View all changes in a purchase order

Tekla PowerFab
2024
Tekla PowerFab Tekla PowerFab GO

View all changes in a purchase order

Tekla PowerFab records every change made in the system. This is useful because you can view all changes made in the current purchase order at once. You can filter the information to see changes made by a particular user, or on a particular date. You can also print the list of changes.

  1. In the PO # dialog box, click the Purchase Order ribbon tab.
  2. On the menu, select List Of Changes.
  3. Do either of the following:

    To

    Do this

    Filter changes by user
    1. Select the User filter type and click Select.
    2. Click the arrow buttons to move the users whose changes you want to view to the Included list.

    3. Click OK.
    Filter changes by date
    1. Select the Transaction Date filter type and click Select.
    2. Do one of the following:

      • Enter the start (Minimum) and end (Maximum) dates.
      • Select the Expression checkbox for the start or end date. Then, select the base date and select how many more or less days will be taken into account.
    3. Click OK.
  4. Click Make Report.

    The Report Selection dialog box opens.

  5. Do one of the following:
    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.
  6. To close the dialog box, click the Close button (X) in the upper-right corner.
Was this helpful?
Previous
Next