User Guide › Projects Management › List
Overview
Use the orders list to review project-related Orders. An Order is a confirmed request to supply goods or services. Use the list when you need to identify an Order by job, client, job title, price, or forecast delivery date, and when you need to review Orders by their current workflow stage.
The list is intended for users working in project management, including Sales representatives, Sales managers, Purchasing officers, Warehouse managers, Project managers, and Finance officers.
Before you start
You need access to PM and the orders list.
Steps
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Select PM to access the project management area.
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Open orders, and then select all to review the complete list view.
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Review the available Order information in the list, including Job No., Client, Job title, Order price €, Forecast delivery date, and Total bu.
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Select the appropriate stage tab to focus on Orders at a particular point in the workflow:
- Select delivered for Delivered Orders.
- Select in house for Orders being handled internally.
- Select in purchasing for Orders being handled through purchasing.
- Select to order mrq for Orders requiring an MRQ-related ordering action.
All
The all tab provides the broadest Orders list. Use this view to locate an Order when you know its Job No., Client, or Job title, or when you need to compare Order price € and Forecast delivery date across Orders.
Use all as the starting view when the required Order is not currently visible in a stage-specific tab.
Delivered
The delivered tab contains Orders shown as Delivered. Delivered is a status indicating that an Order has been supplied to the customer. Use this view to review delivered project Orders and identify them by job, client, title, price, and forecast delivery date.
Review the listed Job No. and Client values to distinguish Orders with similar job titles.
In House
The in house tab displays Orders shown in the internal handling stage. Use this view to review Orders that are currently being handled within the business and to monitor their associated job and client details.
Use the visible Forecast delivery date to identify Orders that require attention according to their planned delivery timing.
In Purchasing
The in purchasing tab displays Orders shown in the purchasing stage. Use this view to review project Orders that require purchasing activity and to identify the related job, client, and Order value.
Review Order price € together with Job No. when comparing purchasing-stage Orders.
To Order MRQ
The to order mrq tab displays Orders shown in the MRQ ordering stage. An MRQ is represented on the screen by the To Order (MRQ) workflow control. Use this view to identify Orders that require attention in this stage and to review their project and delivery information.
Select To Order (MRQ) when you need to work with the MRQ ordering view.
Tips & cautions
Tip: Select all when an Order is not visible in the current stage-specific tab.
Note: Use Job No., Client, and Job title together to identify the correct Order before reviewing its price or forecast delivery date.
Note: A Delivered Order has been supplied to the customer; use the delivered tab when reviewing completed supply activity.
Troubleshooting
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An expected Order is not shown → The current stage tab may not contain that Order → Select all and review the full Orders list.
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Multiple Orders have similar titles → The job or customer details may be needed to distinguish them → Compare Job No., Client, and Job title.
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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).
Result
You have reviewed project Orders and focused the list on the required Order workflow stage.
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