Add companies to the address book

Tekla EPM
2021
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Add companies to the address book

To add new companies to the address book and define their properties, do the following:

  1. At the bottom left corner of the Address Book dialog box, click New.
  2. On the General of the Firm Details dialog box, select a suitable firm type in the Firm Type list.

    Firm types help Tekla EPM to sort the list of companies in the address book. For more information, see View firm types.

    Tip:

    You can add more than one firm type for a company. For example, a steel detailer can be added as both a detailer for Project Management and as a supplier for purchase orders.

  3. Type a name and a code for the company.

    The company code can be any value. For example, you can use the accounting code of the company.

    Note that you cannot use the same company code for two companies that have the same firm type.

  4. Select a primary currency type for the company.
  5. If necessary, modify the credit limit of the company, and add any additional notes regarding the company.
  6. Open the Addresses tab.
  7. Click New Address.
  8. Type a description for the address and enter other necessary contact information.

    Sometimes, it might be useful to have multiple addresses for a client. For example, if a client has different production control jobs, they can have multiple jobsite addresses that you should ship materials to. In these situations, you can use the jobsite names or job numbers as the descriptions of the jobsite addresses.

    Remember to add the jobsite contacts on the Contacts tab. For more information, see Add contacts to the address book.

  9. Select one of the available check boxes to define if the address is a shipping or mailing address.
  10. Select the Active check box.

    If you do not select the Active check box, the address will not be available for use anywhere in Tekla EPM.

  11. Click Save Address.
  12. On the Contacts tab, add contacts for the company.

    For more information, see Add contacts to the address book.

  13. Click Save.

The Firm Details dialog box closes. The new company is saved to the address book.

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