Define company standard settings for purchase orders
In the Purchase Order Company Standards dialog box, you can create the default settings that become the company standard settings, and the units used in all new purchase orders. If necessary, you can change the settings for each individual purchase order.
- Click the Maintenance ribbon tab.
- On the menu, select .
On the General tab of the Purchase Order Company Standards dialog box, adjust the settings according to your needs:
P.O. # IncrementAllows you to select the default option for automatic numbering of purchase orders. The options are:
Increment from Last P.O. #: When you create a new purchase order, Tekla EPM uses the next available number after the latest purchase order number created.
Increment from Largest P.O. #: Tekla EPM uses the next available number after the largest purchase order number created.
Don't Increment: Automatic numbering is not used.
'Purchase Order' Text
Allows you to replace the word 'Purchase order' in Tekla EPM with an alternative text. The alternative text will be used wherever 'Purchase order' is currently used in Tekla EPM.
Note that you need to close and re-open Tekla EPM to update the purchase order text.
Type the desired text in the 'Purchase Order' Text field.
Allows you to replace the abbreviation 'P.O.' in Tekla EPM with an alternative text. The alternative text will be used wherever 'P.O.' is currently used in Tekla EPM.
Note that you need to close and re-open Tekla EPM to update the P.O. text.
Type the desired text in the 'P.O.' Text field.
Sets the auto-increment for item numbers.
The auto-increment allows the items to be added in the list according to your needs, without having to renumber the other items in the requisition.
For example, if items should be numbered as 10, 20, 30, ..., the input increment should be set to 10. If auto-increment of item numbers is not necessary, type 1 in the Item Increment field.
Keep Purchasing Selection Screen Open
When selected, the Select Requisition/Purchase Order dialog box stays open after a purchase order has been opened. Otherwise, the Select Requisition/Purchase Order dialog box will close when you open a purchase order.
Generate Barcode Images
When selected, Tekla EPM generates the necessary barcode images for the Barcode Checklist report.
Note that you only need to select the Generate Barcode Images check box if you are using a customized version of the Barcode Checklist report designed with Crystal Reports.
If you are using another version of the Barcode Checklist report, the barcodes are automatically generated as a part of the report, whether or not the Generate Barcode Images check box is selected.
QuickBooks - Export PO Summary Only
When selected, purchase order items are exported as a whole without any line item details.
P.O. # Regular Expression
Allows the use of regular expressions to create the purchase order number.
For more detailed instructions on job number regular expressions, click Regular Expression Help.
- On the Receiving tab, select the check boxes next to the properties that you want to define when receiving material items.
On the Default
Remarks tab, do any of the following to define the remarks added for all new purchase
orders by default.
- Type the necessary remarks in the available fields.
- Click the arrow buttons on the right side of the available fields and select previously set remarks.
For more information about managing remarks, see Add, modify, or delete purchase order remarks.
On the Default
Top Text tab, do any of the following to define the top text added for all new
purchase orders by default:
- Type a name for the top text item in the Description field, and type any necessary information in the Top Text field.
- Click the arrow button on the right side of the Description list, and select a previously set top text item.
For more information about managing top text items, Add, modify, or delete top text items.
- To adjust the input and display units used for purchase orders, click the Input/Display Units button.
In the Input/Display Units dialog box, select the units and the length input types in the available
Note that there are multiple options depending on the required precision and the desired input method.
- Click OK.
- In the Purchase Order Company Standards dialog box, click Save to update the settings.
- To close the dialog box, click the Close button (X) in the upper-right corner.