Manage purchase orders with Trimble Viewpoint

Tekla EPM
2021
Tekla EPM Tekla EPM GO

Manage purchase orders with Trimble Viewpoint

Use the Trimble Viewpoint integration to manage your Tekla EPM purchase orders more efficiently. You can export your purchase orders or job costing transactions to Trimble Viewpoint, or audit the inventory information between Tekla EPM and Trimble Viewpoint.

Set up the Trimble Viewpoint integration

  1. In the Maintenance menu, select Integrations > Trimble Viewpoint.
  2. On the Global Settings tab of the Trimble Viewpoint Integration dialog box, adjust the following settings:

    Setting

    Description

    Viewpoint Software

    Select if you are using Trimble Viewpoint Spectrum or Trimble Viewpoint Vista.

    Workflow

    Select if you want to perform job costing when items are consumed, or when items are purchased or reserved.

    Company Code

    Type the company code that you use in Trimble Viewpoint.

    If you want to ensure that the company code is correct each time you export purchase orders, select the Prompt on export check box below the Company Code field.

    Cost Center

    Type the cost center that you use in Trimble Viewpoint.

    If you want to ensure that the cost center is correct each time you export purchase orders, select the Prompt on export check box below the Cost Center field.

  3. To save the settings on the Global Settings tab, click Save Settings.
  4. On the Receiving tab, to ensure that you only export the newest transactions for receiving, click Set and enter the number of the last exported transaction.

    Only the transactions after the last exported transaction will be exported.

  5. On the Job Costing tab, do the following:
    1. To ensure that you only export the newest transactions for job costing, click Set and enter the number of the last exported transaction.

      Only the transactions after the last exported transaction will be exported.

    2. Type the batch code, the GL debit account number, and the GL credit account number.

      If you want to ensure that the batch code, GL debit account number, or GL credit account number is correct each time you export purchase orders, select the Prompt on export check box below the related fields.

    3. To update the job costing settings, click Save Settings.
  6. If you want to create customized reports to use with the Trimble Viewpoint integration, do any of the following:

    To create a customized report for

    Do this

    A purchase order

    1. On the Purchase Orders tab, click Design.

    2. In the Select Purchase Order dialog box, double-click the purchase order.

    3. If you have selected the Prompt on export check boxes for any properties, ensure that the values are correct, and click OK.

    4. To confirm copying the report to your custom report directory, click Yes.

    5. Use the Stimulsoft Report Designer to customize the report.

      For instructions, see the Stimulsoft Reports user guide.

    Receiving

    1. On the Receiving tab, click Design.

    2. If you have selected the Prompt on export check boxes for any properties, ensure that the values are correct, and click OK.

    3. To confirm copying the report to your custom report directory, click Yes.

    4. Use the Stimulsoft Report Designer to customize the report.

      For instructions, see the Stimulsoft Reports user guide.

    Job costing

    1. On the Job Costing tab, click Design.

    2. If you have selected the Prompt on export check boxes for any properties, ensure that the values are correct, and click OK.

    3. To confirm copying the report to your custom report directory, click Yes.

    4. Use the Stimulsoft Report Designer to customize the report.

      For instructions, see the Stimulsoft Reports user guide.

    Inventory summary

    1. On the Inventory Summary tab, click Design.

    2. Select the inventory date and time in the available calendar and lists and click OK, or click Use Current Inventory to use the current inventory values.

    3. To confirm copying the report to your custom report directory, click Yes.

    4. Use the Stimulsoft Report Designer to customize the report.

      For instructions, see the Stimulsoft Reports user guide.

    Saving the customized report in Stimulsoft Report Designer updates the changes to Tekla EPM.

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

You can now start working with the Trimble Viewpoint.

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

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 job costing transactions

  1. On the Maintenance menu, select Integrations > Trimble Viewpoint.
  2. On the Job Costing tab, click Export.
  3. 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.
  4. In the Save As dialog box, browse to the folder where you want to save the file with exported job costing transactions.

    By default, Tekla EPM saves the file in the Export folder.

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

The exported job costing transactions 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.

View the inventory summary report

To audit the inventory information between Tekla EPM and Trimble Viewpoint:

  1. On the Maintenance menu, select Integrations > Trimble Viewpoint.
  2. On the Inventory Summary tab, click View.
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