Purchasing reports for all jobs

Tekla PowerFab
Modified: 8 Mar 2024
2024i
Tekla PowerFab Tekla PowerFab GO

Purchasing reports for all jobs

You can create, view, and print purchasing reports involving all production control jobs in the Purchasing Reports dialog box. You can view the reports, print them, or export them to another file format.

  1. Click the Maintenance ribbon tab.
  2. On the menu, select Production Control > Purchasing Reports.

    The Production Control Purchasing Report Filters dialog box opens.

  3. 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 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.
  4. In Weight Type, select the weight type that you want to use in the report.
    Note: The Weight Type list is only visible if you have selected it on the Report Settings tab of the Company Standards dialog box.

    The net weight option is only available if CNC files have been loaded for the items included in the report.

  5. Click Make Report.

    The Report Selection dialog opens.

  6. Select the report that you want to create for viewing, printing, or exporting.
  7. 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 opens.

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

      The Export Options dialog 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.
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