Investigate and progress a project order from the Projects Management Orders list

Locate a project order from the complete Orders list, open its project-order information, and progress a confirmed order to fulfillment when ready.

Before you start

• Access to Projects Management order views.
• An order reference or relevant order is available.
• A confirmed project order is available before it is progressed.
• Access to the project, shipping-order, and delivered-order views is required to progress a confirmed project order.

Steps

1. All on Orders — Displays the complete order list.

   

2. Projects-Management record on Orders — Opens the selected order's associated project-order information.

3. Status update on Shipping Order — Progresses a confirmed project order to fulfillment.

4. Planned (BOM) on Orders — Shows orders in the internal-handling view.

5. To Order (MRQ) on Orders — Shows orders requiring a purchasing request.

Result

Shows orders requiring a purchasing request. Confirm this on Orders.

Screens involved

Projects Management > Orders · Shipping Order