Purchase requisitions: Request for quotation control rules (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 > Setup > Policies > Purchasing policies. On the Action Pane of the Purchasing policies list page, click Policy. In the Purchasing policy form, on the General FastTab, enter a unique name and optional description for the new request for quotation (RFQ) policy. On the Policy rules FastTab, in the left pane, select Purchase requisition RFQ rules, and then click Create policy rule.

Use this form to define the criteria for requiring an RFQ for a purchase requisition line, such as when a requester orders products that have prices that exceed a specified price threshold. You can set a monetary threshold for each procurement category.

NoteNote

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

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

Tab

Description

Informal RFQ

Create or modify the conditions under which an informal RFQ is appropriate. An example of an informal RFQ is a bid that you receive from the vendor in a telephone call or by e-mail message.

Formal RFQ

Create or modify the conditions under which a formal RFQ is required.

Field

Description

Never

An RFQ is never required.

Always

An RFQ is always required.

Under specific conditions

Define the conditions under which an informal or formal RFQ is required.

Instruction

Add an explanation or other details about the rule.

If you select Under specific conditions, the fields in the following table are displayed.

Field

Description

Amount

Enter a threshold that, if exceeded by a purchase requisition line, requires an RFQ for the line.

Currency

Select a currency code for the specified threshold amount.

Category

Specify a lower threshold amount in the selected currency for one or more procurement categories.


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