Define company standard settings for Inventory
In the Inventory Company Standards dialog box, define the default settings for the Inventory module.
- Click the Maintenance ribbon tab.
- On the menu, select .
In the Inventory Company Standards dialog box, set the following properties according to your needs:
Auto-Calc Part #
When selected, Tekla EPM automatically enters a part number for each item when new material is received. When cleared, you need to enter the part number manually.
Part # Format
The part number format.
To change the part number format, click the arrow on the right side of the Part # Format field, and select an option in the list.The options are:
[PO#]-[Item#]-[Receive Count]-[RTS Count]:
The part number consists of the purchase order number, purchase order item number, receive count, and return to stock count.
Note that the receive count number does not refer to the quantity received, but the occurrence of receiving the material. The returned to stock count number indicates how many times the material has been cut.
For example, if the purchase order number was 123, the item number 50, quantity 5, and 2 are received, the part number would be 123-50-1-0. When the remaining 3 pieces were received, the part number would be 123-50-2-0. If the length of the material was 40’-0 and you took 25’-0 and returned 15’-0 to inventory, the part number would be 123-50-1-1.
Sequential, Increments each receipt:
The part numbering starts from 00001, and each time an item is received on a purchase order, the item is assigned an incremented part number (for example, 00002).
Sequential, Increments each receipt, with RTS count:
The part number consists of a sequential number and the returned to stock count.
The part numbering starts from 00001, and each time an item is received on a purchase order, the item is assigned an incremented part number (for example, 00002). The returned to stock count indicates how many times the material has been cut.
An example part number could be 00003-1.
Inventory History - Default number of days to view (0 for all)
Allows you to set a filter that defines the number of days that items remain visible in the Inventory History dialog box.
Note that you can clear the filter in the Inventory History dialog box to display all items in the inventory history again.
Enter a number in the field. To always display all items in the Inventory History dialog box, enter 0.
Transaction History - New Method
When selected, the Transaction History opens more quickly.
We recommend that you do not clear the Transaction History - New Method check box.
- To adjust the units used in the Inventory module, click Input/Display Units.
In the Input/Display Units dialog box, select the units and the length input types in the available
Note that there are multiple options depending on the required precision and the desired input method.
- Click OK.
- At the bottom of the Inventory Company Standards dialog box, click Save.
The default settings of the Inventory module are updated.