How to import monthly Schedules?

Created by Ria Gomes, Modified on Fri, 1 Jul, 2022 at 8:35 PM by Pankaj Amesar

This will help you in understanding steps to import monthly schedules

Step 1: Open Media Estimates, Schedules, and Bills app
Step 2: Go to “Schedule“ in the left menu and select Import option

Step 3: Select the medium and Purchase Order, check the details and then click on “Save & Continue”

Step 4: Browse the Schedule file from the local machine created by the user, then click on “Save & Continue”

Step 5: Check for the new correlation and update them using select option, if all the values are already correlated then click on “Save & Continue”

Step 7: Browse the supporting documents and select the document types against them, then click on “Save & Continue”

Step 8: Review the details of the Schedule and then click on “Save”

Step 9: Check the import status of the Schedule, once the schedule gets imported then user gets the successful message and the user gets a notification in email.

Step 10: To view the schedule user needs to click on “Launch Schedule” button