Purchase Requisitions (CPE)

For information on CPE credits, please see the Continuing Professional Education section.

Audience: This webinar is intended for consultants who are working with the purchase requisition processes using Acumatica ERP.

Acumatica ERP Experience Required: at least 3-6 months

Who Should Attend (relationship to Acumatica):

• Partners who implement Acumatica ERP purchase requisition processes for customers.
• Acumatica end users (customers) who want to learn Acumatica ERP.

Acumatica ERP version: 2022 R2

Training Description: The webinar consists of lessons that guide you step by step through the examples and explanations of the configuration and business process flow in Acumatica ERP.

Training Syllabus: The program is covered over one day as follows:

• Day 1: Configuring Purchase Requisitions and Processing Purchase Requests and Requisitions. During this webinar, you'll learn about the general workflow of the purchase requisition setup, request classes, how to create a request class, and how to configure budget validation for purchase requests. You will also learn how to process purchase requisitions based on customer requests and employee requests, you will also learn about budget validation, how to select and accept vendor bids, how to process a purchase request based on customer requests, how to process a purchase request based on employee requests, and how to process a purchase request that is not based on customer requests.

Date and time: This training meets the following time, and attendees are expected to attend the whole session:

• Wed, April 19, 2023 10:00 AM - 11:30 AM PT

Registration URL: https://webinar.ringcentral.com/webinar/register/6716790448540/WN_S8BByFxJTPuXaq5ZofjTQQ

*To provide a cloud instance for attendees, we need to generate a registration report and perform some activities to deploy the instance and send out the credentials. All this takes time and we have to do it several hours before the webinar. So we highly recommend not leaving the registration up to the last minute of the webinar start. Everyone who registers after 6 AM PT of Day 1 session will not receive the link to the cloud instance and credentials for it and will have to attend a webinar in a view-only format.

Instructor: Tushar Pandita

In his current role as Senior Business Analyst, Tushar analyzes business issues, defines requirements, construct workflow charts, diagrams and process flows, study system capabilities, and writes specifications for integration with external e-commerce platforms. He partners with other departments like Distribution and Financials to develop integrations with external E-commerce platforms (like Shopify, BigCommerce, Amazon, etc). He keeps leadership informed of key issues that may impact project completion, budget, or other results.

Prior to joining Acumatica, Tushar was working as a Business Analyst in Jesta IS.

Prerequisites­

None.

Advance Preparations

None. Attendees will be provided with a cloud instance and tenant for training purposes.

Training Materials

Please download the following training guide that you will need for the training: Purchase Requisitions.pdf

Continuing Professional Education

• Program knowledge level: Intermediate
• Delivery method: Group Internet based program*
• NASBA field of study: Computer Software & Applications
• Maximum number of CPE credits that may be earned by the participant: 1

Due to this program being offered free of charge, there will be no refunds issued. If you have any questions, please feel free to contact us at training@acumatica.com.

* We offer CPE credits for this course if you attend the course in the format of online instructor-led RingCentral session. During the session, we measure your attentiveness by using polling questions at random times. We provide the certificate if you have answered polling questions during the session. To get the certificate with the confirmed CPE credits, please send a request to training@acumatica.com after the session is complete.

National Registry Statement

Acumatica is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.