New 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. In the All requests for quotations list page, on the Action Pane, click Request for quotation.

Use this form to create request for quotation (RFQ) header information, such as the purchase type, delivery and expiration dates, and delivery address information. The default delivery address information is the address information that is defined for the organization. When you click OK, this information is transferred to the RFQ header in the Request for quotation details form, where you can add products and vendors to the RFQ lines.

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.

Tasks that use this form

Create a request for quotation

Create a request for quotation from a purchase requisition

The following table provides descriptions for the controls in this form.

Fields

Field

Description

Case ID

The identification number of the RFQ. This is generated automatically.

Purchase type

Select the purchase type that the RFQ was created for. Available purchase types are as follows:

  • Purchase requisition – This type is automatically selected if you create an RFQ directly from a purchase requisition. If you select this type of purchase, you get an error message.

  • Purchase order – A document that confirms the offer to buy products, or the acceptance of an offer to sell products in exchange for payment.

  • Purchase agreement – An agreement to purchase a specific quantity or value of product over time. If you select this type of purchase, you must select the date range that applies to the purchase agreement.

Currency

Select a currency for the RFQ. The currency in the replies to the RFQ can be different.

Delivery date

Enter the date by which you want to receive the requested items.

Expiration date

Enter the date by which vendors must submit replies to the RFQ.

Address

View the formatted information for the selected address. This is the address that will appear on a printed document. The original address record may contain information that is not included in this view, depending on the specific country/region format.

Buyer group

The buyer group that is assigned to the person who is requesting the products in the RFQ.

Requester

The person who is requesting the products. This field uses the person who is creating the RFQ.

Language

Select the language in which you want to receive RFQs. The language in the replies to the RFQs can be different.

If the purchase type is a purchase agreement, the following fields are also displayed.

Field

Description

Requested by

The name of the employee who is responsible for managing the purchase agreement.

Effective date

The start date of the purchase agreement. This date cannot be earlier than today.

Expiration date

The end date for the delivery of products in the purchase agreement. This date cannot be earlier than the effective date.

See also

Copy from all (form)

Request for quotation details (form)

Requests for quotations (list page)

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