1. In the upper-left corner of the PO # dialog, ensure that you are in the receive mode.

   If not, click the Switch to Receive Mode button to activate the receive mode.

2. Select the items that you want to receive.
3. At the bottom of the dialog, click Receive.

   The Receive dialog opens.

   

4. Define the properties of the received items.
   Note: The fields available in the Receive dialog depend on the settings on the Receiving tab in Maintenance > Purchase Orders > Company Standards.

   Option	Description
   Date	The date when the items were received. Tekla PowerFab automatically uses the current date. To change the date, do one of the following: Type the date in the Date field. The acceptable formats are YYYY/MM/DD, YY/MM/DD, MM/DD/YYYY, and MM/DD/YY. Click the arrow on the right side of the Date field and select a date in the calendar.
   Quantity	The quantity of the pieces that are received. If multiple items are received at once, the Quantity field is unavailable and all pieces of the items are received at once. Type the quantity of the pieces in the Quantity field.
   Substitute Grade	When selected, you can select a substitute grade for the purchase order item. When cleared, Tekla PowerFab always uses the original grade of the item instead of a substitute grade. If necessary, select the Substitute Grade checkbox, and click the arrow on the right side of the related field to select the substitute grade.
   Inventory Location	The inventory location of the material items. Click the arrow on the right side of the Location field and select a location in the list, or type a new location in the Location field.
   Secondary Loc	The secondary inventory location of the material items. Click the arrow on the right side of the Secondary Loc field and select a location in the list, or type a new secondary location in the Secondary Loc field. For example, you can use secondary locations to represent different inventory sites.
   Bill of Lading #	The bill of lading number or the shipment number that the material items were received on. Type the number in the B/L # field.
   Heat Number	The heat number of the material items. Type the heat number in the Heat # field. Note that you need to type a heat number for a material item before attaching documents to it in Document Index.
   Heat SN	Ensures that heat numbers are not duplicated. However, duplications are extremely rare, so using the Heat SN field is optional.
   Mill of Origin	When selected, you can select mill locations for materials, both when receiving from a purchase order and when adding to or editing inventory. To select a supplier as a mill, you need to define this in the Address Book. See Address book and Modify company or contact properties.
   Country of Origin	The country of origin of the material items. You can modify the available countries in Maintenance > Inventory > Countries of Origin. See Define the countries of origin.
   Receiving Notes	Additional comments to communicate anything relevant related to receiving purchase order items to the rest of the team.
   Finalize on Receive	When selected, the received material items are finalized when you receive them. This means that you cannot make further changes to the items. When selected, you can receive an item either to Inventory or Inventory History. If material items are received but not finalized, the item quantity changes to zero to update the inventory records. Note: You cannot finalize subcontract items once they have been received, because they are not added to inventory.

5. To attach heat documents to the items, see Attach heat documents when receiving items below.
6. To receive the items, click Receive.

You can attach heat documents to the items in the Receive dialog.

1. On the right side of the Heat Number dialog, click Add Doc.
2. Do either of the following:
   • In the Document Index - Add Document Reference dialog, click Add File.
   • Drag and drop the heat document to the Document Index - Add Document Reference dialog.

     If you drag and drop the heat document to the Document Index - Add Document Reference dialog, skip steps 3 and 4.

3. In the Open dialog, browse to find the document that you want to add, and select the document.
4. Click Open.
   If you want to add more documents with the same settings, click Add Additional File and browse for and select the additional files. Then click Open.
5. In the Add File dialog, select the company and contact that provided you with the document in the File Source lists.
6. According to your needs, do one of the following:
   • To compress multiple documents into one archive, select the Compress Files into a Single Archive option.
   • To leave the documents you added uncompressed, select the Leave Files Uncompressed option.
7. According to your needs, do one of the following:
   • To move the original document to the selected folder, select the Move File option.
   • To copy the document to the selected folder but leave the original untouched, select the Copy File (Leave Original) option.
8. Type a description for the documents you added.
9. Click Add File.
10. Type a description for the entire document reference.

    This description applies to all documents, emails, and email attachments that you add.

11. Click Add Document Reference.
12. To close the Document Index - Add Document Reference dialog, click the Close button (X) in the upper-right corner.

1. In the upper-left corner of the PO # dialog, ensure that you are in the receive mode.

   If not, click the Switch to Receive Mode button to activate the receive mode.

2. At the bottom of the dialog, click Receive Displayed.
3. In the Receive dialog, define the properties of the received items.
   Note: The fields available and their order depend on the settings that you have defined inMaintenance > Purchase Orders > Company Standards.

   Option	Description
   Date	The date when the items were received. Tekla PowerFab automatically uses the current date. To change the date, do one of the following: Type the date in the Date field. The acceptable formats are YYYY/MM/DD, YY/MM/DD, MM/DD/YYYY, and MM/DD/YY. Click the arrow on the right side of the Date field and select a date in the calendar.
   Quantity	The quantity of the pieces that are received. If multiple items are received at once, the Quantity field is unavailable and all pieces of the items are received at once. Type the quantity of the pieces in the Quantity field.
   Substitute Grade	When selected, you can select a substitute grade for the purchase order item. When cleared, Tekla PowerFab always uses the original grade of the item instead of a substitute grade. If necessary, select the Substitute Grade checkbox, and click the arrow on the right side of the related field to select the substitute grade.
   Inventory Location	The inventory location of the material items. Click the arrow on the right side of the Location field and select a location in the list, or type a new location in the Location field.
   Secondary Loc	The secondary inventory location of the material items. Click the arrow on the right side of the Secondary Loc field and select a location in the list, or type a new secondary location in the Secondary Loc field. For example, you can use secondary locations to represent different inventory sites.
   Bill of Lading #	The bill of lading number or the shipment number that the material items were received on.
   Heat Number	The heat number of the material items. Type the heat number in the Heat # field. Note that you need to type a heat number for a material item before attaching documents to it in Document Index.
   Heat SN	A property that ensures that heat numbers are not duplicated. However, duplications are extremely rare, so using the Heat SN field is optional. If necessary, type a value in the Heat SN field.
   Country of Origin	The country of origin of the material items. You can modify the available countries in Maintenance > Inventory > Countries of Origin. See Define the countries of origin.
   Finalize on Receive	When selected, the received material items are finalized when you receive them. This means that you cannot make further changes to the items. When selected, you can receive an item either to Inventory or Inventory History. If material items are received but not finalized, the item quantity changes to zero to update the inventory records. Note: You cannot finalize subcontract items once they have been received, because they are not added to inventory.

4. Click Receive.