Manage purchase orders with Trimble Viewpoint
Use the Trimble Viewpoint integration to manage your Tekla EPM purchase orders more efficiently. You can export your purchase orders or job costing transactions to Trimble Viewpoint, or audit the inventory information between Tekla EPM and Trimble Viewpoint.
Set up the Trimble Viewpoint integration
You can now start working with the Trimble Viewpoint.
According to your needs, see any of the following instructions.
Export the selected purchase orders to Viewpoint
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The company code of the vendor in the Tekla EPM Address Book matches the vendor in Trimble Viewpoint
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The job number of the Tekla EPM purchase order matches the job number in Trimble Viewpoint
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The Cost Code field in Tekla EPM purchase orders is mapped to the phase in Trimble Viewpoint purchase orders.
The exported purchase orders are saved as a .txt file in the folder that you selected.
You can then import the .txt file to any Trimble Viewpoint solution according to your needs.
Export purchase orders with receiving transactions to Viewpoint
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The company code of the vendor in the Tekla EPM Address Book matches the vendor in Trimble Viewpoint
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The job number of the Tekla EPM purchase order matches the job number in Trimble Viewpoint
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The Cost Code field in Tekla EPM purchase orders is mapped to the phase in Trimble Viewpoint purchase orders.
The exported purchase orders are saved as a .csv file in the folder that you selected.
To avoid errors, do not open an exported .csv file with Microsoft Excel. If you do so, the formatting of information changes, and the .csv file will fail to import to Trimble Viewpoint products.
Export job costing transactions
The exported job costing transactions are saved as a .csv file in the folder that you selected.
To avoid errors, do not open an exported .csv file with Microsoft Excel. If you do so, the formatting of information changes, and the .csv file will fail to import to Trimble Viewpoint products.
View the inventory summary report
To audit the inventory information between Tekla EPM and Trimble Viewpoint:
- On the Maintenance menu, select .
- On the Inventory Summary tab, click View.