Importing POs

Sheila has ordered several services. The managing department, Purchasing, has compiled the purchase order data into an Excel file. In order for Sheila to compare her forecast with the purchase orders, she wants to create the POs in the system, not manually, but through an import. See Creating Purchase Orders (POs) by Importing.

The import should map most items to their corresponding line items. However, there can be some instances where POs are not mapped for numerous reasons, such as an incorrect identifier, and are unassociated with the corresponding line item. In that case, Sheila must manually map the PO to the correct line item. See Mapping Imported Purchase Orders.

POs can be split to multiple marketing investments. If the split is not created in the imported file, Sheila needs to manually create the split for the unmapped PO after importing. See PO Splitting: One Unmapped Purchase Order to Multiple Investments .

Sheila found out that a PO was assigned to the wrong line item during import. To correct this, she first needs to un-map the PO. Then Sheila can correct the mapping manually. See Un-Mapping Purchase Orders (PO).