Assign reviewer roles to users approving pending purchase
orders and subcontracts in the portal. Create reviewer roles in Vista HQ Roles.
Users entering or
reviewing purchase orders and subcontracts must be assigned a role. You can use HQ Roles
in any company.-
In Vista, go to .
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Create a new record and enter a name for the
Role.
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On the Info tab, you can enter a Description to provide more
information about the role.
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Make sure the Active checkbox is selected,
along with each module you may want to use the role in.
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On the Spending Limits tab, enter the Type of document (PO or
subcontract) and the Spending
Limit dollar amount that users assigned to the role can spend
without requiring the review/approval workflow process.
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On the Users tab, enter any VA Users you want to
assign to the role.
If you assign a user to a role here, the role is
automatically set up for the user in their VA User Profile. Any updates to
the role or user in either form automatically updates the other form.
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Save the new role.
