Use a Production Order to record the warehouse, sales-order reference, item description, requested quantity, and completion details for work associated with a project. Project managers, warehouse users, and sales users use this form when production work must be linked to a sales order and tracked through completion. You can also attach supporting files and access related tickets from the order.
Workflow
Open the Production Order form and enter the order’s core warehouse and sales information.
Production Order
SaveSave and Close
Select the Warehouse for the production activity.
Enter the related Sales Order No. and Sales Item Description.
Specify the required Time Frame.
Complete Ordered by and Ordered on to identify the requester and order date.
Note: Use the sales-order number and item description consistently so that the production order can be identified in the Production Order list.
Define the quantity to be produced.
Enter the requested Qty.
Enter or select the applicable Unit.
Review the product usage area, which displays Product Used, qty, and Unit information where available.
Decide whether to save the order and continue working or save it as a completed entry.
To retain the order and continue editing it, select Save.
To save the order and return from the form, select Save and Close.
If you need to select a related value while completing the form, use Select, then confirm the selection with Ok.
Tip: Save the production order before adding supporting documents or moving to other work so that the order information is retained.
Record completion information when the production work is finished.
Enter the completion date in Completed on.
Enter the responsible person in Completed by.
Select Save or Save and Close to retain the completion details.
Add supporting documentation or review related work.
Drag a document to or Drop a file here, or select Attach to add a file.
Select Tickets to access tickets associated with the production order.
Review production orders and use the list tools to find the required record.
Production Order
In the Production Order list, review columns such as Sheet no., Job no., P.M Responsible, Order date, Item description, and Expected.
Use Search to locate a specific order.
Use Apply filter to apply the selected list filter.
Select All, Planned (BOM), or To Order (MRQ) to view the available production-order groupings.
Select production-order to open the relevant production-order view.
Tip: Use the job number and project manager responsibility columns together when reviewing production work for a specific job.
Choose how the list is displayed or exported.
Select Standard Layout to use the standard list layout.
Select Add Layout to create a layout, then enter a Layout name and select Save.
Select Update Current to save changes to the current layout.
Select Columns Chooser to choose the visible columns.
Select Export to export the displayed list information.
Use Delete Current or Delete only when you intend to remove a saved layout or deletion target, then confirm as required.
Examples
A project manager needs to create a production order for a side-channel water pump required for Job No. 19.0768.
Open the Production Order form and select the appropriate Warehouse.
Enter SO-2026-014 in Sales Order No. and enter Side channel water pump in Sales Item Description.
Set Time Frame to the required delivery period, enter the requester in Ordered by, and enter 15 Mar 2026 in Ordered on.
Enter 1 in Qty and enter Unit in Unit.
Select Save so that the order remains available for further review.
Attach the pump specification by selecting Attach, or drag the file to or Drop a file here.
When the work is complete, enter 22 Mar 2026 in Completed on, enter the responsible employee in Completed by, and select Save and Close.
Open the Production Order list, use Search for SO-2026-014, and review the order by its job number, item description, and expected information.
Tips
Tip: Complete Completed on and Completed by only when the production work has been completed.
Note: Select Save and Close when no further changes are required; select Save when you need to keep the form open.
Warning: Before using Delete Current or Delete, verify that you are removing the intended layout or item.
Troubleshooting
Symptom
Likely cause
Fix
The required production order is not visible in the list.
The current search or filter does not include the order.
Clear or adjust Search, then use Apply filter and review All, Planned (BOM), and To Order (MRQ).
A document is not attached to the order.
The file was not added to the form.
Drag the file to or Drop a file here or select Attach, then select Save.
Completion details are missing.
Completed on or Completed by was not entered before saving.
Open the production order, complete both fields, and select Save or Save and Close.
The list does not show the expected columns.
A different layout or column selection is active.
Select Standard Layout, or use Columns Chooser to adjust the visible columns.
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