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:
- The Media Purchase Orders tab within the General tab on the plan, or
- The Media Purchase Orders tab directly on the schedule.
Once in the Media Purchase Orders page:
- Select the options menu (
) and choose Create PO. - (Optional) Apply booking filters to limit the bookings displayed. If no filters are applied, all eligible bookings will appear when Get Lines is selected.
- Select Get Lines to populate the available bookings.
- Tick the checkbox next to the booking(s) requiring a Media Order.
- 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.