Before you can start using the Purchase Order module in Vista Web, review settings in Vista and configure settings in your portal.

1. In Vista, go to Purchase Orders > Programs > PO Company Parameters. On the Requisition Info tab, uncheck the Approval Required on RQ for Purchase setting. If this setting is left checked, you will not be able to submit Purchase Orders through the portal.
2. In Vista, go to Project Management > Programs > PM Company Parameters. On the Material Parameters tab, confirm that the Purchase Order Number section is configured to your preferences.

   To learn more about the different setting options, select a field and press F1 to open the Vista Help.

3. In Vista, go to Viewpoint Administration > Programs > VA Data Security Setup and confirm the KDSUser has access to all datatype security groups. The portal will not add POs without this access. If there is no KDSUser in VA User Profiles, it must be added and given access to all datatype security groups.

4. In the portal, go to Admin > Portal Settings > Purchase Orders > Company Restrictions. In the Enabled PO Companies setting, enter the PO Companies that users can create purchase orders from.

   If your companies operate separately, you can enable Restricts PO Company to the Company of the logged in user. This means users will only be able to create POs in the Payroll Company they are logged into.

5. Go to Admin > Portal Settings > Purchase Orders > General Configuration. In the setting Line Types to enable in PO, enter numbers corresponding to the line types you want to make available for users creating POs, PO Requisitions, and Pending POs.
   Choose from the following line types, separating each with a comma:

   • 1 - Job
   • 2 - Inventory
   • 3 - Expenses
   • 4 - Equipment
   • 5 - EM Work Order
   • 6 - SM Work Order
6. To limit line type companies available in the Purchase Order module, enter company numbers in the setting corresponding to that line type: Enabled EMCo for lookups, Enabled GLCo for lookups, Enabled INCo for lookups, Enabled JCCo for lookups, and Enabled SMCo for lookups.
   Note: If you have not enabled the corresponding line type in the setting Line Types to enable in PO, you do not need to use these settings to restrict the companies.

   To limit the line type companies based on the PO header, enable portal setting Restrict companies (JCCo, EMCo, etc.) on PO Items to match the header POCo.

7. If you want to allow particular users to approve or reject purchase orders at the header level, enter (or create) an employee group for these users in the portal setting Employee Group for PO Header Approval (portal setting location: Admin > Portal Settings > Purchase Orders > General Configuration).
8. If you want to allow PO users to see requisitions and reserved POs submitted by all users, in Admin > Portal Settings > Purchase Orders > General Configuration, select Allow all users to see all reserved PO and requisitions.
9. Assign user access and permissions for purchase order settings. Go to Admin > User Access, and filter to Purchase Orders. For each user who will be using the Purchase Order module, select a License Type of Field Management or Financial Controls to ensure your counts are added correctly.
10. Assign Vista Web 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. Assign purchase order permissions to your users.
       • Create PO: Gives a user access to the PO Dashboard and the ability to fully create a purchase order from the portal.
       • Quick PO: Allows users to create a header for a PO and access the PO number. The user will be able to later go into the PO Dashboard and access their reserved PO and submit. Users must also have Create PO enabled in order to finish completing the PO.
       • PO Requisition: Gives users permissions to submit PO Requisitions. For more details about this setting, see PO Requisition Configuration.
       • PO Receiving: Gives users permissions to the PO Receiving page to open a receiving batch, validate, and post the batch. For more details about this setting, see PO Receiving Configuration.
       • Pending PO/SL: Gives users permission to submit pending POs and to review pending POs or subcontracts. These users have access to the PO Dashboard. For more details about this setting, see PO Pending Configuration.
       • Create MO: Allows users to create material orders. Users must also have Create PO enabled in order to create a material order.

       Note: If you are planning to enable PO Requisitions, Pending PO/SL, or PO Receiving, you do not need to enable Create PO unless these users also need to fully create POs. For details, see PO Requisition Configuration, PO Pending Configuration, and PO Receiving Configuration.
11. If you have enabled the Quick PO feature for any users, review the settings in Admin > Portal Settings > Purchase Orders > PO Quick Create.
12. Review other settings in Admin > Portal Settings > Purchase Orders > General Configuration. These settings are not required but may contain features or options you want to modify.