Define company standard settings for purchase orders

Tekla PowerFab
2023
Tekla PowerFab Tekla PowerFab GO

Define company standard settings for purchase orders

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

  1. Click the Maintenance ribbon tab.
  2. On the menu, selectPurchase Orders > Company Standards.
  3. Modify the settings on the various tabs as needed.

Define general settings

  1. On the General tab, modify the following properties:
    Option Description
    P.O. # Increment

    Allows you to select the default option for automatic numbering of purchase orders. The options are:

    • Increment from Last P.O. #: When you create a new purchase order, Tekla PowerFab uses the next available number after the latest purchase order number created.
    • Increment from Largest P.O. #: Tekla PowerFab uses the next available number after the largest purchase order number created.
    • Don't Increment: Automatic numbering is not used.

    You can modify the purchase order number when you create a new purchase order.

    'Purchase Order' Text Allows you to replace the word 'Purchase order' in Tekla PowerFab with an alternative text. The alternative text will be used wherever 'Purchase order' is currently used in Tekla PowerFab.

    Note that you need to close and re-open Tekla PowerFab to update the purchase order text.

    Type the desired text in the 'Purchase Order' Text field.

    'P.O.' Text Allows you to replace the abbreviation 'P.O.' in Tekla PowerFab with an alternative text. The alternative text will be used wherever 'P.O.' is currently used in Tekla PowerFab.

    Note that you need to close and re-open Tekla PowerFab to update the P.O. text.

    Type the desired text in the 'P.O.' Text field.

    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.

    Keep Purchasing Selection Screen Open

    When selected, the Select Requisition/Purchase Order dialog box stays open after a requisition or purchase order has been opened.

    Otherwise, the dialog box closes when you open a requisition or purchase order.

    Generate Barcode Images

    When selected, Tekla PowerFab generates the necessary barcode images for the Barcode Checklist report.

    Note that you only need to select Generate Barcode Images if you are using a customized version of the Barcode Checklist report designed with Crystal Reports.

    If you are using another version of the Barcode Checklist report, the barcodes are automatically generated as a part of the report, whether or not the Generate Barcode Images checkbox is selected.

    QuickBooks - Export PO Summary Only

    When selected, purchase order items are exported as a whole without any line item details.

    Automatically set base price on manually added line items

    Automatically sets a base price on manually added line items for the selected supplier.

    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.
    P.O. # Regular Expression

    Allows the use of regular expressions to create the purchase order number.

    For more details on regular expressions, click Regular Expression Help.

  2. Do either of the following:
    • Click Save.

      The dialog box closes.

    • Continue to add or modify properties.

Define receiving settings

On the Receiving tab, select the checkboxes next to the properties that you want to define when receiving material items.

  1. On the Receiving tab, select the properties that you want to show in the Receive dialog box:
    Option Description
    Substitute Grade

    When selected, you can select a substitute grade for the purchase order item. When cleared, Tekla PowerFab always uses the original grade of the item instead of a substitute grade.

    If necessary, select the Substitute Grade checkbox, and click the arrow on the right side of the related field to select the substitute grade.

    Location Location of the material items.
    Secondary Location The secondary location of the material items.
    Bill of Lading # The bill of lading number or the shipment number that the material items were received on.
    Heat Serial # The heat serial number of the material items. Ensures that heat numbers are not duplicated.
    Mill of Origin

    When selected, you can select mill locations for materials, both when receiving from a purchase order and when adding to or editing inventory.

    Country of Origin The country of origin of the material items.

    You can modify the available countries in Maintenance > Inventory > Countries of Origin. See Define the countries of origin.

  2. Do either of the following:
    • Click Save.

      The dialog box closes.

    • Continue to add or modify properties.

Define default remarks

On the Default Remarks tab, you can define the remarks added for all new purchase orders by default.

  1. To define the remarks, do either of the following t
    • Type the necessary remarks in the available fields.
    • Click the arrow buttons on the right side of the available fields and select previously set remarks.

    For more information about managing remarks, see Add, modify, or delete purchase order remarks.

  2. Do either of the following:
    • Click Save.

      The dialog box closes.

    • Continue to add or modify properties.

Define default top text

On the Default Top Text tab, you can define the top text added to all new purchase orders by default.

  1. To define default top text, do either of the following:
    • Type a name for the top text item in the Description field, and type any necessary information in the Top Text field.
    • Click the arrow button on the right side of the Description list, and select a previously set top text item.

    For more information about managing top text items, Add, modify, or delete top text items.

  2. Do either of the following:
    • Click Save.

      The dialog box closes.

    • Continue to add or modify properties.
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