductionOrderHeader.ScheduledDateEnd

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 in the Input 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.

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 in the Output 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. Additionally, items with a line type of "By-Product" will not be included output and yield calculations.

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

Database Field: ERPx_IMProductionOrderHeader.ScheduledDateStart

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 in the Input tab or Output 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. Additionally, items with a line type of "By-Product" will not be included output and yield calculations.

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.

Database Field: ERPx_IMProductionOrderHeader.ProductionOrderID

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 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:

Open: This is the default Status for all new records. While in the Status of 'Open', 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.

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

The unique identifier of the Transaction Class. This field 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

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 field can be edited from the 'Production Order UOM' field on the Properties tab of the Production Order record view.

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