Add companies to the address book

You can add new companies to the address book and define their properties.

Define the general settings

Go to Maintenance > Address Book.

The Address Book dialog opens and the Address Book ribbon tab appears.
At the lower-left corner of the Address Book dialog, click New.

The Firm Details dialog opens on the General tab.

The fields shown in the dialog depend on the selections made.

Define the general properties.


Option	Description
Firm Type	Select the firm type in the list. Firm types help Tekla PowerFab to sort the list of companies in the address book. For more information, see View firm types. You can add more than one firm type for a company. For example, a steel detailer can be added as both a detailer for project management and as a supplier for purchase orders.
Is Subcontractor	Select if the firm is a subcontractor. Selecting this option adds Default Cost Code and Default Cost Type to the tab.
Info Sharing	Visible for firm type Detailer. Select the parameters that you want to share with this company.
Name	Type a name for the company.
Code	Type a code for the company. The company code can be any value. For example, you can use the accounting code of the company. If you are using integrated accounting or ERP systems, Code must match the account code. Note: You cannot use the same company code for two companies that have the same firm type.
Primary Currency	Select a primary currency type for the company. See also Manage currencies.
Default Cost Code and Default Cost Type	Visible when Is Subcontractor is selected. Select the cost code and cost type. See Cost maintenance.
Notes	You can add any additional notes regarding the company.
Active	When selected, you can use the company where needed. Inactive companies do not appear in selection lists unless they are in use in existing items.
Show Inventory	The button is visible only when Is Mill is selected on the Addresses tab for a Supplier. Click to open the inventory filtered to show items that have a mill of origin matching the current mill.

Go to the Addresses tab.

Define a new address

Open the Addresses tab.
Click New Address.
Type a description for the address and enter other necessary contact information.

Sometimes, it might be useful to have multiple addresses for a client. For example, if a client has different production control jobs, they can have multiple jobsite addresses that you should ship materials to. In these situations, you can use the jobsite names or job numbers as the descriptions of the jobsite addresses.
Select one of the available checkboxes.

Is Shipping, Is Mailing: Select if the address is a shipping or mailing address.

Is Mill: Only firm type Supplier can have the property. Select for a Supplier to define the mill location so that it can be applied to materials, both when receiving from a purchase order and when adding or editing inventory.

When Is Mill is selected, the General tab has a Show Inventory button to open the inventory filtered to show items that have a mill of origin matching the current mill.
Select the Active checkbox.

If you do not select the Active checkbox, the address will not be available for use anywhere in Tekla PowerFab.
For suppliers, to define default payment terms, click Supplier PO Standards.

The Supplier PO Standards: Default dialog opens.
1. Define the properties on the tabs.
  
  For details, see Create a purchase order.
2. To save the properties, click Save
  
  You return to the Firm Details dialog.
Click Save Address.

Go to the Contacts tab.

Define contacts

On the Contacts tab, in Name, add a contact for the company.

For more information, see Add contacts to the address book.
Click Add Contact.

The contact becomes the Default Contact.
Add any contact information for the contact.

For firm type Detailer, you can select Exclude From Info Sharing for an invidual contact.
Click Save Contact.
To save all firm details, click Save.

The Firm Details dialog closes. The new company is saved to the address book.