View the value of inventory materials

Tekla PowerFab
2024
Tekla PowerFab Tekla PowerFab GO

View the value of inventory materials

You can create different kinds of reports based on the value of materials in inventory. You can view the value either by date and time, by date, or by archive. You can view the reports, print them, or export them to another file format.

You have the following options:

  • Valuation by Date/Time: Shows the current value of materials in stock or on order, or the value of materials on a specific date and time
  • Valuation by Date: Shows the value of material on a specific date
  • Valuation from Archive: Shows the valuation of materials in an archive file

View the current material value in inventory or the material value on a specific date and time

  1. In the Inventory dialog box, click the Inventory ribbon tab.
  2. On the menu, select Valuation > Valuation by Date/Time.
    The the Archive Date/Time dialog box opens.
  3. Do one of the following:
    • To view the material values on a specific date and time, select the date and time in the appropriate lists, and click OK.
    • To view the current material values, click Use Current Inventory.
    The the Inventory Report Filters dialog box opens.
  4. To include only specific types of items, do the following (Optional):
    1. Select a filter type in the Type list, and click Select.

      The Filter dialog box opens.

    2. Do one of the following depending on the filter type:
      • Click the arrow buttons to move the items that you want to include in the report to the Included list.
      • Type the maximum and minimum values for the items that you want to include.
    3. Click OK.
  5. Click Make Report.

    The Report Selection dialog box opens.

  6. Select the report that you want to create for viewing, printing, or exporting.
  7. View, print, or export the report.
    To Do this
    View the report Click View.

    The report opens in Tekla PowerFab Report Viewer.

    You can use the Email Excel and Email PDF buttons at the top of the Tekla PowerFab Report Viewer window to email the report via Microsoft Outlook.

    Print the report
    1. Change the number of the printed copies by clicking the plus (+) and minus (-) buttons.
    2. Click Print.

      The Select Printer dialog box opens.

    3. Click a printer to select it.
    4. Click OK.
    Export the report
    1. Click Export

      The Export Options dialog box opens.

    2. In the Export Format list, select an export format.
    3. To select the location where you want to save the exported file, click Browse.
    4. Browse to the location where you want to save the exported file, and click Save.

      You can modify the file name as needed.

    5. To attach the exported file to a Microsoft Outlook email and send it to a recipient, select the Attach to Email checkbox.
    6. To open the file after exporting it, select the Open Exported Document checkbox.
    7. To export the file, click Export.

View the material value on a specific date

  1. In the Inventory dialog box, click the Inventory ribbon tab.
  2. On the menu, select Valuation > Valuation by Date.

    The Inventory Valuation dialog box opens, showing the valuation of material in stock and on order on the current date.

  3. In the Date list, select the date whose inventory valuation you want to view.
  4. Click OK.

    The valuation on the bottom of the dialog box updates.

  5. To close the dialog box, click the Close button (X) in the upper-right corner.

View the value from an archive file

  1. In the Inventory dialog box, click the Inventory ribbon tab.
  2. On the menu, select Valuation > Valuation from Archive.
  3. In the Open dialog box, browse to find and click to select the archive file that you want to use.
  4. Click Open.
  5. In the Select dialog box, select if you want to view inventory reports or inventory location reports.
    The Report Selection dialog box opens.
  6. Select the report that you want to create for viewing, printing, or exporting.
Follow the steps above for viewing, printing, and exporting the report.
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