Question

Purchase Requisition - Send Request for Proposal with Specific Inventory Item(s) to each Vendor

  • 26 October 2022
  • 5 replies
  • 166 views
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Use Case:

  • Customer calls to buy certain stock/non-stock items
  • A Requisition is entered into Acumatica. This requisition has 5 different inventory items and 2 different vendors
  • Vendor 1 supplies Inventory Items 1 to 3
  • Vendor 2 supplies Inventory Items 4 to 5
  • When we email a Request for Proposal, we want Vendor 1 to receive a PDF with 1 to 3 line items and Vendor 2 to receive a PDF with 4 to 5 items
  • The rest of the Bidding process should also know that certain vendors only supply certain items on the requisition
  • The customer should be sent one single Quote (this part works)
  • Once the Quote is approved, we need 1 SO and 2 POs in this use case (this part works)

Observations

I do not see a the Vendor field under Purchase Requisition → Details tab, therefore, there seems to be no way to link certain vendors to certain inventory Items before the Bidding Response process. 

I could add a condition on the Request for Proposal (RQ611000) report to print lines by Default Vendor configured on each stock/non-stock item. 

Question

Is there a process in Acumatica to link Requestion inventory Item lines to a Vendor. So the entire requisition/bidding workflow knows that certain vendors only supply certain items on the requisition?

 

 

5 replies

DavidEichner
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Hi eshahid98, try setting up the vendors tab on the stock item screen with the vendors that are related for that item.

 

David Eichner, CPA - If I helped you, please *Like* my post/reply. If I provided an answer to your question, please mark it as *Best Answer*.
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@DavidEichner - the default vendor on the stock-item does not limit vendors to inventory items they supply during the requisition process. 

DavidEichner
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@eshahid98  If you add all the vendors that can supply that stock item to the Vendors tab of the stock item, you should be able to submit requisitions to those vendors for bids.

David Eichner, CPA - If I helped you, please *Like* my post/reply. If I provided an answer to your question, please mark it as *Best Answer*.
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The requisition is submitted to vendors who are on the vendors tab on the requisition screen, instead who are on the Stock item→ Vendor tab. 

The main question is - how do I limit certain items to certain vendors during the requisition process?

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Was this resolved please ? We have the same request from our client. It is not logical that all the items in the requisition are sent to all vendors and we can restrict certain items to certain vendors only. 

 

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