Export purchase orders to Trimble Viewpoint

You can validate and send a purchase order or a batch of purchase orders to Trimble Viewpoint Vista or Spectrum.

You can export from Maintenance > Integration Settings > Trimble Viewpoint or from the Purchasing module.

Before you export the purchase order(s), ensure the following:

You have selected the Viewpoint Software in Trimble Viewpoint Integration. See Set up the Trimble Viewpoint integration.
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.

To facilitate exporting job costing transactions from Tekla PowerFab into Trimble Viewpoint Vista/Spectrum, you can create the Trimble Viewpoint Job Costing Export automated event. See Automated events.

Export the selected purchase orders to Trimble Viewpoint

You can export one or more purchase orders from Maintenance.

Before you start, check the preparing steps above.

Go to Maintenance > Integration Settings > Trimble Viewpoint.

The Trimble Viewpoint Integration dialog opens.
On the Purchase Orders tab, click Export.

The Select Requisition/Purchase Order dialog opens.
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.
Click OK .
1. To confirm the values, click OK.
The Save As dialog opens.
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.
If necessary, change the file name.
Click Save.

Export one purchase order to Vista or Spectrum

You can export a purchase order from the Purchasing module.

Before you start, check the preparing steps above.

Open a purchase order.

The PO # dialog opens.
To export the purchase order to Vista or Spectrum, click Export to Vista/Export to Spectrum.

If exporting the purchase orders fails, you get a message that the purchase order did not pass the validation. An item in the purchase order is missing a cost code and cost type or the order is missing a company code.

If exporting the purchase orders succeeds, the Save As dialog opens.
Browse to the folder where you want to save the file.

By default, Tekla PowerFab saves the file to the Export folder.
Click Save.

A message opens stating the success of the exported purchase order.
To close the message, click OK.

The purchase order is locked and marked approved.

Export a batch or purchase orders to Vista or Spectrum

You can export multiple purchase orders from the Purchasing module at a time.

Before you start, check the preparing steps above.

In the Select Purchase Order dialog, select the purchase orders that you want to send to Vista or Spectrum.

To select multiple items, hold down Ctrl.

To select a range of subsequent items, hold down Shift.
Click the Purchasing ribbon tab, and in the menu that opens, select Export Purchase Orders > Send Selected Orders to Vista/Spectrum.

You are prompted to confirm that you want to send the selected purchase orders to Trimble Viewpoint.
Click Yes.

If exporting the purchase orders fails, you are prompted to open each order to check the reason for the failure. An item in the purchase order is missing a cost code and cost type or the order is missing a company code. Open the purchase order and click Export to Vista/Export to Spectrum.

If exporting the purchase orders succeeds, the Save As dialog opens.
Browse to the folder where you want to save the file.

By default, Tekla PowerFab saves the file to the Export folder.
Click Save.

A message opens stating the number of exported purchase orders.

The purchase order is locked and marked approved.