About request for quotation statuses [AX 2012]

Updated: October 28, 2014

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

The status of a request for quotation (RFQ) is shown in the RFQ header and depends on the statuses of the RFQ lines. The status indicates the extent to which you have processed the RFQ. Each RFQ has two values for the status: lowest and highest. The lowest status is the least advanced stage of any line in the RFQ, and the highest status is the most advanced stage of any line in the RFQ. For example, if the least advanced stage in an RFQ is for a line that has been created, the lowest status for the RFQ is Created. If the most advanced stage in the RFQ is for a line that has been sent to vendors, the highest status for the RFQ is Sent. The statuses are automatically updated as you process an RFQ.

You can view the lowest and highest statuses for an RFQ header on the All requests for quotations list page. You can view the lowest and highest statuses for an RFQ line on the Lines tab in the RFQ form.

The sequence of statuses for processing an RFQ is as follows:

  • Created

  • Sent

  • Received

  • Accepted/Canceled/Rejected

The lowest and highest statuses of an RFQ can change throughout the RFQ process.

The following table shows RFQ status changes when you create an RFQ and send it to vendors.

Action

Lowest RFQ header status

Highest RFQ header status

Lowest RFQ line status

Highest RFQ line status

Create the RFQ header and line.

Created

Created

Created

Created

Send the RFQ to a specific vendor.

Sent

Sent

Sent

Sent

Add another vendor.

Created

Sent
(The RFQ has been sent to only one vendor.)

Created

Sent

Send the RFQ to the second vendor.

Sent

Sent

Sent

Sent

NoteNote

You can add more vendors to an RFQ at any time, and the lowest and highest statuses change to reflect the vendors that were added. For example, if you received bids from all vendors and accepted at least one line on a bid, the lowest status in the RFQ header is Rejected, and the highest status is Accepted. If you add a new vendor, the lowest status on any line is now Created. Therefore, the lowest status in the RFQ header changes to Created, and the highest status remains Accepted.

For more information about how to create an RFQ, see Create a request for quotation.

The following table shows RFQ status changes as you receive bids and register the information in the RFQ reply sheet.

Action

Lowest bid status

Highest bid status

Lowest RFQ header status

Highest RFQ header status

Lowest RFQ line status

Highest RFQ line status

Register one vendor’s bid, and save it.

Sent

Received

Sent

Received

Sent

Received

Register the second vendor’s bid, and save it.

Received

Received

Received

Received

Received

Received

NoteNote

If you return a bid to a vendor for additional negotiation, the lowest and highest statuses both remain Received.

For more information about how to register a bid, see Create a reply to a request for quotation.

The following table shows RFQ status changes as you accept and reject vendors’ bids.

Action

Lowest bid status

Highest bid status

Lowest RFQ header status

Highest RFQ header status

Lowest RFQ line status

Highest RFQ line status

Accept one of the bids.

Received

Accepted

Received

Accepted

Received

Accepted

Reject the other bid.

Rejected

Accepted

Rejected

Accepted

Rejected

Accepted

For more information about how to accept and reject bids, see Compare bids and award a contract.


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

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