Help and Troubleshooting › projects management
Projects Management
| Symptom | Likely cause | Fix |
|---|
| You cannot open or update a Shipping Order. | Your user does not have access to PM > Projects Management > Shipping Order or does not have permission to update the applicable record. | Confirm your access and update permission with the person responsible for user permissions. |
| The Shipping Order you need is not displayed. | The required order has not yet been located in the list. | Select Search and search again using the information available for the order. |
| Changes to a Shipping Order are not retained. | The record was revised but neither save action was selected. | Select Save to retain the changes, or select Save and Close to retain them and close the order. |
| The Orders list does not show the information needed for review. | The current layout does not include the required columns. | Use Columns Chooser to revise the current layout, then select Update Current. Alternatively, select Add Layout to create a separate role-specific layout. |
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Production Orders
| Symptom | Likely cause | Fix |
|---|
| The required Production Order is not visible in the list. | The list is filtered or the search criteria are too specific. | Select All, clear or revise Search, and search by a sheet number, job number, item description, or responsible PM. |
| The list does not show the information needed for daily review. | The active layout does not include the required columns. | Select Standard Layout, or use Add Layout and Columns Chooser to create a layout that includes the required information. |
| A supporting document is not attached to the order. | The file selection was not confirmed. | Select Attach, use Select to choose the file, then select Ok before saving the Production Order. |
| Changes are not retained after leaving the entry screen. | The Production Order was not saved. | Select Save to retain changes, or select Save and Close to retain changes and close the screen. |
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Shipping Order
| Symptom | Likely cause | Fix |
|---|
| A Shipping Order cannot be found in the list. | The search text does not match the displayed sheet, client order, or job reference, or the list needs refreshing. | Clear or revise Search, then select the Refresh icon (icn-update) and search again using a more specific reference. |
| The required list column is not visible. | The current layout does not include the required column. | Select Columns Chooser, add the required column, and select Update Current. Alternatively, create a separate layout with Add Layout. |
| Changes to the current layout are not retained. | The layout was changed but not saved. | Select Update Current for an existing layout, or use Save after creating a layout with Add Layout. |
| A supporting document is not shown on the Shipping Order form. | The file may not have been attached or saved. | Select Attach, confirm that the file appears in Files (files[]), then select Save or Save and Close. |
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List
| Symptom | Likely cause | Fix |
|---|
| The required package or sales job is not visible. | A search value may be restricting the displayed records. | Review and amend the value in Search, then select Refresh (icn-update). |
| Important information is not shown in the list. | The selected layout does not include the required columns. | Select Columns Chooser, add the required columns, and select Update Current or create a layout with Add Layout. |
| A revised layout is not available later. | The layout changes were not saved. | Use Save when creating a layout, or use Update Current when changing an existing layout. |
| The list presentation is unsuitable for the current task. | A role-specific layout is active. | Select Standard Layout, or select a more suitable saved layout through Layout options (icn icn-layoout). |
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Buyout To Order
| Symptom | Likely cause | Fix |
|---|
| The required selection is not shown on the record. | A value was chosen but not confirmed in the selection dialog. | Use Select after choosing the value. If a confirmation is shown, select Ok. |
| The Buyout To Order record is difficult to identify later. | Display name is blank or too general. | Enter a specific Display name that includes useful job or Buyout context, then select Save. |
| A supporting document is not visible on the record. | The file was not added or was not confirmed. | Select Attach, add the file, confirm it appears in files[], and then select Save or Save and Close. |
| Changes disappear after leaving the form. | The record was closed without using a save action. | Reopen the record, make the changes again, and select Save or Save and Close. |
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Orders
| Symptom | Likely cause | Fix |
|---|
| The Orders list does not show the information needed for the review. | The current layout does not include the required columns. | Select Columns Chooser, add the required columns, and select Update Current. |
| A new layout is not available after it was created. | The layout was not retained. | Create the layout again and select Save after entering Layout name and selecting columns. |
| The wrong layout is being removed. | Delete Current applies to the current layout. | Select Cancel before confirming deletion, then verify the current layout before using Delete Current again. |
| An exported list does not contain the expected information. | The displayed layout did not contain the required columns before export. | Adjust the layout with Columns Chooser, save it with Update Current, and then use Export. |
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NewInstantJob
| Symptom | Likely cause | Fix |
|---|
| The required item is not yet associated with the draft. | No selection has been confirmed. | Use Select..., choose the appropriate item with Select, and confirm with Ok where available. |
| A document is missing from the job draft. | The file was not attached before the record was saved or closed. | Reopen the draft, use Attach, add the file to files[], and select Save. |
| Changes are lost after leaving the record. | Don't Save was selected, or the record was closed without saving. | Re-enter the draft, make the required selections again, and use Save or Save and Close. |
| The draft should not remain in the list. | The record is no longer required. | Select Delete only after confirming that the draft should be removed. |
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Delivered Orders
| 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. |
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