Budgets and Purchase Orders
This chapter explains how Customer Purchase Orders (POs) are created, managed, and linked to schedules and plan lines within MEplan.
Creating Customer Purchase Orders
To create or manage Customer Purchase Orders: Navigate to the Budgets tab on the plan S...
Attaching Customer PO Documents
Customer PO documents can be attached directly to the PO record. To attach a document: Sele...
Linking Customer POs to Schedules and Plan Lines
Linking a Customer PO allows MEplan to track budget usage and remaining balances. To link a PO t...
Viewing PO Values and Budget Breakdown
Customer Purchase Orders can be viewed in multiple locations: The Totals tab on the campaign...