Use the Production Order form to investigate a project order, review its associated production information, and progress a confirmed project order to fulfillment when it is ready. Project managers use this process when an order must be reviewed across project handling and purchasing preparation views. The form can show product usage information, including Product, Used qty, Returned qty, and Unit.
Before you start
You must have access to Projects Management order views.
Have an order reference or another way to identify the relevant order.
The project order must be confirmed before you can progress it to fulfillment.
Access to the project, shipping-order, and delivered-order views is required to progress a confirmed project order.
Steps
Open the complete project order list by selecting All.
Use the complete list to locate the required order. The list can display order details such as Sheet no., Job no., P.M Responsible, Order date, Item description, and Expected.
Select the required order, and then select Projects-Management record to open the associated project-order information.
Review the production order information. Where product usage lines are available, review the Product, Used qty, Returned qty, and Unit values to understand the recorded usage for the order.
production order
When the project order is confirmed and ready to proceed, select Status update. This progresses the confirmed project order to fulfillment.
All
The All view displays the complete project order list. Use this view as the starting point when you need to find an order by its identifying order details and open its associated project-order information through Projects-Management record.
Planned (BOM)
The Planned (BOM) view shows orders in the internal-handling view. Use this view to review orders that are being handled internally and to examine the available order information, including project and item description details.
Note: Planned (BOM) identifies the internal-handling view. It does not replace the complete list available from All.
To Order (MRQ)
The To Order (MRQ) view shows orders that require a purchasing request. Use this view to identify project orders that require purchasing action and to review their visible order details before continuing the applicable purchasing process.
Tip: Use To Order (MRQ) when the order requires a purchasing request; use Planned (BOM) for orders in internal handling.
Tips & cautions
Warning: Select Status update only after the project order is confirmed and the required project, shipping-order, and delivered-order views are available.
Tip: Start in All when you have an order reference and need to locate the order before reviewing its project-order information.
Troubleshooting
The required order is not visible in the current view → You may be viewing a filtered stage rather than the complete list → Select All and locate the order from the complete order list.
The project order cannot be progressed → The order may not be confirmed, or the required project, shipping-order, and delivered-order views may not be available → Confirm that the order is confirmed and access the required views before selecting Status update.
An order requires purchasing action → The order is awaiting a purchasing request → Select To Order (MRQ) to view orders requiring a purchasing request.
Result
The selected project order has been reviewed and, when confirmed, progressed to fulfillment.
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