Define company standard settings for Order Entry

Tekla EPM
2021
Tekla EPM Tekla EPM GO

Define company standard settings for Order Entry

You can define default settings that become the company-level standard settings used in each new order entry job. In company standard settings, you can set default price groups and price levels, credit limits, backdating settings, and QuickBooks tax codes.

To access the Company Standards dialog box, do the following:
  1. Click the Maintenance ribbon tab.

  2. In the menu, select Order Entry > Company Standards.

Now, you can manage the different company-level standard settings on the different tabs of the Company Standards dialog box.

Remember to also set the combining optimizations, suppliers, and input and display units that are used in the Order Entry module by default. For more information, see:

According to your needs, see any of the following instructions:

Define general order entry settings

  1. Open the General tab.
  2. Adjust the following options according to your needs:
    Option Description

    New Customer - Default Tax Group

    The default tax group applied for new order entry taxable items. The tax group can be changed job by job.

    Restrict to Inventory Location

    When selected, Tekla EPM limits the available stock material selection to a specific inventory location.

    Select the desired inventory location in the list on the right side of the field. Inventory locations can be set and reset in the Inventory module.

    Allow Delivery of Un-Invoiced Material

    When selected, Tekla EPM allows delivering materials before invoicing.

    Note:

    You need to select the Allow Delivery of Un-Invoiced Material option to view and use delivery tickets before invoicing.

    Allow Invoicing of Material Not Delivered

    When selected, Tekla EPM allows creating invoices for materials before they are delivered.

    Keep Order Selection Screen Open

    When selected, the order selection dialog box stays open after a job has been selected.

    Selection Screen - Default number of days to view

    The number of days for which orders remain in the Order Selection dialog box. This setting allows you to filter out older orders.

    To always display all orders, type 0.

    Order # Increment

    The default option for automatic order numbering.

    New orders are numbered according to the selected option. However, you can modify the order number according to your needs each time you create a new order.

    Item Increment

    The numbering system for items listed in an order.

    Using the default auto-increment of 10 allows items to be added in the list according to your needs, without having to renumber the other items in the job.

    Quote # Regular Expression and Order # Regular Expression

    Optional expressions used for pattern matching.

    New Material - Default Price

    The default material cost applied to new quotes and orders. The options are:
    • No Default: no default price is set.
    • Replacement Cost: the price defined in Pricing Maintenance is used.
    • Inventory Average: the inventory average price is used.
    • Inventory High: the highest inventory price is used.

    Order - Automatically Allocate Inventory

    When selected, Tekla EPM automatically uses material items in the inventory for quotes and orders.

    Note:

    Do not click Save until you have modified all necessary settings. Saving the settings closes the Company Standards dialog box.

Define price level settings

  1. Open the Price Levels tab.
  2. In the Number of Price Levels field, type the number of levels of pricing that you want to use.
  3. In the Default Price Group list, select the price group to be used by default for new orders.
  4. In the Default Price Level list, select the price level to be used by default for new orders.

    For more information on defining the pricing groups and pricing levels used in Order Entry, see Create, modify, and delete price groups.

    Note:

    Do not click Save until you have modified all necessary settings. Saving the settings closes the Company Standards dialog box.

Set credit limit settings

  1. Open the Credit Limit tab.
  2. In the New Customer - Default Credit Limit field, type the default credit limit for new customers.

    If you do not want to set a credit limit, type 0.

  3. Select how Tekla EPM will react when a customer has exceeded their credit limit.
    The options are:
    • Allow without warning: Tekla EPM allows creating new orders without warning

    • Allow with warning: Tekla EPM allows creating new orders, but a pop-up warning is displayed

    • Allow with credit limit override: Tekla EPM allows new orders when you override the customer's credit limit

    • Don't allow: Tekla EPM does not allow any new orders for customers that have exceeded their credit limit

    Note:

    Do not click Save until you have modified all necessary settings. Saving the settings closes the Company Standards dialog box.

Define backdating settings

If you want to mark payments and other order entry activities as created on a previous date, you can allow back-dating for the activities.

  1. Open the Back-Dating tab.
  2. Click to select the check boxes for each option for which you want to allow back-dating order activity.

    If you do not want to allow backdating, do not select any check boxes.

    Note:

    Do not click Save until you have modified all necessary settings. Saving the settings closes the Company Standards dialog box.

Define QuickBooks sale tax codes

If you have connected the QuickBooks accounting software with Tekla EPM, you can define the sales tax codes that are used when exporting invoices from Tekla EPM to QuickBooks.

Note that you need to have exactly the same tax codes in both software.

  1. Open the QuickBooks tab.
  2. Type in the sales tax codes used for taxable and non-taxable items.
    Note:

    Do not click Save until you have modified all necessary settings. Saving the settings closes the Company Standards dialog box.

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