Create a Quick PO

A quick PO allows you to fill in your PO header information and quickly create a PO Number.

This reserves the PO number until you return to the PO Dashboard > PO Requisitions & Reserved POs and add all necessary line items and submit your PO.
  1. Select Field Tools or Financial Controls > Purchasing > PO Quick Create.
    Note: You can also create from the PO Dashboard by selecting +New and selecting PO Quick Create.
  2. Begin coding your PO header by selecting PO Company, Vendor, Job and Phase. Some fields may be required per your Companies’ preference, be sure to fill in all required fields
  3. Select Reserve PO Number, this will create a PO Header in Vista and give you a PO Number.
  4. To enter full details and submit the PO, select Financial Controls/Field Tools > Purchasing PO Dashboard, and select PO Requisitions & Reserved PO's. Use filters and the search bar to find your PO.
  5. Select your PO and enter the full details required for your PO. When you are finished select Submit PO.