Use the steps below to submit a Pending PO in the portal.

1. Select Field Tools or Financial Controls > Purchasing > New Pending PO.
   • You can also start this process from the PO Dashboard by selecting +New and selecting New Pending PO.
2. Enter the Company, Order Date (defaults to today’s date), Expected Date (date you wish to receive), and Description of the purchase order.
3. Enter the vendor. The Vendor drop-down populates with the top 10 vendors used on processed POs. If your vendor is not in the drop-down, you can select the Globe icon to search your company’s AP Vendors.
4. If all line items in the PO will be charged to a job, enter the Job field in the header. Leave this field blank, if you have multiple lines for different jobs in your PO.
5. Select Save Header.
6. To select your line types, select the green drop-down. Required line type fields display in red.
7. When you are finished with your line items, select Save.
8. Scroll up to the header at the top of the page, then select View Workflow to preview PO approvers or the approval history.
9. To include an existing shipping address from Vista PO Shipping Locations, select the Shipping Info button. An Edit Shipping Info pop-up window displays. Select an address from the Shipping Location drop-down menu.
10. When you are finished, select Submit for Approval. This sends the PO out for approval. You can check the status of the PO on the PO Dashboard > Pending Purchase Orders.
    • Email notifications for PO Pending come from Vista Workflow. If the Pending PO is not submitted, only the creator can see it in the Pending Purchase Orders page.
11. When your PO has been Approved, the PO will be auto-processed and created.
    Note: If you do not want Pending POs to be auto-processed, enable portal setting Restrict Pending PO Processing to PO Admins to prevent auto-processing by non-admins.