Mapping Imported Purchase Orders
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.
Mapping POs
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On the Budget tab, select map (x) in the POs column in line with your desired investment plan.
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In the Import to map dropdown in the top left corner of the screen, select the import you want to map.
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Map the PO by choosing the appropriate values in the Investment Plan, Category, and Line item columns to which the unmapped PO belongs.
In case you need to map a split PO:-
Click View Split in the Split column.
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In the Manage Split For PO dialog, choose the appropriate values in the Investment Plan, Category, and Line item columns for each split.
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Click Done.
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Click the Map button.
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Repeat steps 2 to 4 for every record that needs to be mapped.
Note: The number x in brackets of map (x) indicates how many POs need to be mapped.
Note: If there are no category groupings or line items in the investment plan, those fields will remain blank, and the PO will be mapped at the investment plan level.
You have mapped the POs.
Bulk Mapping Purchase Orders
Multiple POs can be mapped to a single line item by bulk mapping.
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On the Budget tab, select map (x) in the POs column in line with your desired investment plan.
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On the Map Screen, select all rows that should be mapped in bulk by holding Ctrl/Command and single clicking the individual POs.
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Click Bulk Map (x).
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In the Bulk Map menu select the Investment Plan, Category, and Line item the POs are associated with.
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Click Map at the bottom of the menu.
Note: The number x in brackets of map (x) indicates how many POs need to be mapped.
Note: The number x in brackets indicates how many POs will be mapped to a single investment.
All selected POs are mapped to the selected line item.