Add quote or order details

Tekla EPM
2021
Tekla EPM Tekla EPM GO

Add quote or order details

Once you have created a quote or an order, you need to add details for it. This includes adding materials to be delivered to the customer, creating additional charges, and adding the necessary discounts. For orders, you can also add invoices, payments, credit, deliveries, and returns.

To access the Details dialog box, do one of the following:
  • In the Quote dialog box, click Quote Details.
  • In the Order dialog box, click Order Details.

The Details dialog box opens on the Total tab, where all quote or order details and job activity are shown.

Add and combine materials

Note that even though you can allocate the material items on a quote, the material items on the quote are actually combined only when you convert the quote into an order. When a quote is converted into an order, the the allocated material items of the quote are automatically reflected to the order.

  1. Open the Material tab.

  2. To add materials to the list, click New.
  3. Define the properties of the new material according to your needs:
    1. Enter the item number, quantity, length, base price, and additional drop price per item.
    2. In the Shape, Dimensions and Grade lists, select the desired options.
    3. If the item is taxable, select the Taxable check box.
    4. If necessary, type a piece mark for the material.

      Adding piece marks can be useful if drawings are available.

    5. If necessary, enter any comments regarding the part you are adding.

      The comments will be visible in both the material list and reports.

    6. To apply markup for the available costs, select the Markup check box.

      Note that you do not need to select the Markup check box is you want to use the replacement cost as markup.

    7. Select the desired pricing option, and click Apply.
    8. To confirm the markup, click Yes in the confirmation dialog box.
  4. Click Add.

    Repeat steps 2 to 4 to add all necessary materials.

    Note that as you add materials to the order or quote, the Material tab is updated to show the total cost of the material.

  5. To allocate the items, do any of the following:

    To

    Do this

    Automatically combine the material items and move them to allocation

    1. Click the Order Entry ribbon tab.

    2. On the menu, select Quick Combine.

      When you select Quick Combine, the combining is performed according to the combining optimizations set for Order Entry.

      If you want to manually modify the combining setup, select Combine instead.

      When Tekla EPM has finished the combining process, the Combining Run Results dialog box opens.

    3. Review the combining results to make sure that they are satisfactory, and click Save Combining Run.

    4. To close the Combining Run Results dialog box, click the Close button (X) in the upper-right corner.

    Allocate a material item from the inventory

    Material items can be allocated from the inventory if there is an exact match for the items in stock. If there is no exact match for the material item in the inventory, you need to send the item to a purchase order. For more information, see Send material items to purchasing.

    1. Select the desired material item.

    2. In the list in the lower-right corner of the dialog box, select an inventory item that matches the selected material item.

    3. Click Allocate Inventory.

    4. To confirm allocating the material item from the inventory, click Yes in the confirmation dialog box.

    Allocate a material item as an order to length item

    1. Select the desired material item.

    2. At the bottom of the dialog box, click Allocate Order to Length.

    3. To confirm allocating material item as an order to length item, click Yes in the confirmation dialog box.

    As you combine or allocate materials, the Allocation tab is updated to show the percentage of materials that has been allocated.

  6. To set the additional drop price per piece, select the item and click the Set button in the This Item section of the dialog box.
  7. To manually set the markup for the current margin, click the % button and select an option in the context menu.

Modify the properties of allocated materials

  1. Open the Allocation tab.

    The allocated material items and the restock lengths are displayed.

  2. Do any of the following according to your needs:

    To

    Do this

    Split an allocated material record

    Use the Split command to separate a certain quantity of pieces from an allocation record, so that you can handle it differently from other material. For example, you can set a different price for the separated quantity.

    1. Select the material record that you want to split.

    2. Click Split.

    3. In the Enter Value dialog box, type the quantity that you want to separate.

    4. Click OK.

    The split quantity is added to the list of allocated material records.

    Join allocated material records

    The Join command is used to re-join a split allocation record.

    Note that if you have made changes to one of the split records, you cannot join the records back together unless you change the properties back.

    1. Select the material items that you want to join.

      To select multiple items, hold down Ctrl.

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

    2. Click Join.

    The split material records are joined back together.

    Ensure that the allocated materials are available in the inventory

    • Click Verify.

    Delete an allocated material record to re-combine them

    1. Select the material record that you want to delete.

    2. Click Delete.

    3. To confirm deleting the materials from the Allocation tab, click Yes in the confirmation dialog box.

    You can now re-combine the items on the Material tab.

    Set price for an allocated material record

    1. Select the material record whose price you want to modify.

    2. Click Set Price.

    3. In the Enter Value dialog box, define a new price for the material item.

    4. Click OK.

    Send an allocated material record to purchasing

    See Send material items to purchasing.

Add charges

  1. Open the Charges tab.

  2. At the bottom of the dialog box, click New Charge.
  3. Select a date for the new charge.
  4. Enter the quantity of charges.
  5. If necessary, select the material item to which the new charge is applied.

    Note that selecting the material item is optional. You can cancel any charges for which you have not selected a material item.

  6. Select the type of charge and the charge process.

    The available charge processes are defined in Charge Process Maintenance. For more information, see Create, modify, and delete charge processes.

  7. Enter the amount of money per charge.

    The amount will be multiplied by the quantity of charges.

  8. If necessary, click to select the Taxable check box.
  9. Click Add Charge.

    The charge is added for the material item and will be visible in the total sum of the quote or order.

    Note:

    To modify or delete the existing charges, click to select the charge and click either Edit Charge or Delete Charge.

Add discounts

If necessary, you can create discounts for an individual quote or order.

  1. Open the Discounts tab.

  2. At the bottom of the dialog box, click New Discount.
  3. Select a date for the new discount.
  4. Enter the quantity of discounts.
  5. Select the charge type to which the discount is applied.

    The options are Material, Labor, and Miscellaneous.

  6. Enter the amount of money per discount.

    The amount will be multiplied by the quantity of discounts.

  7. If the discounts will be considered before the deduction of taxes, select the Pre-Tax check box.
  8. Click Add Discount.

    The discount is added for the charge type and will be visible in the total sum of the quote or order.

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