User Guide › Projects Management › List
Overview
Use the Project Orders List to review project orders and open their associated project-order information. Sales representatives, Purchasing officers, Warehouse managers, Project managers, and Finance officers can use these views to locate a relevant Order and follow its progress toward fulfillment. Use the list when you need to review all Orders, identify Orders in internal handling, or identify Orders that require a purchasing request.
Before you start
Ensure that you have access to the Projects Management order views and have an Order reference or another way to identify the relevant Order. To progress an Order to fulfillment, the project Order must be confirmed and you must have access to the project, shipping-order, and delivered-order views.
Steps
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Select PM, and then select All to display the complete Order list.
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Locate the relevant Order in the list, and open the selected Order’s associated project-order information.
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When the project Order is confirmed and ready to progress, select Status update to progress the project Order to fulfillment.
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Select Planned (BOM) to review Orders in the internal-handling view.
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Select To Order (MRQ) to review Orders that require a purchasing request.
All
The All stage displays the complete Order list. Use this stage to locate a project Order before opening its associated project-order information or reviewing its current handling requirements.
In purchasing
The In purchasing stage displays project Orders listed for purchasing work. Use this stage to review the Orders currently shown while managing purchasing activities for a project Order.
To order MRQ
The To order MRQ stage displays project Orders that require a purchasing request. Use this stage to identify Orders requiring purchasing action and to review them before continuing the purchasing process.
Tips & cautions
Tip: Start from All when you need to locate an Order and do not already know which handling view applies.
Note: Use Planned (BOM) for internal handling and To Order (MRQ) for Orders requiring a purchasing request.
Warning: Select Status update only when the project Order is confirmed and the required project, shipping-order, and delivered-order views are available.
Troubleshooting
- The required Order is not visible in the current view → You may be reviewing a filtered handling view → Select All to display the complete Order list.
- The Order requires purchasing action → The Order requires a purchasing request → Select To Order (MRQ) to review Orders requiring a purchasing request.
- The project Order cannot be progressed to fulfillment → The Order may not be confirmed, or access to the required views may be unavailable → Progress the Order only after it is confirmed and you have access to the project, shipping-order, and delivered-order views.
Result
You have located a project Order, opened its project-order information, and reviewed the appropriate Order handling view or progressed a confirmed Order to fulfillment.
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