Use Shipping Order records in Projects Management to register shipping instructions for a sales job. Project managers and operational users record the related sales job, the person requesting shipping, and the request date, then save the record for later review. The Shipping Order list also supports searching, filtering, exporting, and managing list layouts.
Workflow
Open PM, then open Projects Management and Shipping Order to work with shipping-order records.
Shipping Order
When a new Shipping Order form is available, enter the shipping request details:
Enter the related job in Sales Job Number.
Enter the requester in Shipping ordered by.
Enter the request date in Shipping ordered on.
Shipping Order
Save and Close
Tip: Use the Sales Job Number consistently so that shipping requests can be located alongside the relevant project or sales job.
Decide whether to retain the record for further work or finish the entry:
Select Save to save the Shipping Order and remain on the form.
Select Save and Close to save the Shipping Order and return from the form.
Shipping Order
Save and Close
If supporting documentation is required, use Attach and Select to choose a file, or add it in the or Drop a file here area. Select Ok when the attachment action is complete.
Review saved Shipping Orders from the list. Use Search to find records, select Apply filter to apply filtering criteria, or use Export to export the displayed information.
Choose how the list is displayed:
Select Standard Layout to use the standard list arrangement.
Select Add Layout to create another layout.
Select Update Current to save changes to the current layout.
Select Columns Chooser to select displayed columns.
Select Delete Current or Delete only when removing a layout or item is intended.
Select Cancel to leave a layout action without saving changes.
Warning: Use Delete Current and Delete carefully, as these actions remove the current layout or selected item.
Examples
A project manager receives a shipping request for job J24.2087.
Open the Shipping Order form.
In Sales Job Number, enter J24.2087.
In Shipping ordered by, enter Mariam Hassan.
In Shipping ordered on, enter 12 February 2024.
Attach the customer’s shipping instruction using Attach, then Select the file.
Select Save and Close to complete the entry.
Return to the Shipping Order list and use Search with J24.2087 to locate the saved record.
Tips
Note: The Shipping Order list can display information such as sheet number, order date, responsible person, client order number, and job number.
Tip: Use Columns Chooser when the current list does not show the information needed for daily shipping follow-up.
Tip: Use Export after applying a search or filter when you need to work with the displayed Shipping Order records outside the system.
Troubleshooting
Symptom: You cannot find a saved Shipping Order in the list. Likely cause: The list is not filtered or searched for the relevant job or record details. Fix: Use Search and select Apply filter to narrow the displayed records.
Symptom: Important list information is not visible. Likely cause: The current layout does not include the required columns. Fix: Select Columns Chooser, or return to Standard Layout.
Symptom: An attachment has not been added to the Shipping Order. Likely cause: A file was not selected or dropped into the attachment area. Fix: Select Attach, use Select to choose the file, or use the or Drop a file here area.
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