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It details the required setup tasks for administrators, including item categories, reason codes, shipping and billing data, approvers, buyers, units of measure, and quality codes. The guide also explains the functional flow and key features for purchase requisitions, request for price quotes, purchase orders, receiving, and purchase template editor, including approval, tracking, printing, taxes, delivery scheduling, and committed expense visibility in reporting.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":11,"@type":70,"position":76},"https://docshare.wps.com/template/presentations/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/vision-purchasing-series-quick-reference-guide-overview-and-configuration/244059/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/vision-purchasing-series-quick-reference-guide-overview-and-configuration/244059.png","ImageObject",442,249,{"name":88,"@type":89},"Mason","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-19","2026-09-12",true,{"@type":98,"interactionType":99,"userInteractionCount":30},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What configuration steps are required before using the Vision Purchasing applications?","Question",{"text":108,"@type":109},"The system administrator must set configuration options such as item categories, reason codes, ship-to and bill-to data, approvers, buyers, units of measure, quality codes, and purchasing options.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"How does the purchasing workflow progress from requisitions to purchase orders?",{"text":113,"@type":109},"A requestor completes and submits a purchase requisition for approval; if a price quote is required, an RFQ is created and sent to vendors, then a vendor is selected. A purchase order is then created from the requisition, RFQ, or from scratch, followed by approval and printing.",{"name":115,"@type":106,"acceptedAnswer":116},"What happens during the receiving and voucher process?",{"text":117,"@type":109},"Goods are received and receipts are recorded against open purchase orders. A vendor invoice is received, an AP voucher is created, and the committed expense is reversed, with the process tied to receiving actions.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},244059,1791001805,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":8,"category_name":11,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":30,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":135,"language":136,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":61,"update_tm":140,"read_time":76},5909887256941,"https://ap-avatar.wpscdn.com/davatar_9964176cb1d06d4a9deccf72a44ae3dc","Vision  \nPurchasing Series  \nQuick Reference Guide  \nClick on the topics to go directly to that page.  \n| | |\n| --- | --- |\n| | |\n| | |\n| | |\n\nVision Purchasing Series:  \nOverview and Configuration  \nPurchasing Business Process Flow  \n(Optional) Create a requisition for items  \nto be in  \n(Optional) Create a request for price quote  \npurchased Purchasing > Purchase Requisitions.  \nin Purchasing > Request for Price Quote.  \n(Optional) Approve requests for and/or requisitions  \nprice quotes in Purchasing.  \nPurchasing data is available in Vision Reporting immediately after you enter a request for price quote, requisition, purchase order, or receipt.  \nCreate purchase orders in Committed expenses  \nPurchasing > Purchase Orders. ~~ ~~ are available on Vision  \nProject reports.  \nApprove and print purchase orders in Purchasing > Purchase Orders. Submit purchase orders to vendors.  \nReceive goods and/or services and record the receipts in Purchasing > Receiving.  \nCreate and post vouchers from purchase orders in Accounting > Accounts Payable > Create Voucher from PO.  \nVision Purchasing Series:  \nOverview and Configuration  \nPurchasing Configuration Checklist  \nBefore using the Vision Purchasing application, the system administrator must set configuration options, including:  \n Item Categories  Reason Codes  \n Ship-to and Bill-to data  \n Approvers  Buyers  \n Units of Measure  Quality Codes  \nPurchasing Options  \nThe Purchasing applications listed below are accessible from the Purchasing section in the Vision menu tree.  \nPurchasing Requisitions  \nCreate and approve Purchase Requisitions.  \nRequest for Price Quote  \nCreate requests for price quotes and to manage vendor bids.  \nPurchase Orders  \nCreate and track Purchase Orders.  \nReceiving  \nRecord item delivery receipts against open Purchase Orders.  \nPurchase Template Editor  \nSet up unique templates for your firm’s Purchase Orders.  \nItem Review  \nReview Purchase Requisitions on file, Request for Price Quotes on file, and Purchase Orders on file.  \nNote: To create a voucher from a Purchase Order, access Accounting > Accounts Payable > Create Voucher from PO from the Vision menu tree.  \nPurchase Requisition and Request for Price Quote Vision Purchasing Series  \nPurchase Requisition Process Purchase Requisition Features  \n1  \n2  \nIf a Purchase Requisition is required, the requestor completes and submits the Purchase Requisition (PR) . The designated approver approves the PR.  \nIf a price quote is required, create a Request for Price Quote (RFQ), send it to vendors, and finally select a vendor.  \nOpen  \nExisting Purchase Requisition  \nCreate  \nNew Purchase Requisition  \nPrint  \nExisting Purchase Requisition  \nApprove  \nPurchase Requisition  \nRequest for Price Quotes Process Request for Price Quotes Functionality  \n1  \n2  \n3  \nIf a Purchase Requisition is required, the requestor completes and submits a Purchase Requisition (PR) . The designated approverapproves the PR.  \nIf a Price Quote is needed, create a Request for Price Quote (RFQ), send it to Vendors, and finally select a vendor.  \nCreate a Purchase Order (PO) from a Purchase Requisition, from a Request for Price Quote, or from scratch.  \nCreate  \nRequest for price quote forms to send to multiple vendors  \nManage  \nVendors' bids and price quotations  \nCreate  \nA Purchase Order from an  \napproved request for price quote  \nPurchase Orders, Receiving, and Vouchers Vision Purchasing Series  \nPurchase Order Process  \n1  \nIf a Price Quote is needed, create a Request for Price Quote (RFQ), send it to Vendors, and finally select a vendor.  \n4  \nPrint Purchase Order and send it to Vendor. The items now become available for projects as a committed expense.  \nCreate a Purchase Order (PO) from a Purchase Requisition, from a Request for Price Quote, or from scratch.  \nObtain approval for Purchase Order.  \nPurchase Order Features  \nTrack  \nordered items by vendor, vendor item number, client, and project.  \nCreate  \nPurchase Orders from requisitions, ","cbCaitq3FEJWtfiR","https://ap.wps.com/l/cbCaitq3FEJWtfiR","pdf",4494346,7,"English","# Overview and Configuration\n## Purchasing Business Process Flow\n## Purchasing Configuration Checklist\n# Purchasing Applications and Features\n## Purchasing Requisitions\n## Request for Price Quote\n## Purchase Orders\n## Receiving\n## Purchase Template Editor\n## Item Review\n# Purchase Requisition Process\n## Features\n# Request for Price Quotes Process\n## Functionality\n# Purchase Order Process\n## Features\n# Receiving and Voucher Process\n## Approved purchase order\n## Receiving and vendor invoice\n## AP voucher and reverse committed expense\n# Purchase Template Editor Overview\n## Naming guidelines","[{\"question\":\"What configuration steps are required before using the Vision Purchasing applications?\",\"answer\":\"The system administrator must set configuration options such as item categories, reason codes, ship-to and bill-to data, approvers, buyers, units of measure, quality codes, and purchasing options.\"},{\"question\":\"How does the purchasing workflow progress from requisitions to purchase orders?\",\"answer\":\"A requestor completes and submits a purchase requisition for approval; if a price quote is required, an RFQ is created and sent to vendors, then a vendor is selected. A purchase order is then created from the requisition, RFQ, or from scratch, followed by approval and printing.\"},{\"question\":\"What happens during the receiving and voucher process?\",\"answer\":\"Goods are received and receipts are recorded against open purchase orders. A vendor invoice is received, an AP voucher is created, and the committed expense is reversed, with the process tied to receiving actions.\"}]","Vision Purchasing Series - Quick Reference Guide - Overview and Configuration | PDF",1789211415]