The Production Order list view displays all Open and Released Production Order transactions. From this page, users may add/edit/delete Production Order transactions and print any associated reports. Users may also generate an Excel file or enter notes for a specific Production Order transaction. Closed Production Order line transactions can be opened from the Production Order Item Inquiry.
Software Version: YYYY.MM.DD and newer
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| Toolbar Icons | Description |
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| Excel | Export the contents of the list view 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 only the filtered contents 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.
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| Grid Layout | Opens the Saved Grid Layout menu that allows the user to select another saved layout, create a new layout, save changes to a layout, or assign a saved layout as the default for the page. Once changes are made to a grid, such as columns are added or removed, the user can click the Saved Grid Layout icon and save the changes to the grid layout and name the new layout. The new layout can also be set as the default, instead of the System View. This is useful for creating specific views to separate master files or transaction types (i.e. Invoice specific vs. Credit Memo specific).
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| Help | Opens the online WIKI help page for the current page.
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| New | Opens a new blank record for data entry. |
| 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. Two Note Types (Internal, Production Instructions) will be displayed for Production Order transactions. |
| Fields | Description |
| Actual Units | Identifies the total number of units entered on the Input tab and Output 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(s) are added to the grid in the Input tab or Output tab. This field can be edited by adding or editing the 'Units' field for a line item on the Input tab or 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. |
| Actual Weight | Identifies the total weight entered on the Input tab and Output 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(s) are added to the grid in the Input tab or Output tab. This field can be edited by adding or editing the 'Weight' field for a line item on the Input tab or 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. |
| Complete | 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], 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 Input tab or 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. |
| 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 required field. 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. This is a required field. Database Field: ERPx_IMProductionOrderHeader.CreatedBy |
| Item | Error rendering macro 'excerpt-include' : No link could be created for 'Item'. This is required and can be edited from the 'Item: Description' field on the Input tab or Output 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 is required and can be edited from the 'Line Type' field for a line item on the Input tab or Output tab of the Production Order record view. Database Field: ERPx_IMProductionOrderDetail.LineItemTypeEN |
| Planned End | Identifies the scheduled completion date of the Production Order. This is not required and can be edited from the 'Planned End' field on the Home tab of the Production Order record view. Database Field: ERPx_IMProductionOrderHeader.ScheduledDateEnd |
| Planned Units | Calculates the sum of all the Input line items, converted to the UOM of the Production Order. This is not required and can be edited by adding or editing the 'Units' field for a line item on 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. |
| Planned Weight | Calculates the sum of all the Output line items, converted to the UOM of the Production Order. This is not required and can be edited by adding or editing the 'Weight' field for a line item on 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. |
| Planned Start | Identifies the scheduled start date of the Production Order. This is required and can be edited from the 'Planned Start' field on the Home tab of the Production Order record view. Database Field: ERPx_IMProductionOrderHeader.ScheduledDateStart |
| Prod. Order | Identifies the unique Transaction ID for each transaction. Clicking on the link opens the Production Order record view. 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 |
| Site | Error rendering macro 'excerpt-include' : No link could be created for 'site'. This is required and can be edited from the 'Site' field on the Home tab of the Production Order record view.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 |
| Status | Identifies the Status of the transaction. This is required and 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: Open: This is the default Status for all new Production Order transactions. While in the Status of 'Open', all editable fields are open for edit. Released: Users may set this status when the Production Order transaction is ready to be released to production. While in the Status of 'Released', all editable fields are open for edit. Closed: Users may set this status once the associated Production transaction has been set to a status of "Ready to Post". Else, the message "Production Order [Prod Order ID] can not be closed because Production Transaction(s) [List of Production Transaction IDs] are not posted." will be displayed on Save. 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 UOM | Identifies the unit of measure that the units are stored in (boxes, Bags, Cases, Totes, etc.) for a line item. 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 Input tab or Output tab of the Production Order record view. Database Fields: ERPx_IMUOM.UOMName, ERPX_IMItem.UOMScheduleSK, ERPx_IMProductionOrderDetail.OrderedUnitsUOMSK |
| Weight UOM | Identifies the unit of measure that the weight is stored in (Lbs, Kg, Oz, Ton, etc.) for the line item. 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 Input tab or Output tab of the Production Order record view. Database Fields: ERPx_IMUOM.UOMName, ERPX_IMItem.UOMScheduleSK, ERPx_IMProductionOrderDetail.OrderedWeightUOMSK |
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