Load requisition items into a purchase order

Tekla EPM
2021
Tekla EPM Tekla EPM GO

Load requisition items into a purchase order

Use the Load Material Into Purchase Order and Load Selected Material Into Purchase Order commands to load material items from a requisition to a purchase order. Use the Load Material Into Purchase Order command to load all requisition items into a purchase order, or use the Load Selected Material Into Purchase Order command to select the items in a requisition that are loaded into a purchase order. When you load material items into a purchase order, the items become available in the inventory.

According to your needs, see any of the following instructions:

Load all items into a purchase order

  1. In the Requisition # dialog box, click the Requisition ribbon tab.
  2. On the menu, select Load Material Into Purchase Order.
  3. In the Select Purchase Order dialog box, select a purchase order and click OK.

    If necessary, you can also create a new purchase order and load the items into it.

  4. To only load specific types of items to the purchase order, in the Purchasing Import Filters dialog box, select a filter type in the Type list, and click Select.
  5. In the Filter dialog box, do one of the following depending on the filter type:
    • Click the arrow buttons to move the properties of the items that you want to load to the purchase order to the Included list.
    • Type the maximum and minimum values for the items that you want to load to the purchase order.
  6. Click OK.

    To further limit which items are loaded to the purchase order, repeat steps 4 to 6 for all necessary filter types.

  7. Click Import.
  8. Click OK to close the Import Items dialog box.

The material items are loaded to the selected purchase order, so they are no longer visible in the Requisition # dialog box.

Load selected items into a purchase order

  1. In the Requisition # dialog box, click the Requisition ribbon tab.
  2. On the menu, select Load Selected Material Into Purchase Order.
  3. In the Select Purchase Order dialog box, select a purchase order and click OK.

    If necessary, you can also create a new purchase order and load the items into it.

  4. In the Enter Value dialog box, type the quantity of pieces that you want to load to the purchase order.
  5. Click OK.
  6. Click OK to close the Import Items dialog box.
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