Manage purchase order types

You can create new purchase order types that meet the needs of your company in the PO Type Maintenance dialog box.

For example, recurring purchase orders can have their own purchase order type. You can also select the default purchase order type, modify existing purchase order types, and delete unnecessary purchase order types.

Description: Type a description for the purchase order type

Active tabs on Purchase Order: Select if both the Material and Subcontract tabs are visible on a purchase order. In the default PO type, both tabs are automatically active.

Mapping (one per line): Type PO types with different naming conventions in the PO Type that should be mapped to those in Tekla PowerFab when importing information. Type each additional PO type description on a separate line.

Create a purchase order type

Go to Maintenance > Purchase Orders > PO Type Maintenance

The PO Type Maintenance dialog box opens.
Click New.
Type a description for the purchase order type.
Click Add.

Set a purchase order type as default

Go to Maintenance > Purchase Orders > PO Type Maintenance

The PO Type Maintenance dialog box opens.
Select the desired purchase order type.
Click Set as Default.

You are prompted to confirm setting the selected purchase order type as the default option.
To confirm , click Yes.

Modify a purchase order type

Go to Maintenance > Purchase Orders > PO Type Maintenance

The PO Type Maintenance dialog box opens.
Select the purchase order type that you want to modify.
Modify the properties.

You can modify the description and, in Active tabs on Purchase Order, select the tabs that you want to show in the PO # dialog box.
Click Edit to save the changes.

Delete a purchase order type

Deleting a purchase order type is permanent and cannot be undone.

Go to Maintenance > Purchase Orders > PO Type Maintenance

The PO Type Maintenance dialog box opens.
Select the purchase order type that you want to delete.

You cannot delete a default PO type.
Click Delete.

You are prompted to confirm the deletion.
To permanently delete the purchase order type, click Yes.