Help & Troubleshooting — Projects Management

Help and Troubleshooting › Projects Management

Projects Management

You cannot open the Projects Management area → You may not have access to the Projects Management application → Obtain access to the Projects Management area and the relevant project-order views.
You cannot progress a project order to fulfillment → The order may not be confirmed, or the required fulfillment views may not be available → Confirm that the project order is confirmed and that you can access the project, shipping-order, and delivered-order views.
Your review updates are not retained → The record has not been saved → Select Save, or select Save and Close when you have finished reviewing the record.
You need to work with a delivered project order → The delivered-order stage is not selected → Select Delivered.

The required order is not visible in the current view → You may be viewing a filtered stage rather than the complete list → Select All and locate the order from the complete order list.
The project order cannot be progressed → The order may not be confirmed, or the required project, shipping-order, and delivered-order views may not be available → Confirm that the order is confirmed and access the required views before selecting Status update.
An order requires purchasing action → The order is awaiting a purchasing request → Select To Order (MRQ) to view orders requiring a purchasing request.

The required order is not visible in the current view → The order may be in a different order category → Select All to review the complete order list, or select Planned (BOM) for internal-handling orders and To Order (MRQ) for orders requiring a purchasing request.
You cannot progress an order to fulfillment → The project order may not be confirmed → Use a confirmed project order before selecting Status update.
The associated project-order information is not open → The order record has not been selected → Select the required order in the list, then select Projects Management.

Symptom	Likely cause	Fix
A warning appears when you leave the form.	The form contains unsaved changes.	Select Save to retain the changes, or respond to the warning before leaving the form.
The Buyout to Po form is not available.	You are not in the project management work area.	Select PM, then select Buyout.

The Order is not shown in the Delivered Orders list → The Order has not yet reached Delivered → Use Status update to apply the next applicable Order status after the required workflow gates are complete.
You cannot update the Order status → Your user account does not have the required permission → Sign in with access that includes the sales.order.update permission.
The Order cannot progress toward Delivered → Approval, activation, or Offer workflow requirements are incomplete → Complete the required gates and ensure that the Offer has progressed through Ordered before continuing.

The required Order is not visible in the current view → You may be reviewing a filtered handling view → Select All to display the complete Order list.
The Order requires purchasing action → The Order requires a purchasing request → Select To Order (MRQ) to review Orders requiring a purchasing request.
The project Order cannot be progressed to fulfillment → The Order may not be confirmed, or access to the required views may be unavailable → Progress the Order only after it is confirmed and you have access to the project, shipping-order, and delivered-order views.

A required-field indication is displayed when saving → Required information has not been completed → Complete the entries marked as required, then select Save again.
You need to continue working after saving → Save and Close was selected → Use Save to retain the Job record while remaining on the page.

An expected Order is not shown → The current stage tab may not contain that Order → Select all and review the full Orders list.
Multiple Orders have similar titles → The job or customer details may be needed to distinguish them → Compare Job No., Client, and Job title.
You need to review an Order requiring MRQ attention → The Order may be shown in the MRQ ordering stage → Select to order mrq or To Order (MRQ).