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Requisition Management (DIST-230)


Description

The Purchase Requisitions module, which is part of Acumatica’s Distribution suite, incorporates the functionality that makes it possible for your company to process requests for goods and services, approve requests, and prevent cost overruns.

After taking this course, you'll be able to answer the following questions:
- How do I configure requisitions for use in Acumatica?
- How do I create and use request classes?
- How do I create a purchase request?
- How do I manage vendor bidding?
- much more!

Content
  • Requisition Setup
  • Overview of the Requisition Sub Module
  • Requisition Preferences
  • Request Classes
  • Enabling Budget Verification: Preferences
  • Enabling Budget Verification: Request Classes
  • Quiz: Requisition Module Setup
  • Request to Order Workflow
  • Workflow from Request to PO
  • Creating a Purchase Request
  • Creating a Requisition
  • Vendor Bidding
  • Vendor Bid Responses
  • Choosing a Vendor
  • Creating Orders
  • Requisition Reports
  • Quiz and Survey
  • Quiz: Requisition Management
  • Requisition Management Survey
Completion rules
  • All units must be completed
  • Leads to a certification with a duration: Forever