Configure Optional Vista Settings for Pending PO / Subcontract Review

To meet your organization's unique needs, you can configure optional settings in Vista for Pending PO / Subcontract review in the Vista Web portal.

If you haven't already, complete the required setup to Configure Vista for Pending PO / Subcontract Review.

The following settings and configurations are optional.

  1. If you would like users to be able to modify the GL Accounts in Pending PO for jobs or equipment, enable the following settings in Vista:
    • For jobs, go to Job Cost > Programs > JC Company Parameters > GL Cost, and then select the check box for Allow GL Account Override when posting costs.
    • For equipment, go to Equipment > Programs > EM Company Parameters > Info tab, and then select the check box for Allow GL Account Override.
  2. If you would like your purchase orders to automatically close when fully invoiced, go to Purchase Orders > Programs > PO Company Parameters. On the Info tab, select the Auto Close Purchase Orders on Final Invoice checkbox.

    If this is enabled, users will be able to select Prevent Auto Close on the pending PO header in Vista Web.