Load all combining items into a purchase order

Tekla EPM
2021
Tekla EPM Tekla EPM GO

Load all combining items into a purchase order

Use the Load Material Into Purchase Order command to load all items in a bill of materials into a purchase order.

  1. In the Combining dialog box, click the Combining ribbon tab.
  2. On the menu, select Purchasing > Load Material Into Purchase Order.
  3. In the Select Purchase Order dialog box, select a purchase order and click OK.

    If necessary, you can also create a new purchase order and load the items into it.

  4. Click OK
  5. In the Purchasing Import Filters, do one of the following:
    To Do this

    Load all items

    • Click Import.

    Filter out items that you do not want to load

    1. On the left side of the dialog box, select a filter type in the Type list, and click Select.

    2. Click Select.

    3. Click the arrow buttons to move the items that you want to load to the requisition to the Included list.

      The items on the Not Included side will not be sent to purchasing.

    4. Repeat the process for different filter types until you have filtered out all unnecessary items.

    5. Click Import.

  6. Click OK to close the Import Items dialog box.

Items are loaded into the selected purchase order. To view and use the purchase order, go to the Purchasing module and open the Purchase Orders tab.

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