View, print, or export purchase orders and purchase order reports

Tekla EPM
2021
Tekla EPM Tekla EPM GO

View, print, or export purchase orders and purchase order reports

Use the Reports command to view, print, or the export purchase order, or to create reports based on the current purchase order. For example, you can create a list of the items on the purchase order or a material receiving checklist. You can then view or print the reports, or export the reports to save them in another file format.

To create purchase order reports, do the following:

  1. In the PO # dialog box, click the Purchase Order ribbon tab.
  2. On the menu, select Reports.
  3. In the Report Selection dialog box, select the report that you want to view, print, or export.

    To customize the reports that are displayed in the Report Selection dialog box, click the Edit Report Types.

  4. If you want to include the company logo and vendor code in the report, select the Show Company Logo and Show Vendor Code check boxes.

    When the check boxes are cleared, the information is not included in the report.

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

View the report

In the Report Selection dialog box, click View.

The report opens in Tekla EPM Report Viewer.

You can use the Email Excel and Email PDF buttons at the top of the Tekla EPM Report Viewer window to email the report via Microsoft Outlook.

Print the report

  1. In the Report Selection dialog box, change the number of the printed copies by clicking the + and - buttons.
  2. Click Print.
  3. To confirm printing the selected report, click Yes in the confirmation dialog box.
  4. In the Select Printer dialog box, click a printer to select it.
  5. Click OK.

Export the report

  1. In the Report Selection dialog box, click Export.
  2. In the Export Format list, select an export format.
  3. Click Browse.
  4. Modify the file name according to your needs.
  5. Browse to the location where you want to save the exported file, and click Save.
  6. To attach the exported file to a Microsoft Outlook email and send it to a recipient, select the Attach to Email check box.
  7. To open the file after exporting it, select the Open Exported Document check box.
  8. In the Report Selection dialog box, click Export.
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