Distribution Edition: Requisition Management
Acumatica Requisition Management minimizes the complexity of purchasing multiple products from a wide range of suppliers. Rather than relying on email and spreadsheets, use requisition software to automate the process of gathering requests, obtaining vendor bids, creating quotes, approving quotes, managing purchases, and fulfilling orders in one online location.
How Acumatica Requisition Management can work for you
Acumatica Requisition Management helps streamline complex purchasing processes Because purchase requisition software integrates with other Acumatica modules, it allows for eliminating paperwork while providing sales, service, shipping, receiving, management, and other teams with visibility into the requisition processes.
Streamline and automate the vendor bidding process for stock and non-stock items. Email requests to vendors, collect bids electronically, and convert winning bids directly into purchase orders.
Key Benefits of Acumatica Requisition Management
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.
Automate Requests
Save time and eliminate paperwork by automating the requisition process. Authorize users to select from the organization's 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.
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 and convert winning bids directly into purchase orders.
Important Features of Acumatica 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 product catalogs from users, requiring manual item entry.
- 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.
- Bundle requests from multiple sources in a single requisition.
- Create approval rules based on quantity, request amount and more.
- Set lead times for vendor items.
- Promise dates are calculated automatically by backing out the lead time from the required date for item requests.
- Designate where the vendor should ship the requested items when the requisition is approved, and the purchase order is released.
- Requests can be made to ship items to any company location, to customer locations, job sites, or other addresses.
- 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 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.
- 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.
