Focus an Orders review

Choose the required Orders work-state view and use search to identify the order records relevant to the current review.

Before you start

• Access to the Projects-Management record and Orders screen.

Steps

1. All on Orders — Displays the broad available Orders population.
2. PM on Orders — Switches to the Project Management Orders context.
3. Planned (BOM) on Orders — Displays planned BOM Orders.
4. To Order (MRQ) on Orders — Displays Orders requiring MRQ ordering review.
5. Search on Orders — Narrows displayed records by identifying text such as a job number, client, or job title.

Result

Narrows displayed records by identifying text such as a job number, client, or job title. Confirm this on Orders.

Screens involved

Orders