We are new to acumatica and trying to use the Purchase Request / Requisition process. In our legacy system the users will make purchase request for known and unknown items. In acumatica we are able to make the requests for unknown items however, when our purchasing personal try to create the requisition from the request we get errors as the ItemID does not exist. Is there a workflow where you can take the request item information and create a new item from it? Or does anyone have any ideas on how you could allow requestors to make a request for non-existing items or vendors?
Best answer by kandybeatty49View original
@bmortenson You can create requests without an Inventory ID, however to do a Requisition, you need an Inventory ID, which can be created on the spot by double clicking the Inventory ID box. This is out of the box functionality.
@kbeatty21 anything further you can offer @bmortenson ? Thank you!
It looks like out of the box is only to add a Stock Item.
@bmortenson, I’m the ERP Product Manager - Product Success here at Acumatica and I would like to hear more about this business scenario. I would like to meet with you to walk-through this scenario. Can i send you a teams meeting invite? -Dana
The functionality that
@bmortenson is looking for is something that my customers have requested as well.
I am very thankful that this forum exists 😊
I have emailed you a Teams meeting invite with proposed date/times to meet.
Thanks - Dana
Can i also send you a meeting invite ?
thanks - Dana