Export the selected purchase orders to Trimble Viewpoint

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

Export the selected purchase orders to Trimble Viewpoint

You can export purchase orders to both Trimble Viewpoint Vista and Trimble Viewpoint Spectrum.

Before you export the purchase order, ensure that:
  • The company code of the vendor in the Tekla PowerFab Address Book matches the vendor in Trimble Viewpoint
  • The job number of the Tekla PowerFab purchase order matches the job number in Trimble Viewpoint
  • The Cost Code field in Tekla PowerFab purchase orders is mapped to the phase in Trimble Viewpoint purchase orders.
  1. Go to Maintenance > Integration Settings > Trimble Viewpoint.
  2. On the Purchase Orders tab, click Export.

    The Select Requisition/Purchase Order dialog opens.

  3. Select the purchase orders that you want to export.

    To select multiple items, hold down Ctrl.

    To select a range of subsequent items, hold down Shift.

  4. Click the Purchasing ribbon tab.
  5. On the menu, select Export Purchase Orders > Trimble Viewpoint - Selected.

    You are prompted to confirm exporting the selected purchase orders.

  6. Click Yes.
    1. To confirm the values, click OK.

    The Save As dialog opens.

  7. Browse to the folder where you want to save the exported purchase orders.

    By default, Tekla PowerFab saves the purchase orders in the Export folder.

  8. If necessary, change the file name.
  9. Click Save.
Was this helpful?
Previous
Next