Create a Purchase request or requisition from a customer sales order

​@jmorgan You could do it with a Generic Inquiry to get the Order information and then a Business Event to trigger and use an Import Scenario to create the Requisition.

​@dcomerford 

Possible Approaches for Automatically Creating a Requisition from a Sales Order
Automated Actions (Standard Acumatica Feature)

Automated Actions in Acumatica allow you to define business logic that triggers an action based on events or updates to records (like a Sales Order).
You can set up an Automated Action to trigger the creation of a Requisition whenever a Sales Order is confirmed or has a specific status.
Steps:

Go to System Management → Automation → Automated Actions.
Create a new action with a Trigger Event based on your sales order criteria (e.g., when a Sales Order status changes to "Confirmed").
Define the Action Type to create a Requisition. You may need to configure the logic for creating the requisition, depending on your requirements (like mapping sales order details to requisition fields).
This will allow you to automatically create requisitions based on specific events or conditions in the Sales Order process.
Business Events

Business events provide more flexibility and can be used to automatically trigger actions such as creating a Requisition based on certain conditions or logic.
You can create a Business Event to trigger when certain conditions in the Sales Order (like the Order Status or Quantity Ordered) are met.
Steps:

Go to System Management → Automation → Business Events.
Define a Trigger Event for when a Sales Order is created, updated, or reaches a certain status (like Confirmed).
Add an Action to create a Requisition, and define how the requisition will be created from the Sales Order details.
You might need to include logic to populate specific fields on the requisition based on the sales order.
Customization (Advanced Option)

If the standard automation features do not fully meet your needs, you can develop a Customization to create a requisition programmatically when a Sales Order is created or updated.
This would involve custom code (using Acumatica’s Framework, which includes C# and API usage) to fetch the details from the Sales Order and automatically create a Requisition.
Steps:

Develop a custom Graph or Process that links the Sales Order to a Requisition and uses the sales order details to populate the requisition fields.
For example, the Sales Order’s Item Details, Vendor Information, and Required Quantities could be used to auto-generate requisition line items.
Then, this custom process can be tied to a specific Sales Order workflow or event, so it automatically triggers after an order is created or confirmed.
Integrating Requisition Management in the Procurement Workflow

After creating the Requisition automatically, you can then set up a workflow for Bidding and PO Creation in Acumatica.
Requisitions in Acumatica can be used to manage requests for purchases and can eventually lead to Purchase Orders (PO).
Once the Requisition is created, it can be reviewed and converted into a Purchase Order, which will then go through the bidding and approval process as needed.
Things to Keep in Mind
Customization Costs: Automated Actions and Business Events are out-of-the-box features in Acumatica, but developing a Customization might require additional time and effort.
Data Mapping: You'll need to carefully map the data between Sales Orders and Requisitions, especially when determining how sales order items, vendors, and pricing will flow into the requisition.
Workflow Integration: Make sure that your team can easily follow the workflow from Requisition to PO and that any approvals, bidding, or other procurement processes are integrated into the workflow.
Summary
It is feasible to create a Requisition automatically from a Sales Order using Acumatica's Automated Actions or Business Events. If your requirements are complex, you can implement a custom solution via Customization. After the requisition is created, it can then be used for bidding and PO creation within the procurement process.

Hi ​@jmorgan 

We would like to introduce a customization within the process orders that includes an additional action similar to "Create Shipment," but for generating a Purchase Requisition. This action, when triggered, should redirect the user to the Purchase Requisition screen and automatically create a Purchase Requisition.

Alternatively, we could explore utilizing Business Events to trigger the creation of a Purchase Requisition based on a user selection in a User Defined Field (UDF) in the Sales Order (SO) header. Specifically, the user would select a checkbox in the UDF field, such as "Create Purchase Requisition." Upon selection of this checkbox, the associated Business Event should initiate the creation of the Purchase Requisition.