Workflow Overview: Vista Web Pending PO / Subcontract Review

See an overview of all the steps involved in the Vista Web Pending PO / Subcontract Review workflow.

Pending PO Review Workflow

Review each step needed to configure, create, submit, and review pending purchase orders in Vista Web.

Configure Vista for Pending PO Review
  1. For each Vista Web reviewer, create a Vista VA User Profile if you haven't already done so.
  2. Define approver roles in Vista HQ Roles.
  3. If needed, assign access to Vista forms in Vista VA Form Security.
  4. Create the approval process in Vista WF Workflow Process. Choose the document type, add workflow steps, choose approvers / roles, and assign the workflow to a module, company, or document type.
Configure Vista Web for Pending PO / Subcontract Review
  1. Configure Purchase Order portal settings, both General and PO Pending settings.
  2. Assign Field Management or Financial Controls license types and Pending PO/SL permissions to Vista Web reviewers.
    Note: Subcontracts cannot be created or edited in Vista Web, but the Pending PO/SL permission must be assigned for users to review subcontracts in the portal.
Create and Submit Pending Purchase Orders in Vista Web
  1. Create Pending POs from either the PO Dashboard or the New Pending PO page.
  2. Submit Pending POs for approval from the PO Dashboard. Reviewers will get a message that the pending PO is ready for review.
Review Pending POs / Subcontracts in Vista Web
  1. Reviewers approve or reject pending POs from the PO Dashboard.
  2. Pending POs go through the workflow process previously set up in Vista, until all required reviewers have approved the pending PO.
  3. View approved POs from the PO Dashboard.
  4. Process approved POs to send them to Vista.
What's Next: Interface POs in Vista
  1. Use the Vista PM Interface form to interface the POs to Vista's accounting modules.

Subcontract Review Workflow

Review each step needed to configure and review subcontracts in Vista Web. Subcontracts must be created and submitted in Vista, since these capabilities are not available in the Vista Web portal.

Configure Vista for Subcontract Review
  1. For each Vista Web reviewer, create a Vista VA User Profile if you haven't already done so.
  2. Define approver roles in Vista HQ Roles.
  3. If needed, assign access to Vista forms in Vista VA Form Security.
  4. Create the approval process in Vista WF Workflow Process. Choose the document type, add workflow steps, choose approvers / roles, and assign the workflow to a module, company, or document type.
Configure Vista Web for Pending PO / Subcontract Review
  1. Configure Purchase Order portal settings, both General and PO Pending settings.
  2. In User Access, assign Field Management or Financial Controls license types and Purchase Orders permissions to Vista Web users and reviewers.
Note: Subcontracts cannot be created or edited in Vista Web, but the Pending PO/SL permission must be assigned for users to review subcontracts in the portal.
Create and Submit Subcontracts in Vista
  1. Create or edit a subcontract using the Vista PM Subcontracts or PM Subcontract Detail form.
  2. Submit the subcontract from the Vista PM Subcontracts form. Reviewers will get a message that the subcontract is ready for review.
Review Pending POs / Subcontracts in Vista Web
  1. Reviewers approve or reject subcontracts from the Vista Web PO Dashboard.
  2. Subcontracts go through the workflow process previously set up in Vista, until all required reviewers have approved the subcontract.
  3. View approved subcontracts from the PO Dashboard.
  4. Process approved subcontracts to send them to Vista.
What's Next: Interface Subcontracts in Vista
  1. Use the Vista PM Interface form to interface the subcontract to Vista's accounting modules.