Request for quotation reply (form) [AX 2012]

Updated: January 29, 2014

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 > Request for quotation replies. Open a request for quotation reply (RFQ) from the Request for quotation replies list page to view a specific reply.

–or–

Click Procurement and sourcing > Common > Requests for quotations > All requests for quotations. Open an RFQ that has a status of Sent, Received, or Rejected. On the Action Pane of the Request for quotation details form, click Enter reply to create a new RFQ reply.

Use this form to register replies from vendors to an RFQ, and to accept, reject, or return the replies.

Enter information from the vendor replies into the fields in the RFQ reply form. If you open the form from an RFQ, information from the RFQ is automatically copied to the RFQ reply. You can use this information as a starting point for entering vendor-specific information.

NoteNote

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

For more information, see Compare bids and award a contract.

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

Tab

Description

Purchase quotation header

Enter information about the requester, a reason code, sales tax, and contact information from the RFQ reply.

Purchase quotation lines

Enter information about the products in the RFQ lines.

Quotation

Enter currency and delivery terms and dates that you received from the vendor.

Address

Select the address for delivery of the products.

Price/discount

Enter price and discount information.

Financial dimensions

View information about financial dimensions, such as the default dimensions and where the dimensions are used in account structures and advanced rule structures.

Button

Description

Copy data to reply

Copy data from the RFQ to the RFQ reply. This button is only enabled if you create an RFQ reply directly from an RFQ.

Totals

Open the Request for quotation totals (form), where you can view the total for a selected field in the lines of an RFQ, such as the total quantity of products.

Manage charges

Open the Charges transactions (form), where you can manage charges, such as freight.

Request for quotation journals

Open the Request for quotation journal (form), where you can view the postings for the RFQ associated with the selected reply.

Compare replies

Open the Compare request for quotation replies (form), where you can select replies from vendors to compare.

Request for quotation

Open the Request for quotation details (form), where you can view the RFQ that is related to the selected reply.

Purchase agreement

Open the Purchase agreements (form), where you can view the purchase agreement, if applicable, that is associated with the selected reply.

Purchase order

Open the Purchase order (form), where you can view the purchase order that was created from the accepted RFQ reply line.

Create price agreement journal

Open the Price/discount agreement journals (form), where you can create a price agreement journal.

Purchase price

Open the Price (purch.) form, where you can view product prices.

Line discount

Open the Line disc. (purch.) form, where you can view the discounts, if any, for a line.

Multiline discount

Open the Multiline disc. (purch.) form, where you can view multiline discounts.

Total discount

Open the Total disc. (purch.) form, where you can view the discounts, if any, for the selected RFQ reply line.

Details, on the Purchase quotation lines FastTab

Open the Line details view for the line, where you can manage information for the selected line. See the descriptions for the tabs and fields that are specific to the Line details view, in the Line details section later in this topic.

Set up

Open the Charges transactions (form), where you can add charges to the RFQ line.

Inquiries

Open a menu with the following items:

  • Request for quotation details – Open the RFQ that the selected RFQ reply line is attached to.

  • Purchase order – Open the purchase order that was created from the accepted RFQ reply line.

  • Purchase agreement – Open the purchase agreement, if applicable, that was created from the accepted RFQ reply line.

Inventory

Open a menu with the following items:

  • Transactions – Open the Inventory transactions (form), where you can view transaction details for an inventory item line.

  • On-hand – Open the On-hand inventory (form), where you can view the current on-hand quantity of an inventory item line.

  • Lot – Open the Lot (form), where you can view transactions for the lot that contains the selected inventory item.

  • Trace – Open the Trace inventory dimensions (form), where you can select the inventory dimensions to display for an inventory item.

  • Dimensions display – Open the Dimensions display (form), where you can select dimensions to display on the RFQ line.

Add address

Open the New address form to create a new delivery address for the selected RFQ reply.

Other address

Open the Address selection form to select a different delivery address for the selected RFQ reply.

Field

Description

Request for quotation

The identification number of the RFQ.

Case ID

The identification number of the RFQ reply.

Buyer group

The buyer group assigned to the requester.

Requester

The person who requested the items in the RFQ.

Language

The language that is used in the RFQ reply.

Sales tax group

The sales tax group code assigned to the line. For more information, see Sales tax groups (form).

Tax exempt number

The tax exempt number assigned to the vendor.

Prices include sales tax

If selected, this check box indicates that prices include sales taxes.

Contact

The name of the contact person for the vendor.

Sites service page

The name of the website where the RFQ was displayed, if applicable. Vendors who have access can reply to the RFQ in the website.

Link to RFQ reply page

The URL of the website where vendors with access to the site can respond to the RFQ.

E-mail template

The name of the e-mail notification template that was used to send the RFQ to vendors.

Line type

Indicates whether the product was requested from a category or is an inventory item:

  • Item – An item that is registered in Microsoft Dynamics AX and has an item number.

  • Category – An item that was selected from a procurement category.

Procurement category

The procurement category for a category line.

Configuration

The physical characteristics of the item.

Batch number

The item batch number. The batch number is automatically assigned.

Delivery date

The date by which the vendor can deliver the product.

Expiration date

The date by which vendors must reply to the RFQ.

Status

The status of the RFQ reply header reflects the statuses of RFQ reply lines. For example, you receive an RFQ reply from a vendor for an RFQ that has two lines. You reject the reply for the first line and accept the reply for the second line. The lowest status on the RFQ and RFQ reply header is Rejected and the highest is Accepted. For more information about statuses, see About request for quotation statuses.

Unit

The unit of measure for the product.

Unit price

The price per unit.

Discount

The line discount per unit.

Discount percent

The line discount amount as a percentage of the price amount.

Net amount

The total amount for the line, after subtracting any discounts.

Currency, on the Quotation FastTab

The currency selected by the vendor in the RFQ reply. This is the currency that appears in the vendor invoice if you purchase any products in the RFQ reply from this vendor.

Terms of payment

The terms of payment that apply, if the RFQ leads to a purchase from the selected vendor.

Vendor reference

The product reference assigned by the vendor.

Requested delivery date

The date by which you want vendors to deliver the products in the RFQ.

Effective date

The date that the RFQ reply or reply line is valid from.

Expiration date

The date that the RFQ reply or reply line is valid to.

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.

Price group

The price group, if any, from a trade agreement with the vendor. For more information, see About creating and using price groups.

Line discount group

The line discount group, if any, from a trade agreement with the vendor. For more information, see Line discount group field.

Multiline disc. group

The multiline discount group, if any, from a trade agreement with the vendor.

Total discount group

The total discount for a purchase from a vendor.

Charges group

The charges, such as freight, applicable to purchases from a vendor. For more information, see Charges groups (form).

Payment specification

The payment method preferred by a vendor.

Payment schedule

The payment plan if you make multiple payments to the vendor for a purchase. For more information, see Payment schedules (form).

Cash discount

The terms under which a cash discount applies. For more information, see Cash discounts (form).

Method of payment

The form of payment. For more information, see Methods of payment - vendors (form).

Template ID

Select the default template that specifies the financial dimensions to use for distributing transaction amounts. The information in the template will be used to display default dimension values. You can set up a template in the Financial dimension default templates form.

Cost center-System

The cost center for the employee who is requesting the item. For more information, see Financial dimensions (form).

Department-System

The department dimension for recording the cost of the product, if purchased. For more information, see Financial dimensions (form).

Expense purpose-System

The financial accounts for recording the cost of the product, if purchased. For more information, see Financial dimensions (form).

The following tables provide descriptions for the controls in the Line details view. To close the view and return to the RFQ reply, on the Action Pane, click Line details.

Tabs

Tab

Description

Item

View a description and other product information about the item in the selected RFQ reply line.

General

View the status of a line, and the reason for the status.

Quotation

View a comparison of the price, quantity, discounts, and lead time in the RFQ reply to the RFQ.

Address

View the address for delivery of the product on the selected line.

Other

View the sales tax and fixed asset details, if applicable, for the line.

Project

View the project details associated with the line, if applicable.

Product dimensions

View the dimensions for an inventory item line, and the location where the product, if purchased, will be stored.

Fields

Field

Description

External

The item number assigned by the vendor for the product, if applicable.

Text

The description of the product.

Charges on purchases

The charges, such as freight, on the RFQ line.

Multiline discount

The multiline discount is granted when one or more lines added together meet a discount requirement set by the vendor.

Multiline discount percentage

The multiline discount percentage, calculated as a percentage per price unit.

Lead time

Enter the number of days in the period from placing a purchase order with the vendor until receiving the products.

Working days

If this check box is selected, use working days from the company calendar instead of all calendar days when calculating the lead time.

Item sales tax group, on the Other FastTab

The item sales tax group code assigned to the line. For more information, see Item sales tax groups (form).

Number

The identification number of the planned purchase order that generated the RFQ line.

Master plan

The identification number of the master plan that generated the RFQ line.

Fixed asset number

The identification of the fixed asset, if applicable.

Value model

The value model that is related to the fixed asset. For more information about value models, see About derived value models.

Transaction type

The type of fixed asset transaction that will be created, if the RFQ leads to a purchase of a fixed asset.

Project ID, on the Project FastTab

The identification number of the project that is related to the line.

Activity number

The identification number of the project activity that is related to the line.

Project category

The project category that the product is attached to.

Line property

The project line property for the transaction.

Transaction ID

The identification number of the transaction in the project. The transaction number is automatically assigned.

Sales currency

The currency in which the project is invoiced.

Sales price

The sales price per unit, calculated in the sales currency for the project.


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