1. Home
  2. Tekla PowerFab
  3. Order Entry
  4. Set up the Order Entry module
  5. Define company standard settings for Order Entry

Define company standard settings for Order Entry

Tekla PowerFab
2023
Tekla PowerFab Tekla PowerFab GO

Define company standard settings for Order Entry

For each module, you can define company-level settings that are the default for all new jobs.

To access the Company Standards dialog box, do the following:
  1. Click the Maintenance ribbon tab..
  2. On the menu, select Order Entry > Company Standards.
  3. Modify the settings on the various tabs as needed.
  4. Click Save.

    Saving the settings closes the Company Standards dialog box.

    You can find further company standard settings by clicking the buttons.

Define general order entry settings

  1. On the General tab, modify the following properties:
    Option Description
    New Customer - Default Tax Group The default tax group applied for new order entry taxable items. The tax group can be changed job by job.
    Restrict to Inventory Location When selected, Tekla PowerFab limits the available stock material selection to a specific inventory location.

    Select the desired inventory location in the list on the right side of the field. Inventory locations can be set and reset in the Inventory module.

    Allow Delivery of Un-Invoiced Material When selected, Tekla PowerFab allows delivering materials before invoicing.
    Note:

    You need to select the Allow Delivery of Un-Invoiced Material option to view and use delivery tickets before invoicing.
    Allow Invoicing of Material Not Delivered When selected, Tekla PowerFab allows creating invoices for materials before they are delivered.
    Keep Order Selection Screen Open When selected, the order selection dialog box stays open after a job has been selected.
    Automatically Create Document Index Directories When selected, the Document Index directories defined in Maintenance > Document Index > Standard Categories are created automatically under the base document index directory when a job is created. See Set the standard categories for attached documents.
    Selection Screen - Default number of days to view

    The number of days for which orders remain in the Order Selection dialog box. This setting allows you to filter out older orders.

    To always display all orders, type 0.

    Order # Increment

    The default option for automatic order numbering.

    New orders are numbered according to the selected option. However, you can modify the order number according to your needs each time you create a new order.
    Item Increment

    Sets the autoincrement for item numbers.

    The default autoincrement of 10 allows items to be added in the list as needed, without having to renumber the other items in the job.

    For example, if items should be numbered as 10, 20, 30, ..., set the input increment to 10. If the autoincrement of item numbers is not necessary, type 1.
    Quote # Regular Expression and Order # Regular Expression Optional expressions used for pattern matching.

    For more details on regular expressions, click Regular Expression Help.
    New Material - Default Price The default material cost applied to new quotes and orders. The options are:
    • No Default: no default price is set.
    • Replacement Cost: the price defined in Pricing Maintenance is used.
    • Inventory Average: the inventory average price is used.
    • Inventory High: the highest inventory price is used.
    Order - Automatically Allocate Inventory When selected, Tekla PowerFab automatically uses material items in the inventory for quotes and orders.
  2. Click Save.

    Saving the settings closes the Company Standards dialog box.

Define price level settings

  1. Open the Price Levels tab.
  2. In the Number of Price Levels field, type the number of levels of pricing that you want to use.
  3. In the Default Price Group list, select the price group to be used by default for new orders.
  4. In the Default Price Level list, select the price level to be used by default for new orders.

    For more information on defining the pricing groups and pricing levels used in Order Entry, see Create, modify, and delete price groups.

  5. Click Save.

    Saving the settings closes the Company Standards dialog box.

Set credit limit settings

  1. Open the Credit Limit tab.
  2. In the New Customer - Default Credit Limit field, type the default credit limit for new customers.
    If you do not want to set a credit limit, type 0.
  3. Select how Tekla PowerFab reacts when a customer has exceeded their credit limit.

    The options are:

    • Allow without warning: Tekla PowerFab allows creating new orders without warning
    • Allow with warning: Tekla PowerFab allows creating new orders, but a pop-up warning is displayed
    • Allow with credit limit override: Tekla PowerFab allows new orders when you override the customer's credit limit
    • Don't allow: Tekla PowerFab does not allow any new orders for customers that have exceeded their credit limit
  4. Click Save.

    Saving the settings closes the Company Standards dialog box.

Define backdating settings

If you want to mark payments and other order entry activities as created on a previous date, you can allow back-dating for the activities.

  1. Open the Back-Dating tab.
  2. Click to select the checkboxes for each option for which you want to allow back-dating order activity.

    If you do not want to allow backdating, do not select any checkboxes.

  3. Click Save.

    Saving the settings closes the Company Standards dialog box.

Define QuickBooks sale tax codes

If you have connected the QuickBooks accounting software with Tekla PowerFab, you can define the sales tax codes that are used when exporting invoices from Tekla PowerFab to QuickBooks.

Note that you need to have exactly the same tax codes in both software.

  1. Open the QuickBooks tab.
  2. Type in the sales tax codes used for taxable and non-taxable items.
  3. Click Save.

    Saving the settings closes the Company Standards dialog box.

Was this helpful?
Previous
Next