Acumatica Requisition Management

Power Your Business with Acumatica Requisition Management

Acumatica Requisition Management software helps you streamline your most complex purchasing processes as you serve the needs of internal or external clients. Because our purchase requisition software integrates with other Acumatica modules, you can eliminate paperwork while providing your sales, service, shipping, receiving, management, and other teams with visibility into your 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.

Powers These Acumatica Editions

Distribution Edition

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Powerful Benefits of Acumatica Requisition Management

Accounting Business Solutions Green Bean

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.

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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.

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.

Acumatica Requisition Management Overview

Workflow and Approvals

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

Important Features of Acumatica 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.

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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.

Lead Times

Set lead times for vendor items. Promise dates are calculated automatically by backing out the lead time from the required date for item requests.

Accounting Business Solutions White Bean

Shipping Instructions

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.

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.