Production Orders support the recording and review of products used for project-related assembly or production work. Project managers, purchasing officers, warehouse personnel, and finance users can use the Production Order entry screen to select the relevant record, review product quantities and units, attach supporting files, and save the information for later reference. Use the Production Order list to locate orders by sheet number, job number, responsible PM, order date, item description, or expected date.
Settings
Before working with Production Orders regularly, you can configure the list layout to display the columns most useful to your role.
Open PM and select Assembly Order to display the Production Order list.
Production Orders
To use the default list presentation, select Standard Layout. This restores the standard arrangement of available columns.
To create a personal or task-specific list arrangement, select Add Layout and enter a name in Layout name. Use Columns Chooser to choose the columns to display, then select Save.
To revise the currently selected layout, make the required changes and select Update Current. To remove a layout that is no longer needed, select Delete Current, then confirm with Delete.
Note: Layout changes affect how the Production Order list is displayed. They do not change the Production Order records themselves.
Use Export when you need an exported copy of the Production Order list currently displayed.
Workflow
1. Locate the Production Order work area
Open PM and select Assembly Order. The list view displays Production Order records with information such as Sheet no., Job no., P.M Responsible, Order date, Item description, and Expected.
Production OrdersStandard LayoutAdd Layout
At this point, decide whether you need to find an existing Production Order or work on a new Production Order entry.
To find a specific record, enter search criteria in Search.
To review all available records, use All.
To focus the list on the available planning or ordering views, use Planned (BOM) or To Order (MRQ).
Tip: Search by a distinctive value such as the job number, sheet number, or item description to reduce the number of records displayed.
2. Select the Production Order or related record
When the Production Order entry screen is open, use Select... to choose the required record or option available for the Production Order.
Production OrdersSaveSave and Close
Review the product lines shown for the Production Order. The entry view displays product information with Product, Used qty, and Unit. Where the saved Production Order view is used, product usage information can also include Returned qty.
Use the displayed quantities as the operational record of material usage and returns. Confirm that the product and unit shown match the work being recorded before saving.
Warning: Do not save the Production Order until you have checked the product quantities and units shown on the entry screen. The available screens do not provide a separate confirmation or completion status.
3. Decide whether to attach supporting documents
If the Production Order requires supporting documentation, such as a project document, ticket-related file, or other attachment, select Attach.
Select Attach.
Use Select to choose the file to attach.
Confirm the selection with Ok.
Attached files are shown through files[] on the Production Order screen.
If you need to work with tickets associated with the record, select Tickets. Use this action only when ticket information is relevant to the Production Order work you are recording.
4. Save the Production Order
After reviewing the selected record, product quantities, units, and attachments, decide how to finish your work:
Select Save to retain the Production Order and remain on the current screen for further review or updates.
Select Save and Close to retain the Production Order and close the current entry screen.
Use Save when you expect to continue checking the product usage, returned quantities, or attached files. Use Save and Close when the current Production Order work is complete.
5. Review the saved order in the list
Return to the Production Order list through PM and Assembly Order. Use Search to locate the saved record and review its list information, including the sheet number, job number, responsible PM, order date, item description, and expected date.
Production Orders
If the record is not immediately visible, switch to All before searching again. The Planned (BOM) and To Order (MRQ) controls provide additional list views, but the available screens do not indicate an action that moves a Production Order between these views.
Examples
A project manager needs to record production activity for a project requiring a side channel water pump.
The project manager opens PM and selects Assembly Order.
In the Production Order list, the project manager uses Search to locate the relevant job or item description.
The Production Order entry screen is opened and the project manager uses Select... to choose the appropriate available record or option.
The project manager reviews the product line information, including Product, Used qty, and Unit. If returned material is recorded on the saved order, the project manager also checks Returned qty.
The project manager selects Attach, uses Select to choose the supporting project document, and selects Ok.
Because the order needs no further review, the project manager selects Save and Close.
The project manager returns to the Assembly Order list, searches for the relevant job, and verifies that the Production Order is available for review.
This process creates a saved Production Order record with the product usage information and any attached supporting files available from the Production Order screen.
Tips
Tip: Use Save instead of Save and Close when you need to remain on the Production Order screen to review product usage or attached files.
Note: Use Standard Layout if a saved list layout no longer shows the columns required to identify Production Orders.
Warning: The available Production Order screens do not show a status field or approval action. Do not assume that saving a record confirms, approves, posts, or closes any related project, purchasing, warehouse, or finance process.
Troubleshooting
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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