View or print purchasing reports

Tekla EPM
2021
Tekla EPM Tekla EPM GO

View or print purchasing reports

Use the Purchasing Reports dialog box to create purchasing reports involving all production control jobs.

Create a purchasing report

  1. Click the Maintenance ribbon tab.
  2. On the menu, select Production Control > Purchasing Reports.
  3. In the Select Production Control Jobs dialog box, click the arrow buttons to move the production control jobs that you want to include in the reports to the Included list.

    To select multiple jobs, hold down Ctrl.

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

  4. Click OK.
  5. To limit the items that are included in the reports, in the Production Control Purchasing Report Filters dialog box, select a filter type in the Type list, and click Select.
  6. In the Filter dialog box, do one of the following depending on the filter type:
    1. Click the arrow buttons to move the items whose heat documents you want to view to the Included list.
    2. Type the maximum and minimum values for the items whose heat documents you want to view.
  7. Click OK.

    To further limit the items in the reports, repeat steps 5 to 7 for all necessary filter types.

  8. Click the arrow on the right side of Weight Type field, and select the weight type that you want to use in the report.

    Note that the Weight Type list is only visible if you have selected it on the Report Settings tab of the Company Standards dialog box.

    The net weight option is only available if CNC files have been loaded for the items included in the report.

  9. Click Make Report.
  10. In the Report Progress dialog box, click the report that you want to view or print.

    To modify the visible reports, click the Edit Report Types button.

View the report

In the Report Selection dialog box, click View.

The report opens in Tekla EPM Report Viewer.

You can use the Email Excel and Email PDF buttons at the top of the Tekla EPM Report Viewer window to email the report via Microsoft Outlook.

Print the report

  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.
  5. To close the dialog box, click the Close button (X) in the upper-right corner.

Save a cut list

  1. Click Save Cut List.
  2. In the Job # list, select the job.
  3. In the Cut List Description field, either enter a description directly in the field, or click the arrow on the right side of the field to select an option in the list.
  4. Click the arrow on the right side of the Date Required field, and click a date in the calendar to select it.
  5. If you do not want anyone to make changes to the cut list, select the Lock Cut List check box.
  6. Click Save To Cut List.

    Tekla EPM saves the cut list. You can view and modify the cut list in the selected production control job and in the Tekla EPM Go web application.

  7. Click OK to close the Message dialog box.
  8. To close the dialog box, click the Close button (X) in the upper-right corner.
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