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Creating Customer Purchase Orders

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 blue 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

Attaching Customer PO Documents

Customer PO documents can be attached directly to the PO record.

To attach a document:

  • Select the grey options (•••) menu on the PO line

  • Choose Attach Document

  • Upload the Customer PO file and select Proceed

The document will appear in the Documents tab and will be hyperlinked on the PO line item.

Linking Customer POs to Schedules and Plan Lines

Linking a Customer PO allows MEPlan to track budget usage and remaining balances.

  • Select the grey options (•••) menu on the schedule line

  • Choose Edit Schedule

  • Select the appropriate PO from the Customer PO drop-down

  • Navigate to Schedule View

  • Select the checkbox next to the relevant plan lines (selecting the top checkbox selects all lines)

  • Select Update Selected

In the Bulk Update window:

  • Select the appropriate PO number

  • Select Update All to save

Once linked, the PO number will appear on the schedule line items and a budget breakdown will be visible on the Budgets tab.

Viewing PO Values and Budget Breakdown

Customer Purchase Orders can be viewed in multiple locations:

  • The Totals tab on the campaign

  • The Master Data tab under Customer Orders

  • The Customer Card under Customer Orders

Customer Order numbers are hyperlinked. Selecting a Customer Order opens a breakdown of all plan lines linked to that PO across multiple campaigns.

Customer PO breakdowns can also be exported to Excel for reporting and reconciliation purposes.

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