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Requisition Management

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.

Purchase Requisition Workflows in Acumatica

Key Benefits of Requisition Management for your Company

  • Automate Requests

    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.

  • Sales Quotes

    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.

  • Workflow and Approvals

    Approval maps and authorizations ensure that the right people are alerted when they are needed in the process.

  • Vendor Bidding

    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.

View Data Sheet

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Important Features of Requisition Management

  • Purchasing Integration

    Automatically create purchase orders in the purchase order module from approved requisitions.

  • Predefined Request Lists

    Limit requests to a specific list of inventory items by user.

  • Hide Inventory Items

    Optionally hide your product catalog from users, requiring manual item entry.

  • Collect and Organize Requests

    Bundle requests from multiple sources in a single requisition. Create approval rules based on quantity, request amount and more.

  • Request Classes

    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

    Create customer quotes to offer a price to customers for requested goods.

  • Sales Order Integration

    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.

  • Complete Integration

    The Requisition Management 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.

  • Audit Trail

    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.

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