# PM _Applications › PM_ ![PM](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/ad2fb81114007ea6cae4254929a78ee5.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A32.63%2C%22y%22%3A48.84%2C%22w%22%3A16.6%2C%22h%22%3A4.55%2C%22label%22%3A%222%20%20Login%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A2%2C%22x%22%3A40.93%2C%22y%22%3A51.12%7D%5D%7D) *PM — PM* ![Login](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/bb438dd501524ac0a098ec4415e5d09c.png) ## Overview PM provides operational queues for reviewing production orders by their current work stage. Sales representatives, account managers, project managers, purchasing officers, warehouse managers, and finance users can use these queues to identify the products, quantities, sales references, responsible PM users, and Odoo order references associated with each order. Use PM when you need to review orders awaiting ordering activity, purchasing, in-house work, or delivery, and when you need to locate and retain changes to a Shipping Order. ## Settings Before working with PM, sign in with your assigned credentials. 1. Enter your user name in **Enter User Name** and your password in **Enter Password**. 2. Select **Login**. ![PM](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/f0e8a01473b4374cdad352258911c11b.png) *PM — PM* You can also manage the layout used for PM lists. 1. Select **Add Layout** to create a layout, then enter a value in **Layout name**. 2. Use **Columns Chooser** to select the columns required for your review. 3. Select **Save** to retain the layout, or select **Cancel** to discard the current change. 4. To change the layout currently in use, select **Update Current**. 5. To remove a saved layout, select **Delete Current** or **Delete**, as applicable. > **Tip:** Configure a layout that includes Product Description, Quantity, Sales no., PM responsible, and Odoo order no. when you regularly review production orders across multiple operational queues. > **Note:** Layout controls affect how information is presented in the PM screen. They do not change the production-order stage. ## Workflow Use PM to review production orders according to the operational queue that requires attention. The queue indicates the current work stage; no stage-change action is provided on the PM screen. 1. Open **PM** from the main application navigation, then open the Production Orders work area through **Assembly Order**. ![PM](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/725e1fda217f09d4f560f7b99e56070b.png) *PM — PM* 2. Decide whether you need a complete review or a stage-specific review: - Select **All** to review all available production orders. - Select **Planned (BOM)** to review orders planned from a bill of materials. - Select **To Order (MRQ)** to review orders awaiting ordering activity. - Select **In Purchasing** to review orders currently in purchasing. - Select **In-house** to review in-house orders. - Select **Delivered** to review delivered orders. 3. Review the available order information in the selected queue. Use Product Description and Quantity to identify the required product and quantity, then use Sales no., PM responsible, and Odoo order no. to relate the order to its sales and PM context. 4. If you need to narrow the displayed records, select **icn-filter**. Select **icn-update** to refresh the displayed information. 5. When you need to review a Shipping Order, open **PM**, then go to Projects Management and select **Shipping Order**. Use **Search** to locate the existing order in the list. ![PM](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/a68f6195016ceb6746f4d76407caac9b.png) *PM — PM* 6. Decide how to finish your Shipping Order review: - Select **Save** to retain changes and continue working with the Shipping Order. - Select **Save and Close** to retain changes and close the Shipping Order. - Select **Export** when you need to export the information currently available in the Shipping Order list. > **Warning:** Use **Save** or **Save and Close** after updating a Shipping Order. Closing or leaving the record without one of these actions may leave the changes unretained. ## delivered orders ![PM](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/e553824abbdd2379e0dbd1c4d80f6bc0.png) *PM — PM* The **delivered orders** tab holds delivered-order records for review. Use the displayed order details, including product description, quantity, sales number, PM responsible user, and Odoo order number, to confirm which delivered items relate to a particular sales or project context. No control is provided on this screen to move records into or out of this tab. ## delivered ![PM](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/f2b23a9fae56bbf92acaba1783c576ba.png) *PM — PM* The **delivered** tab shows production-order records that are available in the delivered operational queue. Review product and order-reference information to identify delivered work and to distinguish it from orders still requiring purchasing or in-house attention. No control is provided on this screen to move records into or out of this tab. ## in house The **in house** tab contains in-house orders. Use this queue to review the products and quantities associated with work being handled internally, together with the related Sales no., PM responsible, and Odoo order no. No control is provided on this screen to move records into or out of this tab. ## in purchasing The **in purchasing** tab contains orders in purchasing. Purchasing officers and PM users can use the product description, quantity, and sales references to identify the orders that are currently under purchasing activity. No control is provided on this screen to move records into or out of this tab. ## running orders ![PM](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/22a224d5123ec086096d00f1510b0421.png) *PM — PM* The **running orders** tab holds orders that are currently running. Review the available product, quantity, sales, PM responsibility, and Odoo order information to monitor the orders presented in this queue. No control is provided on this screen to move records into or out of this tab. ## to order mrq The **to order mrq** tab contains orders awaiting ordering activity. Use this queue to identify products and quantities that require follow-up before purchasing can proceed. The **To Order (MRQ)** workflow control also opens the queue for production orders awaiting ordering activity. No control is provided on this screen to move records out of this tab. ## Examples A project manager needs to review an item that requires purchasing before it can progress operationally. 1. Open **PM**, select **Assembly Order**, and choose **To Order (MRQ)**. 2. In the **to order mrq** queue, review the product description and quantity for the required pump component. Confirm the related Sales no., PM responsible, and Odoo order no. so that the item is associated with the correct sales order and responsible PM user. 3. Select **icn-filter** if the list contains too many records to review efficiently. Select **icn-update** after refreshing the list criteria or when you need the latest displayed information. 4. When the order is being handled by purchasing, review **In Purchasing** to see the records currently presented in that queue. If it is handled internally, review **In-house** instead. 5. Later, select **Delivered** or **delivered orders** to review delivered records associated with the same sales and PM references. 6. If a related Shipping Order requires an update, open **Shipping Order**, use **Search** to locate it, then select **Save and Close** after reviewing and retaining the change. ## Tips > **Tip:** Start with **All** when you know the sales number or Odoo order number but do not know the current operational queue. > **Note:** Use **Planned (BOM)** specifically for orders planned from a BOM. Use **To Order (MRQ)** for orders awaiting ordering activity. > **Tip:** Keep the PM responsible and Odoo order no. visible in your layout when several users work on the same sales or project portfolio. ## Troubleshooting | Symptom | Likely cause | Fix | |---|---|---| | You cannot access PM records. | Your credentials or permissions do not provide access to PM or production-order records. | Confirm your user name and password, then request access to PM and the relevant production-order records. | | You cannot find a production order in the current queue. | The order may be in another operational queue. | Select **All**, then review **Planned (BOM)**, **To Order (MRQ)**, **In Purchasing**, **In-house**, and **Delivered** as required. | | The PM list does not show the information you need. | The active layout may not include the required columns. | Use **Columns Chooser**, then select **Save** or **Update Current** to retain the layout change. | | Shipping Order changes are not retained. | The record was reviewed without a save action. | Select **Save** to retain changes, or select **Save and Close** to retain changes and close the Shipping Order. | ## Related pages - [PM — Overview](doc:pm-overview) - [PM — Learning Path](doc:workflows-pm)