Manage purchase order types

Tekla PowerFab
2024
Tekla PowerFab Tekla PowerFab GO

Manage purchase order types

You can create new purchase order types that meet the needs of your company in the PO Type Maintenance dialog box.

For example, recurring purchase orders can have their own purchase order type. You can also select the default purchase order type, modify existing purchase order types, and delete unnecessary purchase order types.

You can also select if both the Material and Subcontract tabs are visible on a purchase order. In the default PO type, both tabs are automatically active.

Create a purchase order type

  1. Go to Maintenance > Purchase Orders > PO Type Maintenance

    The PO Type Maintenance dialog box opens.

  2. Click New.
  3. Type a description for the purchase order type.
  4. Click Add.

Set a purchase order type as default

  1. Go to Maintenance > Purchase Orders > PO Type Maintenance

    The PO Type Maintenance dialog box opens.

  2. Select the desired purchase order type.
  3. Click Set as Default.

    You are prompted to confirm setting the selected purchase order type as the default option.

  4. To confirm , click Yes.

Modify a purchase order type

  1. Go to Maintenance > Purchase Orders > PO Type Maintenance

    The PO Type Maintenance dialog box opens.

  2. Select the purchase order type that you want to modify.
  3. Modify the properties.

    You can modify the description and, in Active tabs on Purchase Order, select the tabs that you want to show in the PO # dialog box.

  4. Click Edit to save the changes.

Delete a purchase order type

Deleting a purchase order type is permanent and cannot be undone.

  1. Go to Maintenance > Purchase Orders > PO Type Maintenance

    The PO Type Maintenance dialog box opens.

  2. Select the purchase order type that you want to delete.

    You cannot delete a default PO type.

  3. Click Delete.

    You are prompted to confirm the deletion.

  4. To permanently delete the purchase order type, click Yes.
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