Creating Customer Purchase Orders

To create or manage Customer Purchase Orders: 

 

 

 Navigate to the Budgets tab on the plan 

 

 

 Select Customer POs 

 

 

 If a Customer PO already exists in MEvision, the PO number will be available for selection in the Code drop-down menu. 

 To create a new Customer PO: 

 

 

 Select the options menu ( ) 

 

 

 Choose Create PO 

 

 

 Enter the PO number and the budget value for the plan 

 

 

 Select Save ( ) 

 

 

 Customer POs can be created at a Medium Type level or without a medium specified: 

 

 

 Medium-specific POs apply only to schedules or plan lines using the same Medium Type 

 

 

 POs without a specified Medium Type can be used across all schedules and plan lines