View heat documents attached to purchase order items

Tekla EPM
2021
Tekla EPM Tekla EPM GO

View heat documents attached to purchase order items

Use the Check Heat Documents command to view the heat documents attached to the purchase order items. You can also save or print the available heat documents, or create reports on the items that have or do not have heat documents attached to them.

  1. In the PO # dialog box, click the Purchase Order ribbon tab.
  2. On the menu, select Check Heat Documents.

    The Check Heat Documents dialog box opens.

    Note that if the purchase order items do not have heat documents attached to them, the Docs column is highlighted with red.

  3. In the Check Heat Documents dialog box, do any of the following:

    To

    Do this

    Update heat document information

    • Click Refresh.

    Any new or modified information is updated.

    Add, modify, and delete heat documents in Document Index

    1. Click Open Document Index.

    Document Index opens. For more information, see Store document references for the inventory.

    Save heat documents

    1. Do one of the following:

      • To only save particular heat documents, click the item whose documents you want to save, and click Save Documents > Save Documents - Selected.

      • To save all available heat documents, click Save Documents > Save Documents - All.

    2. In the Browse For Folder dialog box, browse to an empty folder where you want to save the heat document information.

    3. Click OK.

    A report of the heat documents opens.

    Print heat documents

    1. Do one of the following:

      • To only print particular heat documents, click the items whose documents you want to print, and click Print Documents > Print Documents - Selected.

      • To print all available heat documents, click Print Documents > Print Documents - All.

    2. In the Select Printer dialog box, click a printer to select it.

    3. Click OK.

    All or the selected heat documents are printed.

    Create reports

    1. Do one of the following:

      • To create a report only containing particular items, click the items to select them, and click Reports > Reports - Selected.

      • To create a report containing all items, click Reports > Reports - All.

    2. In the Report Selection dialog box, click the report that you want to create.

    3. Do one of the following:

      • To view the report, click View.

      • To print the report, change the number of copies by clicking the + and - buttons, and click Print.

      • To export the report, click Export, modify the export format, file name, and location, and click Export again.

  4. To close the dialog box, click the Close button (X) in the upper-right corner.
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