Send Purchase Orders from Vista or ProjectSight

Create and send purchase orders in either Vista or ProjectSight to sync the data to the other system.

The direction of data flow between linked systems (either from Vista into ProjectSight, or from ProjectSight into Vista) is determined during your organization's initial integration setup. The direction of data flow can vary for different types of records. Check with your administrator to verify the direction of data flow for your organization for this record type.

Send Purchase Orders from ProjectSight to Vista

If your integration is set up to send data from ProjectSight to Vista, complete the following:

  1. Create a purchase order in ProjectSight. The PO must have:
    • At least one item
    • UOM (unit of measure) that is valid in Vista
    • Budget Code
    Note: The integration uses the default tax from Vista.
  2. Mark as Approved for Budget.

    ProjectSight Help: For more information about setting up POs, see the ProjectSight Help on Creating Purchase Orders.

  3. In ProjectSight, select Send to Vista to sync the data to Vista. Only authorized users can perform this function.

    A banner displays the syncing status as pending, successful, or failed.

    ProjectSight Help: For more information about manually syncing records, see the ProjectSight Help on Record Syncing.

  4. After the PO has successfully been sent to Vista, you must make any modifications manually in both systems.
  5. To view the associated record in Vista, go to Purchase Orders > Programs > PO Purchase Orders.

Send Purchase Orders from Vista to ProjectSight

If your integration is set up to send data from Vista to ProjectSight, complete the following:

  1. Create a purchase order in Vista. The PO must have:
    • At least one item
    • UM (Unit of Measure)
    • Job Phase
    • Cost Type
    Note: Tax is calculated and added to the header in ProjectSight.
  2. Post the purchase order.
    When you post a PO in Vista, the PO is created in ProjectSight.
  3. After the PO has successfully been created in ProjectSight, you must make any modifications manually in both systems.

If an integrated PO is deleted, you must manually delete the associated PO in the other system.

Associated fields in Vista and ProjectSight:

Vista PO Purchase Orders Field NameProjectSight Purchase Orders Field Name
DescriptionDescription
PO #Number
VendorTo Company
Order DateDate
Vista PO Purchase Orders Field NameProjectSight Purchase Order Items Field Name
ItemItem No.
UMUOM
DescriptionDescription
Total CostUnit Price

Phase

Cost Type

Budget Code