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Creating New Media Orders

Important: If a Media Customer Order is required for a client, the Customer Purchase Order (PO) must be created and linked to the booking before a supplier Media Booking Purchase Order can be generated.

Once bookings have been scheduled, Media Orders can be created as follows:

  1. Navigate to either:

    • The Media Purchase Orders tab within the General tab,tab on the plan, or

    • The Media Purchase Orders tab directly on the schedule.

  2. Once

  3. in the Media Purchase Orders page:

    Select the blue options (⋯) menu and choose Create PO.

    1. (Optional) Apply booking filters to limit the bookings displayed.

      • If no filters are applied, all eligible bookings will appear when Get Lines is selected.

    2. Select Get Lines to populate the available bookings.

    3. Tick the checkbox next to the booking(s) requiring a Media Order.

    4. Select Create Media PO.

    A Media Order line will be generated. Select the Order Number to open the Media Order.

    Within the Media Order:

    • Select the blue options (⋯) menu and choose Preview Purchase Order.

    • The document can be downloaded in Excel or PDF format.