Requisition Management

Acumatica organizes how your departments and team members participate in the requisition process. Approval maps and authorizations ensure that the right people are alerted when they need to perform activities to deliver orders promptly while maximizing margins.

Eliminate paperwork and speed the bidding process by emailing requests for proposals to multiple vendors. Award the entire proposal to a single vendor or select multiple winners for different line items on the request.

Create sales quotes based on catalog pricing or cost plus algorithms. Print or email quotes to customers. When the quote is approved, automatically generate sales orders and purchase orders to fulfill your sales requests.

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Predefined Request Lists

Limit requests to a specific list of inventory items so users can only select items from a predefined list.

Hide Inventory Items

Acumatica gives you the option to hide your product catalog from users. When hidden, requestors need to enter items manually.

Collect and Organize Requests

Gather requests from multiple sources and bundle them together in a single requisition. Create rules to approve requests based on a variety of criteria such as quantity and request amount.

Request Classes

Create request classes to set requisition defaults in order to simplify data entry and reduce error rates. You can 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.

Complete Integration

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.

Purchasing Integration

Once you approve a requisition quote, Acumatica automatically creates a purchase order that can be tracked within the purchase order management module.

Sales Order Integration

After a quote is approved, you can create a sales order with one click. Sales orders are managed by the rules within your sales order module and linked to your requisition for rapid access.

Audit Trail

The Requisition Management Module provides a complete audit trail of all transactions. The system keeps the details of all transactions, including the user who entered the transaction, the user who approved the transaction, and the user who modified the record. The auditing process is simplified by having notes as well as supporting electronic documents attached directly to the transactions.