Replacing Purchase Order Values

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Purchase Orders (POs) show your committed spend for the period. Importing POs into Allocadia allows you to link your original bottoms up plan to your current spend and track how you measure up to your top-down allocation to ensure visibility into your marketing spend data. Replacing PO values allow you to keep up to date with your most current costs and update your numbers whenever needed.

  1. On the Budget Tab, click the Rollup Panel icon in line with the desired Marketing Activity
  2. On the Details Panel, click the PO Panel icon
  3. On the PO Panel, click the Edit Purchase Order button
  4. On the Edit Purchase Order page, change the value(s) of the PO(s) as desired
    Note: You cannot bulk edit PO values, you can only edit PO values one at a time.
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