Automate the way you gather requests, obtain vendor bids, create quotes, approve quotes, manage purchases, and fulfill orders for internal or external clients.
How Requisition Management can work for you
Eliminate paperwork while providing sales, service, shipping, receiving, management, and others with visibility through integration across the Acumatica system.
Key Benefits of Requisition Management for your Company
Save time and eliminate paperwork by automating the requisition process. Authorize users to select from your catalog, limit requests to specific items, or enter descriptions. Automate the entire process including order collection, supplier bids, sending and approving quotes, issuing purchase orders, receiving goods, and more.
Workflow and Approvals
Approval maps and authorizations ensure that the right people are alerted when they are needed in the process.
Eliminate paperwork and speed the bidding process by emailing requests to multiple vendors. Award the business to a single vendor or select multiple vendors for different line items on the request.
Create sales quotes based on catalog pricing or cost plus algorithms. Print or email quotes to customers. Automatically generate sales orders and purchase orders to complete sales activities.
Important Features of Requisition Management
Automatically create purchase orders in the purchase order module from approved requisitions.
Limit requests to a specific list of inventory items by user.
Optionally hide your product catalog from users, requiring manual item entry.
Bundle requests from multiple sources in a single requisition. Create approval rules based on quantity, request amount and more.
Set requisition defaults by request class to simplify data entry and reduce errors. Limit selection to a specific list of items, create customer only requests, hide vendor information, hide inventory catalog information, allow multiple vendors per request, and set promised lead times.
Create customer quotes to offer a price to customers for requested goods.
Turn an approved quote into a sales order from with one click. Sales orders are managed by the rules within the sales order module and linked to the requisition for easy access.
The requisition module integrates with purchasing, order management, inventory management, and all financial modules to automate all processes, eliminate duplicate data entry, and properly account for all transactions.
Automatically create a complete audit trail of all transactions, including user IDs of who entered and approved the transaction, and any user who modified the record. Optional notes and attached electronic documents remain with the activity records.