Create a production control job

Tekla PowerFab
Modified: 14 Aug 2024
2024i
Tekla PowerFab Tekla PowerFab GO

Create a production control job

To create a new job, you need to define a few properties.

  1. Open the module.

    The Select <Module> Job dialog opens.

  2. Click Add

    The <Module> Job Edit dialog opens.

Continue to defining the properties on the tabs.

By clicking the buttons, you can find more settings.

Note: Defining job-specific properties is optional. If you do not define job-specific properties, Tekla PowerFab uses the default properties defined in Maintenance > Company Standards.

Define general settings

  1. In the <Module> Job Edit dialog, select the General tab.
  2. Add or modify the properties as needed.
    Option Description
    Job Date

    The date your company received the job. Tekla PowerFab automatically uses the current date.

    Job #

    A unique number for the job.

    Note: The job number cannot be modified after the job has been created.

    Shipping Date

    The estimated shipping date of the job.

    Job Description The description of the job.
    Job Location The town or city where the job takes place.
    Job Status The job is either still in progress (Open) or it has been finished (Closed).

    Estimating has three additional default values, Bidding, Awarded, and Lost.

    You can filter the Select <Module> Job dialog by Job Status, so that only open jobs are shown.

    See also Job status maintenance.

    ERP Job #

    The accounting system job number.

    Typing the accounting system job number in the ERP Job # field allows you to link material items properly when you export information to an accounting system, such as Trimble Viewpoint.

    Job Group Job groups allow you to identify and classify jobs that are similar. This makes filtering and reporting easier when you have a long list of jobs.

    Either type a job group directly in the blank field, or select an existing job group.

    Comment Any additional comments on the job.
    Shipping Comment

    Comments on the shipping of the job.

    For example, you can add information on shipping restrictions.

    Project Management Job

    Select the project management job that you want to link to the production control job. Linking allows you to import useful information from the selected project management job.

    The project management job needs to be linked to the production control job to access the drawings in the Production Control module.

    To load general and client contact information from the selected project management job to the production control job, click Load Info.

    Estimate

    Select the estimating job that you want to link to the production control job. Linking allows you to apply the labor from the estimating job to the production control job.

    To load general information from the estimating job the production control job. Tekla PowerFab will fill the related fields on the General tab with information from the selected estimating job.

    To load information from the selected estimating job, click Load Info.

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

      The <Module> Job Edit dialog closes.

    • Continue to add or modify properties.

Define client details (Sold To/Ship To)

On the Sold To/Ship To tab, you can define buyer contact information for the job.

  1. <Module> Job Edit dialog box, select the Sold To/Ship To tab.

  2. Add or modify the properties as needed.
    Option Description
    Sold To Select the buyer in the list.

    Note that only companies and contacts that have already been saved in the Address Book as Client can be selected.

    Ship To Select the receiver in the list.

    The contact information is automatically added to the blank fields. You can modify the details as needed.

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

      The <Module> Job Edit dialog closes.

    • Continue to add or modify properties.

Define input settings

On the Input Settings tab, select how Tekla PowerFab interprets and displays the information in the Production Control module, if the information is from an imported bill of materials, or directly entered in the Production Control dialog box.

For information on defining default input settings, see Define default input and display units for Production Control.
  1. Click the Input Settings tab to open it.
  2. Modify the settings as needed.

    Option

    Description

    Main Mark Input Type

    Allows you to select the input format for main marks.

    Select a suitable option on the drop-down menu. We recommend selecting the Any Input - Logical Sort option.

    Piece Mark Input Type

    Allows you to select the input format for piece marks.

    Select a suitable option on the drop-down menu. We recommend selecting the Any Input - Logical Sort option.

    Drawing Number Input Type

    Allows you to select the input format for drawing numbers.

    Note that the input format of drawing numbers in a production control job needs to match the input format set in the linked project management job. Otherwise, the drawings will not be available in the Production Control module or in Tekla PowerFab Go.

    Select a suitable option on the drop-down menu. We recommend selecting the Any Input - Logical Sort option.

    Sequence Input Type

    Allows you to select the input format for sequences.

    Select a suitable option on the drop-down menu. We recommend selecting the Any Input - Logical Sort option.

    Use Lot Numbers

    When selected, you can divide a sequence or phase into subcategories within a production job by using lot numbers.

    It is highly recommended to select the Use Lot Numbers option.

    Note that selecting or clearing the Use Lot Numbers checkbox only applies to new production control jobs automatically. If necessary, the Use Lot Numbers checkbox can be manually selected or cleared for existing jobs as well.

    Main Piece Case

    Allows you to select uppercase or lowercase letters, or both, for main mark numbers. This makes recognizing the main pieces easier.

    Accessory Piece Case

    Allows you to select uppercase or lowercase letters, or both, for piece mark numbers. This makes recognizing the piece marks easier.

    Main Member Instance Tracking

    When selected, the history of each individual instance, or piece, within an item can be identified and tracked through all production steps.

    If you select the Main Member Instance Tracking checkbox, instance tracking will be activated for all new production control jobs. However, existing jobs will not be affected. You can still activate or deactivate the instance tracking of main piece marks for each production job individually.

    Accessory Part Instance Tracking

    When selected, the history of each individual instance, or piece, within an item can be identified and tracked through all production steps.

    If you select the Accessory Part Instance Tracking checkbox, instance tracking will be activated for all new production control jobs. However, existing jobs will not be affected. You can still activate or deactivate the instance tracking of piece mark items for each production job individually.

    Enable Piece Tracking When selected, piece tracking is enabled by default if the shape does not have the Exclude from Piece/Load Tracking option enabled in Shape Maintenance in Maintenance > Shapes/Grades/Sizes.
    Enable Load Tracking When selected, load tracking is enabled by default if the shape does not have the Exclude from Piece/Load Tracking option enabled in Shape Maintenance in Maintenance > Shapes/Grades/Sizes.
    Piece Mark Force Same Info

    When selected, the same information is forced to accessories with the same piece marks. Selecting the Piece Mark Force Same Info checkbox prevents adding or importing items with the same piece mark but different material information to the production control job.

    Note that the Piece Mark Force Same Info option is connected to the Edit Line Item - Update accessories with the same piece mark list. You cannot select an option in the Edit Line Item - Update accessories with the same piece mark unless the Piece Mark Force Same Info checkbox is selected.

    AutoCalc Drawing Number

    When selected, Tekla PowerFab enters a drawing number into the drawing number field based on the main mark. This option works correctly if the first number of each shop detail drawing main piece is the drawing number.

    If the marking system that you use does not have the drawing number as the first number of the main mark, do not select the AutoCalc Drawing Number checkbox.

    Default Finish

    The default finish for items.

    The available finish options are set in the Finish Maintenance dialog. For more information, see Manage material finish options.

    You can change the finish for each main mark item in a production control job. The finish of the main mark item is also applied to all of the included accessories.

    Click the arrow on the right side of Default Finish field, and click a suitable default option in the list to select it.

    TFS - Drop Job Reserve Select the way of dealing with the drop from a cut. You can keep the remnants in the job, reserve them for a different job, or unreserve them.
    Allow Cut List Grade Substitution When selected, allows you to choose items with subsitutable grades while processing a cut list.
    Piece Tracking by Time When selected, allows you to make piece tracking entries in that include the completion time, so that you can tell in which shift an item was completed.

    The completion time is also visible in piece tracking reports.

    • Click Save.

      The <Module> Job Edit dialog closes.

    • Continue to add or modify properties.

When you click Save, the changes you made are saved.

You can find and define further job-specific settings by clicking the buttons.

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