Acumatica Requisition Management
How Acumatica 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.
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.
Key Benefits of Acumatica 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.
Highlighted Features: 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.
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.
Acumatica Cloud ERP Suites
Financial Management Suite
A powerful set of financial applications used by almost every organization, no matter how complex or simple requirements are. Bring rigor to business processes in a user-friendly way.
Distribution Management Suite
Works together with the Financial Management Suite as a full distribution solution. Starting from the requisition process to purchasing, order management, inventory tracking, automated inventory replenishment suggestions, and more.
Customer Management Suite
Fully integrated with the Financial Management and Distribution Management Suites, the Customer Management Suite fosters a team approach. Dashboards and reports provide real-time sales data to accurately manage forecasts, quotas, and results.
Project Accounting Suite
With the Project Accounting Suite, deliver on project objectives on time and on budget. Manage complex reporting requirements. Include projects in company-wide financial reports.