Create and 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. To create a new PO Requisition:
    • Go to Field Tools or Financial Controls > Purchasing > New PO Requisition.
    • Go to the Purchase Order Dashboard and select New > New PO Requisition.
    To create a PO Requisition from an existing Processed Purchase Order:
    • Go to the Purchase Order Dashboard, filter the Record Type by Processed Purchase Orders, select the More icon for the PO you want to copy, and choose Create PO Req from PO.

      This creates a new PO Requisition that is pre-filled with the header and item information from the processed PO.

  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 information in the Description field.
  3. To select your line types, select the green dropdown arrow and choose a line type. Required line type fields display in red.
  4. Select the More icon to Delete your line, Adjust Costs from the default on file for the selected material, Edit Notes, Edit Address (shipping information), add Attachments, or Copy Item to a new line type.
  5. When you are finished with your line items, select Save in the header. You will 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.