Define company standard settings for requisitions

Tekla EPM
2021
Tekla EPM Tekla EPM GO

Define company standard settings for requisitions

In the Requisition Company Standards dialog box, you can create default settings that become the company standard settings used in all future requisitions. If necessary, you can change the settings for each individual requisition.

  1. Click the Maintenance ribbon tab.
  2. On the menu, select Requisitions > Company Standards.
  3. In the Requisition Company Standards dialog box, adjust the settings according to your needs:

    Option

    Description

    Requisition # Increment

    Allows you to select the default option for automatic numbering of requisitions. The options are:
    • Increment from Last Requisition #: When you create a new requisition, Tekla EPM uses the next available number after the latest requisition number created.

    • Increment from Largest Requisition #: Tekla EPM uses the next available number after the largest requisition number created.

    • Don't Increment: Automatic numbering is not used.

    You can modify the requisition number when you create a new requisition.

    Item Increment

    Sets the auto-increment for item numbers.

    The auto-increment allows the items to be added in the list according to your needs, without having to renumber the other items in the requisition.

    For example, if items should be numbered as 10, 20, 30, ..., the input increment should be set to 10. If the auto-increment of the item numbers is not necessary, type 1 in the Item Increment field.

    Keep Purchasing Selection Screen Open

    When selected, the Select Requisition/Purchase Order dialog box stays open after a requisition has been opened. Otherwise, the Select Requisition/Purchase Order dialog box will close when you open a requisition.

    Job # Regular Expression

    Allows the use of regular expressions to create the requisition number.

    For more detailed instructions on the job number regular expressions, click Regular Expression Help.

  4. Click Save.

The changes you made are saved. You can further modify the company standards by clicking the Input/Display Units, Combining Optimizations, and Suppliers buttons.

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