Export purchase orders

Tekla EPM
2021
Tekla EPM Tekla EPM GO

Export purchase orders

You can export the items on your purchase orders to Trimble Viewpoint, Timberline, or Sage 300 CRE accounting solutions. This way, you can avoid entering PO information in multiple software

Export the selected purchase orders to Viewpoint

You can export purchase orders to both Trimble Viewpoint Vista and Trimble Viewpoint Spectrum.
Before you export the purchase order, ensure that:
  • The company code of the vendor in the Tekla EPM Address Book matches the vendor in Trimble Viewpoint

  • The job number of the Tekla EPM purchase order matches the job number in Trimble Viewpoint

  • The Cost Code field in Tekla EPM purchase orders is mapped to the phase in Trimble Viewpoint purchase orders.

  1. Do any of the following:
    1. At the top of the Tekla EPM window, click the Purchasing button.

    2. On the Maintenance menu, select Integrations > Trimble Viewpoint. Then, click Export on the Purchase Orders tab.

  2. In the Select Requisition/Purchase Order dialog box, select the purchase orders that you want to export.

    To select multiple items, hold down Ctrl.

    To select a range of subsequent items, hold down Shift.

  3. Click the Purchasing ribbon tab.
  4. On the menu, select Export Purchase Orders > Trimble Viewpoint - Selected.
  5. Click Yes to confirm exporting the selected purchase orders.
  6. If you have selected the Prompt on export check boxes for any properties in the Trimble Viewpoint Integration dialog box, ensure that the values are correct, and click OK.
  7. In the Save As dialog box, browse to the folder where you want to save the exported purchase orders.

    By default, Tekla EPM saves the purchase orders in the Export folder.

  8. If necessary, change the file name.
  9. Click Save.

The exported purchase orders are saved as a .txt file in the folder that you selected.

You can then import the .txt file to any Trimble Viewpoint solution according to your needs.

Export purchase orders with receiving transactions to Viewpoint

You can export purchase orders to both Trimble Viewpoint Vista and Trimble Viewpoint Spectrum.
Before you export the purchase order, ensure that:
  • The company code of the vendor in the Tekla EPM Address Book matches the vendor in Trimble Viewpoint

  • The job number of the Tekla EPM purchase order matches the job number in Trimble Viewpoint

  • The Cost Code field in Tekla EPM purchase orders is mapped to the phase in Trimble Viewpoint purchase orders.

  1. Do any of the following:
    1. At the top of the Tekla EPM window, click the Purchasing button.

    2. On the Maintenance menu, select Integrations > Trimble Viewpoint. Then, click Export on the Receiving tab.

  2. In the Select Requisition/Purchase Order dialog box, select the purchase orders that you want to export.

    To select multiple items, hold down Ctrl.

    To select a range of subsequent items, hold down Shift.

  3. Click the Purchasing ribbon tab.
  4. On the menu, select Export Purchase Orders > Trimble Viewpoint - Receiving.
  5. In the Save As dialog box, browse to the folder where you want to save the exported purchase orders.

    By default, Tekla EPM saves the purchase orders in the Export folder.

  6. If necessary, change the file name.
  7. Click Save.

The exported purchase orders are saved as a .csv file in the folder that you selected.

Note:

To avoid errors, do not open an exported .csv file with Microsoft Excel. If you do so, the formatting of information changes, and the .csv file will fail to import to Trimble Viewpoint products.

Export purchase orders to Timberline or Sage 300 CRE

  1. At the top of the Tekla EPM window, click the Purchasing button.
  2. If you only want to export particular purchase orders, select them in the Select Requisition/Purchase Order dialog box.

    To select multiple items, hold down Ctrl.

    To select a range of subsequent items, hold down Shift.

  3. Click the Purchasing ribbon tab.
  4. On the menu, select Export Purchase Orders > Timberline / Sage 300 CRE.
  5. In the Export Purchase Orders to Timberline dialog box, define how you want to import the items:

    Option

    Description

    Export Received Items Only

    When selected, only items that have been received in the inventory are exported.

    When cleared, all items are exported.

    You can define the range of dates between which the exported items have been received. To do so, enter the dates in the Date Received Minimum and Maximum fields.

    Export Selected Purchase Orders Only

    When selected, only items in the purchase orders that are selected in the Select Requisition/Purchase Order dialog box are exported.

    When cleared, items in all purchase orders are exported.

    Date Received Minimum

    The earliest receiving date of the items that are exported.

    Note that this option is only available if the Export Received Items Only check box is selected.

    Maximum

    The latest receiving date of the items that are exported.

    Note that this option is only available if the Export Received Items Only check box is selected.

    Re-Export

    When selected, any purchase orders that have been previously exported are ignored in the export. This ensures that the same purchase orders are not exported multiple times.

    Date Format

    Allows you to select the date forma of the exported file.

    Job # Export Option

    Defines how the job number is shown in the exported file. You can select to:
    • Leave the job number unchanged and use the original job number.

    • Replace any digits after the first 4 digits with zeros.

    • Use both the job number and the existing sequence numbers.

    Replace Job # if Cost Code Matches

    When selected, the job number is replaced by a piece of text that you define, if the job number matches the cost code defined in the Cost Code list.

    When cleared, the job number is never replaced by any text when the job is exported.

    Cost Code

    The cost code that the job number needs to match to be replaced. The replacement text is defined in the Job # Replacement field.

    Job # Replacement

    The text with which you to replace the job number.

    Sort Lines

    Allows you to select how items are sorted in the exported file. The options are:
    • Item Details: the items are sorted by their properties. This is the default option.

    • Item # Only: the items are sorted by item number.

    Split Lines based on

    Allows you to select how items are split on different lines in the exported file. The options are:
    • Item Details Only: Items with similar properties are considered the same item, and therefore, the items are placed on the same line.

    • Item Details and Comments: Items that have different information in the Comment field are considered different items, and therefore, the items are split on different lines.

    Include Grade in Description

    When selected, the material grade is included in the material description.

    Export Filename

    The location where the exported file is saved and the name of the exported file.

    To modify the export location and the file name:
    1. Click the ... button on the right side of the Export Filename field.

    2. In the Open dialog box, browse to the folder where you want to save the file.

    3. If necessary, change the file name.

    4. Click Open.

  6. Click Export Purchase Orders.

The exported text file is saved in the folder that you selected.

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