Import a pricing list

Tekla PowerFab
2022
Tekla PowerFab Tekla PowerFab GO

Import a pricing list

You can import a pricing list that has been revised by a supplier or that has user-modified pricing. Pricing lists can be imported either from Microsoft Excel or from an XML file. During the import, Tekla EPM overwrites the current pricing of the material items in the imported file. The pricing of material items that are not included in the file does not change.

We recommend that you start by exporting the pricing list from Tekla EPM, modifying it, and importing it back to Tekla EPM. By doing so, you can ensure that the format and header information will match the headers in Tekla EPM when you import the modified pricing list back to Tekla EPM.

Note that the format of the pricing list that you import needs to match the pricing format in the pricing list or in the pricing Pricing Maintenance dialog box.

Import a pricing list from Microsoft Excel

  1. Click the Maintenance ribbon tab.
  2. On the menu, select Pricing Maintenance.
  3. In the Select Supplier dialog box, click the Pricing ribbon tab.
  4. On the menu, go to Import Pricing > Import Pricing From Excel File.
  5. In the Open dialog box, browse to find the Microsoft Excel worksheet that contains the pricing list.
  6. Select the file and click Open.

    Tekla EPM reads the Microsoft Excel worksheet. Once the reading is finished, the Verify Excel Import Data dialog box opens.

  7. Review the items being imported, and click OK.

    The Import Field Map dialog box opens.

    In the Import Field Map dialog box, the headings of the Microsoft Excel worksheet need to be mapped to the standard Tekla EPM fields.

  8. If the values of an item in the Import Field and Tekla EPM Field columns are different, do the following:
    1. Select the unmatched Import Field value.
    2. On the right side of the dialog box, select a suitable field in the Tekla EPM Field list.
    3. Click Set Field Mapping.

    Repeat steps a to c for all import fields that are not matched.

  9. Click OK to continue.
  10. In the Select Supplier dialog box, select the supplier warehouse for which the new pricing list is imported.
  11. Click Import.

    The Import dialog box opens, and Tekla EPM continues importing the information from the Microsoft Excel worksheet.

    When the import is finished, the Import dialog box states that the import is completed. A copy of the import log is automatically saved in the log file location determined in the Default Directories dialog box.

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

Import from an XML file

  1. Click the Maintenance ribbon tab.
  2. On the menu, select Pricing Maintenance.
  3. In the Select Supplier dialog box, click the Pricing ribbon tab.
  4. On the menu, go to Import Pricing > From XML File.
  5. In the Open dialog box, browse to find the XML file that contains the pricing list.
  6. Select the XML file and click Open.
  7. In the Select Supplier dialog box, select the supplier warehouse for which the new pricing list is imported.
  8. Click Import.

    Tekla EPM imports the items from the XML file. The import process may take some time.

    When the import is finished, the Import dialog box states that the import is completed. A copy of the import log is automatically saved in the log file location determined in the Default Directories dialog box.

  9. To close the Import dialog box, click the Close button (X) in the upper-right corner.
这些内容是否有用?
上一步
下一步