Overview

Use the Shipping Order workspace to locate project orders, open their associated project-order information, and progress confirmed orders to fulfillment. Project managers and users with access to Projects Management use this process when an Order is ready to move from project handling into shipping and delivery-related processing.

Before you start

Ensure that you have access to the Projects Management order views, the Shipping Order view, and the delivered-order views. Have an order reference or the relevant project order available before you begin.

A project order must be confirmed before you can progress it to fulfillment.

Steps

In the navigation bar, select PM, and then select Shipping Order.

Shipping Order
Select All to display the complete order list. Locate the required project order by reviewing the available order information, including Sheet no., Order date, P.M Responsible, Client order no., and Job no..
Select the required order, and then select Projects Management to open the associated project-order information.
On the project-order record, select Status update to progress the confirmed project order to fulfillment.
Select Shipping Order to review the shipping-order information and its product lines. Review the available Product, Product Stage, and Qty values for the order.

All

The All view displays the complete project order list. Use this view when you need to locate an order without restricting the list to a particular handling or purchasing stage. The list provides order-identification details, such as the sheet number, order date, responsible project manager, client order number, and job number.

Select the required record and use Projects Management to open its associated project-order information.

Planned (BOM)

The Planned (BOM) view shows orders in the internal-handling view. Use this view to review project orders that are being handled internally through the bill-of-materials planning stage.

The view identifies orders using the same project-order information available in the order list. It shows the orders assigned to this internal-handling stage; no action for moving records out of this view is available in the documented controls.

To Order (MRQ)

The To Order (MRQ) view shows orders that require a purchasing request. Use this view to identify project orders requiring procurement attention before the order can proceed through the relevant purchasing activity.

Review the order-identification columns to locate the required project order. This view shows orders requiring a purchasing request; no action for moving records out of this view is available in the documented controls.

Tips & cautions

Tip: Start in All when you have an order reference, client order number, or job number and need to locate the order across the complete order list.

Warning: Select Status update only for a confirmed project order. A confirmed order is required before it can be progressed to fulfillment.

Note: Product lines in the Shipping Order view show the product, its current product stage, and the required quantity. A line may show Delivered when the product has been supplied to the customer.

Troubleshooting

The required order is not visible in the current view → The order may be in a different order category → Select All to review the complete order list, or select Planned (BOM) for internal-handling orders and To Order (MRQ) for orders requiring a purchasing request.
You cannot progress an order to fulfillment → The project order may not be confirmed → Use a confirmed project order before selecting Status update.
The associated project-order information is not open → The order record has not been selected → Select the required order in the list, then select Projects Management.

Result

The confirmed project order is opened from the complete order list and progressed to fulfillment, with its shipping-order product lines available for review.