Overview

The Delivered Orders list in Project Management provides a working view of job-related orders, including the job number, client, job title, order price, forecast delivery date, and total values shown in the list. Use this view to review delivered-order information, find a specific job, adapt the displayed columns to your role, and export the current list for reporting or follow-up.

Sales representatives, account managers, project managers, purchasing officers, warehouse managers, and finance officers can use the list when reviewing job commitments and forecast delivery information. The available screen controls manage the list view itself; no delivered-order status field or delivery-confirmation action is provided on this screen.

Settings

Before working with delivered orders regularly, choose or create a layout that displays the information relevant to your responsibilities. Layouts control how the list is presented and which columns are available for review.

Setting or control	Use
Standard Layout	Select the standard list layout.
Layout name	Enter or review the name of a layout.
Add Layout	Create a new layout.
Columns Chooser	Choose the columns to display in the list.
Save	Save a layout or layout changes.
Update Current	Save changes to the currently selected layout.
Delete Current	Remove the current layout.
Delete	Delete a layout in the applicable layout action.
Cancel	Leave the current layout action without saving.

Note: Layout actions affect how the list is displayed. They do not change the delivered-order records shown in the list.

Create or maintain a layout

Open the Delivered Orders list from PM in Applications > Project Management > List. Review the current list columns before changing the layout.
Decide whether the Standard Layout provides the information you need.
- To return to the default presentation, select Standard Layout.
- To create a separate view for your work, select Add Layout.
When creating a layout, enter a meaningful value in Layout name. Select Columns Chooser and select the columns required for your review, such as job number, client, job title, order price, forecast delivery date, or total values.
Decide whether to keep or discard the layout changes.
- To keep a new layout, select Save.
- To keep changes to the selected layout, select Update Current.
- To abandon the current changes, select Cancel.

Tip: Use a clear layout name that identifies its purpose, such as “PM Delivery Review” or “Finance Delivery Export,” so that users can select the correct presentation consistently.

Workflow

The Delivered Orders screen is a list-management workspace. It does not provide a status field, delivery confirmation button, or record-stage controls. Use the following decisions to review, organize, and share the information currently available in the list.

Open the Delivered Orders list and decide whether you are reviewing all visible orders or a specific order. Use Search to enter a job number, client, job title, or other identifying text available in the list. Review the matching rows and their visible values.
Decide whether the current list columns are sufficient for the decision you need to make.
- If the visible columns are sufficient, continue reviewing the list.
- If you need a different presentation, select Columns Chooser and adjust the displayed columns. Save the result with Update Current, or create a separate layout using Add Layout and Save.
Review each relevant delivered-order row using the information available in the list:
- Job No. identifies the job.
- Client identifies the customer account.
- Job title identifies the work or job description.
- Order price shows the listed order price.
- Forecast delivery date shows the planned delivery date displayed for the job.
- Total bu shows the total value displayed in the list.
Compare the job, client, commercial value, and forecast delivery information before using the list for PM follow-up, purchasing review, warehouse planning, or finance analysis.
Decide whether you need to share the current list outside the screen.
- If you only need to review the information online, retain the current list and layout.
- If you need an extract of the displayed information, select Export. Ensure that the search criteria and selected columns reflect the information you intend to export before exporting.

Warning: Apply the required search and layout before selecting Export. The exported output is based on the list presentation you have prepared, so an unfiltered list may include more orders than intended.

Decide whether the current layout should remain available.
- To retain the layout for future work, leave it saved.
- To remove the currently selected layout, select Delete Current and then use Delete where prompted.
- To stop the deletion action without completing it, select Cancel.

Examples

A project manager needs to review a delivered-order entry for job 20.0271 before discussing the expected delivery timing with the client team.

In the Delivered Orders list, enter 20.0271 in Search.
Review the matching row. Confirm that the row identifies client Sidpec, job title M-Sleeve Bowex 48, an order price of 620.00 €, and a forecast delivery date of 23 Apr 2020.
The project manager needs a focused review view rather than the general list. Select Add Layout, enter PM Delivery Review in Layout name, and use Columns Chooser to retain the job, client, job title, order price, forecast delivery date, and total-value information required for the review.
Select Save to keep the new layout. The project manager can now use the saved layout when reviewing other delivered orders with the same information requirements.
After confirming the displayed information, select Export to produce an extract of the prepared list for the internal delivery review. Before exporting, confirm that the search remains limited to the intended job and that the selected layout contains the required columns.

This example ends with a saved layout and an exported list. The Delivered Orders screen does not provide a control to mark the order as delivered, change a delivery state, or update a forecast delivery date.

Tips

Tip: Search by the most specific value available, such as Job No., when you need to isolate one delivered order quickly.

Note: Use separate layouts for different operational purposes. For example, a warehouse review may focus on job and forecast delivery date, while a finance review may require order price and total values.

Warning: Select Delete Current only when you no longer need the current layout. Deleting a layout removes the saved list presentation, not the underlying delivered-order information.

Troubleshooting

Symptom	Likely cause	Fix
The required delivered order is not visible.	The list is not filtered using the relevant identifying value, or the current visible rows do not include the order.	Enter the job number, client, or job title in Search and review the matching list rows.
Important information is not displayed in the list.	The current layout does not include the required columns.	Select Columns Chooser, add the required columns, and use Update Current or Save to retain the change.
A layout change is no longer available.	The changes were cancelled or were not saved or updated.	Reapply the column changes and select Save for a new layout or Update Current for the selected layout.
The export includes information that is not needed.	The list was exported before applying the appropriate search criteria or layout.	Return to the list, use Search, confirm the required columns, and select Export again.