Submit a PO Requisition

A PO requisition allows you to submit the needs of your Job Site to your Purchasing Agent who will create the PO for you.

Note: PO requisitions created in the portal are not saved to Vista until they are submitted and turned into purchase orders.
  1. Select Field Tools or Financial Controls > Purchasing > New PO Requisition.
    • You can also create a new PO Requisition from the PO Dashboard by selecting +New and selecting "New PO Requisition".
  2. Enter and modify the fields in the Header and then select Save Header. You will not be able to save the Header until you enter a Purpose.
  3. To select your Line Types to add, select the green drop-down. Each line Type will have required fields in red. At the bottom, or to the far right (depending on your screen size) you will be able to Edit Notes, Copy Item to a new line type, Delete your line, or Adjust Cost from the default on file for the selected material.
  4. When you are finished with your line items, scroll up to the header and select Save. You will be able to see your PO Requisition in Purchasing > PO Dashboard > PO Requisitions & Reserved PO's until it is a PO, then you can find it under PO Dashboard > Processed Purchase Orders.