The Production Enquiry is a comprehensive reporting tool that provides detailed insights into your assembly and disassembly operations. This feature allows you to track stock movements, review completed transactions, and monitor pending production processes at both the assembled product and component levels.
To access the Production Enquiry, go to Reports > Production > Production Enquiry. The Run button generates the enquiry based on your applied filters and should always be clicked after adjusting any filters to refresh your results, while the Export button allows you to download your enquiry results in PDF, CSV, or XLSX format for sharing or offline analysis.
Filtering the Production Enquiry
Use the filtering options below to narrow down your results and find specific assemblies, disassemblies, or products. Apply multiple filters together for more precise results.
Production Enquiry filter | Description |
Date From | Set the earliest date for assemblies and disassemblies to include, based on their Assembly Date. |
Date To | Set the latest date for assemblies and disassemblies to include, based on their Assembly Date. |
Warehouse | Use the multi-select dropdown menu to filter by the selected source or destination warehouse. |
Assembly | Filter by the Assembly or Disassembly's transaction number. |
Product Code | Filter by the component or assembled product's code, partial text recognition is not supported. |
Product Description | Filter by the component or assembled product's description, partial text recognition is not supported. |
Product Group | Use the drop-down menu to filter by the component or assembled product's assigned Product Group. |
Status | Use the multi-select drop-down menu to filter Assemblies and Disassemblies by their current status, including custom Assembly statuses. |
Assembly Type | Use the drop-down menu to filter by the type of production transaction:
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Auto Assembly | Use the drop-down menu to filter by whether the production transaction was manually created or auto-generated:
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Assemble By From | Set the earliest date for assemblies and disassemblies to include, based on their Assembly By date. |
Assemble By To | Set the latest date for assemblies and disassemblies to include, based on their Assembly By date. |
Understanding the Production Enquiry
Your Production Enquiry results are displayed in a grid format with the following columns providing key information about each assembly and disassembly transaction.
Production Enquiry grid column | Description |
Assembly Number | Displays the Assembly or Disassembly's transaction number. |
Assembly Date | Displays the date the Assembly or Disassembly was completed. |
Assemble By | Displays the Assembly or Disassembly's Assemble By date. If the transaction is open and the date is in the past, it was be highlighted in red. |
Product Code | Displays the component or assembled product's code. |
Product Description | Displays the component or assembled product's description. |
Product Group | Displays the Product Group the component or assembled product is assigned. |
Warehouse | Displays the warehouse component stock is sourced from or the destination warehouse where assembled stock is added. |
Quantity | Displays the quantity of component stock being used or assembled stock being made. |
Total Cost | Displays the total stock value of the product's involved quantity, calculated as Quantity multiplied by the product's ALC. |
Assembly Status | Displays the transaction's current status. |
Hidden Columns
Click on Show Toolbar above the grid column's headers, then select Hidden Columns to see the additional grid columns that can be added to your Production Enquiry's view. Drag and drop the columns you like to and from the Hidden columns box.
Production Enquiry hidden columns | Description |
Production Type | Indicates whether the transaction is a Disassembly or Assembly. |
Wastage Qty | Displays the component product's total wastage quantity for the Assembly or Disassembly. |
Customising your view
Drag any column header into the grey area above the grid to group your data by that field. Add multiple grouping levels and use the +/- icons to expand or collapse sections. This is particularly useful for analyzing data by assembly type, product group, or warehouse.
Reorder columns by dragging headers, resize columns by dragging borders, and sort data by clicking column headers - first click for descending order, second click for ascending order.
To add a Hidden Column to the Production Enquiry's grid:
Go to Reports > Production > Production Enquiry.
Click Show Toolbar.
Click Hidden Columns.
Drag a column header from the Hidden Columns list and drop it into the grid.
To remove a Hidden Column from the Production Enquiry's grid:
Go to Reports > Production > Production Enquiry.
Click Show Toolbar.
Click Hidden Columns.
Drag a column header from the grid into the Hidden Columns list.
Grid Layouts
After customising your column layout, save it for future use:
Click on the Show Toolbar tab.
Select New.
Enter a unique name for the new layout.
Click Add.
The layout will now be saved to your user profile, only available to select from the Show Toolbar's Grid Layout drop-down menu.
Edits can be made to your custom grid layout at any time; just click Save in the Show Toolbar options after you've made the necessary adjustments. Similarly, custom grid layouts can be removed by clicking Delete in the Show Toolbar tab.
Default grid layouts
Initially, whenever you navigate to the Production Enquiry, the default grid layout "None" will be displayed.
To make one of your custom grid layouts the default view:
Click on the Show Toolbar tab.
Select the layout from the Grid Layout drop-down menu
Tick the Default checkbox.
Click Save.
Share grid layouts
If you've created a grid layout that other users in your account would benefit from using, you can make it available to their user profiles too:
Click on the Show Toolbar tab.
Select the layout from the Grid Layout drop-down menu
Tick the Shared checkbox.
Click Save.
The layout will then be available to select from the Show Toolbar > Grid Layout menu when other users open the Production Enquiry page.
Shared layouts cannot be a default for another user's profile, but they can save the shared layout as a new layout in their own profile, then set that as their default. Any edits you make to your shared layout will not apply to their saved default version.