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:

1. Select the options menu () on the schedule line

2. Choose Edit Schedule

3. Select the appropriate PO from the Customer PO drop-down

To link a PO to a single schedule lines:

1. Navigate to the Schedule's line

2. Double click the Customer PO field on the line

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

To link a PO to multiple schedule lines:

1. Navigate to the Schedule 

2. 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)

3. Select the schedule's options menu ( )

4. Select Update Selected

In the Bulk Update window:

1. Select the appropriate PO number

2. 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.