Add, modify, or delete purchase order types

Tekla EPM
2021
Tekla EPM Tekla EPM GO

Add, modify, or delete purchase order types

In the PO Type Maintenance dialog box, you can create new purchase order types that meet the needs of your company. For example, recurring purchase orders can have their own purchase order type. You can also select the default purchase order type, modify existing purchase order types, and delete unnecessary purchase order types.

To access the PO Type Maintenance dialog box, do the following:

  1. Click the Maintenance ribbon tab.
  2. On the menu, select Purchase Orders > PO Type Maintenance.

The PO Type Maintenance dialog box opens.

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

Create a purchase order type

  1. At the bottom of the PO Type Maintenance dialog box, click New.
  2. Type a description for the purchase order type.
  3. Click Add.

Set a purchase order type as default

  1. In the PO Type Maintenance dialog box, select the desired purchase order type.
  2. Click Set as Default.
  3. To confirm setting the selected purchase order type as the default option, click Yes in the confirmation dialog box.

Modify a purchase order type

  1. In the PO Type Maintenance dialog box, select the purchase order type that you want to modify.
  2. Modify the description according to your needs.
  3. Click Edit to save the changes.

Delete a purchase order type

Note that deleting a purchase order type is permanent and cannot be undone.

  1. In the PO Type Maintenance dialog box, select the purchase order type that you want to delete.
  2. Click Delete.
  3. To permanently delete the purchase order type, click Yes in the confirmation dialog box.
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