To use the Pending PO / Subcontract Review in the web portal, you must configure Vista Web purchase order and pending PO portal settings and user permissions.

1. If you haven't already, complete the setup for general Purchase Order Configuration in the portal.
2. Configure portal settings specific to pending POs. Go to Admin > Portal Settings > Purchase Orders > PO Pending.
   1. To assign employees to approve but not create pending POs, select Users only allowed to approve Pending PO.
   2. If the Vista PO Company Parameters setting Auto Close Purchase Orders on Final Invoice is enabled, pending purchase orders are auto-processed after the final reviewer approves the PO. To restrict pending POs from being auto-processed by non-admins, enable the portal setting Restrict Pending PO Processing to PO Admins.
   3. Review the remaining PO Pending settings. These settings are not required but may contain options that you want to modify.
3. Assign your users Purchase Order permissions in User Access.
   1. In the portal, go to Admin > User Access.
   2. In the Module Bundle dropdown, select Purchase Orders (for either Financial Controls or Field Management).
   3. For each user needing purchase order permissions, select a License Type of Field Management or Financial Controls, depending on which license they should have.
   4. Select the checkbox for each purchase order permission the user should have. Assign the Pending PO/SL permission to both users who will submit pending POs and users who will review pending POs or subcontracts.

      These users will have access to the PO Dashboard.