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 to a schedule listed on the plan:

• Select the options menu () on the schedule line

• Choose Edit Schedule

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

To link a PO to a single schedule lines:

• Navigate to the Schedule's line

• Double click the Customer PO field on the line

• Select the relevant Customer PO number in the field's look-up
• Select the plan line's Save icon ( ) 

To link a PO to multiple schedule lines:

• Navigate to the Schedule 

• Select the checkbox next to the relevant plan lines (selecting the top checkbox allows a user to select all lines once a filter is applied)

• Select the schedule's options menu ( )

• 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.