Add an item to the inventory

Tekla EPM
2021
Tekla EPM Tekla EPM GO

Add an item to the inventory

To add new items manually to the inventory, do the following:

  1. In the Inventory dialog box, click New.
  2. Modify the item properties according to your needs:

    The properties marked with an asterisk (*) in the following table are mandatory information.

    Option

    Description

    Original Date *

    The date on which the item has originally been added to inventory.

    Click the arrow on the right side of the Original Date field and select a date in the calendar.

    Quantity *

    The number of pieces to be added.

    Use the numeric keypad in the quantity field to add, multiply, divide, or subtract numbers to adjust the quantity.

    Shape *

    The material shape of each piece.

    Either click the arrow on the right side of the Shape field to select the shape, or type the shape indicator in the field (for example, HSS).

    Grade

    The material grade of each piece.

    Depending on the shape, the grade can also be mandatory information.

    Either click the arrow on the right side of the Grade list to select the grade, or type the grade indicator in the field.

    Dimensions

    The material dimension, or material size, of each piece.

    Depending on the shape, the dimension can also be mandatory information.

    Click the Dimensions field to select an available material dimension, and double-click the desired dimension in the list.

    Tip:

    You can also use a custom material dimension. Note that the dimension is not automatically added to the material database.

    To use a custom dimension, do the following:
    1. Click in the Dimensions field.

    2. Click Add Size.

    3. Define the dimension properties.

    4. Click Save.

    You can now select the dimension and use it.

    Length

    The length of each piece.

    Default length input settings are set in Company Standards, but you can modify them for each job.

    Base Price

    The base price of the material item. We recommend that you use base prices to create more detailed reports.

    Type the base price in the Base Price field.

    To change the base price units and convert the current price to the selected units, right-click the Base Price field, and select an appropriate option in the context menu.

    On Order

    When selected, the material item is on order and has not yet been received. When cleared, the material item is marked as received.

    Items that are on order are marked with an O in the leftmost column of the Inventory dialog box.

    Job No.

    Any job number. For example, you can use the Job No. field to reserve material for the shop or maintenance, so that it cannot be used elsewhere.

    Type any desired information in the Job No. field.

    Location

    The inventory location of the material item.

    Click the arrow on the right side of the Location field and select a location in the list, or type a new location in the Location field.

    Secondary Loc

    The secondary inventory location of the material item.

    Click the arrow on the right side of the Secondary Loc field and select a location in the list, or type a new secondary location in the Secondary Loc field.

    For example, you can use secondary locations to represent the inventory sites or the date the location was verified.

    You can also use the Secondary Loc field to provide a temporary location for storing some pieces of a material item. This way, you can split the quantity of the material item without affecting the location.

    Stock

    Any stock information about the item.

    Type any information in the Stock field.

    Note:

    Use the Stock/Reorder command to set stock quantities to be maintained. See Add, modify, and delete stock quantities to be maintained.

    Reorder

    Any reordering information about the item.

    Type any information in the Reorder field.

    Note:

    Use the Stock/Reorder command to set stock quantities to be maintained. See Add, modify, and delete stock quantities to be maintained.

    Heat #

    The heat number of the material item.

    Type the heat number in the Heat # field.

    Note that you need to type a heat number for a material item before attaching documents to it in Document Index.

    P.O. #

    The number of the purchase order that contains the material item.

    Type the purchase order number in the P.O. # field.

    Note that you need to type a purchase order number for a material item before attaching documents to it in Document Index.

    B/L #

    The bill of lading number or the shipment number that the material item was received on.

    Type the number in the B/L # field.

    Supplier

    The supplier of the material item.

    Either type a supplier in the Supplier field, or click the arrow on the right side of the Supplier field and click the supplier that you want to select.

    Note that you need to type a supplier for a material item before attaching documents to it in Document Index.

    Date Delivered

    The date when the material item has arrived to inventory.

    Do one of the following:
    • Type the date in the Date Delivered field.

      The acceptable formats are YYYY/MM/DD, YY/MM/DD, MM/DD/YYYY, and MM/DD/YY.

    • Click the arrow on the right side of the Date Delivered field and select the delivery date in the calendar.

    Note that the Date Delivered field is only available if the On Order check box is cleared.

    Re

    Any comments or remarks that you want to add about the material item.

    Type the remarks in the Re field, or click the arrow on the right side of the Re field and click an existing comment in the list to use it.

    Reference Number

    A reference number that links items in inventory or purchasing to the production control job.

    The reference number can be different depending on the case:
    • If an item is sent from Production Control to Purchasing or Inventory, Tekla EPM creates a copy of the record, and the item is linked to include the reference number.

    • If an item is sent to purchasing from an advanced bill of material, the system mark number or a combination of the page number and the item number in the combining job (for example, 1-30) becomes the reference number.

    • If the item is sent to purchasing later in the process, the reference number is the mark or piece mark number.

      However, if the reference number has been assigned in the production control job, that reference number is maintained in the inventory as well.

    We recommend that you do not type information in the Reference Number field when adding items to the inventory manually.

    Serial #

    The serial number of the material item.

    To add a serial number, click the Serial # button. For more information, see Define serial numbers for an inventory item.

    Part Number

    The part number of the material item.

    Type the part number in the Part Number field.

    To adjust part number settings, see Define the default inventory settings.

    Lot #

    The lot identification assigned to the material item in Production Control.

    We recommend that you do not type any information in the Lot # field when you add inventory items manually.

    Note that if you type any information manually in the Lot # field, the information will be overwritten if you combine or link material from Production Control to the inventory item.

    Sequence

    The sequence number assigned to the item in Production Control.

    We recommend that you do not type any information in the Sequence field when you add inventory items manually.

    Note that if you type any information manually in the Sequence field, the information will be overwritten if you combine or link material from Production Control to the inventory item.

    Category

    Sub-Category

    Classes used for sorting items, assigned to the item in Production Control. Categories and sub-categories can be used for filtering information.

    We recommend that you do not type any information in the Category and Sub-Category fields when you add inventory items manually.

    Note that if you type any information manually in the Category or Sub-Category field, the information will be overwritten if you combine or link material from Production Control to the inventory item.

    Country

    The country of origin of the material item.

    Click the arrow on the right side of the Country field, and select a country in the list.

    The available countries can be modified in the Countries dialog box. For more information, see Define the countries of origin.

    Heat SN

    A property that ensures that heat numbers are not duplicated. However, duplications are extremely rare, so using the Heat SN field is optional.

    If necessary, type a value in the Heat SN field.

  3. Click Add.

The new material item is added to the list in the Inventory dialog box.

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