# Production Order

_Applications › Projects Management_

![Production Order](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/2ef1a471c7bbb8baddd278628474ad37.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A84.9%2C%22y%22%3A4.86%2C%22w%22%3A3.73%2C%22h%22%3A4.46%2C%22label%22%3A%225%20%20Save%22%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A88.93%2C%22y%22%3A4.86%2C%22w%22%3A7.26%2C%22h%22%3A4.46%2C%22label%22%3A%227%20%20Save%20and%20Close%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A7%2C%22x%22%3A92.56%2C%22y%22%3A7.09%7D%5D%7D)
*Production Order*

![Save](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/90b8b687ccb04e404eddc8c8d046970d.png)

![Save and Close](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/0439d75cac2ec1ef6a62a024e378131a.png)

## Overview

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

1. Open the Production Order form and enter the order’s core warehouse and sales information.

   ![Production Order](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/9b3bb6038b2274499b68cca5d229cbd3.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A84.9%2C%22y%22%3A4.86%2C%22w%22%3A3.73%2C%22h%22%3A4.46%2C%22label%22%3A%225%20%20Save%22%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A88.93%2C%22y%22%3A4.86%2C%22w%22%3A7.26%2C%22h%22%3A4.46%2C%22label%22%3A%227%20%20Save%20and%20Close%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A7%2C%22x%22%3A92.56%2C%22y%22%3A7.09%7D%5D%7D)
*Production Order*

![Save](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/0f801dabc1fffe8f3fc3034bdd08aa05.png)

![Save and Close](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/f74e45b2b967f4c6168f958bdc0a989a.png)

   - 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.

2. 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.

3. 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.

4. 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.

5. 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.

6. Review production orders and use the list tools to find the required record.

   ![Production Order](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/55621f289226f78cad278f0fe95a8016.png)
*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.

7. 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.

1. Open the Production Order form and select the appropriate **Warehouse**.
2. Enter `SO-2026-014` in **Sales Order No.** and enter `Side channel water pump` in **Sales Item Description**.
3. Set **Time Frame** to the required delivery period, enter the requester in **Ordered by**, and enter `15 Mar 2026` in **Ordered on**.
4. Enter `1` in **Qty** and enter `Unit` in **Unit**.
5. Select **Save** so that the order remains available for further review.
6. Attach the pump specification by selecting **Attach**, or drag the file to **or Drop a file here**.
7. When the work is complete, enter `22 Mar 2026` in **Completed on**, enter the responsible employee in **Completed by**, and select **Save and Close**.
8. 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. |

## Related pages

- [Shipping Order](doc:projects-management-shipping-order-edit-record)
- [Buyout To Order](doc:projects-management-buyout-to-order-edit-record)
- [Projects Management — Learning Path](doc:workflows-projects-management)
- [List](doc:projects-management-buyout-to-order-list-view-record)
- [List](doc:projects-management-edit-list-view-record)
- [NewDirectOrder](doc:projects-management-edit-list-newdirectorder)
- [NewInstantJob](doc:projects-management-edit-list-newinstantjob)