Create a requisition

Tekla PowerFab
Modified: 13 Mar 2023
2024i
Tekla PowerFab Tekla PowerFab GO

Create a requisition

To create a new requisition where you can load and store material items, you need to define a few properties.

  1. Open the module.

    The Select Requisition/Purchase Order dialog box opens.

  2. Select the Requisitions tab.
  3. Click Add.

    The Requisition Edit dialog box opens.

  4. On the General tab, define the following properties:

    The properties marked with an asterisk (*) are mandatory information.

    Option

    Description

    Requisition Date *

    The date of the requisition.

    Tekla PowerFab automatically uses the current date. To change the date, do one of the following:
    • Type the date in the Requisition Date field.

      The acceptable formats are YYYY/MM/DD, YY/MM/DD, MM/DD/YYYY, and MM/DD/YY.

    Requisition # Do either of the following to define the requisition number:
    • Type the desired requisition number in the Requisition # field.
    • To use the next available number from a prefix as the requisition number, type the desired prefix, double-click the Requisition # field, and click Yes to confirm using the prefix.

      For example, you can use a related job number as the prefix.

    We recommend that you plan the numbering of requisitions carefully to help you organize the requisitions in the future.

    Note that the requisition number cannot be changed later.

    All other requisition information can be modified later.

    Description

    A description of the requisition.

    Requisition Group

    The groups where the requisition belongs to.

    Setting requisition groups for the requisition helps you to sort requisitions in the Select Requisition/Purchase Order dialog box.

    To set requisition groups, do one of the following:
    • Type new requisition group names in the Requisition Group fields.

    • Click the arrows on the right side of the Requisition Group fields, and select existing requisition groups in the lists.

    Item Increment

    Sets the autoincrement for item numbers.

    The default autoincrement of 10 allows items to be added in the list as needed, without having to renumber the other items in the job.

    For example, if items should be numbered as 10, 20, 30, ..., set the input increment to 10. If the autoincrement of item numbers is not necessary, type 1.

  5. On the Notes tab, type any notes about the requisition.
  6. Click Save to create the requisition.

The Requisition Edit dialog box closes. The new requisition is added to the Select Requisition/Purchase Order dialog box.

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.
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