How to Link and De-link estimates from PO’s?

Created by Ria Gomes, Modified on Fri, 1 Jul, 2022 at 8:34 PM by Pankaj Amesar

This will help you in understanding steps to Link and De-link estimates from PO’s

Note: Linking and Delinking of estimate can be done if the PO is in New or Rejected state

Step 1: Open Marketing Purchase Order app
Step 2: Go to ATL POs
Step 3: Click on Action Button

Step 4: Click on Delink Estimate option

Step 5: User will receive a success notification after delinking of the estimate

Step 6: User can link the estimates by clicking on Link estimate option available in actions

Step 7: Select one estimate and click on “Link”

Step 8: Review the PO details and click on 'Save PO' button to update the new estimate details to the existing PO