Finalize purchase order items

Tekla EPM
2021
Tekla EPM Tekla EPM GO

Finalize purchase order items

Use the Finalize Selected Items and Finalize Displayed Items commands to finalize purchase order items, so that no further can changes can be made to the items. The Finalize Selected Items command finalizes the material items that are currently selected in the PO # dialog box. The Finalize Displayed Items finalizes the material items that are currently filtered to be shown in the PO # dialog box.

If material items are received but not finalized, the item quantity changes to zero to update the inventory records. When the purchase order items are finalized, the link between the purchase order and the inventory is irreversibly broken. Even if the items are later unfinalized, they are no longer linked to the inventory.

Finalize the selected purchase order items

  1. In the PO # dialog box, select the items that you want to finalize.

    To select multiple items, hold down Ctrl.

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

  2. Click the Purchase Order ribbon tab.
  3. On the menu, select Finalize Selected Items.
  4. To confirm finalizing the items, click Yes in the confirmation dialog box.

The selected items are finalized.

Note that the letter F appears in the leftmost column of the PO # dialog box to indicate that the items are finalized.

If you need to make changes to finalized material items, you can unfinalize the items. For more information Unfinalize purchase order items.

Finalize all displayed purchase order items

To change which items are displayed in the PO # dialog box, see Filter information in the PO # dialog box.

  1. In the PO # dialog box, click the Purchase Order ribbon tab.
  2. On the menu, select Finalize Displayed Items.
  3. To confirm finalizing the items, click Yes in the confirmation dialog box.

The displayed items are finalized.

Note that the letter F appears in the leftmost column of the PO # dialog box to indicate that the items are finalized.

If you need to make changes to finalized material items, you can unfinalize the items. For more information Unfinalize purchase order items.

Was this helpful?
Previous
Next