Overview

Use Market > Projects to review project records that support the commercial lifecycle from an Offer through an Order to Delivered. Sales representatives, sales managers, project managers, and finance officers use this page to monitor project-related sales activity and determine the current point in the lifecycle.

An Offer must progress through Draft, Awaiting Approval, Approved, Valid, and Ordered before the project can progress to an Order. An Order must progress through Draft, Awaiting Approval, Approved, Awaiting Activation, Valid, Ready for Shipment, and Delivered before delivery is complete.

Before you start

You must have access to Market > Projects.
Review the project lifecycle before performing cancellation, reversion, shipment, or delivery-related actions.

Steps

On the navigation bar, select Market, and then select Projects.
Review the project records displayed on the Projects page. Use the available project entries to identify the record that requires follow-up in the Offer, Order, or Delivered lifecycle.
Determine the next business action from the record's lifecycle position:
- An Offer must clear its approval and validity stages before it can become Ordered.
- An Order must clear approval, activation, validity, and shipment stages before it can become Delivered.
- Use the relevant project workflow action when it is available for the selected record, such as Go to offer, Apply Approval For Booking, Extend Offer Validity, or Back to Offer.
When you have completed your review, continue with the applicable Offer or Order activity for the selected project.

Tips & cautions

Note: A project can leave the normal commercial path before delivery. At the Offer point, it can be regretted, cancelled, or lost. At the Order point, it can be rejected or cancelled.

Warning: You can cancel an offer only when there are no active sales after the Offer stage.

Warning: A Delivered order cannot be returned to an earlier delivery state when a due invoice already exists. Items marked Ready for Shipment or Delivered cannot be deleted.

Troubleshooting

You cannot revert a project to the inquiry stage → One or more offers are not in Draft → Ensure that all offers are in Draft before reverting to inquiry.
You cannot cancel an offer → Active sales exist after the Offer stage → Cancel the offer only when there are no active sales after Offer.
You cannot reverse Delivered → A due invoice already exists → Keep the order in Delivered; the order cannot be un-delivered.
You cannot delete an item → The item is Ready for Shipment or Delivered → Do not delete the item at these stages.

Result

You have opened the Projects page and reviewed project records in relation to their Offer, Order, and Delivered lifecycle.