As a media buyer, I need to have a purchase order on my bookings.
Purchase orders can be added from Schedule Plus and Booking Search.
Schedule Plus
A PO can be entered on the Schedule Detail Outline or at Cell Level
Schedule Detail Outline
The purchase order can be entered on Schedule Detail outline all bookings that are in a future state will pick up the PO defined here.
- spots that are invoiced &/or in rec or
- cells that have a PO override
will not pick up the new PO applied on the schedule detail outline.
Cell Level
A purchase order can be added as an override on a cell that isn't invoiced or in rec.
This can be done directly on the cell or by using the bulk override option on the modify tab.
NB: Spots that are invoiced &/or in rec can't be overridden from schedule plus.
Booking Search
In Booking Search, you can add/change PO's for a specific cell or multiple cells using the bulk PO override option.
Note that for cells that are invoiced/recced only users with relevant rights can adjust these cells.
INVADJ (for spots invoiced only)
CREREC(for spots in rec and invoiced)
INVADJ (for spots invoiced only)
CREREC(for spots in rec and invoiced)
Cell Level
- Click on the line to open the cell detail
- Add the PO, an option to apply an adjustment reason will also pop up if the cell is already included in the billing / payment financial processes.
- click Apply
This will not generate a credit but it will generate an adjustment to be invoiced for cells that are already invoiced, see above for rights required for an adjustment.
Bulk override
- Select the cells to modify - note that you can only bulk override the same status of cells, e.g. all cells in a FUTURE status.
- Select the Modify Menu / Override Purchase Order
- Add/modify PO and
- Select the cells to modify - note that you can only bulk override the same status of cells, e.g. all cells in a FUTURE status.
- Select the Modify Menu / Override Purchase Order
- Add/modify PO and
- click OK
The bulk override will generate credits and debits on new cells, where the cells have been invoiced.
The bulk override will generate credits and debits on new cells, where the cells have been invoiced.
If the cell is in rec, it will generate an adjustment row available to be invoiced, see the second screenshot.
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