Sending request for quotation (form)

  • Article

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Procurement and sourcing > Common > Requests for quotations > All requests for quotations. Select a request for quotation (RFQ) from the list, and then on the Action Pane, on the Quotation tab, click Send.

–or–

Click Procurement and sourcing > Common > Requests for quotations > All requests for quotations. On the list page, open the RFQ that you want to send, and then on the Action Pane, on the Quotation tab, click Send.

Use this form to update, send, and print RFQs and RFQ reply sheets. When you send an RFQ, an RFQ journal is created for each vendor.

Note

This topic was not updated for eProcurement in Microsoft Dynamics AX 2012 R3.

For more information, see Create a request for quotation from a purchase requisition.

Task that uses this form

Create a request for quotation

The following tables provide descriptions for the controls in this form.

Buttons

Button

Description

New

Create a new RFQ.

Delete

Delete the selected lines from an RFQ before you send the RFQ.

Parameters

Open a menu that contains the following items:

  • Status – Select the RFQ lines to send:

    • All – Send all RFQ lines.

    • Created – Send only RFQ lines with the status Created.

    • Sent – Send only RFQ lines with the status Sent.

  • Late selection – Select this check box if you want to decide which lines to send when you create a batch job for sending RFQs.

Print

Open a menu that contains the following items:

  • Print

    • Current – Print the information before the system is updated.

    • After – Print the information after the system is updated.

  • Print request for quotation – Print the RFQ after it is sent. You must select this check box before selecting any of the following print options.

  • Print request for quotation reply sheet – Select to print the RFQ reply sheet to send to vendors.

  • Print request for quotation prices/amounts – Select to print prices and amounts on the RFQ.

  • Use print management destination – Select printing options. Click Advanced printing options to specify the printer destination and print layout.

Recalculation options

Open a menu that contains the following items:

  • Use vendor for recalculating prices – Select whether to include vendor-specific information such as prices, discounts, and currency on the RFQ reply. If you do not select this check box, the RFQ reply has the same data as the RFQ except for language, sales tax group, tax exempt number, and enterprise number. These items are copied from the vendor profile.

    The price (including tax), mode of delivery, delivery terms, financial dimensions, payment, method of payment and currency are also copied from the vendor profile if you did not specify this information in the RFQ.

  • Use vendor specific item information – Select to add the item number and item description that were assigned by the vendor to the RFQ reply. If the vendor has not assigned an item number or description, the information is copied from the RFQ to the RFQ reply.

Select

Open the Inquiry form, where you can select a query to filter RFQs and RFQ lines. For more information about queries, see Inquiry (form).

Options

Open the Printer setup form, and then select the printer options for an RFQ.

Batch

Open the Batch processing form, where you can select the details for processing a group of RFQs as a batch. For more information about batches, see Submit a batch processing job from a form.

Fields

Field

Description

Vendor portal

A selected check box indicates that the vendor has access to the vendor portal.

Publish to sites

Indicates that the RFQ references a web site address where the vendor can reply to the RFQ online.

Line type

Indicates if the line is for an inventory item or for a product from a procurement category:

  • Item – An inventory item that is tracked in Microsoft Dynamics AX.

  • Category – A product selected from a procurement category.

Net amount

The price after deducting any discounts.

See also

Request for quotation journal (form)

Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).