Working with Purchase Orders

Purchase Orders

To access purchase orders:

1. Log into Splash.
2. Click Scheduling and then the Campaigns tile.



This presents a filter search window.

3. Enter the search terms needed to locate the campaign for which you want purchase orders, and then click Search.
4. Click the needed result.

This opens the campaign record on the Basic Info tab.

5. Click the Purchase Orders tab on the left.



This refreshes the screen to show the list of purchase orders.

To add a purchase order:

1. In the Purchase Orders page of the Campaign record, click the icon.

This presents the Add Purchase Order page.



The Purchase Order # field is already populated with a suggested number based on the Campaign number. You can change this number if you want.

2. Enter the following mandatory information:
• Vendor – Select a vendor from the list of existing vendors.
• Design Name – Select a design from the list of available designs. The Face Size field is automatically filled with the selected design information.
• Quantity/Unit Cost/Amount – The Quantity of units is auto-calculated if the Amount and Unit Cost are set. The Unit Cost is auto-calculated if the Amount and Quantity are set. The Amount is auto-calculated, therefore it is greyed out.
• Date – Set the creation date of the Purchase Order.
3. If applicable, enter the following optional information:
• Description – Free-form note field that can be used to comment on the Purchase Order. The contents of this field cannot be used for searches.
• Tax Code – If available, select a tax schedule from the list of available tax codes in your system.
• Expected Delivery – Enter the expected date of delivery.
4. Click Save Changes.

To generate a purchase order report by Campaign:

1. In the Purchase Orders page of the Campaign record, check the box next to the purchase orders for which you want to get a report.



2. Click the icon, then select Copy Purchase Order.



The Purchase Order report is displayed.



You can print the report or download it.

The following table describes the field mappings in the report:

Field	Mapping Description
Logo	Uses the logo uploaded at the Company level, in the System Administration Connector.
Date	Date set in the Date field of the Add Purchase Order window (see Add a Purchase Order). This corresponds to the date that you will emit the Purchase Order to the Vendor.
Campaign Advertiser Name	Name of the Advertiser set for your Campaign (see Creating Campaigns from Scratch).
Campaign Name	Name of the Campaign as set upon creation (see Creating Campaigns from Scratch).
Contract Number	Contract Number set for the Campaign (see Creating Campaigns from Scratch).
Contact	Back Office Owner name as set in the Account Executive tab of the Campaign. By default, the Back Office Owner cannot be empty and is set to the creator of the Campaign.
Email	Back Office Owner email address.
Phone	Back Office Owner Work Phone Number.
Order No	Uses the Contract Number and a number sequence for each Purchase Order set in the Campaign, The field is editable.
Vendor	The business that will fulfill the poster printing order.
Contact	The Contact of type ‘Creative’ created and/or linked to the Vendor.
Table details mapping	Taken exactly as is set in the Purchase Order form
Totals table	Sum of the line items amounts + taxes (if applicable) = Amount to be paid to Vendor.

To generate a custom purchase order:

1. Log into Splash.
2. Click Reports and then select the Purchase Order report.



This presents the reporting tool window. It allows you to create custom reports by using the filters and options available.

3. Select a filter to use to create the report.

You can create a report based on one or more of the following:

• Contract Number
• Expected Delivery Date
• Face Size
• Purchase Order
• Vendor
4. Click View to generate the report.

The Purchase Order report is displayed.



You can print the report or download it.

The following table describes the field mappings in the report:

Field	Mapping Description
Logo	Uses the logo uploaded at the Company level, in the System Administration Connector.
Date	Date set in the Date field of the Add Purchase Order window (see Add a Purchase Order). This corresponds to the date that you will emit the Purchase Order to the Vendor.
Campaign Advertiser Name	Name of the Advertiser set for your Campaign (see Creating Campaigns from Scratch).
Campaign Name	Name of the Campaign as set upon creation (see Creating Campaigns from Scratch).
Contract Number	Contract Number set for the Campaign (see Creating Campaigns from Scratch).
Contact	Back Office Owner name as set in the Account Executive tab of the Campaign. By default, the Back Office Owner cannot be empty and is set to the creator of the Campaign.
Email	Back Office Owner email address.
Phone	Back Office Owner Work Phone Number.
Order No	Uses the Contract Number and a number sequence for each Purchase Order set in the Campaign, The field is editable.
Vendor	The business that will fulfill the poster printing order.
Contact	The Contact of type ‘Creative’ created and/or linked to the Vendor.
Table details mapping	Taken exactly as is set in the Purchase Order form
Totals table	Sum of the line items amounts + taxes (if applicable) = Amount to be paid to Vendor.