Spectra MD: How to enter Purchase Orders In Schedule Plus and Booking Search?

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.

 

A PO can be entered on the Schedule Detail Outline or at Cell Level

 

 

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.

 

 

 

 

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.

 

 

 

 

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)

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

- click OK

The bulk override will generate credits and debits on new cells, where the cells have been invoiced.

 

 

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