Mapping Purchase Orders (POs) and Actuals to their corresponding Activity is crucial for alignment and reporting. When a PO or Actual has been mapped incorrectly, it will need to be un-mapped before it can be re-mapped correctly. Un-mapping and re-mapping a PO or Actual can be done manually.
- On the Activity tab, locate the Activity with the PO or Actual that needs un-mapping and right click
- Select 'go to PO' or 'go to Actual'
- Select the PO or Actual that needs un-mapping and scroll to the far right
- Click the un-map icon
Once un-mapped, the record will move to the un-mapped 'bucket' or Map column on the Home tab.
Now you can locate, view and re-map the record from the Map column.