Load stock items to purchasing

Tekla PowerFab
Geändert: 8 März 2024
2024i
Tekla PowerFab Tekla PowerFab GO

Load stock items to purchasing

You can load stock items to a requisition or purchase order.

Load stock items to a requisition

  1. In the Inventory dialog box, click Stock/Reorder.

    The Stock/Reorder dialog box opens.

  2. Select the items that you want to send to a requisition.

    To select multiple items, hold down Ctrl.

    To select a range of subsequent items, hold down Shift.

  3. Click Requisition.

    The Select Requisition dialog box opens.

  4. Do one of the following:

    To

    Do this

    Add the items into a new requisition
    1. Click Add.
    2. Modify the requisition number and description as needed.
    3. Modify other requisition properties as needed.
    4. Click Save.
    5. Select the new requisition in the list.
    6. Click OK.
    Add the items into an existing requisition
    1. Select a requisition in the list.
    2. Click OK.

The items are loaded to the selected requisition.

Load stock items to a purchase order

  1. In the Inventory dialog box, click Stock/Reorder.

    The Stock/Reorder dialog box opens.

  2. Select the items that you want to send to a purchase order.

    To select multiple items, hold down Ctrl.

    To select a range of subsequent items, hold down Shift.

  3. Click Purchase Order.

    The Select Purchase Order dialog box opens.

  4. Do any of the following:

    To

    Do this

    Add the items into a new requisition
    1. Click Add.
    2. Modify the purchase order number as needed.
    3. Add vendor details for the purchase order.
    4. Modify other purchase order properties as needed.
    5. Click Save.
    6. Select the new purchase order in the list.
    7. Click OK.
    Add the items into an existing requisition
    1. Select a purchase order in the list.
    2. Click OK.

The items are loaded to the selected purchase order. In the Stock/Reorder dialog box, the items are color-coded to reflect the purchase activity.

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