{"id":4325,"date":"2026-08-31T10:09:31","date_gmt":"2026-08-31T10:09:31","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/acumatica\/?p=4325"},"modified":"2026-08-31T10:09:32","modified_gmt":"2026-08-31T10:09:32","slug":"from-request-to-purchase-order-acumatica-requisition-bidding-process","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/acumatica\/2026\/08\/31\/from-request-to-purchase-order-acumatica-requisition-bidding-process\/","title":{"rendered":"From\u00a0Request to Purchase Order: A Complete Walk through\u00a0of Acumatica&#8217;s Requisition and Bidding Process"},"content":{"rendered":"\n<p>When someone says \u201cprocurement\u201d, it is easy to think of it as a straightforward process: someone needs an item, a supplier is chosen, and a purchase order is created.<\/p>\n\n\n\n<p>In a&nbsp;business, there is usually much more involved.<\/p>\n\n\n\n<p>Acumatica brings these activities together in a structured process. A request can move through a requisition, vendors can be invited to submit bids, those bids can be recorded and compared, and the selected vendor can ultimately be used to create a Purchase Order.<\/p>\n\n\n\n<p>The complete flow is :<\/p>\n\n\n\n<p><strong>Request \u2192 Requisition \u2192 Bidding \u2192 Bidding Results \u2192 Purchase Order<\/strong><\/p>\n\n\n\n<p>In this walk through, we will follow the&nbsp;process using an example from start to finish.<\/p>\n\n\n\n<p><strong>Step 1<\/strong><strong>: <\/strong>Create the Request<strong><\/strong><\/p>\n\n\n\n<p>Open the <strong>Requests (RQ301000)<\/strong>&nbsp;screen.<\/p>\n\n\n\n<p>Create a Request for an item.<\/p>\n\n\n\n<p>After entering the request information, move to the <strong>Details<\/strong>&nbsp;tab.<\/p>\n\n\n\n<p>This is where the actual items are added. Enter the inventory item, required quantity, and estimated unit cost for each line.<\/p>\n\n\n\n<p>For this example, we entered:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>WIDGET01<\/strong>\u00a0\u2013 5 EA at 100.00<\/li>\n\n\n\n<li><strong>AALEGO500<\/strong>\u00a0\u2013 5 EA at 200.00<\/li>\n<\/ul>\n\n\n\n<p>Once the request details have been entered, click <strong>REMOVE HOLD<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"454\" src=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2026\/08\/1-3-1024x454.png\" alt=\"\" class=\"wp-image-4326\" srcset=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2026\/08\/1-3-1024x454.png 1024w, https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2026\/08\/1-3-300x133.png 300w, https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2026\/08\/1-3-768x340.png 768w, https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2026\/08\/1-3-1536x681.png 1536w, https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2026\/08\/1-3-660x292.png 660w, https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2026\/08\/1-3.png 1880w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><strong>Step 2: Create the Requisition<\/strong><strong><\/strong><\/p>\n\n\n\n<p>Go to Requisitions (RQ302000) and add a new requisition. Click ADD REQUESTED ITEMS and select your request.<\/p>\n\n\n\n<p>Select the request created in the previous step.<br><br>Acumatica brings the requested lines into the requisition.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"451\" src=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2026\/08\/2-3-1024x451.png\" alt=\"\" class=\"wp-image-4328\" srcset=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2026\/08\/2-3-1024x451.png 1024w, https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2026\/08\/2-3-300x132.png 300w, https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2026\/08\/2-3-768x338.png 768w, https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2026\/08\/2-3-1536x676.png 1536w, https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2026\/08\/2-3-660x291.png 660w, https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2026\/08\/2-3.png 1919w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>After adding the requested items to the requisition, decide which vendors should be invited to provide pricing.<\/p>\n\n\n\n<p>In the BIDDING tab, add the vendors you want to include in the bidding process.<\/p>\n\n\n\n<p>For our example, we added:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>AASERVICES \u2013 AA Services<\/strong><\/li>\n\n\n\n<li><strong>AAVENDOR \u2013 Go to Vendor Inc<\/strong><\/li>\n<\/ul>\n\n\n\n<p>Both vendors were added with the <strong>MAIN<\/strong>&nbsp;location.<\/p>\n\n\n\n<p>After adding the vendors, click <strong>REMOVE HOLD<\/strong>.<\/p>\n\n\n\n<p>The requisition is now ready for the Request for Proposal process.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Send the Requests for Proposal<\/strong><strong><\/strong><\/h3>\n\n\n\n<p>From the requisition, run the <strong>SEND REQUESTS FOR PROPOSAL<\/strong>&nbsp;action.<\/p>\n\n\n\n<p>Acumatica sends the RFP to the vendors selected on the bidding tab. After the requests are sent, the <strong>Request Sent<\/strong>&nbsp;checkbox is updated on the corresponding vendor lines.<\/p>\n\n\n\n<p>At this point, the requisition moves to <strong>Pending Bidding<\/strong>&nbsp;status.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"452\" src=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2026\/08\/3-1-1024x452.png\" alt=\"\" class=\"wp-image-4329\" srcset=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2026\/08\/3-1-1024x452.png 1024w, https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2026\/08\/3-1-300x132.png 300w, https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2026\/08\/3-1-768x339.png 768w, https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2026\/08\/3-1-1536x678.png 1536w, https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2026\/08\/3-1-660x291.png 660w, https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2026\/08\/3-1.png 1897w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><strong>Step 3: Record the Vendor Bids<\/strong><strong><\/strong><\/p>\n\n\n\n<p>Once vendors respond to the RFP, their quotes can be entered into Acumatica.<\/p>\n\n\n\n<p>Open the <strong>Bidding Responses (RQ303000)<\/strong>&nbsp;screen.<\/p>\n\n\n\n<p>Create a bidding response for each vendor that submits a quote.<\/p>\n\n\n\n<p>The bidding response includes fields such as:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Min. Qty.<\/strong><\/li>\n\n\n\n<li><strong>Bid Qty.<\/strong><\/li>\n\n\n\n<li><strong>Bid Unit Cost<\/strong><\/li>\n<\/ul>\n\n\n\n<p>Acumatica then calculates the <strong>Bid Extended Cost<\/strong>\u00a0based on the information entered. You create one bidding response per vendor, not one for the whole requisition. So if three vendors reply, you enter three separate documents \u2014 each one linked back to requisition 0000006. That way the quotes stay side by side and you can compare them later.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"460\" src=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2026\/08\/4-1-1024x460.png\" alt=\"\" class=\"wp-image-4330\" srcset=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2026\/08\/4-1-1024x460.png 1024w, https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2026\/08\/4-1-300x135.png 300w, https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2026\/08\/4-1-768x345.png 768w, https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2026\/08\/4-1-1536x690.png 1536w, https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2026\/08\/4-1-660x296.png 660w, https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2026\/08\/4-1.png 1902w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><strong>Step 4: Complete Bidding Process<\/strong><strong><\/strong><\/p>\n\n\n\n<p>Now comes the part you actually did all this for \u2014 comparing the bids and picking a vendor.<\/p>\n\n\n\n<p>Open the screen <strong>Complete Bidding (RQ503000)<\/strong>&nbsp;and select the requisition.<\/p>\n\n\n\n<p>The <strong>BIDDING RESULTS<\/strong>&nbsp;tab provides a view of the vendor responses. The <strong>Bidding Details<\/strong>&nbsp;grid allows you to compare the quoted prices for the requested items.<\/p>\n\n\n\n<p>In our example, the vendors submitted the following pricing:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Goto Vendor Inc.:<\/strong>\u00a0100.00 per unit<\/li>\n\n\n\n<li><strong>AA Services:<\/strong>\u00a050.00 per unit<\/li>\n<\/ul>\n\n\n\n<p>Based on the quoted price, AA Services provided the lower bid in this example.<\/p>\n\n\n\n<p>To select the vendor, check the box against the appropriate vendor and click <strong>UPDATE RESULT<\/strong>.<\/p>\n\n\n\n<p>After the result is updated, the <strong>Requisition Details<\/strong>&nbsp;grid reflects the selected vendor&#8217;s pricing. The estimated unit cost, for example, changes to <strong>50.00<\/strong>.<\/p>\n\n\n\n<p>This is an important point in the process because the requisition is no longer just based on the original estimated cost. The selected bid is now reflected in the requisition.<\/p>\n\n\n\n<p>Once the vendor selection is complete, click <strong>COMPLETE <\/strong>BIDDING. The bidding process for the requisition closes this.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"442\" src=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2026\/08\/55-1024x442.png\" alt=\"\" class=\"wp-image-4333\" srcset=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2026\/08\/55-1024x442.png 1024w, https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2026\/08\/55-300x130.png 300w, https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2026\/08\/55-768x332.png 768w, https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2026\/08\/55-660x285.png 660w, https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2026\/08\/55.png 1501w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Step 5: Create the Purchase Order<\/strong><strong><\/strong><\/h2>\n\n\n\n<p>Again, open the screen Requisitions<strong>\u00a0(RQ302000)<\/strong>\u00a0and select the same requisition.<\/p>\n\n\n\n<p>The status is now open.<\/p>\n\n\n\n<p>From the requisition, go to <strong>Processing and click Create Orders<\/strong>.<\/p>\n\n\n\n<p>Acumatica processes the requisition and creates the purchase order based on the selected vendor and awarded pricing.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"440\" src=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2026\/08\/6-1-1024x440.png\" alt=\"\" class=\"wp-image-4334\" srcset=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2026\/08\/6-1-1024x440.png 1024w, https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2026\/08\/6-1-300x129.png 300w, https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2026\/08\/6-1-768x330.png 768w, https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2026\/08\/6-1-660x284.png 660w, https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2026\/08\/6-1.png 1296w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>The newly created Purchase Order appears there.<\/p>\n\n\n\n<p>In our example, Acumatica created <strong>PO002634<\/strong>&nbsp;for <strong>AASERVICES \u2013 AA Services<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"246\" src=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2026\/08\/7-1-1024x246.png\" alt=\"\" class=\"wp-image-4335\" srcset=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2026\/08\/7-1-1024x246.png 1024w, https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2026\/08\/7-1-300x72.png 300w, https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2026\/08\/7-1-768x184.png 768w, https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2026\/08\/7-1-1536x369.png 1536w, https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2026\/08\/7-1-660x159.png 660w, https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2026\/08\/7-1.png 1890w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><strong>Conclusion: <\/strong><\/p>\n\n\n\n<p>The main benefit of this process is not simply that Acumatica can create a purchase order.<\/p>\n\n\n\n<p>The bigger advantage is that the steps leading up to the Purchase Order are also recorded in the system.<\/p>\n\n\n\n<p>A requirement starts as a request.<\/p>\n\n\n\n<p>You pull that request into a requisition, invite a few vendors to quote, enter what each one comes back with, and compare the numbers before you pick one.<\/p>\n\n\n\n<p>That&#8217;s what makes the Request \u2192 Requisition \u2192 Bidding \u2192 Bidding Results \u2192 Purchase Order flow worth using. Instead of a pile of emails and phone calls that nobody can reconstruct later, you get one trail inside Acumatica.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>When someone says \u201cprocurement\u201d, it is easy to think of it as a straightforward process: someone needs an item, a supplier is chosen, and a purchase order is created. In a&nbsp;business, there is usually much more involved. Acumatica brings these activities together in a structured process. A request can move through a requisition, vendors can\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/2026\/08\/31\/from-request-to-purchase-order-acumatica-requisition-bidding-process\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[146,15,3,130,14],"tags":[4,159,16,147],"class_list":["post-4325","post","type-post","status-publish","format-standard","hentry","category-acumatica","category-acumatica-customization","category-acumatica-erp","category-acumatica-product","category-acumatica-services","tag-acumatica","tag-acumatica-customization","tag-acumatica-erp","tag-customization"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>From\u00a0Request to Purchase Order: A Complete Walk 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