Add a purchase order item

Tekla EPM
2021
Tekla EPM Tekla EPM GO

Add a purchase order item

Most items are added to purchase orders by loading the material items from combining, estimating, or production control jobs to purchase orders. You can also add new items to an open purchase order manually.

Note that all material items on purchase orders are also inventory items.

  1. In the PO # dialog box, click New.
  2. Define the item properties.
    Note:

    The visible input fields and their order are set in the Input Fields dialog box. To access the dialog box, go to Maintenance > Purchase Orders > Edit Input Fields.

    The properties marked with an asterisk (*) in the following table are mandatory information.

    Option

    Description

    Requisition #

    The number of the requisition from which the item was loaded to the purchase order, or the requisition which the item can be sent back to, if necessary.

    Type the requisition number in the Requisition # field.

    Item # *

    The number of the purchase item.

    The Item # is automatically populated with the next available item number, but you can modify the item number according to your needs.

    If necessary, type a new item number in the Item # field.

    Job #

    The number of the production control job the material item is reserved to.

    Type the job number in the Job # field.

    Quantity *

    The number of pieces to be added.

    Use the numeric keypad in the quantity field to add, multiply, divide, or subtract numbers to adjust the quantity.

    Shape *

    The material shape of each piece.

    Either click the arrow on the right side of the Shape field to select the shape, or type the shape indicator in the field (for example, HSS).

    Grade *

    The material grade of each piece.

    Either click the arrow on the right side of the Grade list to select the grade, or type the grade indicator in the field.

    Dimensions *

    The material dimension, or material size, of each piece.

    Click the Dimensions field to select an available material dimension, and double-click the desired dimension in the list.

    Tip:

    You can also use a custom material dimension. Note that the dimension is not automatically added to the material database.

    To use a custom dimension, do the following:
    1. Click in the Dimensions field.

    2. Click Add Size.

    3. Define the dimension properties.

    4. Click Save.

    You can now select the dimension and use it.

    Length

    The length of each piece.

    Default length input settings are set in Company Standards, but you can modify them for each job.

    Base Price

    The base price of the material item. We recommend that you use base prices to create more detailed reports.

    Type the base price in the Base Price field.

    To change the base price units and convert the current price to the selected units, right-click the Base Price field, and select an appropriate option in the context menu.

    Reference Number

    The reference number that links the item to a production control job.

    The reference number can be different depending on the case:
    • If an item is sent from Production Control to Purchasing or Inventory, Tekla EPM creates a copy of the record, and the item is linked to include the reference number.

    • If an item is sent to purchasing from an advance bill of materials, the reference number is either the eventual mark number of the item, or the page number along with the item number.

    • If the item is sent to purchasing later in the process, the reference number is the mark or piece mark number.

    Date Required

    The date when the material item is due. Entering the required date can be useful when creating reports.

    Do one of the following:
    • Type the date in the Date Required field.

      The acceptable formats are YYYY/MM/DD, YY/MM/DD, MM/DD/YYYY, and MM/DD/YY.

    • Click the arrow on the right side of the Date Required field and select the date in the calendar.

    Date Promised

    The date when the supplier has promised to deliver the material item. The Date Promised can be useful in reports.

    Do one of the following:
    • Type the date in the Date Promised field.

      The acceptable formats are YYYY/MM/DD, YY/MM/DD, MM/DD/YYYY, and MM/DD/YY.

    • Click the arrow on the right side of the Date Promised field and select the date in the calendar.

    Mill Mark

    The mill mark that identifies the mill that produced the steel. The mill mark usually consists of 4 letters that are rolled into the material.

    Type the mill mark in the Mill Mark field.

    Cost Code

    The cost code assigned to the item.

    Click the arrow on the right side of the Cost Code list, and select a cost code in the list.

    For more information about cost codes, see Create, modify, or delete cost codes.

    Comment

    Any comments that you want to add about the material item.

    Type the comments in the Comment field.

    PRC Supplier

    The supplier warehouse whose pricing the item uses.

    To change the supplier, click the arrow on the right side of the PRC Supplier list and select the supplier in the list.

    The PRC Unit Cost, PRC Cost, and PRC Date fields are updated to show details about the pricing of the selected pricing supplier.

    Lot #

    The lot identification number of the material item.

    The Lot # field is automatically populated by the linked items in Production Control.

    Sequence

    The sequence number assigned to the item.

    The Sequence field is automatically populated by the linked items in Production Control.

    Category, Sub-Category

    A keyword used for sorting items in the PO # dialog box. Categories and sub-categories can be used for filtering information in the PO # dialog box.

    The Category and Sub-Category fields are automatically populated by the linked items in Production Control.

    Purchasing Notes

    A longer description of the item. The Purchasing Notes field can be useful for adding specifications for buyout items.

  3. Click Add.

The new material item is added at the end of the purchase order.

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