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Associating Purchase Orders with Marketing Tactics and Budget Requests

Purchase orders (POs) are approved purchase requests for marketing expenses. You can track committed spending by associating purchase orders with tactics and budget requests.

NOTE:  Your company might approve and generate POs in a separate procurement application.

There are two types of purchase orders:

• Blanket PO. This type of purchase order is used for a recurring expense.
• One-time PO. This type of purchase order is used for a single instance of an expense.

This task is a step in Process of Creating Marketing Plans and Budget Requests.

Associating Purchase Orders with Marketing Tactics

The following procedure shows how to associate purchase orders with marketing tactics.

To associate purchase orders with marketing tactics

1. Navigate to the Marketing Plans screen.
2. In the link bar, click Purchase Orders.
3. In the Purchase Orders list, create a new purchase order, complete the fields, and save the record.

   In the type field, you must specify either Marketing Purchase Order or Blanket Purchase Order. You can also select an existing purchase order.

4. Click the Tactics tab, then click the name of the program, event plan, or campaign.
5. Click the Plan view tab, then select the Purchase Orders link.
6. Click New. In the dialog box, select the purchase order that you created in Step 1 to Step 3.

Associating Purchase Orders with Budget Requests

The following procedure shows how to associate purchase orders with budget requests.

To associate purchase orders with budget requests

1. Navigate to the Marketing Plans screen.
2. In the link bar, click Purchase Orders.
3. In the Purchase Orders list, select an existing purchase order, or create a new purchase order.

   If you are creating a new purchase order record, then you specify either Marketing Purchase Order or Blanket Purchase Order in the Type field.

4. In the Purchase Orders list, click the Purchase Order # link.
5. From the Purchase Order form, click the Budget Requests view tab, and then click Add to select an existing Budget Request.

   NOTE:  The same tactic must be associated with the Budget Request and Purchase Order before you can see it in this dialog. This ensures that the budget request and purchase order are indeed related, since they are intended to pay for the same tactic.