View, print, or export global receiving reports

Tekla EPM
2021
Tekla EPM Tekla EPM GO

View, print, or export global receiving reports

Use the Receiving Reports command to create receiving reports that contain information from all or various purchase orders. You can then view or print the reports, or export the reports and save them in another file format. For example, you can create a purchase order summary, or a receiving list.

To create receiving reports, do the following:

  1. Click the Maintenance ribbon tab.
  2. On the menu, select Purchase Orders > Receiving Reports.
  3. To only include particular purchase orders in the reports, in the Purchase Order Report Filters dialog box, select a filter type in the Type list, and click Select.
  4. In the Filter dialog box, do one of the following depending on the filter type:
    • Click the arrow buttons to move the purchase order properties that you want to include in the report to the Included list.
    • Type the maximum and minimum values for the purchase orders that you want to include in the report.
  5. Click OK.

    To further limit the properties of purchase orders that are included in reports, repeat steps 3 to 5 for all necessary filter types.

  6. To save commonly used filters, do the following:
    1. Click Filter Types in the lower-left corner.
    2. Click New.
    3. Type a description for the filter type.
    4. Create the filter settings.

      For more information, see steps 3 to 5.

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

      The newly created filter type is selected in the Filter Types list.

    7. To apply the filter type, click Set.

    Note that if you save a filter type in the Purchase Order Report Filters dialog box, the saved filter type will also be available as a filter in the PO # dialog box for all purchase orders.

  7. Click Make Report.
  8. In the Report Selection dialog box, select the report that you want to view, print, or export.

    Note that all available receiving reports are not displayed by default. You can customize the reports that are displayed in the Report Selection dialog box by clicking Edit Report Types.

  9. If you want to include the company logo and vendor code in the report, select the Show Company Logo and Show Vendor Code check boxes.

    When the check boxes are cleared, the information is not included in the report.

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

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. To confirm printing the selected report, click Yes in the confirmation dialog box.
  4. In the Select Printer dialog box, click a printer to select it.
  5. Click OK.

Export the report

  1. In the Report Selection dialog box, click Export.
  2. In the Export Format list, select an export format.
  3. Click Browse.
  4. Modify the file name according to your needs.
  5. Browse to the location where you want to save the exported file, and click Save.
  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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