Load all combining items into a requisition

Tekla EPM
2021
Tekla EPM Tekla EPM GO

Load all combining items into a requisition

To load all items in a bill of materials into a requisition, use the Load Material Into Requisition command.

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

    If necessary, you can also create a new requisition 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. In the Import Items dialog box, click OK to return to the Combining dialog box.

Items are sent to the selected requisition. To view and use the requisition, open the Purchasing module and go to the Requisitions tab.

Was this helpful?
Previous
Next