Map imported purchase orders (POs)

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.

Map purchase orders to line items

Map POs to line items

In the Budgets section, select map (x) in the POs column in line with your desired investment plan.
The number x in brackets of map (x) indicates how many POs need to be mapped.
In the Import to map dropdown in the top left corner of the screen, select the import you want to map.
Map the PO by choosing the appropriate values in the Investment Plan, Category, and Line item columns to which the unmapped PO belongs. If you need to map a split PO:
1. Click View Split in the Split column.
2. In the Manage Split For PO dialog, choose the appropriate values in the Investment Plan, Category, and Line item columns for each split.
3. Click Done.
If there are no category groupings or line items in the investment plan, those fields will remain blank, and the PO will be mapped at the investment plan level.
Click the Map button.
Repeat steps 2 to 4 for every record that needs to be mapped.

You have mapped the POs to line items.

Map purchase orders in bulk

You can use Bulk Map to map multiple POs to a single line item.

Map POs to a line item in bulk

In the Budgets section, select map (x) in the POs column in line with your desired investment plan.
The number x in brackets of map (x) indicates how many POs need to be mapped.
On the Map Screen, select all rows that should be mapped in bulk by holding Ctrl/Command and single clicking the individual POs.
Click Bulk Map (x).
The number x in brackets indicates how many POs will be mapped to a single investment.
In the Bulk Map menu select the Investment Plan, Category, and Line item the POs are associated with.
Click Map at the bottom of the menu.

All selected POs are mapped to the selected line item.

26 May 2026