Editing Purchase Order (PO)

Sheila found out that a PO created in the system has an incorrect amount entered. In addition, the amount must be split with another line item. To do this, Sheila edits the PO.

Note

The previous section is an illustrative example of a case where a Marketing Ops needs to edit a PO. You can also use the description below if you need to make one or more, or all, of the following changes:

  • Change data such as PO Amount, PO Number, PO Vendor, etc.

  • Customize PO Split: add or delete split or adopt percentages

  • Adjust Amortization: Split the PO Amount in a different time period or in different installments.

  1. On the Investments tab, click the Rollup panel icon in line with the desired marketing investment.

  2. On the Details panel, click the PO panel icon.

  3. On the PO panel, select the PO to be edited and click the Edit Purchase Order button.

    4. Note: If the Edit Purchase Order button is greyed out, you do not have the correct permission to edit POs. If you require updated permissions to edit POs contact your System Administrator.

  4. On the PO Details page, decide whether you edit a split PO (for more information see Splitting: One Purchase Order, Several Line Items). If yes:

    1. Click Manage Split.

      2. The dialog Manage Split for PO is displayed. The list shows the source investment plan, source category and source line item for every split.

    2. If you want to add a split:

      1. Click Add Location.

        2. Another table row is displayed.

      2. For the added row, select investment plan, category and line item in the respective columns.

      3. Repeat steps i to ii for every split you need for this PO.

      4. Enter percentage for each split, but ensure your split percentages total exactly to 100%.

    3. If you want to delete a split:

      1. Click the red x inline with the split you want to remove.

        2. The table row is deleted .

      2. Repeat step i for every split you want to delete.

      3. Adopt percentage for each remaining split, but ensure your split percentages total exactly to 100%.

    4. Click Done.

  5. If necessary, adopt PO Number.

  6. If necessary, adopt PO Amount.

  7. If necessary, adopt amortization of the PO (for more information see Amortizing: One Purchase Order, Several Months):

    • If no amortization is needed, select Single Date, and enter the accrual date in PO Start Date. Proceed with step 8.

    • If amortization is needed, select Date Range, and enter the first accrual date in PO Start Date and the last accrual date in PO End Date

      1. Click Manage Amortization.

        2. The Manage Amortization for PO dialog is displayed.

      2. In case you amortize a split PO: select PO split in Manage for dropdown.

        3. The PO amount for the split is displayed next to Amount Remaining.

      3. Select:

        • In case the remaining amount is amortized equally during the amortization period: Click Amortize Equally.

        • In case you need to amortize unequally: Enter the respective monthly amounts in the fields under Amount Remaining.

      4. In case you amortize a split PO: repeat steps b and c for every split.

      5. If your amortization period extends into the new fiscal year, enter the rollover amount in the appropriate field. This amount will be transferred accordingly when creating the new fiscal year.

      6. Click Save.

  8. If applicable, adopt other data like PO Vendor or PO Description.

  9. Click Save.

    10. The PO panel is displayed.

  10. Click X in the upper right corner.

The PO panel is closed. You have manually edited a PO.