Store document references for a purchase order

Tekla EPM
2021
Tekla EPM Tekla EPM GO

Store document references for a purchase order

Document Index is where you can store documents for reference. When you store documents in Document Index, each user that has access to the purchase order can view them, so it is easy to keep up to date on the purchase order status. You can save any documents, such as packing slips and heat documents, and Microsoft Outlook emails in Document Index.

Note:

You should always save heat documents in the Heat Documents category in Document Index. The Heat Documents category differs from other document categories in that it maintains a link to the heat document for all items that share the same supplier, purchase order number, and heat number.

To access Document Index, do the following:

  1. At the top of the Tekla EPM window, click the Purchasing button.
  2. In the Select Requisition/Purchase Order dialog box, ensure that you are on the Purchase Orders tab.
  3. Select the purchase order for which you want to add document references.
  4. Click Doc Ind.

The Document Index dialog box opens. Next, you can either modify the available folders for document references, or add, modify, delete, open, and email document reference files.

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