Add, modify, and delete stock quantities to be maintained

Tekla EPM
2021
Tekla EPM Tekla EPM GO

Add, modify, and delete stock quantities to be maintained

In the Stock/Reorder dialog box, you can add, modify, and delete stock quantities that should always be maintained in inventory. This way, Tekla EPM can alert you when you need to reorder items.

To access the Stock/Reorder dialog box, do the following:
  • At the top of the Inventory dialog box, click Stock/Reorder.

The Stock/Reorder dialog box opens, displaying previously created records.

Note that the items in the Stock/Reorder dialog box are color-coded:
  • Green items are equal or above the required stock quantity.

  • Yellow items are below the required stock quantity.

  • Red items are below both the required stock quantity and the required reorder quantity.

Add a new stock record

  1. At the bottom of the Stock/Reorder dialog box, click Add New Record.

    The Stock/Reorder - Add dialog box opens.

  2. Select the shape, dimensions, grade, and length to be ordered.
  3. If necessary, in the Location list, select the location where the items will be stored.

    Note that if you select a location, the record only applies to the quantities of items in the assigned location.

  4. In the Stock Qty field, enter the stock quantity that should be maintained.
  5. In the Reorder Qty, enter the quantity at which Tekla EPM prompts you to reorder the item.
  6. Click Add.

The Stock/Reorder - Add dialog box closes, and the new record is added to the list in the Stock/Reorder dialog box.

Modify stock records

  1. In the list in the Stock/Reorder dialog box, click the record that you want to modify.

    To select multiple items, hold down Ctrl.

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

  2. Modify the values in the Stock Qty and Reorder Qty fields according to your needs.
  3. Click Save.

Delete stock records

  1. In the list in the Stock/Reorder dialog box, click the record that you want to delete.

    To select multiple items, hold down Ctrl.

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

  2. Click Delete Selected.
  3. To permanently delete the record, click Yes in the confirmation dialog box.

Load stock items to a requisition

  1. In the list in the Stock/Reorder dialog box, click 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.

  2. Click Requisition.
  3. In the Select Requisition dialog box, do one of the following according to your needs:

    To

    Do this

    Add the items into a new requisition
    1. Click Add.

    2. Modify the requisition number and description according to your needs.

    3. If necessary, modify other requisition properties.

    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 list in the Stock/Reorder dialog box, click 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.

  2. Click Purchase Order.
  3. In the Select Purchase Order dialog box, do any of the following according to your needs:

    To

    Do this

    Add the items into a new requisition
    1. Click Add.

    2. Modify the purchase order number according to your needs.

    3. Add vendor details for the purchase order.

    4. If necessary, modify other purchase order properties.

    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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