The Production Order Inquiry displays Open, Released and Closed Production Order transactions. From this page, users may view and generate an Excel file of historical Production Order transactions. In addition, the inquiry selection can be refined using the Inquiry Criteria fields.
Software Version: 2020.11.13 and newer
Page Header
Search
Search Options | Description |
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Planned Start From | 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. |
Planned Start To | Used to select the Planned Start date. All transactions occurring on or before the specified date will be included. This is a date picker that is not required to return results. It defaults as blank. |
Production Order 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. |
Production Order Status | 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. |
Saved Search Options | 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. |
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 Filter | Error rendering macro 'excerpt-include' : No link could be created for 'Quick Filter'. |
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 Column 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. |
Fields | Description |
Actual Input | 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. |
Actual Output | 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. |
Actual Yield % | 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. |
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 |
Output Complete % | 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. |
Planned End | 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 |
Planned Input | 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. |
Planned Output | 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. |
Planned Start | 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 |
Planned Yield % | 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. |
Prod. 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. Database Field: ERPx_IMProductionOrderHeader.ProductionOrderID |
Site | Error rendering macro 'excerpt-include' : No link could be created for 'site'. This field comes from from the 'Site' 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 |
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 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 |
Transaction Class | 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 |
UOM | Error rendering macro 'excerpt-include' : No link could be created for 'UOM - Production Order'. 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 |