Create a purchase order
To create a new purchase order where material items can be stored, do the following:
- At the top of the Tekla EPM window, click the Purchasing button.
- In the Select Requisition/Purchase Order dialog box, ensure that you are on the Purchase Orders tab.
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Click
Add.
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On the General tab of the Purchase Order Edit dialog box, type the purchase order number.
We recommend that you plan the numbering of purchase orders carefully to help you organize the purchase orders in the future. The purchase order number cannot be changed later. All other purchase order information can be modified later, if necessary.
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Define the remaining general
properties.
The properties marked with an asterisk (*) are mandatory information.
Option
Description
P.O. Date *
The date of the purchase order.
Tekla EPM automatically uses the current date. To change the date, do one of the following:-
Type the date in the P.O. Date field.
The acceptable formats are YYYY/MM/DD, YY/MM/DD, MM/DD/YYYY, and MM/DD/YY.
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Click the arrow on the right side of the P.O. Date field and select a date in the calendar.
Reference #
Type any reference number related to the purchase order in the Reference # field.
Job
Type any job number related to the purchase order in the Job field.
Job Location
Type any job location related to the purchase order in the Job Location field.
Ordered By
The Tekla EPM user in your company that created the purchase order.
Click the arrow on the right side of the Ordered By list, and select a user in the list.
P.O. Group
The groups where the purchase order belongs to.
Setting purchase order groups for the purchase order helps you to sort purchase orders in the Select Requisition/Purchase Order dialog box.
To set purchase order groups, do one of the following:-
Type new purchase order group names in the P.O. Group fields.
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Click the arrows on the right side of the P.O. Group fields, and select existing purchase order groups in the lists.
Item Increment
Sets the auto-increment for item numbers in the purchase order.
The auto-increment allows the items to be added in the list according to your needs, without you having to renumber the other items in the purchase order.
For example, if items should be numbered as 10, 20, 30, ..., the input increment should be set to 10. If auto-increment of item numbers is not necessary, type 1 in the Item Increment field.
P.O. Type
The type of the purchase order.
The available options are set in PO Type Maintenance. For more information, see Add, modify, or delete purchase order types.
Click the arrow on the right side of the P.O. Type list and select a type in the list.
Shipping Method
The shipping method of the purchase order.
The available options are set in Purchase Order Shipping Method Maintenance. For more information, see Add, modify, and delete shipping methods for purchase orders.
Click the arrow on the right side of the Shipping Method list and select a method in the list.
F.O.B.
The free on board shipping destination applied to the purchase order.
The available options are set in Purchase Order FOB Maintenance. For more information, see Add, modify, or delete FOB shipping destinations.
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On the Vendor tab, select the vendor, the address, the contact person, and the person
with whom the purchase order has been confirmed.
Note that only companies that are saved in the Address Book with the firm type Supplier and their contact persons can be selected.
- If you have added additional currencies to Tekla EPM, select the currency and exchange rate date for the purchase order.
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On the Ship
To/Bill To tab, select the correct shipping and billing addresses of your
company.
Note that only companies that are saved in the Address Book with the Client or My Company company types can be selected.
If necessary, you can modify the information on the Ship To/Bill To tab manually.
- If necessary, click the arrows on the right side of the Inventory Location and Secondary Location fields to define the inventory location of the purchase order items.
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On the Remarks tab, do either of the following:
- Click the arrows on the right side of the blank fields and select previously created remarks in the lists.
- Type remarks in the blank fields.
You can add up to four remarks. The available remark options are set in the Purchase Order Remark Maintenance dialog box. For more information, see Add, modify, or delete purchase order remarks.
You can also set default remarks that are added for all new purchase orders in the Purchase Order Company Standards dialog box. For more information, see Define company standard settings for purchase orders.
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On the Top
Text tab, to define which information you want to add at the top of the
purchase order, do either of the following:
- Click the arrow on the right side of the Description field, and select a previously created top text item in the list.
The Top Text field is automatically populated.
- Type any necessary information in the Top
Text field.
Note that any text you type manually in the Top Text is not saved, so it cannot be re-used.
You can create top text items in the Purchase Order Top Text Maintenance dialog box. For more information, see Add, modify, or delete top text items.
You can also set default top text items that are added for all new purchase orders in the Purchase Order Company Standards dialog box. For more information, see Define company standard settings for purchase orders.
- Click the arrow on the right side of the Description field, and select a previously created top text item in the list.
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On the Financial tab, define the freight and adjustment costs, the payment terms, and the
discount percentage used in the purchase order.
The available payment term options are set in the Purchase Order Payment Term Maintenance dialog box. For more information, see Add, modify, or delete payment terms for purchase orders.
Note that the adjustment costs can also be negative.
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If necessary, apply tax rates to the purchase order as follows:
- On the Financial tab, click Tax Rates.
- In the Select Tax Rates dialog box, click the arrow buttons to move the tax rates that you want to apply to the purchase order to the Included list.
- Click OK.
You can create any necessary tax rates and tax groups by clicking the Maintenance ribbon tab and selecting Tax Rates in the menu.
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On the Other tab, add any applicable information to the blank fields.
For example, you can add information about the maximum lift or the unload instructions.
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If necessary, click the Input/Display Units button to adjust the units used in the purchase order.
For more information, see Define company standard settings for purchase orders.
- Click Save to create the purchase order.
The Purchase Order Edit dialog box closes, and the new purchase order is added to the Select Requisition/Purchase Order dialog box.