Add piece tracking and load tracking information and loads to the current production control job

Tekla EPM
2021
Tekla EPM Tekla EPM GO

Add piece tracking and load tracking information and loads to the current production control job

Use the Production/Shipping Entry dialog box to add information to the current product control job. You can add piece tracking information and loads, ship and unship loads, and add piece marks to trucks.

Note that the Production/Shipping Entry dialog box only allows you to add one item at a time.

To open the Production/Shipping Entry dialog box, do the following:

  1. Click the Maintenance ribbon tab.

  2. On the menu, select Production Control > Production/Shipping Entry.

    The Production/Shipping Entry dialog box opens on the Piece Tracking tab.

Add piece tracking information

  1. In the Action list, click the action that you want to perform.
    You can add or delete items.
  2. In the Job # list, click the production job for which you want to perform the action.
  3. In the appropriate lists, select the main mark, piece mark, sequence, lot number, station, employee who is adding the information, and date.

    Note that the employee must be a Tekla EPM user.

  4. In the Quantity field, enter the number of pieces being worked on.
  5. In the Hours field, enter the man hours used for working on the item.
  6. To perform the action, click Add or Delete.

The action is updated to the selected job. The action also appears in the History list at the bottom of the Production/Shipping Entry dialog box.

Add loads, ship loads, and unship loads

  1. Click the Trucks tab to open it.
  2. In the Action list, click the action that you want to perform.

    You can add or validate, ship, or unship trucks.

  3. In the Job # list, click the production job for which you want to perform the action.
  4. Select the load number, shipping date, and destination in the appropriate lists.
  5. If necessary, click View to view the items assigned to the selected load.
  6. If the load needs to be returned, select the To Be Returned check box.

    The load must be returned even if the materials will not be physically returned. Returning the loaded items allows the piece marks to be loaded onto a new shipping ticket that contains items delivered to the job site. This way, Tekla EPM can keep accurate records of when parts were received and shipped.

  7. To perform the action, click Add/Validate, Ship, or Un-Ship.

    The action is updated to the selected production control job. The action also appears in the History list at the bottom of the Production/Shipping Entry dialog box.

  8. If necessary, view the shipping ticket:
    1. Click Shipping Ticket.
    2. In the Report Selection dialog box, select the report that you want to view, print, or export.
    3. Do any of the following:

      To

      Do this

      View the shipping ticket

      • In the Report Selection dialog box, click View.

      Print the shipping ticket

      1. In the Report Selection dialog box, change the number of the printed copies by clicking the + and - buttons.

      2. Click Print.

      3. In the Select Printer dialog box, click a printer to select it.
      4. Click OK.

      Export the shipping ticket

      1. In the Report Selection dialog box, click Export.

      2. In the Export Format list, select an export format.

      3. Click Browse.

      4. Browse to the location where you want to save the exported file, and click Save.

      5. Modify the file name according to your needs.

      6. To attach the exported file to a Microsoft Outlook email and send it to a recipient, select the Attach to Email check box.

      7. To open the file after exporting it, select the Open Exported Document check box.

      8. In the Report Selection dialog box, click Export.

Add piece marks to trucks

  1. Click the Load Tracking tab to open it.
  2. In the Action list, click the action that you want to perform.

    You can add, delete, return, or unreturn items.

  3. In the appropriate lists, select the main mark, piece mark, sequence, lot number, load number, and date.
  4. If necessary, click View to view the items assigned to the selected load.
  5. In the Quantity field, enter the number of pieces that are worked on.
  6. Click Add, Delete, Return, or Un-Return.

    The action is updated to the selected production control job. The action also appears in the History list at the bottom of the Production/Shipping Entry dialog box.

  7. If necessary, view the shipping ticket:
    1. Click Shipping Ticket.
    2. In the Report Selection dialog box, select the report that you want to view, print, or export.
    3. Do any of the following:

      To

      Do this

      View the shipping ticket

      • In the Report Selection dialog box, click View.

      Print the shipping ticket

      1. In the Report Selection dialog box, change the number of the printed copies by clicking the + and - buttons.

      2. Click Print.

      3. In the Select Printer dialog box, click a printer to select it.
      4. Click OK.

      Export the shipping ticket

      1. In the Report Selection dialog box, click Export.

      2. In the Export Format list, select an export format.

      3. Click Browse.

      4. Browse to the location where you want to save the exported file, and click Save.

      5. Modify the file name according to your needs.

      6. To attach the exported file to a Microsoft Outlook email and send it to a recipient, select the Attach to Email check box.

      7. To open the file after exporting it, select the Open Exported Document check box.

      8. In the Report Selection dialog box, click Export.

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