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.