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Job-specific receiving reports

Tekla PowerFab
Modified: 8 Mar 2024
2024i
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Job-specific receiving reports

You can create receiving reports that contain information from the current purchase order by using the Receiving Reports command. For example, you can create a purchase order summary, a barcode checklist, or a receiving list. You can view the reports, print them, or export them to another file format.

  1. In the PO # dialog, click the Purchase Order ribbon tab.
  2. On the menu, select Receiving Reports.

    The Purchase Order 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. Click Make Report.

    The Report Selection dialog opens.

  5. Select the report that you want to create for viewing, printing, or exporting.
  6. If you want to include the company logo and vendor code in the report, select the Show Company Logo and Show Vendor Code checkboxes.
  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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