Load materials into Production Control

Tekla EPM
2021
Tekla EPM Tekla EPM GO

Load materials into Production Control

Use the Load Material Into Production Control and Load Selected Material Into Production Control commands to send items from the currently open estimating job to a new or existing production control job.

Load all items into a production control job

  1. In the Estimating dialog box, click the Estimating ribbon tab.
  2. On the menu, select Load Material Into Production Control.
  3. In the Select Production Control Job dialog box, do one of the following:

    To

    Do this

    Load the items to an existing production control job

    • Select the production control job in the list.

    Load the items to a new production control job

    1. Click Add.

    2. In the Production Control Job Edit dialog box, type a job number.

    3. Modify the other properties of the production control job according to your needs.

      Note that you can also modify the properties later.

    4. Click Save.

    5. To create the production control job, click Yes in the confirmation dialog box.

      The Production Control Job Edit dialog box closes.

    6. Select the new production control job in the list.

  4. If you want to use the item number as the piece mark in the production control job, select the Use Item # as Piece Mark check box at the bottom of the dialog box.
  5. Click OK.

    The Estimating Import Filters dialog box opens.

  6. To only load specific types of items, in the Estimating Import Filters dialog box, select a filter type in the Type list, and click Select.
  7. In the Filter dialog box, do one of the following depending on the filter type:
    • Click the arrow buttons to move the items that you want to load to the Included list.
    • Type the maximum and minimum values for items that you want to load.
  8. Click OK.

    To further limit the items to be loaded, repeat steps 6 to 9 for the necessary filter types.

  9. Click Import.

The material is loaded into the selected production control job. After the process is finished, click OK to close the Import Items dialog box.

Load selected items into a production control job

  1. In the Estimating dialog box, elect the items that you want to load to a production control job.

    To select multiple items, hold down Ctrl.

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

  2. Click the Estimating ribbon tab.
  3. On the menu, select Load Selected Material Into Production Control.
  4. In the Select Production Control Job dialog box, do one of the following:

    To

    Do this

    Load the items to an existing production control job

    • Select the production job in the list.

    Load the items to a new production control job

    1. Click Add.

    2. In the Production Control Job Edit dialog box, type a job number.

    3. Modify the other properties of the production control job according to your needs.

      Note that you can also modify the properties later.

    4. Click Save.

    5. To create the production control job, click Yes in the confirmation dialog box.

    6. Select the production job in the list.

  5. If you want to use the item number as the piece mark in the production control job, select the Use Item # as Piece Mark check box at the bottom of the dialog box.
  6. Click OK.

The material is loaded into the selected production control job. After the process is finished, click OK to close the Import Items dialog box.

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