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.

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