Import purchase orders (POs)

When you order services, your purchasing department might compile the purchase order data into an external file, such as an Excel spreadsheet. To easily compare your forecast with these purchase orders, you can import the file directly into the system rather than entering the POs manually. See Create purchase orders (POs) by importing.

The import process will automatically map most POs to their corresponding line items. However, some POs might remain unmapped due to missing or incorrect identifiers. When this happens, you must manually map the unassociated PO to the correct line item. See Map imported purchase orders (POs).

Purchase orders can also be split across multiple investments. If the imported file does not include these split details, you will need to manually create the split for the unmapped PO after importing. See Split a purchase order (PO).

If you discover that a PO was assigned to the wrong line item during the import, you can easily correct it. In this case, unmap the PO first, and then manually map it to the correct line item. See Unmap purchase orders (POs).