(BRA) Create a request for quotation for a new product
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2
Use this procedure to create and send a request for quotation (RFQ) for a new product.
Click Procurement and sourcing > Common > Requests for quotations > All requests for quotations.
On the Action Pane, click Request for quotation to create a new RFQ. For more information, see Create a request for quotation.
Click the Request for quotation lines FastTab, and then create an RFQ line.
In the Site field, select the site for the request for quotation. The site is associated with a fiscal establishment.
Click the Vendor FastTab to add vendors to the RFQ.
In the Vendor account field, select a vendor. In the Contact, Telephone, and E-mail fields, the contact information for the vendor is updated by using the information in the Contacts form.
Note
You can also enter or update information in the Contact, Telephone, and E-mail fields.
Repeat steps 3 through 6 to create more RFQ lines.
On the Action Pane, click Send to open the Sending request for quotation form.
Verify that the vendors in the list are the vendors that the RFQ must be sent to. To remove a vendor from this list, select the vendor, and then click Delete.
Note
The vendors that you remove in the Sending request for quotation form are not removed from the RFQ.
In the lower pane, select the RFQ lines to send to the selected vendors.
Click OK to send the RFQ to the selected vendors. The status of the RFQ is updated to Sent.